Giving a customer or a fleet their own price

Some accounts pay a different price from everybody else — a fleet that negotiated ten percent off, an insurance account that bills labor at its own rate. Torqix keeps that price on the customer, so nobody has to remember it on every ticket. A fleet is a customer here, so everything below works the same for one.

Both settings live on the customer's record, on the Customer info tab, in the card headed How this account is handled.

A standing discount

1. 1

   Step 1: Open the customer and the Customer info tab

   Find the Standing discount group. It reads None. Their orders start at the shop's prices. until one is set.

2. 2

   Step 2: Press Change standing discount

   Type the percent into Percent off every new order — 10 for ten percent, 2.5 for two and a half — and press Save. Leave the box empty and save to turn it off.

3. 3

   Step 3: Read the confirmation

   Torqix says This account's new orders start with its standing discount — orders already open keep what they say, and the group now names the percent and who set it.

From then on, every order opened for this customer — a repair order, an estimate, a counter sale, a check-in from the schedule, a duplicate — starts with that percent off. It goes on the order through the same door an advisor's discount does. Being a percent, it grows with the order: the order's Discount panel shows what it takes off once there is work on the order, and the order's activity records it as applied by the person who set it, with the reason Standing 10% discount on this customer's record.

Setting one is giving money away on every future order, so it needs a discount limit that covers it — see how much your people can take off. An owner can always set one. Anyone else needs no dollar limit and a percent limit at or above the figure; otherwise Torqix refuses with That standing discount is over your own discount limit — the owner or someone whose limit covers it has to set it. Turning a standing discount off is never refused.

A labor rate of their own

Below it, the Labor rate group picks one of your named rates for this account — press Change labor rate. Every labor line added for this customer from then on is born at that rate, unless the canned service names its own (a detail bills at the detailing rate whoever it is for). A writer can still change one line's rate on the order, in its Rate/hr cell. The list shows only your own rates, from Settings › Labor rates.

Merging two records keeps the price: the record you keep holds on to its own standing discount and labor rate, and where it had none it takes the other record's — see merging customer records.

What the order says

On the order screen, the rail under the order's facts carries one sentence when the account is priced differently — for example Customer pricing: 10% off · Fleet rate. It describes the account as it is set now. What the order itself carries is on the order: the discount in the Discount panel and each line's rate on the line, both fixed when they were added.