Vehicle Rate Card File: Difference between revisions

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==Entering Vehicle Rate Cards into NEOSYS==
==Quick notes==


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.
===Menu Access===


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


#Vehicle code and effective date - to identify the ratecard, allowing users to choose which ratecard to use.
===Quick Reference===
#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)
#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.
#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.
Refer [http://userwiki.neosys.com/index.php/NEOSYS_General_User_Interface General User interface]
To retrieve an existing ratecard, click the Lookup button on the specification field and follow the prompts to select the ad rate specifications.
 
==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===
 
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: [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.
 
===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.


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>
"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.
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.
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.


*<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]]


<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.
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:
*<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]]
[[File:Schedule rate card.jpg | 1400 px]]
 
 
===Loading Table===
 
===Client Specific Rates===
 
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===

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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