Configure Rates and Surcharges for Labor

Pricing for labor or personnel resources, such as a Technician or Security, may vary depending on the day or time of day the labor/personnel resource is needed.  For example, Technician Rates may be as follows:

Although you can create four different resources for the above pricing structure, it becomes more prone to mistakes and more cumbersome to order.  The software can be configured for the above rates using only one resource by using Resource Usages.  

Create Resource Usages

Resource usages are similar to rate categories.  They allow you to define the different types of rates to be charged.

1. Navigate to the Resource Usage page.
2. Click Add. The Add Resource Usage window opens.
3. Enter the necessary information:
   • Code: Internal code used by the system.
   • Description: Name of the rate category, such as Overtime or Weekend Rates.
   • Abbreviated Description: A shorter description used for display in columns throughout the system.
   • Text: Select the color of the font for display in drop-downs.
   • Background: Select the color of the background for display in drop-downs.
   • Retired: If checked, the resource usage is not available for selection within the system.  For new resource usages, keep this check box unchecked.
4. Click OK.

Repeat the above steps to add all necessary resource usages.

Define Personnel Resource Availability

After resource usages have been configured, you must configure the availability of your labor/personnel resources.  Availability for labor/personnel resources is only available for class 5 resources so all labor/personnel resources need to be created as class 5 resources, even if you do not use Personnel Management.

1. Navigate to the Resources page.
2. Select the labor or personnel resource (class 5) to configure.
3. Go to the Availability tab. If you do not see the tab, edit the layout to add it.
4. Click Add. The Add Personnel Availability window opens.
5. Enter the necessary information:
   • Status: Select Available.
   • Start Date: Enter a start date if rates are dependent on a specific date range, such as for seasonal rates. If rates do not depend on a specific date range, leave this blank.
   • End Date: Enter an end date if rates are dependent on a specific date range, such as seasonal rates. If rates do not depend on a specific date range, leave this blank.
   • Start Time: Enter a start time for the rate.
   • End Time: Enter an end time for the rate.
   • Start Day: Select the starting day of the week the rate applies to. If the rate is not based on the day of the week, leave this blank.
   • End Day: Select the ending day of the week the rate applies to. If the rate is not based on the day of the week, leave this blank.
   • Resource Usage: Select the resource usage for the date, time and/or day of the week range.
   • Daily: Check this if the entered times are used on each day, as in they are used Monday through Friday from 7:00 am - 6:00 pm, not Monday 7:00 am through Friday 6:00 pm.
6. Click OK.

Repeat the above steps for all necessary resources, usages and availabilities.

Configure the Pricing

To enter the pricing, edit the resource on the price list.

1. Navigate to the Price Lists page and select the price list you want to edit.
2. Right-click and select Edit.  The Edit Price List window opens.
3. In the Price List Items tab, select the personnel resource for pricing.
4. Right-click and select Edit > Edit.  The Edit Price List Item window opens.
5. Select the Usage tab.
6. Click Add. The Add Subordinate Price List Item window opens.
7. Enter the necessary information:
   • Resource Usage: Select the resource usage for the rate.
   • Price: The rate for the resource usage.
8. Click OK.

Repeat the above steps for all personnel resources which need resource usage pricing.

Once configuration is complete, the rate configured for the price list item is used automatically based on the item's order dates and times.