This guide explains where rate cards can be assigned and how a rate is calculated. It is intended for general users.
The most complex pricing models and commission structures your company uses can be constructed in aACE's powerful infrastructure. This ensures that your pricing controls are used correctly and your payout schedules are accurate. For an example of how this feature can help your team, read our feature highlight.
While standard pricing and commission logic is set with line item codes (LICs), you can create special pricing schemes using rate cards. After you set up a rate card, you can gradually fine-tune which LICs should apply that pricing.
Rate Types and Their Rate Values
The Rate Cards module and Line Item Codes module use the same logic. The Rate Type and Rate Value fields are used to determine the LIC pricing for an order. For details about Fixed Price, Fixed Markup, Markup %, and Margin % fields, please see the overview for line item code rates.
Rate cards provide two additional rate types:
- Fixed Discount — Sets a fixed dollar discount to all LICs in the list
- Discount % — Sets a fixed percentage discount to all LICs in the list
Note: If a rate card is applied to an order, but an LIC on the order is not represented on that rate card, then the pricing and commissions for that LIC will pull from its default values.
Commission Types and Their Values
Commission structures on rate cards work the same as at the LIC level.
Overriding Line Item Code Info Using the Default Checkbox
To force an LIC to use the discount logic designated in the header of the record, mark the Default flag. If this flag is cleared, then aACE will apply the discount / commission logic specified in the line itself.
Rate Cards for Companies and Orders
You can link rate cards to specific customers / companies or to individual orders.
Rate Cards Linked to Companies
You can assign special pricing and commission payouts to every order made by a specific customer or group. When a rate card is linked to a customer record, that customer's orders automatically pull pricing and commission payouts from that rate card.
Rate Cards Linked to Orders
This feature gives you the flexibility to use special structured pricing and commission payouts for an individual order. If there is a rate card linked to the customer company who is placing the order, the order will initially inherit that info. Depending on their access privileges, users may be able to manually change the rate card on an order.
