How can I set custom Service Level Agreements per customer
One of the benefits of Klerky, is to maintain your existing relationships, and to have bespoke service level agreements per customer
We'll refer to a service level agreement as an SLA
You’ll be able to choose whether customers you’re in a Preferred Supplier Relationship with are able to use either your Standard SLA or Custom SLA
You can do this either when you accept a Preferred Supplier Request, or later when editing the Preferred Supplier Relationship.
Accepting a Preferred Supplier Request
Follow the workflow to accept a Preferred Supplier Request, and you’ll be prompted to select whether that customer uses either a Standard SLA or Custom SLA
- If choosing a Custom Rate Card, you’ll be able to enter the bespoke rates for that particular customer
Editing a Preferred Supplier Request
- Click the Customers button on the left menu
- Find the relevant Customer from the list of Preferred Supplier Relationship customers
- Click the name of the customer your want to amend rates for
- Follow the prompts to change the SLA type to Custom (if not already selected)
- Edit the SLA where required
Editing a customers SLA will ONLY affect newly requested bookings or quotes from that point on. This will not retrospectively edit any bookings which are already in progress or requested.