In the submenu Account Settings, you can define how the customer’s projects are to be billed. Here, you specify a customer price table and set the travel settings agreed upon with the customer.
These settings automatically apply to every new project created for this customer, as long as no specific project price table is defined.
For a customer without a customer price table, the base price table from the master data is used.
Price Tables for Customers
You can create an individual price table for each customer.
For projects belonging to this customer that do not have their own project-specific price tables, the customer price tables will be used for all billing and reporting purposes. If no customer price table exists, the company’s base price table will apply instead
If new prices are negotiated with the customer during the course of the project, you can create a new price table with a corresponding start date and comment using the New Price Table option.
Each price table consists of four sections:
Daily rates per price group – For billing based on daily rates, these prices are applied according to the employee’s assigned price group in the project. (If the project is billed by hourly rates, the daily rate table can remain empty.)
Base hourly rates per price group – These base hourly rates are used for all activities for which no specific hourly rate is defined.
Special hourly rates per activity and price group – You can define special hourly rates for certain activities (e.g., a higher rate for consulting or emergency work).
Price factors – These are time-based multipliers linked to a price table. For example, if special rates are to apply for night or weekend work, open the relevant price table (base, project, or customer) and click Add price factorsto enter the corresponding factors. Additionally, you can define special price factors for individual activities.
Travel Settings
In the menu Account Settings > Travel Settings, you can define how travel flat rates (arrival flat rates) are to be calculated for each customer. The default settings for new customers can be specified under Administration > Customer > Settings.
Travel flat rate for a continuous trip involving multiple projects for the same customer:
When using a travel flat rate per day, you have two options:
The travel flat rate is fully charged to each project of this customer that is part of the trip.
The travel flat rate is distributed among all projects of this customer involved in the trip proportionally to their share of recorded hours.
This option is generally only meaningful if all projects for this customer have the same daily travel flat rate.
When using a travel flat rate per trip, you also have two options:
The travel flat rate is fully charged to each project of this customer that is part of the trip.
The travel flat rate is fully charged only to the first project of the trip; no travel flat rate is applied to other projects of this customer involved in the same trip.
Customer-Price-Group
If you want to allow all implicitly assigned price groups for this customer, you don’t need to make any changes.
ZEP will inform you in a blue information box when the standard price groups are assigned to the customer.
If you want to limit the list of customer price groups, click on “Change assignment of customer price group”
Then, select the desired price groups from the list by checking the corresponding boxes and click “Assign.”