We created a short video to introduce you to the pricing list concept and the differences between agency and customer account price lists If you prefer to read the content, you can find all the information further down on this page.
A price list describes all functions or types of services offered by an agency with the respective hourly rate. For example, an agency offers consulting, copywriting, design and art direction services. These functions are listed in the price list together with the hourly rates. An employee can select one or more functions when recording their working time, if applicable. Which function an employee can use to record time can be configured on the employee.
FunctionsLess is often better: too many functions increase complexity and make the price list and functions confusing for project staff, accounting and customers. Some functions are used more frequently than others. These should be quickly selectable. In the user management, functions can be individually sorted for each user.
What if we negotiated different conditions with a customer than those in the existing agency price list? Reasons for this can be, for example, special conditions offered or historically conditioned contractual terms that remain valid for a long-standing customer.
To support this, Die Agenturverwaltung enables the configuration of price lists in customer accounts. In Die Agenturverwaltung there is therefore a cross-customer, overarching agency price list and a price list for each individual customer account with its associated jobs. It is explicitly possible to even maintain two customer accounts with different prices within one customer. When a new customer account is created, it initially uses the overarching agency price list. After the customer account is created, the customer account price list is adjusted according to the agreements with the customer.
In the customer account price list, the general hourly rate for a function can be overridden for all jobs of that customer account.
New functions are added in the overarching agency price list. The designation of the functions can be changed here across customer accounts:
The standard price list for agency servicesPrice list templates can also be defined on the customer. However, we recommend this only in exceptional cases; here is how to do it:
Templates for customer account price listsLast updated
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