Vehicle Rate Card File: Difference between revisions

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[[image:Ratecardfile.jpg]]
==Quick notes==
== 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.
===Menu Access===


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


Be aware that if #Tags are entered if specification field, the option to choose a Rate Card will not be available.
===Quick Reference===
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 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.
Refer [http://userwiki.neosys.com/index.php/NEOSYS_General_User_Interface General User interface]


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.  
==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.


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


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


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


[[File:Schedule rate card.jpg | 1400 px]]
===Commission %, Agency Fee %, Agent Fee/Discount %, Tax %, Other %===


== Specifying a minimum loading amount in the rate card ==
Use these fields to set the default values of the calculated bill columns in the schedule file.


Users can enter a conditional rate, where a minimum amount will be charged, unless the %loading amount on gross is greater than the specified minimum.  
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]


For example a suppliers ratecard might say '15% extra charge for full colour (where the minimum extra charge is Dhs 3,000)'.
Note that the tax column cannot be used if the schedule uses a tax code.


The format is (percentage>minimum), E.g "15%>3000" means loading of 15% and a minimum charge of 3000. The 'greater than' sign is required after the percentage and before the minimum amount with no spaces.
===Standard Rates===


If the % amount on the gross is greater than the minimum, then add additional charge % amount to the gross.
Todo


Otherwise, if the % amount is less than the minimum, ad the fixed minimum charge. (Screenshot below)
===Rate Table===


[[image:Conditionalloadingrate.jpg]]
Rates can either be gross rates for individual ads or the rate can be per column centimeter or per second etc.


== Standard rates ==
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.


The standard rates is a table for standard discounts and their corresponding discount values. These standard discounts appear in the "Discount%" field under "Client Specific Rates" as shown in the screenshot below.
When making a ratecard selection, users will be prompted to enter the size/duration after selecting the main rate row and column.


Below screenshot shows the rate card file for the vehicle Copenhagen Connoisseur (COCO). Under Client Specific Rates "SILVER MEMBER" is chosen as the discount for brand "M.N.A.S and Sons" of client "Zenith Media" (ZEME). So in a media schedule for brand MNAS, if the vehicle Copenhagen Connoisseur is used, the discount shown will be -10% since SILVER MEMBER corresponds to -10% in the standard rates table.
"Sized" rates are indicated by an asterisk "*" character without the quotes either within or at the end of the specification column.


[[image:Standard discounts.jpg]]
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.


[[File:CS discount.jpg| 1300 px]]
*<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]]


== How to specify discount rates for bill and cost line per Specification ==


If users want to specify discount rates for vehicle bill and cost line in schedule per Specification entered in the ratecard, then enter the columns highlighted in the screenshot below in the Rate table section of the vehicle ratecard file. The specification pop-up in the schedule file will show users the bill and cost discount rates which can reduce mistakes during schedule creation. As of 20/3/2017 the discount rates entered in the Rate table are not automatically picked up in schedules but NEOSYS will review this feature on a future date and automate the rates to appear in schedules. 
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:


Discount rates that are a percentage of Gross amount must be put under the column headings BILLDISC% and COSTDISC%. Discount rates that are a fixed numeric amount must be put under the column heading BILLDISC and COSTDISC. Refer to below screenshot:
[[File:Schedule rate card.jpg | 1400 px]]


[[image:bcd.jpg]]


The Specification search on schedules will look as below screenshot:
===Loading Table===


Specification row selection pop-up options in the schedule
===Client Specific Rates===


[[image:bcd2.jpg]]
Enter billing and cost discount, commission and other rates for on a per client basis.


Specification column selection pop-up options in the schedule
If the client code is left blank then the discounts, commissions and other rates will be applied to all clients.


[[image:bcd3.jpg]]
===Versions===

Latest revision as of 06:28, 14 October 2024

Quick notes

Menu Access

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

Quick Reference

Refer General User interface

Vehicle Ratecards in NEOSYS

Ratecard2.jpg

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.
To work around this cut tags out Ctrl + X, make new ratecard selection and paste tags back in to loading field with Ctrl + V. |More on Tags

Vehicle code, effective date & Comments

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

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

Use these fields to set the default values of the calculated bill columns in the schedule file.

More info: and Calculation under Discounts and other charges

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

Standard Rates

Todo

Rate Table

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.

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.

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.


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:

Schedule rate card.jpg


Loading Table

Client Specific Rates

Enter billing and cost discount, commission and other rates for on a per client basis.

If the client code is left blank then the discounts, commissions and other rates will be applied to all clients.

Versions

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