The Package Plan module automatically tracks plan products delivered, any product delivered that exceeds the plan limits will be billed at the plan’s ‘overage price’.
At the beginning of each month you will use the ‘Generate Package Plans Billing’ function to bill each customer on a package plan for the monthly cost of the plan and increase their available quantities according to the plan limits.
Each product on a package plan can be configured to allow for ‘carry-over’ of any unused quantities at the end of each month, these quantities will be added to the following month’s available quantities once the plans have been billed.
The Package Plan allows for businesses with flat rate billing programs to reduce errors and increase productivity.
Q: How are price Increases handled?
A. This will be done on a package-by-package basis. In future releases of the software, this functionality will be expanded to make it more automated.
Q: What about bottle deposits?
A. All bottles will be charged to the customer based on the number of containers left each delivery – just like if you do not have a plan. If there is a charge associated with them, then the customer will be charged for bottle deposits at the time of delivery.
Q: Does the package plan account for taxes?
A. All taxes for the plan are calculated according to the properties of the product code associated with the plan. This is the code in the header of the plan when you set up each plan. The system currently does not make provisions for some items being taxable and others not being taxable. From the sales reports, you can receive a breakdown of revenue by product. This can be helpful with the tax breakdown.