‘Schedule of Supported Parts’ Functionality Added
SalesDoc Architect has always been a great tool for handling configuration, pricing and document generation for service and support solutions. Whether you base service and support pricing on the new solution equipment that you sell, or you create separate “support part numbers” for the items you support – which works especially great for sites with existing equipment – SalesDoc Architect handles it well.
For those who base service and support pricing on the list or sell price of the new equipment that you sell, SalesDoc Architect now offers the ability to automatically create a schedule of supported parts that shows your customer or prospect the precise list of parts that are covered under your support plan.
SalesDoc Architect enables you to define, by pricing category, which categories of parts are covered and not covered under your support plan. End users can see the pricing categories at the top of the Pricing tab in a SalesDoc Architect file and, if enabled by your administrator, can change the support status for each pricing category on a quote-by-quote basis by changing the Y/N flag in the Support column.
Once your administrator has set up SalesDoc Architect to output the schedule of supported parts, the schedule will be automatically generated as appropriate (for example, when you actually quote a support plan) and will list on the schedule of supported parts all of the parts that are associated with pricing categories where Support = “Y”.
Administrators can add, delete or modify the pricing categories via the Categories menu in SalesDoc Architect Manager, including setting the defaults for whether or not the parts in each pricing category should be included on the schedule of supported parts (click on Help while you’re within the Pricing Categories view for further information).
Administrators can configure SalesDoc Architect to generate the schedule of supported parts by adding an “external” doc section reference within Section Manager…
…then adding a row to any DocSections range within a SalesDoc Architect tab (such as a separate “Support” tab) that lists the doc section name – using the EXACT name of the doc section added to Section Manager – in the second column and “SupportedParts” in the third column.
In addition to generating schedules of supported parts, you can also use the pricing categories to drive support pricing by, for example, multiplying the sell or list price for a pricing category by a percentage (say, 10%) to calculate the cost of support for that category of parts. Administrators can set up SalesDoc Architect to do this by referencing the PricingCategories range and looking up the total sell/list price for each pricing category along with whether or not each category is covered as a “supported” category of parts. For more information, please refer to the “Incorporating Support Plans into SalesDoc Architect” topic within SalesDoc Architect Manager’s Help files.