[Eng] Rate Plan

Screen Name

Rate List

Open Link

Log in – Program Management – Rate Plan

Summary

This screen allows users to view details about the price list and pricing policies for each service being sold.

Screen

Fields Description

[Search and filter rate list]

The user enters the code and name of the price list to search.

[Add and Edit Rate list]

1. To add a new rate list, follow these steps:

• Step 1: On the rate list screen, click on the "Add rate" button.

  

• Step 2: On the new rate list creation screen, two tabs will appear, including the General information tab and the rate detail tab

  • On the General information tab: Enter the necessary information for the new rate list

    

    • (1) Rate code: Enter the code for the new rate list

    • (2) Rate name: Enter the rate name for the new rate list

    • (3) Category: Select the pre-configured service category

    • (4) Selling Date: Select the rate list sales period

    • (5) Inheriting from a rate list: In case a new rate list is inherited from an old one, the user configures by checking the box , details are shown at the bottom of the page.

    • (6) Click “Save” to save the general information that has just been created, then continue to configure the selling price in the rate detail tab.

  • On the Rate detail tab, click on “Add a new set of price” if the user needs to create a new set of prices for services in the rate list or select to modify the price details for a previously created price set.

    

    • After selecting "Add a new set of price", the user needs to select a service in the rate list to configure the price details for that service

      

    • The system will display the "Add new price" button on the Add Service Price Set screen.

      

    • Click on “Add new price”

      

      • (1) Select the rate list sales period

      • (2) Select the day of the week to apply the selling price in section (3); or tick the “a week” box to apply the same selling price for the entire week.

      • (3) Enter the selling price of the service applied based on the selling time in sections (1) and (2).
        (4) Delete the rate detail

      • (5) Click on “Add new price” in case of the same type of service but the facility divides the selling price differently for multiple selling periods, for example:

        

• The Rate Detail screen:

  

[In case of creating a new price list or editing an existing price list inherited from another price list]

• Step 1: Tick “Inheriting from the rate” box, then select the available price list to configure the price details

• After selecting the inherited rate list, go to the "Rate Detail" tab

  

  • (1) Select a service from an inherited rate list

  • (2) Select the rate list sales period

  • (3) Select the day of the week to apply the selling price; or tick the “a week” box to apply the same selling price for the entire week.

  • (4) Select Legacy configuration:

    • Inherit by percentage (PERCENT)

    • Inherit by amount (FLAT)

  • (5) Select the discount value: When the user selects the inheritance configuration in step (4), the discount value will decrease according to:

    • Percent: Enter the percentage to be deducted from the price of the selected original service in step (1).

      • Enter a negative value: Decrease the price compared to the original price

      • Enter a positive value: Increase the price compared to the original price

    • Flat: Enter the amount to be deducted from the price of the selected original service in step (1)

• Inherited rate detail screen:

  

Remarks

N/A