PREPARING FOR 2023 (12/15/2022)

PLEASE REVIEW THE FOLLOWING REMINDERS AS 2023 APPROACHES: ▪ ANNUAL SERVICE CALENDAR COMMUNICATION ▪ PRICE CHANGE TOOL FOR UPDATING PRICES ▪ TRAINING CREDIT REPLENISHMENT BEGINNING OF JANUARY ▪ USER MANUAL AVAILABLE ONLINE

SEND A MESSAGE WITH A LINK TO THE ANNUAL SERVICE CALENDAR (NEXT 12 MONTHS)

YearEnd2021 1

CUSTOMER CALENDAR MENU

YearEnd2021 2

CUSTOMER CALENDAR MENU

Review and update the email message which accompanies the calendar
MM 12152022 2

CUSTOMER CALENDAR MENU

Select:

Email calendars to service email addresses and assigned customer contacts
Which customers to send calendar
YearEnd2021 4

EMAIL TO CUSTOMER CONTAINING LINK

Link is dynamic and will Display Current calendar if schedule changes

 

YearEnd2021 5

SERVICE CALENDAR

Shows all scheduled pickups fomr the next 12 onths

 

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REVIEW TOOL FOR ADJUSTING PRICES UNIFORMALLY ACROSS CUSTOMER BASE

WHEN PRICE ADJUSTMENTS (INCREASES OR DECREASES) ARE DESIRED, THE TOOL CAN BE USED TO UNIFORMALLY ADJUST PRICES IN THE FOLLOWING CATEGORIES:

Pickup Rules
Delivery Rules
Flat Fees

 

UPC 1

PICKUP RULES:

Choose a pickup rule to adjust and click on it
UPC 2

PICKUP RULES:

Click to expand customer pickup rule amount
click to expand Quick Quote pickup rule amount
Note existing prices
UPC 3

PICKUP RULES:

Click "Select a Pricing Tool"
Choose "Adjust All Prices For Rule"
UPC 4

PICKUP RULES

Choices Made:

Increase
10%
No Rounding of New Prices
UPC 5

PICKUP RULES

Prices Increased 10% Include:

Base Price
Base Quick Quote Price
Customer Specific Rule Amount
State Specific Quick Quote Price
UPC 6

PICKUP RULES

New example, also choose rounding method:

Up to next $1
UPC 7

PICKUP RULES:

Prices are now rounded up to next $1
UPC 8

DELIVERY RULES:

Follow the same process
UPC 9

FLAT FEES:

Follow the same process

 

ADDITIONAL INFORMATION:

Each rule must be adjusted individually
These tasks may only be completed by the Super Admin user login within the affiliate account
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TRAINING CREDIT REPENISHMENT

EACH CUSTOMER ASSIGNED THE TRAINING PRODUCT WILL HAVE TRAINING CREDITS REPLENISHED TO THE ANNUAL QUOTA IN ACCORDANCE WITH THEIR CONTRACT AT THE BEGINNING OF JANUARY

 

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CP USER MANUAL IS AVAILABLE ONLINE

MM 12152022

USER MANUAL:

Available on each screen in multiple locations