Difference between revisions of "Custom Rates"

From Kolmisoft Wiki
Jump to navigationJump to search
 
(6 intermediate revisions by 3 users not shown)
Line 1: Line 1:
Custom Rates are such rates which are different from default user's tariff.
=Description=


Example: if you have users A and B, and they both have tariff 'GOLD', but customer A has rate to Russia 0.5 and other user has tariff to Spain for 0.6 ('GOLD' rates for these destinations are 0.7 and 0.8), so you just put new values for each customer in their Custom Rates and they will be used instead of default tariff rates. This helps to assign
Custom Rates are rates that differ from the default user's tariff. When Retail type tariff is assigned to User as a main tariff, Custom Rates icon appear in Users list or edit page. Note that Custom Rates are not available with any other type of tariff. If Custom Rates and/or tariff rates are set for the user, only the Custom Rates will be shown in the details of Destination rates.
different rates for different customers not creating new tariff for everyone.
<br><br>
=Usage=


Most of the time customers are interested in calling only to few destinations. Nobody needs complete A-Z destinations. So with Custom Rates it is possible to adjust these rates to destinations.
Go to '''SETTINGS –> Users'''
<br><br>
[[Image:Users_path.png‎]]
<br><br>
In Users list you can see [[Image:icon_rates.png]] icon by the Users with Retail Tariff assigned:
<br><br>
[[Image:Custom_rates_user_list.png]]
<br><br>
Clicking on the [[Image:icon_rates.png]] icon will open the list of all Custom Rates applied to the specific user:
<br><br>
[[Image:Custom_rates_list.png]]
<br><br>
From the drop-down list, select the Destination Group for which you want to create a Custom Rate and click [[Image:icon_add.png]] icon. To edit Custom Rates click on [[Image:Rates-icon.png]] icon and enter the page where you can define when the custom rate takes place: you can set specific day time or week days, by clicking "Split to Work Days and Free Days":
<br><br>
[[Image:Custom-rates-days-split.png]]
<br><br>
You can edit Custom Rates details by clicking [[Image:Details-icon.png]] icon:
<br><br>
[[Image:Custom_rates_details.png]]
<br><br>
=== Example ===


You can reach Custom Rates by pressing yellow coins icon in Users window.
Users A and B both have the tariff 'GOLD', but customer A has a rate to Russia of 0.5 and customer B has a tariff to Spain of 0.6. 'GOLD' rates for these destinations are 0.7 and 0.8. Put new values for each customer in their Custom Rates and the new rates will be used instead of the default tariff rates. This makes it possible to assign different rates for different customers, without creating a new tariff for everyone.


From drop-down list select the Destination Group you want to create Custom Rate and press green plus add icon.
Most of the time, customers are only interested in calling a few destinations. Nobody needs complete A-Z destinations. With Custom Rates, it is possible to adjust rates to the relevant destinations.
<br><br>
=From Reseller and Reseller PRO=


NOTE: Custom Rates are available for users which main Tariff type is Retail.
Go to '''MAIN MENU –> Users''' and in Users list there are [[Image:icon_rates.png]] icon by the Users with Retail Tariff assigned. Reseller and Reseller PRO are able to manage their own Users Custom Rates as admin.
<br><br>
=From Accountant=
 
Accountant can manage Custom Rates of admin Users if there are set  '''See Financial Data''', '''Manage Users''' and '''User Tariff''' permissions in [[Accountant permissions]].
<br><br>
=See also=
 
* [[User Details]]
* [[Accountant permissions]]
<br><br>

Latest revision as of 13:34, 17 June 2013

Description

Custom Rates are rates that differ from the default user's tariff. When Retail type tariff is assigned to User as a main tariff, Custom Rates icon appear in Users list or edit page. Note that Custom Rates are not available with any other type of tariff. If Custom Rates and/or tariff rates are set for the user, only the Custom Rates will be shown in the details of Destination rates.

Usage

Go to SETTINGS –> Users

Users path.png

In Users list you can see Icon rates.png icon by the Users with Retail Tariff assigned:

Custom rates user list.png

Clicking on the Icon rates.png icon will open the list of all Custom Rates applied to the specific user:

Custom rates list.png

From the drop-down list, select the Destination Group for which you want to create a Custom Rate and click Icon add.png icon. To edit Custom Rates click on Rates-icon.png icon and enter the page where you can define when the custom rate takes place: you can set specific day time or week days, by clicking "Split to Work Days and Free Days":

Custom-rates-days-split.png

You can edit Custom Rates details by clicking Details-icon.png icon:

Custom rates details.png

Example

Users A and B both have the tariff 'GOLD', but customer A has a rate to Russia of 0.5 and customer B has a tariff to Spain of 0.6. 'GOLD' rates for these destinations are 0.7 and 0.8. Put new values for each customer in their Custom Rates and the new rates will be used instead of the default tariff rates. This makes it possible to assign different rates for different customers, without creating a new tariff for everyone.

Most of the time, customers are only interested in calling a few destinations. Nobody needs complete A-Z destinations. With Custom Rates, it is possible to adjust rates to the relevant destinations.

From Reseller and Reseller PRO

Go to MAIN MENU –> Users and in Users list there are Icon rates.png icon by the Users with Retail Tariff assigned. Reseller and Reseller PRO are able to manage their own Users Custom Rates as admin.

From Accountant

Accountant can manage Custom Rates of admin Users if there are set See Financial Data, Manage Users and User Tariff permissions in Accountant permissions.

See also