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Pricing & Reports Articles

  1. Pricing Approvals

    Pricing approvals help you manage pricing submitted to your company from your activity suppliers. Below are the activities involved in approving a rate sheet. Viewing and approving submitted rate sheets Denying submitted rate sheets Viewing approved rate sheets Deleting approved rate sheets Location-based rate sheets Viewing and approving submitted rate sheets Click on “Pricing Campaigns” in the main navigation, then "Pricing Approvals" on the top navigation bar. On the “Pending Rate Sheet...

    Oct 05, 2016 06:51PM HST
  2. Manage Agency Pricing

    1. Click on “Pricing Campaigns” from the Dashboard, then click "Rate Sheets" on the top navigation bar. And to create new sheet just click "+Rate Sheet" as shown below. 2. As you can see above, there are four subsections of the Rate Sheets page. They are: Active - This page will display all Rate Sheets that are currently Active and governing your pricing. These are organized from the top down in order of the most recently approved Rate Sheet to the oldest. The most recently appro...

    Oct 03, 2016 05:23PM HST
  3. Employee & Affiliate Pricing

    1. From the dashboard click on "Pricing Campaigns" then "Pricing Groups." 2. To view a full list of your “Rate Sheets” for a “Pricing Group”, click on the blue “Edit” icon. 3. You can narrow down your “Rate Sheets” list by using the “Location Group Filter” and/or “Vendor Filter”. To find a specific “Rate Sheet”, enter the name of the “Rate Sheet” in the “Search” field. 4. To view the details of a specific “Rate Sheet”, click on the blue “View” icon. 5. To set the commission amount th...

    Oct 03, 2016 07:14PM HST
  4. Adding Reseller Pricing Groups

    Pricing groups give you the ability to set the same affiliate rates for all reseller agencies (or affiliates) within a group rather than setting rates for each affiliate individually. To create affiliate pricing groups follow the instructions below. 1. From the dashboard click on "Agency Tools" then "Reseller Pricing." 2. To create a pricing group, click on “ + Pricing Group.” 3. To name your new “Pricing Group”, enter the name into the “Title” field. For instance, you have two affiliate g...

    Oct 03, 2016 07:15PM HST
  5. Reports

    1. To create Accounts Receivable reports, Manifest reports, or etc., click on "Reports" from the dashboard. 2. Select the report type you want to generate and the date range you want to generate the report for and click on "Generate Report." *Note - You can also generate more specific reports that account for a particular activity and activity start time by clicking on the word “Advanced” to expand the report filters as seen below. 3. Click on "Export to CSV" to ...

    Oct 05, 2016 11:40AM HST
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