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Module · 03

Providers and orders

NDMX keeps one record per provider, prices each order from that provider's rate card, and checks every bill against your own figures, line by line.

  • Provider Rates
  • Provider Bills
  • Request
Provider page · rate cards, bookings and bills

For every provider

  • One page per provider: rate cards, bookings and bills
  • Provider Rates with brackets, extra-block prices and valid dates
  • An In-house mark for your own company's facilities
  • Request letters addressed to the right provider
  • Provider Bills recorded as sent and matched line by line
  • Reconcile, accepting a difference, and Open for editing
  • A coverage bar for bookings with no matching rate card

Rate cards, bills and the Ledger come with Finance.

Rate card → provider order → provider billMatched line by line, then reconciled

Who uses it

  • Booking deskOrders from providers and records how each one answered.
  • FinanceKeeps the vendor rate cards and reconciles provider bills.
  • Head of operationsSees which providers deliver, and at what cost.

What it does

01

A provider’s own page

Each provider has one page with its rate cards, details, bookings and bills. When the provider is your own company, it carries an In-house mark: no request goes out to it, and its line on a booking counts as confirmed.

  • Merging two entries moves every booking line and bill to the one you keep
  • The provider's currency is shown to finance roles only
Provider page · rate cards, bookings and bills
02

Provider Rates: the vendor rate cards

A provider's rate card is its price list for one service, from one origin or any origin: brackets up to so many minutes, an extra-block price, valid dates and currency. Each order is costed from the card that matches it on the day of broadcast.

  • A short coverage bar in the rate directory shows bookings with no matching card
  • A whole provider's set of cards can be copied to another
Provider Rates · a provider's rate cards, drawn as receipts
03

Request: orders go out as letters

An order to a provider is a request letter, prepared from the booking and addressed to the right provider when a service has several. What you sell on is priced from the client's own card, and the Ledger shows the day's billed amount, cost and margin side by side.

  • Each provider's outcome is recorded with a time
  • Issued letters stay on record with their history
Request · the order to a provider, addressed to one of two
04

Provider Bills, matched line by line

A provider bill is a real document in NDMX. It is recorded exactly as the provider sent it, then each line is checked against what your own figures say it should be. Type the provider's amount and press Match; the line and the bill show the difference.

  • Services not yet billed are listed, ready to add
  • The With differences filter lists every open bill that disagrees, across all months
Provider Bills · one bill, matched line by line
05

Reconcile, and Open for editing

Reconcile stays closed while any line is unmatched, and a total that still differs must be accepted with Yes, accept the difference. A reconciled bill is locked until Open for editing returns it to Open, with its lines and matches intact.

  • Discount and tax are typed exactly as the provider's bill shows them
  • Every change is written to the finance log
Provider Bills · one bill, matched line by line

Works with

See a provider bill reconciled.

A walkthrough of provider pages, vendor rate cards, request letters and a bill matched line by line.

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