In this exercise you’ll create a dummy product and configure prices for it.
Goals of this exercise
- To understand (very globally) product creation
- To understand price configuration
- To be able to test prices using a test order
Create your own aircraft paint product (PAINTING INITIALS LOGO XY).
Configure pricing for it for different situations, to get a global idea.
Step by step
The link to create a product is on the homepage, just like the links to create clients, suppliers and registrations we’ve seen before. The ‘add product’ link there shows the new product screen. This screen has many fields, but we’ll skip most and just leave them default. The fields you have to enter are for example the product code and *description.*The latter is used on the invoice, the first on screen.
Those are the only fields we need for now. The rest can be left default. Click OK to save the new product.
To test this new product, we need a test order. So, just create an order (for any registration or debtor) and add this painting product on it. When adding, leave all fields in the add service screen blank, just click ok to add it.
You should see it in the order screen with ‘awaiting price’:
Ok, now we’ll set a fixed price of EUR 120,- for this product. To do that, go to the product page*by searching via the search bar*and open the ‘price agreements’ tab.
Click ‘add new’ to add the price agreement. Notice this will show many fields, but we’ll enter just 2 for now. The first one is the FBO location, Amsterdam in our test situation.
Then, almost at the bottom, there is a field called ‘price’, enter the price there and click save to save your first price agreement.
The screen now shows your price agreement, and if you go back to the order screen and open the services tab you should see this price for the product.
Now this is a simple fixed price. In real live, the price of a product will be different based upon the weight of the aircraft for example. So please note the MTOW of the registration in your order. And go back to the price agreements in the product screen. We’ll now add a new price agreement of EUR 100,- for aircraft below X tons, where the aircraft of your test order (hopefully not an A380) should be in.
So add a new price agreement and enter the FBO location and the price (100). Then, to make sure this price will only work for aircraft below a given MTOW, enter a weight just higher than the weight of the registration in your test order in the ‘MTOW below’ field:
The result is a (short) list of price agreements that now looks like:
For FBO One this is a list of rules. For every service the system will go over the list top to bottom, and use the first price agreement it finds that matches the order. In this case, if the MTOW of an order is below 22 tons, the price will be EUR 100,-. If not, it will be 120. Similar we can add a special price for a special debtor, by just entering the ‘Debtor’ field and a special price of EUR 50 in a new price agreement:
Now, the resulting list of price agreements is three lines long, and should look like this:
If you now go back to the test order, the price of the painting should be EUR 100, as the weight for that price is higher than the weight of your test order and the debtor is probably not Amsterdam Software. Check that.
Now change the weight of your registration to be above the limit in the price agreement. That should change the price of the service back to EUR 120. Check that.
Now, change the debtor of this order to Amsterdam Software (or any other special client) you’ve picked in the price agreement). This should automatically reduce the painting price to EUR 50,-. Check that.
How price agreements work
There are just a few important things to understand about price agreements in FBO One
- They are like rules that are checked by FBO One TOP DOWN.
- Sorting is done automatically by FBO One and CANNOT be changed.
- The top 25 or so fields of the price agreement (until price itself) work like FILTERS, they control whether or not this price will be active for a specific service.
Managing price agreements can be done without understanding all fields fully, but you’ll need to understand these rules. Also, as pricing is important, the number of people managing them should be limited.
In the example above we’ve added a special price for a debtor. This is the way it often works, but sometimes special prices are based on a listprice by an example. Actually, this is easier to maintain, as new listprices don’t force you to review all discounts.
Let’s setup a discount for flights from another European airport. Remember we’re at Amsterdam. For painting it may be stupid, but for example airport fees may be lower for flights within Europe.
We’ll set up a 20% discount for flights from Europe for the product painting. To do that create yet another price agreement, this time entering the ‘station group’ Europe. Note you’ll have to set a movement type then too, as FBO One needs to know whether to check the origin and/or destination of an order.
Also, don’t enter a price, but a give the percentage a value of 80:
Note the percentage is not 20, but 80, as it is ‘multiplied’ by the total found. This can be confusing, so it’s always good practice to test price agreements! Now the full list looks like this:
Notice the percentage is shown in a second column. The system will now make two passes over the list to find the price for a service. First to find a price, then to find a percentage. That way, we’ve configured 6 prices now! One for Amsoft, one for ‘light’ aircraft and one for the rest, and a 20% discount for flights from Europe.
Now change the origin of your test order (use ‘edit flight’) and check the price of the painting product changed.
Extra exercises on product configuration
There is an option to show the product in the ‘add services screen’ This screen is in the ‘services’ menu in the order screen, and can be used to add multiple services at once. Configure the logo paint product, so that it shows up here.
Try adding the logo painting product again. That will show an error message this product cannot be added twice. Try to find the product configuration setting to allow multiple logo painting products to be added to a single order.
Aircraft logo painting probably should be shown on the confirmation to a client. Other services like ‘airport fees’ or ‘handling fees’ or ‘MK check’ should not. Change your logo painting product so that it won’t show up on the confirmation anymore and check that.
Extra exercises on price configuration
It’s possible to create special prices for registrations. Set a 30% discount for the registration in your test order in the painting product and check the effect.
Handling prices will be charged based on the universal handling categories. Set a price of EUR 200,- for the handling category of the aircraft in your test order and see the effect.