Customer Pricing Matrix
If you have negotiated specific pricing with your customers for items they rent, you can now use the Pricing Matrix functionality in Viberent to set such pricing. Go to Inventory – Customer Pricing Matrix menu.
Standard Overall Discount
For customers with overall standard discount (ie customer ABC gets x% discount on all their rentals) then setup as follows:
- Select Customer
- Select % Discount type
- For the applicable rental periods, specify the % figures.
So for all your inventory pricing entered in Inventory Management screen, Viberent will apply the % figures entered when processing Quotes and Rentals for this customer.
Pricing for Specific Rental Items or Sub-categories
For customers with specific pricing for items (eg customer ABC will get $x for item 123 for daily rental, $y for item 123 for weekly rental etc) then setup as follows:
- Select Customer
- Select $ Discount type
- For the applicable rental periods, specify the $ figures.
So for all your inventory pricing entered in Inventory Management screen, Viberent will apply the $
Import Pricing via Excel Template
You can also import customer pricing details via an Excel template.
- From the Pricing Matrix screen, click Pricing Import button
- Click the “Download the Pricing import download template” to download the Excel template
- Open the Excel template
- Enter customer details and their pricing details
- When finished, save the Excel file
- In the Pricing Matrix screen, click the Browse button to select the Excel file
- Click Start import to import the contents.
Attach Salesperson to Rentals
You can now track rentals by Salesperson in Viberent. Its as simple as 1-2-3.
- Create Salesperson details
- Attach them to rentals
- Report on Salesperson performance
Create Salesperson
Go to Configuration – Item Management – Salesperson menu. Click Add Salesperson button and add the details in.
Attach Salesperson to Rentals
Open a Quote/Rental. Click the Salesperson drop-down and click the Salesperson drop-down and select the person.
Report on Salesperson Rentals
From the Reports menu, select the Rental Revenue by Salesperson report. Select the Salesperson and select the dates. The system will generate a list of rentals for the salesperson for the specified period.