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Base Category Rates (Daily, Weekly, Monthly etc.) #78

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dylanhru opened this issue Nov 12, 2023 Discussed in #43 · 0 comments
Open

Base Category Rates (Daily, Weekly, Monthly etc.) #78

dylanhru opened this issue Nov 12, 2023 Discussed in #43 · 0 comments

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@dylanhru
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Discussed in https://github.com/orgs/stayonhire/discussions/43

Originally posted by dylanhru November 9, 2023
The scope of this feature/task is to create a reliable way for all StayOnHire users to migrate from their existing Rate Sheets that are based on manual data-entry and updating, to a digital solution that can pre-fill draft invoices and jobs automatically.

An example would be pricing sheets like below merging into a new 'Category Base Rates' page.

Rate  Table Page

Viewing
Clicking any rate in this table would open a preview of the details, and allow for editing from any approved personnel to edit these rates.
Screenshot 2023-11-09 at 3 47 27 pm

Automatic Pre-filling Rates
Jobs will begin automatically pre-selecting the most appropriate rate, based on the category and position's duration of hire. In the pictured example, an ongoing long term hire will default to the Yearly Rate unless a user opts to change the rate to a different selection.

Screenshot 2023-11-09 at 3 48 37 pm

Customer/Client Specific Discounts
Contact will have the ability to have a default discount stored on their account. This will then automatically apply to asset positions for that customer, although these will be completely editable during the invoicing process.

Screenshot 2023-11-09 at 3 50 02 pm

Asset Quicklooks
Asset's will display base rates to any user with permissions to read billing information.

Screenshot 2023-11-09 at 3 48 56 pm

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