Define a rule for calculating the price of work orders to know the turnover

AntsRoute offers a function that automatically calculates the price of work orders or deliveries based on a base price and conditions linked to custom fields. Thanks to this function, you can find out the turnover of your routes.

☝️ Good to know: In calculating this price, you can also decide to include the price of items and the price of types of service.

☝️ Good to know: You can choose the currency used to calculate the price of work orders.

Here are the steps to follow to define a method for calculating the price of work orders:

• Activate the function for calculating the price of work orders
• Define a method for calculation de price of work orders
• View the turnover of routes

Activate the function for calculating the price of work orders

1. Go to the “Settings” module.
2. Click on the “Price of work orders” tab.
3. Click on the toggle to “Activate work order price calculation”.

   

Define a method for calculating the price of work orders

1. Decide whether to include the price of items in the calculation.
2. Decide whether to include the price of the type of service in the calculation.
3. Enter a “Fixed price”.
4. Click on the “Add a calculation” button.

   

5. Select a multiplicand custom field (type number) or no field (equal to 1).
6. Set a multiplier price.
7. Set one or more conditions linked to a custom field or a geographical distance (optional).

   

8. Add other calculations if necessary.
9. Click on the “Save” button.

   

💡 If you do not want to include a fixed price, enter “0” in the relevant field.

💡 The geographical distance corresponds to an interval expressed in kilometres. This distance is calculated in relation to the site address. However, if you use our Pickup & Delivery functions, the geographical distance is calculated in relation to the loading address.

💡 If you add several conditions linked to geographical distance, your intervals must not overlap.

☝️ Good to know: If you plan your work orders manually, you can see in real time how the “Price” field is updated according to the custom fields you enter.

☝️ Good to know: If you use our function to send your customers links for scheduling and/or rescheduling work orders, you can display the updated order price in these links.

Let's take the example of the calculation method below:

The price of a delivery to a customer living on the second floor of a building without a lift would be: 10 + [ 2 x € 10 ] = € 30.

Here's another example:

The price of a delivery to a customer living on the second floor of a building without a lift located 25 km away would be: € 10 + [ 2 x € 10 ] + [ 25 x € 1 ] = € 55.

View the turnover of routes

From the “Organise” module > “Agenda”, you can view a “Turnover” indicator, which corresponds to the sum of the price of planned work orders for all routes on the selected date.

☝️ Good to know: You can also find out the turnover for a particular route by clicking on an agent's name.

☝️ Good to know: If, in addition to the function for calculating the price of work orders, you have activated the function for calculating the cost of routes, the “Turnover” indicator will be replaced by “Margin”.