1. YOU NEED BRICKS TO BUILD A FOUNDATION
This little content block is very powerful and the basis of all costing in Viper. It is worth it to take the time to build these little guys properly.
Price Schedule - open this up and let's get started
1. Price Schedule: is there a winter/summer price difference? Is next year more expensive than this year? If the answer is yes, then use the schedule to say when the pricing is valid for. An example would be to enter a 10% increase in your costs for January 1 (next year) to cover any increases you may receive.
2. Cost: What are you buying this for - cost, net rate, wholesale. Enter that here.
3. Cost Gratuity Rate: is there a grat on this? Add % rate.
4: Cost Tax Rate: this is a SECONDARY tax rate. Example would be a liquor tax of 10% over that happens before your regular tax rate for VAT, Sales Tax, etc. Not sure, leave it blank.
5. Markup: Will auto-fill your default markup. Feel free to manipulate this to make sure you make about 200% or more on the bottled water. :-)
6. Price: What you are selling this to your customer for. It will auto-populate with the default margin. Nifty trick, if you adjust this up or down, your margin will automatically adjust. If it's a single cost (not bundled), like the bottled water you can adjust it to be a round number. Some people like those things tidy. Just saying.
7. Price Tax Rate: Add your regular State/Country/Province tax rate here that was set by your admin settings. Maybe it's VAT, maybe Sales Tax, but everyone will have some tax rate here.
8. Provider: Type in a few characters and ideally a provider will magically appear. If not, you may have to add them to your vendors tab. It is so worth doing this and making sure all your products have providers. Maybe you're not there yet in training, but trust me, you will thank me for this step.
9. Price Comments: My two cents here is to add a comment with the year to start - 2019 quote for blah blah program. These comments (with a setting in admin) can show up internally in the program costing. It's a big flag for your costing department to know which costs are current and which they need to get a new quote for. You can also add things like - includes $50 cash grat for bus driver and so on. In general, notes for the next guy.
10. Unit Maximum: If the helicopters tap out at 6 choppers, then 6 would go in here. As we all know, the rules are always broken, so leave this blank unless you are certain another helicopter cannot be found.
11. Unit Minimum: If the helicopter guy won't pick up the phone for anything less than 3 birds, then 3 goes in here.
Save and you're on your way to the next screen.
Inclusions: not a popular one to use, so you can leave this blank. An example would be if a tour includes a bottle of water. You could select: included in tour, per person.
Unit Description: Examples would be; per person, per event, per 3 hours, per day.
Classification: Selecting one makes it easier to update pricing next year as you can search by classification such as transportation to get all suppliers/products listed by one group.
Unit Minimum: Not to be confused with min. guests required for an activity. This is a product minimum. An example would be 3 sedans required before you can offer sedans. Yes, it doesn't make a ton of sense, so if you can't think of a really good reason to use it, leave it blank and the default is 1.
Unit Step: Equally as confusing as Unit Minimum. Unit Step means if you sedans are set for a minimum of 3 and every time you call to order more, you must order in blocks of 3, then the step would be 3. Again, leave it blank and the default is 1.
Capacity: Tres important. This means how many guests does this product consume? A few examples:
- 56 pax Motorcoach for airport arrivals - capacity might be 35 with luggage,
- 56 pax Motorcoach for tours - capacity might be 50,
- Jazz Trio - capacity might be 200. This helps when you enter a Jazz Trio for 200 guests, you will now get 1 trio, not 200.
Capacity Overridable: If you have 201 guests, do you need an additional Jazz Trio? No. Best case scenario is to always say yes, you can override. Otherwise, you will get shut down at the overage.
Destinations: Is this cost consistent for all of your destinations? If yes, select global. If no, select which ones it works for. Note that you can copy this product to another destination and adjust the price and provider accordingly.