We rely heavily on this feature but how it's implemented causes us a tremendous amount of extra work every time something changes – specifically when we hire/dismiss an employee.
About half of our clients have custom pricing. Currently, when a new employee comes on board, we have to go through each-and-every client and manually update their custom pricing information. What we have done to help this process is create "template" accounts/contracts and run through the entire client list one at a time to see if they are either standard pricing or one of our two custom pricing levels and apply the changes by using the "copy all custom pricing settings" from the template accounts/contracts. While this works OK, it sure is a ton of extra work any time we have a change!!
What I would like to propose is that each account have a drop down field in the custom pricing tab where we can select a default account/contract for custom pricing. That would allow us to continue to set up our template accounts/contracts with all the custom pricing then simply reference the template account/contract directly -- that way if we needed to make a change, we would simply update the template accounts and be done with it.
This would be in addition to the existing custom pricing process... that way, the default template account/contract would get applied first, then the exceptions list would apply. Super simple and way-mo-better for us!!!
let me know if this doesn't make sense -- thanks!!
//ray
About half of our clients have custom pricing. Currently, when a new employee comes on board, we have to go through each-and-every client and manually update their custom pricing information. What we have done to help this process is create "template" accounts/contracts and run through the entire client list one at a time to see if they are either standard pricing or one of our two custom pricing levels and apply the changes by using the "copy all custom pricing settings" from the template accounts/contracts. While this works OK, it sure is a ton of extra work any time we have a change!!
What I would like to propose is that each account have a drop down field in the custom pricing tab where we can select a default account/contract for custom pricing. That would allow us to continue to set up our template accounts/contracts with all the custom pricing then simply reference the template account/contract directly -- that way if we needed to make a change, we would simply update the template accounts and be done with it.
This would be in addition to the existing custom pricing process... that way, the default template account/contract would get applied first, then the exceptions list would apply. Super simple and way-mo-better for us!!!
let me know if this doesn't make sense -- thanks!!
//ray
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