Overview

Every option on a quote is priced with one of three cost types: Contract, Kilometers or Set Rate. The cost type decides where the price comes from. A customer tier can then apply a discount or a markup.

This article explains how each price is worked out, so you can check a figure on a quote and know which setting to change when it is not what you expect.

Prices are set in the Add Option window on a quote: open the quote, click the Edit icon ✏️, then click Add Option under Options on the trip.

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Watch the video: Quote Pricing Explained: Contract, Kilometres and Set Rate (5 min). It walks through all three cost types on screen.

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User permissions

Creating and editing quotes requires the Sales role.

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In This Topic

Related Topics

Creating a Quote

Vehicle types

Hourly rates

Pricing Schemes

Customer Tiers

Extras

Quotes vs Bookings

The three cost types

Cost Type Where the price comes from Customer tier Rounding
Contract The price per vehicle you enter. Not applied None
Kilometers The vehicle type's rate per kilometre for the distance, plus your hourly rates for the hours. Applied Each vehicle's charge to the nearest $10
Set Rate The rate of the pricing scheme you choose. Applied None

Choose the cost type with the Cost Type toggle at the top of the Add Option window.

❕Note: Changing the Cost Type of an option clears the prices, buffer prices and override prices already entered on its vehicles, and recalculates them for the new cost type.

Contract pricing

Use Contract when you already know the price. The price you enter is the price the customer pays.

  1. In Add Option, choose Contract under Cost Type.
  2. Click Add Vehicle.
  3. Choose the Vehicle Type and enter the Quantity.
  4. Enter the Price. This is the price per vehicle.
  5. Total Price shows the quantity multiplied by the price. It cannot be edited.
  6. Click Ok, then Ok again to close the option.

For example, 2 vehicles at a Price of $900 give a Total Price of $1,800.

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A Contract option has no Customer Tier, Buffer Price or Override Price.

Quote types with a manually managed price

Some quote types are set up so that the whole price is entered by hand. Quote types are set up for your organisation during onboarding; to add one, or change how one is priced, email Triple D Support.

When one of these is chosen as the Quote Type: