Price Increase Review Module

Price Review Module

Items needed:

Stationary w/ logo Letter Head

Envelopes

Labels: Avery 5160 (3 across 10 down)

 Step 1: Message Template

Go to CLEO>Settings>Message Templates

 Make edits if needed.  

Step 2: Go to Price Increase Module

Go to CLEO>Files>Price Increase

Step 3: Create Batch:

• Click Blue + button
• Batch Number Box: You have the option to customize your own Batch Number if desired
• Click Blue Save button

Step 4: Select Customers

• Select radial button for pricing review method:
• Amount
• Percent
• Working-Rate

 Fill in the following boxes:

1) Working Rate Under: Leave Blank

2) No Price Increase in last # Months: Leave Blank

3) Frequency: Leave Blank so all frequencies will populate

4) Amount: Enter Working Rate $

5) First Clean Date From:

6) First Clean Date To:

7) Site: Main Site

• Click Blue Search button: Customers will populate
• Click box (to the left of NAME) on the Header Row to select customers
• Click Blue + button to add to batch
• Click Green check box to apply

Step 5: Edit Customers

Note: Gold bar w/ Batch number, the Customer count to be reviewed and Annualized Effect (Revenue)

Begin Customer review:

• Click Blue Edit button 
• Review Price Adjustment Box and the Customer’s Info Box
• Determine if price increase is needed, enter increase in box under Custom Column
• Once adjustments have been completed, click Green Check Box

Step 6:  Communicate and Implement

• Scroll down to bottom of page to enter price increase effective date
• Locate drop box for Template for Letters, select price increase letter
• Click on Blue Print Letters button
  • PDF will appear, open to review
  • Proof read each letter for proper punctuation, capitalization and spacing. Make any adjustments to the customer’s master
• Return to Print Letter button for a PDF with corrections
• Using the PDF print letters on stationary
• Click on Blue Print Labels button
• Labels will appear on PDF, open to print

Final Step

Double Check DATE in BOX for Implement Price Increase After this Date

Click Green $Implement Price Increase