Vehicle Rate Card File - Revision history

Gregory at 06:28, 14 October 2024

2024-10-14T06:28:28Z

← Older revision		Revision as of 06:28, 14 October 2024
Line 1:		Line 1:
	==~~Vehicle Rate Cards in NEOSYS~~==		==Quick notes==

	~~<Image>~~		===Menu Access===

			* Menu > Media > Files > Media Vehicle Ratecard
			* Alt + M, M, F, R

			===Quick Reference===

			Refer [http://userwiki.neosys.com/index.php/NEOSYS_General_User_Interface General User interface]

			==Vehicle Ratecards in NEOSYS==
			[[image:ratecard2.jpg \| 800 px]]

			===Access & Retrieval===

			To open a ratecard for a vehicle whilst working on a schedule, click the open 'File' button on the specification or loading fields.

			To retrieve an existing ratecard, click the Lookup button on the specification or loading field and follow the prompts to select the ad rate specifications.

			NOTE: If tags are already entered in the Spec/Loading field, the option to get billing/cost from the ratecard will not be available.<br>
			To work around this cut tags out Ctrl + X, make new ratecard selection and paste tags back in to loading field with Ctrl + V.
			[https://userwiki.neosys.com/index.php/Media_Types_File#Tags \|More on Tags]

	===Vehicle code, effective date & Comments===		===Vehicle code, effective date & Comments===

	Used to identify a ratecard on ratecard selection in the schedule file.		Used to identify a ratecard on ratecard selection in the schedule file.

	===Commission %, Agency Fee %, Agent Fee/Discount %, Tax %, Other %===		===Commission %, Agency Fee %, Agent Fee/Discount %, Tax %, Other %===

	~~These~~ fields ~~correspond~~ to the calculated bill columns in the schedule file ~~and can be configured to work on the basis of other columns~~.		Use these fields to set the default values of the calculated bill columns in the schedule file.
	~~e.g Commission 1% on 'One after Gross' is 1% of the bill Load field in the schedule file. (See [~~[ https://userwiki.neosys.com/index.php/Using_NEOSYS_Media_System#Concepts_and_Calculation_under_Discounts_and_other_charges \| Concepts and Calculation under Discounts and other charges)
			More info: [https://userwiki.neosys.com/index.php/Using_NEOSYS_Media_System#Concepts_and_Calculation_under_Discounts_and_other_charges\|Concepts and Calculation under Discounts and other charges]

			Note that the tax column cannot be used if the schedule uses a tax code.

	~~Includes~~		===Standard Rates===

	~~Users can enter precise ratecard bill and cost information into the Vehicle Rate card which is easily retrieved when preparing a plan or schedule.~~		Todo

	~~<Image>~~		===Rate Table===

	~~# - used to identify the ratecard on ratecard selection in schedule file.~~		Rates can either be gross rates for individual ads or the rate can be per column centimeter or per second etc.
	~~#General calculated charges, such as Commission, Fee and discount (for dropdown options Net, One before Net, etc. see Calculation in discount/charges columns)~~
	~~#Main ratecard table. (Will be explained in more detail below, with examples)~~
	~~#Loadings -~~ can be ~~considered a secondary ratecard for additional charges.~~
	~~#Client Specific rates - Client specific rates section allows users to enter bill and cost discount, commission and other~~ rates for ~~specific clients. <br> Tip: If~~ the ~~client code is left blank then the discounts, commissions and other rates will~~ be ~~applied to all clients~~.

	~~Users can create ratecards, in~~ the ~~schedule file by clicking on the 'File' button~~ on ~~the specification~~ or ~~loading field or by navigating to a new file using the Menu > Media > Files. <br>~~		When the rate is dependent on size or duration, the final cost per ad is calculated depending on the size/duration entered in the schedule.
	~~To retrieve an existing ratecard~~, ~~click~~ the ~~Lookup button~~ on the ~~specification field and follow~~ the ~~prompts to select the ad rate specifications~~.

	~~Rates can either be gross rates for individual ads or the rate can be per column centimeter or per second etc. <br>~~
	~~When the rate is dependent on size or duration, the final cost per ad is calculated depending on the size/duration entered in the schedule. <br>~~
	When making a ratecard selection, users will be prompted to enter the size/duration after selecting the main rate row and column.		When making a ratecard selection, users will be prompted to enter the size/duration after selecting the main rate row and column.
	~~"Sized" rates are indicated by an asterisk "*" character without the quotes either within or at the end of the specification column.<br>~~

			"Sized" rates are indicated by an asterisk "*" character without the quotes either within or at the end of the specification column.

	Example: INS PG* would be converted to INS PG20X4 on the schedule. You can also enter the main or fixed sizes of a publication directly into the ratecard like INS PG20X4.		Example: INS PG* would be converted to INS PG20X4 on the schedule. You can also enter the main or fixed sizes of a publication directly into the ratecard like INS PG20X4.

			*<b>Warning: Avoid usage of commas in the rate table and instead use single quote or a blank space. e.g. 500 000 or 500'000. </b> Refer to [[Media FAQ#Why is the Gross Amount field picking up the amount before the comma in the Specification field.3F\|Gross amount picked up from Ratecard]]


			Below screenshot shows which part of the schedule picks up the Commission, Agency fee, Agent fee/Discount, Tax, Other fee fields of the vehicle ratecard file:

			[[File:Schedule rate card.jpg \| 1400 px]]


	~~<b>Note:</b>~~		===Loading Table===

	*<b>If tags are already entered in the Loading field, the option to choose loading will not be available.</b> <br>To work around this cut tags out Ctrl + X, make new loading selection and paste tags back in to loading field with Ctrl + V.		===Client Specific Rates===
	*<b>Avoid usage of commas in the rate table and instead use single quote or a blank space. e.g. 500 000 or 500'000. </b> Refer to [[Media FAQ#Why is the Gross Amount field picking up the amount before the comma in the Specification field.3F\|Gross amount picked up from Ratecard]]

	~~[[image:ratecard2~~.~~jpg \| 800 px]]~~		Enter billing and cost discount, commission and other rates for on a per client basis.

	~~Below screenshot shows which part of~~ the ~~schedule picks up~~ the ~~Commission~~, ~~Agency fee, Agent fee/Discount, Tax, Other fee fields of the vehicle ratecard file:~~		If the client code is left blank then the discounts, commissions and other rates will be applied to all clients.

	~~[[File:Schedule rate card.jpg \| 1400 px]]~~		===Versions===

Gregory: /* Entering Vehicle Rate Cards into NEOSYS */

2021-03-11T12:54:18Z

Entering Vehicle Rate Cards into NEOSYS

← Older revision		Revision as of 12:54, 11 March 2021
Line 1:		Line 1:
	==~~Entering~~ Vehicle Rate Cards ~~into~~ NEOSYS==		==Vehicle Rate Cards in NEOSYS==

	~~Users can enter precise ratecard bill and cost information into the Vehicle Rate card which is very easily retrieved when preparing a plan or schedule.~~		<Image>

	~~Ratecard sections are:~~

	#Vehicle code ~~and~~ effective date - to identify the ~~ratecard~~, ~~allowing users~~ to ~~choose~~ which ratecard ~~to use~~.		===Vehicle code, effective date & Comments===
	#General ~~Agency notes and~~ charges, such as Commission, Fee and discount (for dropdown options Net, One before Net, etc. see Calculation in discount/charges columns)		Used to identify a ratecard on ratecard selection in the schedule file.

			===Commission %, Agency Fee %, Agent Fee/Discount %, Tax %, Other %===

			These fields correspond to the calculated bill columns in the schedule file and can be configured to work on the basis of other columns.
			e.g Commission 1% on 'One after Gross' is 1% of the bill Load field in the schedule file. (See [[ https://userwiki.neosys.com/index.php/Using_NEOSYS_Media_System#Concepts_and_Calculation_under_Discounts_and_other_charges \| Concepts and Calculation under Discounts and other charges)

			Includes

			Users can enter precise ratecard bill and cost information into the Vehicle Rate card which is easily retrieved when preparing a plan or schedule.

			<Image>

			# - used to identify the ratecard on ratecard selection in schedule file.
			#General calculated charges, such as Commission, Fee and discount (for dropdown options Net, One before Net, etc. see Calculation in discount/charges columns)
	#Main ratecard table. (Will be explained in more detail below, with examples)		#Main ratecard table. (Will be explained in more detail below, with examples)
	#Loadings - can be considered a secondary ratecard for additional charges ~~such as color or position loading~~.		#Loadings - can be considered a secondary ratecard for additional charges.
	#Client Specific rates - Client specific rates section allows users to enter bill and cost discount, commission and other rates for specific clients. <br> Tip: If the client code is left blank then the discounts, commissions and other rates will be applied to all clients.		#Client Specific rates - Client specific rates section allows users to enter bill and cost discount, commission and other rates for specific clients. <br> Tip: If the client code is left blank then the discounts, commissions and other rates will be applied to all clients.

Gregory: /* Entering Vehicle Rate Cards into NEOSYS */

2021-01-24T10:14:21Z

Entering Vehicle Rate Cards into NEOSYS

← Older revision		Revision as of 10:14, 24 January 2021
Line 11:		Line 11:
	#Client Specific rates - Client specific rates section allows users to enter bill and cost discount, commission and other rates for specific clients. <br> Tip: If the client code is left blank then the discounts, commissions and other rates will be applied to all clients.		#Client Specific rates - Client specific rates section allows users to enter bill and cost discount, commission and other rates for specific clients. <br> Tip: If the client code is left blank then the discounts, commissions and other rates will be applied to all clients.

	Users can create ratecards, in the schedule file by clicking on the 'File' button on the specification or loading field or by navigating to a new file using the Menu > Media > Files.		Users can create ratecards, in the schedule file by clicking on the 'File' button on the specification or loading field or by navigating to a new file using the Menu > Media > Files. <br>

	To retrieve an existing ratecard, click the Lookup button on the specification field and follow the prompts to select the ad rate specifications.		To retrieve an existing ratecard, click the Lookup button on the specification field and follow the prompts to select the ad rate specifications.

	Rates can either be gross rates for individual ads or the rate can be per column centimeter or per second etc. <br>		Rates can either be gross rates for individual ads or the rate can be per column centimeter or per second etc. <br>
	When the rate is dependent on size or duration, the final cost per ad is calculated depending on the size/duration entered in the schedule. <br>		When the rate is dependent on size or duration, the final cost per ad is calculated depending on the size/duration entered in the schedule. <br>
			When making a ratecard selection, users will be prompted to enter the size/duration after selecting the main rate row and column.
	"Sized" rates are indicated by an asterisk "*" character without the quotes either within or at the end of the specification column.<br>		"Sized" rates are indicated by an asterisk "*" character without the quotes either within or at the end of the specification column.<br>
	~~When making a ratecard selection, users will be prompted to enter the size/duration after selecting the main rate row and column.~~

Gregory: /* Entering Vehicle Rate Cards into NEOSYS */

2021-01-24T10:11:01Z

Entering Vehicle Rate Cards into NEOSYS

← Older revision		Revision as of 10:11, 24 January 2021
Line 12:		Line 12:

	Users can create ratecards, in the schedule file by clicking on the 'File' button on the specification or loading field or by navigating to a new file using the Menu > Media > Files.		Users can create ratecards, in the schedule file by clicking on the 'File' button on the specification or loading field or by navigating to a new file using the Menu > Media > Files.

	To retrieve an existing ratecard, click the Lookup button on the specification field and follow the prompts to select the ad rate specifications.		To retrieve an existing ratecard, click the Lookup button on the specification field and follow the prompts to select the ad rate specifications.

Arvind: /* Entering Vehicle Rate Cards into NEOSYS */

2021-01-04T10:23:00Z

Entering Vehicle Rate Cards into NEOSYS

← Older revision		Revision as of 10:23, 4 January 2021
Line 9:		Line 9:
	#Main ratecard table. (Will be explained in more detail below, with examples)		#Main ratecard table. (Will be explained in more detail below, with examples)
	#Loadings - can be considered a secondary ratecard for additional charges such as color or position loading.		#Loadings - can be considered a secondary ratecard for additional charges such as color or position loading.
	#Client Specific rates - Client specific rates section allows users to enter discount, commission and other rates for specific clients. <br> Tip: If the client code is left blank then the discounts, commissions and other rates will be applied to all clients.		#Client Specific rates - Client specific rates section allows users to enter bill and cost discount, commission and other rates for specific clients. <br> Tip: If the client code is left blank then the discounts, commissions and other rates will be applied to all clients.

	Users can create ratecards, in the schedule file by clicking on the 'File' button on the specification or loading field or by navigating to a new file using the Menu > Media > Files.		Users can create ratecards, in the schedule file by clicking on the 'File' button on the specification or loading field or by navigating to a new file using the Menu > Media > Files.

Gregory: /* Entering Vehicle Rate Cards into NEOSYS */

2021-01-04T08:48:35Z

Entering Vehicle Rate Cards into NEOSYS

← Older revision		Revision as of 08:48, 4 January 2021
Line 1:		Line 1:
	==Entering Vehicle Rate Cards into NEOSYS==		==Entering Vehicle Rate Cards into NEOSYS==

	Users can enter precise ratecard bill information into the Vehicle Rate card which is very easily retrieved when preparing a plan or schedule.		Users can enter precise ratecard bill and cost information into the Vehicle Rate card which is very easily retrieved when preparing a plan or schedule.

	Ratecard sections are:		Ratecard sections are:

Arvind at 08:45, 4 January 2021

2021-01-04T08:45:58Z

← Older revision		Revision as of 08:45, 4 January 2021
Line 1:		Line 1:
	== Entering Vehicle Rate Cards into NEOSYS ==		==Entering Vehicle Rate Cards into NEOSYS==

	Users can enter precise ratecard bill information into the Vehicle Rate card which is very easily be retrieved when preparing a plan or schedule.		Users can enter precise ratecard bill information into the Vehicle Rate card which is very easily retrieved when preparing a plan or schedule.

	Ratecard sections are:		Ratecard sections are:
	# Vehicle code and effective date - to identify the ratecard, allowing users to choose which ratecard to use.
	# General Agency notes and charges, such as ~~Commisson~~, Fee and discount. (for dropdown options Net, One before Net, e.t see ~~[https://userwiki.neosys.com/index.php/NEOSYS_Media#Calculation_in_discount.2Fcharges_columns\|~~ Calculation in discount/charges columns])		#Vehicle code and effective date - to identify the ratecard, allowing users to choose which ratecard to use.
	# Main ratecard table. (Will be explained in more detail below, with examples)		#General Agency notes and charges, such as Commission, Fee and discount (for dropdown options Net, One before Net, etc. see Calculation in discount/charges columns)
	# Loadings - can be considered a secondary ratecard for additional charges such as color or position loading.		#Main ratecard table. (Will be explained in more detail below, with examples)
	# Client Specific rates - Client specific rates section allows users to enter discount, commission and other rates for specific clients. <br> Tip: If the client code is left blank then the discounts, commissions and other rates will be applied to all clients.		#Loadings - can be considered a secondary ratecard for additional charges such as color or position loading.
			#Client Specific rates - Client specific rates section allows users to enter discount, commission and other rates for specific clients. <br> Tip: If the client code is left blank then the discounts, commissions and other rates will be applied to all clients.

	Users can create ratecards, in the schedule file by clicking on the 'File' button on the specification or loading field or by navigating to a new file using the Menu > Media > Files.		Users can create ratecards, in the schedule file by clicking on the 'File' button on the specification or loading field or by navigating to a new file using the Menu > Media > Files.
Line 23:		Line 24:

	<b>Note:</b>		<b>Note:</b>

	*<b>If tags are already entered in the Loading field, the option to choose loading will not be available.</b> <br>To work around this cut tags out Ctrl + X, make new loading selection and paste tags back in to loading field with Ctrl + V.		*<b>If tags are already entered in the Loading field, the option to choose loading will not be available.</b> <br>To work around this cut tags out Ctrl + X, make new loading selection and paste tags back in to loading field with Ctrl + V.
	*<b>Avoid usage of commas in the rate table and instead use single quote or a blank space. e.g. 500 000 or 500'000. </b> Refer to [~~http://userwiki.neosys.com/index.php/Media_FAQ~~#~~Why_is_the_Gross_Amount_field_picking_up_the_amount_before_the_comma_in_the_Specification_field~~.3F Gross amount picked up from Ratecard]		*<b>Avoid usage of commas in the rate table and instead use single quote or a blank space. e.g. 500 000 or 500'000. </b> Refer to [[Media FAQ#Why is the Gross Amount field picking up the amount before the comma in the Specification field.3F\|Gross amount picked up from Ratecard]]

	[[image:ratecard2.jpg \| 800 px]]		[[image:ratecard2.jpg \| 800 px]]

Gregory: Reorganising article, made some corrections to info on ratecard behavior on loading field if tag are already entered.

2021-01-04T08:30:35Z

Reorganising article, made some corrections to info on ratecard behavior on loading field if tag are already entered.

@@ Line 1: / Line 1: @@
 == Entering Vehicle Rate Cards into NEOSYS ==
-Standard pricing and costing information can be entered into the Ratecard File in NEOSYS where it can easily be accessed while creating media plans and schedules.
+Users can enter precise ratecard bill information into the Vehicle Rate card which is very easily be retrieved when preparing a plan or schedule.
-Click the Lookup button for the Specification field of a vehicle and choose Rate Card from option and follow the options to choose specific ratecard.
+Ratecard sections are:
-Be aware that if #Tags are entered if specification field, the option to choose a Rate Card will not be available.
+Users can create ratecards, in the schedule file by clicking on the 'File' button on the specification or loading field or by navigating to a new file using the Menu > Media > Files.
-To choose a ratecard, cut tags out Ctrl + X, choose new rate card, paste tags back in to specification field with Ctrl + V.
+To retrieve an existing ratecard, click the Lookup button on the specification field and follow the prompts to select the ad rate specifications.
-Rates can either be gross rates for individual ads or the rate can be per column centimeter or per second etc. When the rate is dependent on size or duration, the final cost per ad is calculated depending on the size/duration entered in the schedule. "Sized" rates are indicated by an asterisk "*" character without the quotes either within or at the end of the specification column. eg INS PG* would be converted to INS PG*20X4 on the schedule. You can also enter the main or fixed sizes of a publication directly into the ratecard like INS PG*20X4.
+Rates can either be gross rates for individual ads or the rate can be per column centimeter or per second etc. <br>
-NEOSYS allows the precise ratecard information to be fed into the system which can very easily be retrieved when preparing the schedule. There is a separate column for loadings like color or position loading where the loading charges can be specified. Client specific rates section allows users to enter discount, commission and other rates for specific clients. This field can also be used to define specific discounts, commissions and other rates for all clients if the client code field is left blank on the first line.
+Example: INS PG* would be converted to INS PG*20X4 on the schedule. You can also enter the main or fixed sizes of a publication directly into the ratecard like INS PG*20X4.
 [[image:ratecard2.jpg | 800 px]]
 Below screenshot shows which part of the schedule picks up the Commission, Agency fee, Agent fee/Discount, Tax, Other fee fields of the vehicle ratecard file:
 [[File:Schedule rate card.jpg | 1400 px]]

Arvind: /* Entering Vehicle Rate Cards into NEOSYS */

2018-11-04T06:18:13Z

Entering Vehicle Rate Cards into NEOSYS

← Older revision		Revision as of 06:18, 4 November 2018
Line 8:		Line 8:
	Be aware that if #Tags are entered if specification field, the option to choose a Rate Card will not be available.		Be aware that if #Tags are entered if specification field, the option to choose a Rate Card will not be available.
	To choose a ratecard, cut tags out Ctrl + X, choose new rate card, paste tags back in to specification field with Ctrl + V.		To choose a ratecard, cut tags out Ctrl + X, choose new rate card, paste tags back in to specification field with Ctrl + V.

			Rates can either be gross rates for individual ads or the rate can be per column centimeter or per second etc. When the rate is dependent on size or duration, the final cost per ad is calculated depending on the size/duration entered in the schedule. "Sized" rates are indicated by an asterisk "" character without the quotes either within or at the end of the specification column. eg INS PG would be converted to INS PG20X4 on the schedule. You can also enter the main or fixed sizes of a publication directly into the ratecard like INS PG20X4.

	Avoid usage of commas in the Specification field, instead use single quote or a blank space. e.g. 500 000 or 500'000. Refer to [http://userwiki.neosys.com/index.php/Media_FAQ#Why_is_the_Gross_Amount_field_picking_up_the_amount_before_the_comma_in_the_Specification_field.3F Gross amount picked up from Ratecard]		Avoid usage of commas in the Specification field, instead use single quote or a blank space. e.g. 500 000 or 500'000. Refer to [http://userwiki.neosys.com/index.php/Media_FAQ#Why_is_the_Gross_Amount_field_picking_up_the_amount_before_the_comma_in_the_Specification_field.3F Gross amount picked up from Ratecard]

	Rates can either be gross rates for individual ads or the rate can be per column centimeter or per second etc. When the rate is dependent on size or duration, the final cost per ad is calculated depending on the size/duration entered in the schedule. "Sized" rates are indicated by an asterisk "" character without the quotes either within or at the end of the specification column. eg INS PG would be converted to INS PG20X4 on the schedule. You can also enter the main or fixed sizes of a publication directly into the ratecard like INS PG20X4.

	NEOSYS allows the precise ratecard information to be fed into the system which can very easily be retrieved when preparing the schedule. There is a separate column for loadings like color or position loading where the loading charges can be specified. Client specific rates section allows users to enter discount, commission and other rates for specific clients. This field can also be used to define specific discounts, commissions and other rates for all clients if the client code field is left blank on the first line.		NEOSYS allows the precise ratecard information to be fed into the system which can very easily be retrieved when preparing the schedule. There is a separate column for loadings like color or position loading where the loading charges can be specified. Client specific rates section allows users to enter discount, commission and other rates for specific clients. This field can also be used to define specific discounts, commissions and other rates for all clients if the client code field is left blank on the first line.

Joel at 05:30, 1 November 2018

2018-11-01T05:30:54Z

← Older revision		Revision as of 05:30, 1 November 2018
Line 8:		Line 8:
	Be aware that if #Tags are entered if specification field, the option to choose a Rate Card will not be available.		Be aware that if #Tags are entered if specification field, the option to choose a Rate Card will not be available.
	To choose a ratecard, cut tags out Ctrl + X, choose new rate card, paste tags back in to specification field with Ctrl + V.		To choose a ratecard, cut tags out Ctrl + X, choose new rate card, paste tags back in to specification field with Ctrl + V.

			Avoid usage of commas in the Specification field, instead use single quote or a blank space. e.g. 500 000 or 500'000. Refer to [http://userwiki.neosys.com/index.php/Media_FAQ#Why_is_the_Gross_Amount_field_picking_up_the_amount_before_the_comma_in_the_Specification_field.3F Gross amount picked up from Ratecard]

	Rates can either be gross rates for individual ads or the rate can be per column centimeter or per second etc. When the rate is dependent on size or duration, the final cost per ad is calculated depending on the size/duration entered in the schedule. "Sized" rates are indicated by an asterisk "" character without the quotes either within or at the end of the specification column. eg INS PG would be converted to INS PG20X4 on the schedule. You can also enter the main or fixed sizes of a publication directly into the ratecard like INS PG20X4.		Rates can either be gross rates for individual ads or the rate can be per column centimeter or per second etc. When the rate is dependent on size or duration, the final cost per ad is calculated depending on the size/duration entered in the schedule. "Sized" rates are indicated by an asterisk "" character without the quotes either within or at the end of the specification column. eg INS PG would be converted to INS PG20X4 on the schedule. You can also enter the main or fixed sizes of a publication directly into the ratecard like INS PG20X4.