Syrinx® - Pricing Agreements

Overview: This guide is to help you with setting up pricing agreements in Syrinx.
 

There are two types of pricing agreements you can create in Syrinx. One is a pricing agreement for a specific customer, and the other is a shared agreement where you can apply it to multiple customers.

To create a pricing agreement for a specific customer, ‘Amend’ the customer from the CRM tab and select the Pricing button at the bottom of the window. This will create a new pricing agreement for this customer.

The General screen gives you the option of placing a percentage discount against the default rates established in the system, preventing users from overriding the set rates at the contract level and placing notes against the pricing agreement.
 

The Hire Rates tab allows you to create item-specific rates against the customer pricing agreement.
 

You can also set default percentages against Hire Groups in the next tab.
 

When you create the pricing agreement it will be active, so if you are still working on it remove the active flag at the top so as not to affect any new hires while you are updating the agreement.

A shared agreement can be created by selecting a pricing agreement in the CRM tab and pressing Create new shared. Enter the new shared agreements name, and select OK. This will create a new shared agreement and will also create a new tab called Customer.
 

You can then link all customers to this shared agreement and all customers within this agreement will share the same rates.
 

If a pricing agreement has rates already entered against it, you can copy those rates to a new agreement. It will reduce the time adding in each of the hire rates again on the new agreement.

You can also merge another hire agreement across to another by selecting Merge From, and bringing two pricing agreements together.

To remove a pricing agreement you simply hit the Remove button to remove that specific agreement from Syrinx. There is no recovery option here, so be sure to only remove pricing agreements when you are sure. If you are not sure, unselect the active flag at the top of the pricing agreement to make it inactive.