Using Total Cost of Ownership (TCO) in Sherpa

 

TCO & Meter Reads

General Overview

The TCO (Total Cost of Ownership) Tab is a very powerful tool.  It allows users to take a snapshot of an account’s current copying/printing environment and assess current expenditures.  As a user, you can use this tool to determine over/underutilization of equipment, poor work flow, and use all this data to prepare a solution custom-tailored to the account’s needs.

The more information you enter in the TCO area, the more valuable it becomes.  Not only will you have a current equipment inventory for that account, which can include competitors’ equipment information, you can use this information to track lease expirations and run comprehensive analytical reports.

When adding any TCO information into this section, please remember to make sure you are adding the information to the correct account.

Options (Top Tool Bar)

Save Changes: This option saves any changes and refreshes the TCO information.

Copy Model: Used to make an exact copy of any model in the TCO.  First scroll to the model you wish to Copy using the scroll bar on the bottom.

   

Once you’re on the desired model, click on the Copy Model button.  All fields will be duplicated exactly.  

Add Model: Used to add in a single piece of equipment manually.  First click on the Add Model button and then type in as much information as you have pertaining to that equipment into the appropriate fields in the Equipment Data, Meter Information and Cost of Ownership Data areas.

  

*More information regarding adding an equipment record is located under the heading “Step by Step Guide for Manually Adding in Equipment” located at the back of this manual section.  

Edit Model List: To help maintain accurate data, this is only accessible to Administrators.  It is used to edit the TCO Make/Model drop down list.  It includes cost data used for the TCO calculations – toner cartridge costs and yields, maintenance kit costs and yields, equipment MSRP, date of introduction, etc.  See Administrator Manual for more details.

Delete Model/Delete All: Used to delete a model in the TCO.  First scroll to the model number you wish to delete using the scroll bar on the bottom.   Once you’re on the desired model, click on the Delete Model button.  To Delete All models in the TCO click the Delete All button.  This will delete all model records in the that Customer's TCO.  Once you delete a record or all records, you will not be able to undo the deletion

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Edit Coverage: This option allows you to change the toner coverage percentages for all equipment in the current TCO.  The Customer’s Toner Coverage Percentage should be changed to reflect how much toner is on a page/document typically printed by the customer on that device.  The Manufacturer’s Toner Coverage Percentage, usually 5% for black and 15% for color, should only be changed if the manufacturer measures their cartridge yields at a different coverage percentage (this would be rare).  However, you will always want to change the customer's toner coverage percentage to reflect how they are printing / copying, as the page coverage can greatly affect the customers cost per page.  

Additional Costs: This option allows you to enter additional cost data, such as overage charges, fuser kit, transfer kit, maintenance kit, or color drum kit charges.  You can also enter up to 3 other additional costs pertaining to that model record. For equipment with maintenance coverage that is based on a minimum monthly allowance this is where you would put any overage volume and the rate.  If the equipment has no maintenance coverage you would want to enter the consumable costs manually; this is where the fuser kit, maintenance kit and transfer unit would be entered, as well as color drum costs.

Clear All Costs: Allows you to clear all costs on that model record, with the         exception of the Mono and Color Click Charge fields.  This might be used         if you simply want to add models without using the Compass provided         industry averages.  For example, if the equipment is covered on a CPP         agreement, you would enter in the equipment information and clear all         fields except for the click charge.

        

Once you click the button it will ask if you want to remove all the costs on This Model, All Models, or Close.  The "This Model" option will clear the costs in the current model record you are on, "All Models" will clear the costs on all equipment listed for the current TCO, Close will close the dialogue box  and do nothing.

Update Device Ages: When you originally enter equipment into the TCO, it  will calculate the age of the device based on the introduction date and the current date.  As time goes on, the age of the device will not update based on the new current date.  To update the age of the device based on the current date, click the Update Device Ages button to recalculate.
  

Data Grid View: This is an alternate view for managing equipment in the TCO section.  You can edit information in the Grid View once the  equipment has been added into the regular TCO view; you cannot add  or delete equipment here.  Also, the Additional Costs fields do not appear in the Data Grid view and therefore cannot be edited here.

 

ERP Link

Compass can interface with e-Automate/Digital Gateway, NextGen, LaCross and OMD ERP systems, and the button will be labeled for the ERP system your Company uses.  The interface is designed to allow users to pull up basic equipment information such as lease information, service call history, recent meter reads etc., and transfer current assets into the company’s TCO section.  This is a “Read Only” interface, meaning that you will not be able to change any information on the interface screen and have it update in your company’s ERP system.  This is not a standard feature of Compass Opportunity Manager; your company will have to purchase this Component.  See Additional Modules section for more information.

Reports       

Report Choices: When you click on the Reports button you are given the option for Meter Report, Equipment Report, TCO Summary or TCO Details Reports.  You can then choose to group reports by branches and change sorting criteria.

When you have a parent company with branches set up (this is done in the Accounts tab), by selecting “Show All Branches – Mixed” your report will list all the equipment sorted by type for all the branches of the company (provided they are linked in Compass via the Parent Account field on the Accounts tab).  By selecting “Show All Branches – Sorted” your report will list all the equipment sorted by branch for all the branches of the company.  In the “Sort Results By” section, you can choose by which criteria to sort the data in the report.  You have up to 3 levels of sorting.  If no criteria are selected the default sort will be used.   In the reports that sort by Equipment Type (equipment and summary report), any custom sorting criteria will sort within the individual equipment type categories.

Meter Report: Shows the Make/Model, Department, Location, Serial Number, Meter Dates, Meter Count, number of days between Meter Dates and the Monthly Average for all machines.  Monthly volumes will only show if meters are entered.  Because this report calculates off the meters entered, if a volume is entered manually without meters the volume on the Meter Report will show as 0.  A grand total of all Machines is listed at the end of the report.  Default sorting is by make / model.  

Equipment Report: Shows the client account and contact information, and for each machine lists the location, whether it’s leased or owned, when it was purchased along with the purchase price, when the lease expires and current lease payment, the serial number and Notes.  Default sorting is by Equipment type and then make / model.  

TCO Summary: Breaks down the machines by category and lists the Make, Model, Department, Location, Serial Number, Age, BW & Color Volumes, BW & Color CPP and BW & Color Total Cost of Ownership.  Each category is subtotaled at the bottom of the category, and then a grand total is listed at the end of the report.  Default sorting is by Equipment type and then make / model.    

TCO Details: A page-by-page report for each individual machine that lists all costs of operation separately for BW & Color and includes Additional Costs. Default sorting is by make / model.

 Export to Excel: Used to transfer the TCO information into a MS Excel template/spreadsheet for further data manipulation.  You must have a bookmarked template in Excel to use this option.  See Administrator Manual for information on bookmarking an Excel document.

Equipment Data

Equipment Vendor: Drop down list that contains the names of other Vendors in your area.  This is also a free type field if the Vendor you want to enter is not in the list.  This list is controlled by your administrator and can be edited by them.  

Make and Model: The name of the equipment.  You may either choose from the drop-down list, or you may type directly into the field.

Equipment Type: The equipment type.  You may either choose from the drop-down list, or you may type directly into the field.

Location/Department: Where the equipment is located.

Mono Speed: The equipment’s B/W speed (pages per minute).

Color Speed: The equipment’s Color speed (pages per minute).

Segment: Copiers and printers are categorized into six segments based on the speed of the machine.  Segments are numbered as 1 – 6.  This will auto populate based on the speed entered, or, you can manually choose from the drop-down choices.  A description is given in the dropdown to show what segment should be used for each speed.    

Printer Age: How old the equipment is in terms of years.  This will auto populate based on what is entered the Purchase Date field, or, you can manually enter a number.  

Purchase date: The purchase date of the equipment.  When using the Compass provided industry averages this date will be the introduction date of the equipment but can be overridden with the actual purchase date by the user.

End of lease Date: If leased, this is the date the equipment lease expires.  By entering a date here, a pending activity will be auto-created in the Activity tab to call back that company based on a date range set by the Administrator in the Control Panel settings.

Lease Payment: The amount of the lease payment for that piece of equipment.

Lease Vendor: The name of the company or bank that holds the lease.

Equipment ID: The equipment identification number.

Serial #: The equipment serial number.

IP Address: The IP address of the piece of equipment if it’s a network connected device.

Notes: Any other pertinent information you wish to enter pertaining to whatever equipment record you are on.  Often used for configurations or end user comments and concerns.

Check boxes

The check boxes are used to classify the equipment and are useful for filtering various reports and other options throughout the Compass Opportunity Manager.  

Own: When checked, it signifies that the piece of equipment is owned outright (not leased).  This is checked by default when a new machine is added.

Lease: When checked, it signifies that the piece of equipment is currently being leased.   This will automatically check if a lease end date or lease payment is entered in.  

Competitor Equipment: When checked, it signifies that the equipment was sold by or currently being serviced or leased by a different Vendor.

Transfer to Printer Pricer: When checked, that model and its information will pull into the Printer Pricer and be priced for a Print Management contract if it’s a model that your company services.  This is checked by default when a new machine is added.  If unchecked, the machine remains active in the TCO, however will not be included in any part of the proposed solution.

Include with New Proposal: You will use this if a piece of equipment is something you are not going to replace or take over for service, but want it listed on the Executive Summary Report as an existing cost that will still be incurred by the customer if they choose your proposed solution.  

Remove from TCO Analysis: If you want to exclude a piece of equipment from the TCO reports without deleting the model from the customer's TCO, use this check box.  In addition, it will remove the model from being included in the Executive Summary Report as part of the Proposed Solution.

Search Current TCO: This option allows you to search for a model in the current customer’s TCO without having to browse one model at a time.  You can search by Model, Notes, or Serial Number.  Double click on the model name and you will be taken to that record.

Filter New Model: This option allows you to filter the make and model drop down list for a specific model or group of models.  This will limit the number of models you have to scroll through in the dropdown before selecting.  Using the numeric model number as the keyword to filter by will, in most cases, give you the best results.

Reset Model Filter: The Filter New Model button becomes the Reset Model Filter button when a filter is currently in place. This will clear the Make and Model filter that was set using the Filter New Model button, so you can scroll through the entire list of equipment in the dropdown again.

 

Date Created: A time stamp for each piece of equipment that lets the user know when the equipment was added into the TCO section.

Meter Information

Current Meter Date: The date of the current or most recent meter you’re using to determine the AVG monthly volume.

Current Mono Meter/Current Color Meter: The current or most recent meter count used to determine the AVG monthly volume.

Previous Meter Date: The date of the previous meter you’re using to determine the AVG monthly volume.         

Previous Mono Meter/Previous Color Meter: The previous meter count used to determine the AVG monthly volume.

Business Days Metered: The number of business days that are in between the first and second meter date.  This is an adjustable field by using the Work Days button.  Currently, it defaults to calculating 5 business days out of 7 calendar days.  If the business is open a different number of days per week, you will need to manually adjust this field.  When you are done changing the number, simply tab out of the field to update.

Work Days Button: Use this button if the customer’s business days are anything other than Monday through Friday.  If applicable, place a check in the appropriate days.  This will recalculate your monthly volume.

 

AVG Monthly Vol: The AVG Black/White monthly print/copy volume per month based on the meters and business days entered.

AVG Color Monthly Vol: The AVG Color monthly print/copy volume per month based on the meters and business days entered.

Compass calculates the monthly volume by taking the difference between the previous and current meters and dividing it by the average number of workdays in a month.
 
The average number of workdays is a month is determined by multiplying the number of days selected in the Workdays button and multiplying it by 4.33, the average number of weeks in a month.  The results are rounded up if necessary.

Cost of Ownership Data

Equipment Cost: If the equipment is owned, put the purchase price in this field.

Future Capital/Lease Months: If the equipment is owned, then type in the number of months that the company uses for depreciation purposes.  If the equipment is leased, put the number of months the equipment was financed/leased for.  This will default to 60 months unless over written.

Lease or Future Capital Expense: If the equipment is leased, the current monthly lease payment will go here.  If the equipment is owned, then the anticipated future monthly expense of replacing the current machine (or depreciation amount) will go here.

Remove Equip Cost & Expense for This Model / All Models: Select either of these buttons to zero out the Equipment Cost and associated Lease or Future Capital Expense data for either the current equipment (select This Model button) or for the entire fleet of equipment (select All Models button).

Labor and Parts (Year): The amount of money spent on an annual basis to keep the machine running. This includes service calls and miscellaneous parts like rollers and other non-customer replaceable consumable items.  This cost is estimated based on industry averages and research, as well as by a cost table set up by your Administrator.  This cost does not include the cost of any consumables that have already been entered, such as toner, drum, maintenance kit, transfer kit or fuser kit.  See Printer Service Labor & Parts section in the Admin Manual for more information on editing the costs that auto populate in this field.

Estimate Labor & Parts for This Model / All Models / Remove All: Compass can calculate an estimated cost for labor and parts for either the current equipment (select This Model button) or the entire fleet of equipment (select All Models button). Alternatively, if you already have Labor and Parts estimates listed, you can choose to zero them out for the entire fleet of equipment by selecting the Remove All button.

Customer’s Toner Mono/CLR Coverage %: The customer’s Toner Coverage Percentage should reflect the amount of toner per page that the client typically prints, also called Page Fill.  Changing the customer's page fill will result in a change in the CPP.  Compass defaults to 10% on Black & White and 25% on Color.

Manufacturer Toner Mono/CLR Coverage %: The Manufacturer Toner Coverage Percentage should only be changed if the manufacturer measures their cartridge yields at something other than 5% per cartridge, when determining their cartridge yields.  Compass defaults to 5% on Black & White and 15% on Color.

Mono/Color Monthly Volume: The AVG black and color monthly volume as determined by the meter information entered or determined by the black volume amount you typed in when originally adding the equipment.  You may manually adjust this field if desired.

Mono/Cyan/Yellow/Magenta Cartridge Cost: The cost the company currently pays for the black and color toner cartridges on that machine, or the industry average for a cartridge for that machine if the machine is a printer that was chosen from the drop down.        

Mono/Cyan/Yellow/Magenta Cartridge Yield: What the yield would be according to the Manufacturer if the client has 5% black and 15% color toner coverage.

Mono/Cyan/Yellow/Magenta True Yield: The actual cartridge yield based on what is entered for the customer’s page fill.

Mono Drum Cost: The cost the company currently pays for the black drum on that machine.  Or the industry average cost for a black drum if the equipment is a printer chosen from the drop down.        

Mono Drum Yield: The Black Drum Yield as determined by the Manufacturer.

Mono/Color Click Charge: If the machine is on a CPP contract, put the black and color CPP amounts in this field.  If you put a CPP in this field you will typically want to zero out the Labor/Parts (Year) field.

Total Cost of Ownership

 The following CPP amounts are calculated based on the cost for the corresponding field description, divided by the volume in the Mono Monthly and Color Monthly Volume fields.    

Future Capital/Lease CPP: The AVG Depreciation or Lease CPP for all the equipment in the TCO for that account.

Service/Parts CPP: The AVG CPP charge for the Labor/Parts (Year) field for the equipment in the TCO for that account.

Mono Cartridge CPP: The AVG Black Cartridge CPP for all the equipment in the TCO for that account.

Mono Drum CPP: The AVG Black Drum CPP for all the equipment in the TCO for that account.

Mono Misc. CPP: The AVG Black Misc. CPP charge for all the equipment in the TCO for that account.

Color Cartridge CPP: The AVG Color Cartridge CPP for all the equipment in the TCO for that account.

Color Misc. CPP: The AVG Color Misc. CPP charge for all the equipment in the TCO for that account.

Calculate Model Button: Used to recalculate or refresh the CPP if any financial data was changed on the model being viewed.  This does not update the entire TCO for account you are viewing, simply that model.

TCO Totals: Total volumes and CPP for mono and color for the entire TCO for that account.

Mono CPP: The sum of the Dep/Lease CPP, Black Cartridge CPP, Black Drum CPP, Service/Parts CPP, and Misc. CPP for all the equipment on that account.  This totals how much it costs the client per page every time they print a black/white document.

Color CPP: The sum of the Dep/Lease CPP, Black Cartridge CPP, Black Drum CPP, Service/Parts CPP, and Color Misc. CPP for all the equipment on that account.  This totals how much it costs the client per page every time they print a color document.

Total Monthly Spending Mono: The estimated monthly spending on all Black/White Documents for that account.  This is calculated by multiplying the volume times the mono CPP.

Total Monthly Spending Color: The estimated monthly spending on all Color Documents for that account.  This is calculated by multiplying the volume times the color CPP.

Calculate Cost of Ownership Button: Used to recalculate or refresh any data changed in the entire TCO for that account.

Import Meter Reads

Compass can interface with multiple meter discovery/tracking applications.  Currently, Compass interfaces with the following: FMAudit, BITS, @Remote, Print Audit, Print Tracker, PrintFleet, PrintMIB, Labrador, Netaphor, PrintMIB, MWAi, Xerox XDA and Print Fleet.

All meter tools except @Remote, BITS & Print MIB should have an “Export for Compass” feature.  If your meter tool doesn’t, you will need to contact your meter tool company and get the updated version.

• Supplies Network will automatically connect to their API using the ID in the Accounts area and pull in the devices and meters.
• FM Audit Central and Print Fleet V3 will also connect directly but you will have to enter your user name and password for them.  It also requires the API URL to be entered into the Administration Control Panel (See your internal Compass Administrator)
• Other versions of FM Audit & PrintFleet pull in meter dates with their csv file so you don’t have to select the date first in the Compass link.  You can just browse straight to the file and import it.
• PrintFleet Pro, PrintFleet Suite (sometimes called PrintFleet Optimizer), BITS, Print MIB & Print Audit don’t pull in meter dates.  You have to pick the date of the meter read before you import the data in, and pull each date in separately.
• @Remote also does not pull in dates. You have to pick the meter read date before you import the data in.  This is the only tool that gives an .xls instead of a .csv file.

Importing the Meter Data

1. Choose the desired meter read device from the dropdown.  In this example, FMAudit.  Click on Open.

2. A box will open up to allow you to find the saved CSV file you exported from the Data Collection Device.  Double click on the file.  You may need to browse through your computer for the correct file depending on where you saved it.

3. The Meter Import area will open up allowing you to select the printers you want to import.  To select all of the devices listed below click on the Select All button.  To choose specific devices click on the printers you want while holding down the CTRL Key.

4. You can also set the number of business day by clicking on “Account’s Business Days”.  The default is Monday – Friday.
5. Now click on the “Add Selected Model(s) to TCO” button”.
6. You will notice all devices transferred down to the bottom box. 
7. You can now choose to transfer all the equipment to TCO by clicking on “Transfer All Meter Reads to TCO List”, or highlight specific equipment and click on “Transfer Meter Read to TCO List”.
8. You will receive a message that the meters were transferred successfully.
9. You have successfully imported in the meter reads for that account.  Please remember to go through each model and add information that the meter device wasn’t able to discover, and also add in any equipment costs.   PLEASE DO NOT ASSUME THAT ALL INFORMATION NEEDED FOR AN ACCURATE TCO WAS GATHERED BY THE METER DEVICE. 

FMAudit Central and Print Fleet V3 Option

If you are using FMAudit Central, Print Fleet V3, or Kyocera Fleet Services option choose one of those from the Import Meter Reads dropdown.  Note that both requires the API URL to be entered into the Administration Control Panel (See your internal Compass Administrator).

1. Enter your Email Address and Password, click on Login / Ok

  

2. FMAudit - Double click on the account you want to bring in the data for
   
   

  PrintFleet V3 - Choose the Groups and Region you want (if         applicable)and enter a date range - click OK - Skip to Step 4

  

Kyocera Fleet Services - Click on the account you want to bring in the data for and choose View Group Devices

3. FMA Only - Enter in a date range and click on Import Devices.  You will see a list of dates that FMAudit scanned the network.  Choose the date(s) you want to bring in the meters for and click Select, or Close to go back.

4. The below Meter Import screen area will open up the same for FM Audit, Print Fleet, or Kyocera Fleet Services allowing you to select the printers you want to import.  To select all of the devices listed below click on the Select All button.  To choose specific devices click on the printers you want while holding down the CTRL Key.

5. You can also set the number of business day by clicking on “Account’s Business Days”.  The default is Monday – Friday.
6. Now click on the “Add Selected Model(s) to TCO” button”.
7. You will notice all devices transferred down to the bottom box. 
8. You can now choose to transfer all the equipment to TCO by clicking on “Transfer All Meter Reads to TCO List”, or highlight specific equipment and click on “Transfer Meter Read to TCO List”.
9. You will receive a message that the meters were transferred successfully.
10. You have successfully imported in the meter reads for that account.  Please remember to go through each model and add information that the meter device wasn’t able to discover, and also add in any equipment costs.   PLEASE DO NOT ASSUME THAT ALL INFORMATION NEEDED FOR AN ACCURATE TCO WAS GATHERED BY THE METER DEVICE. 

Excel Import / Export Feature

The Import/Export feature allows you to Export the current TCO, make changes, and import it back into Compass.  You can also export a black template which will allow you to simply import new equipment into the Compass TCO.

Exporting:

Start by clicking on the Import/Export button at the bottom of the TCO screen.  A form will pop up where you can choose how you want to export (current TCO or Black Template).

1. Choose to Export the Current TCO (used to edit current equipment. Make changes and import back in) or a Blank Spreadsheet to add new equipment to the TCO.
2. Click on the Export Button

Exporting the Current TCO: An excel spreadsheet will populate with the current equipment.  Simply make the needed changes in the spreadsheet and save to your preferred destination.  NOTE: Do not edit or delete Column A (TCOID)!  This column is automatically populated by Compass to determine what machine to apply the changes to.  By changing / deleting this number you may possibly create duplicate entries.  

Exporting a Blank Spreadsheet: An excel document will populate with only the column headers and no equipment data.  You can use this spreadsheet to enter in new data to add to the existing TCO.  Just type in the info and save to your preferred destination.  NOTE: DO not enter anything into Column A (TCOID).  By leaving this blank Compass identifies the machine as a new add and will add it to the TCO.

Importing:

When working with your spreadsheet, you can delete columns and still successfully import, but be aware that with any columns that are deleted, the corresponding fields will be left blank when importing a new spreadsheet.  When working with a spreadsheet that was originally exported from the current TCO, the corresponding fields of the deleted columns will be blanked out.  You can also remove rows from any spreadsheet, and the equipment removed will not be updated in anyway.

Start by clicking on the Import/Export button at the bottom of the TCO screen.  

1. Choose Import TCO and click on the Open File button.  Browse to where you saved the file you exported in the previous step.
2. Choose the equipment you want to import by clicking in the corresponding check boxes, or, clicking on the Check All button (Un-Check All will clear all selections).
3. Click the Import Button

You can also choose if you want Compass to update any new models with the industry averages from the TCO model list.  if you check the box not to update costs from the TCO model list, the costs will be brought in with what is in the spreadsheet.  If the box is not checked, Compass will override what is in the spreadsheet with the industry averages, if it is found in the spreadsheet.

Step by Step Guide for Manually Adding in Equipment:

1. Click on the Add Model button and In the Make and Model field either manually type in the equipment (if not in the dropdown list), or select from the Make and Model dropdown list.  You can also use the Filter button to the right of the Make and Model dropdown to filter the dropdown list by a particular make or model.  Just remember to use the Reset Model Filter button on the main page when done.
2. Click on the Add button.
3. Click on the Close button to close the form and return to the main TCO page. 

4. If you selected a machine from the drop down Make and Model list Compass will auto populate The Equipment Type, Mono and Color Speed, Segment, Printer Age, Mono and Color cartridge costs, Mono and Color Yields, Mono and Color Drum Cost and Yields, Fuser Cost and Yield, Transfer Unit Cost and Yield, Maintenance Kit Cost and Yield, Equipment Cost, and Labor and Parts based on Industry Averages, and Depreciation based on a 60 month straight line.  

 

5. If the machine was NOT selected from the Make and Model drop down list and you manually typed it in, then you will need to finish entering in the Cost of Ownership and Meter Data (if desired).  Information usually entered in includes: Customer Toner Coverage Percentage, Equipment Cost, whether equipment is owned or leased (use checkboxes for this), then either the purchase price or lease payment and lease months, BW & Color Cartridge costs, Black Drum Cost, Cartridge yields (according to manufacturer), Labor & Parts per year (if not on a service contract) or BW & Color Meter or Misc. clicks.

 

 

Adding Outsourcing and Bundled Contracts:

 

Outsourcing: When adding outsourcing as part of your customer's costs, you will start by clicking the Add button, just like you would if you were adding in a new piece of equipment .  However, under the Make and Model you will enter the name of the company you are outsourcing to, and under Equipment Type you will chose Outsourcing from the dropdown.  Add any notes in the Notes field.  Under Mono Monthly Volume you will add the mono volume being outsourced per month, and the cost per page they are paying.  Under Color Monthly Volume you will add the color volume being outsources per month, and its cost per page. By entering it this way, you will have a category specifically for Outsourcing on the TCO report.

 

 

Bundled Contracts: When adding bundled contracts (also called combined or umbrella contracts) as part of your customer's costs, you will start by clicking the Add button .  Enter in the Make(s) and Model(s) that are combined together as you would normally add any other piece of equipment, however in the Equipment Type field you will choose Bundled Contract; this will group all the equipment together in the TCO reports, and you can show one combined volume.  For the payment portion of the bundled contract, you can portion it out by dividing the entire payment amongst the fleet of machines (e.g. a $2,000 per month payment for 10 machines would be entered as a $200 lease payment per device).  

The same logic goes for entering volumes.  You can put in the actual volume per device, or, if entering in the contracted volume, split it up evenly amongst the devices.

Or, you can put the entire payment under the 1st device and leave the costs and volumes at zero for the rest of the machines on the contract.  Either way, the calculations will come out the same, it's about how you want to present the costs to your customer.