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Ancillary Products

Ancillary Products

Owned by Alom Hussain (Unlicensed)
Last updated: Sept 02, 2022 by Matt Sullivan (Unlicensed)
3 min read

Ancillary Products appear on the Quote/Order page in Accelerate and can be used when you sell an add-on product with your contracts - for example, various types of insurance or additional safety checks required for minibus customers. 

Using Ancillary Products

As an Account Manager, adding ancillary products to a certain quote is very simple. From within the quote screen you will see an 'Ancillary Products' dropdown, click 'Add Ancillary Product':

The following menu will be displayed:

Here, you have two options. Firstly, you can select one of the pre-saved Ancillary Product Templates - you'll see that all the fields then get automatically populated based on the template:

You can then edit the details of the product if you need to, once you are done, click the ‘Save’ button and your Ancillary Product will display on the quote screen.

The other option is to create a new Ancillary Product from scratch. You will need to make sure that the correct Ancillary Product Type exists in Settings - the rest of the product can be manually inputted into the remaining fields.

Here's what all the fields mean:

  • Brand: If your company operates under multiple brands, you can decide whether or not your product template is available for all of them. In this example, maybe one of your brands deals with cars and another with LCVS; one of them might need safety checks and the other might not.

  • Type: Where you select which Ancillary Product Type this template belongs to.

  • Description: What the template is known as

  • Delivery Frequency: How frequently the product is delivered. You can select from a dropdown including annual, monthly, fortnightly, weekly or daily.

  • Delivery Period: More specification of how often the product is delivered - if the frequency is monthly and the period is 2, the product is delivered every 2 months.

  • Payment Frequency: How frequently the product is paid for - annual, monthly, weekly, single payment?

  • Payment Period: This is the same as the Delivery Period; if the frequency is weekly and the period is 3, the product is paid for every 3 weeks. 

  • Supplier: Which company is providing this service/product. 

  • Net Cost: How much the product is costing your company. 

  • Net Price: How much you are charging your customers for this product.

  • VAT Rate: How much VAT is the product subject to - standard, reduced, outside of VAT scope or zero rated?

  • IPT Rate: You can select from Higher or Standard. 

Once you are done, click ‘Save’ add your Ancillary Product will be added to your Quote:

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