How do I create a rate card?

To create a rate card, follow the steps below.

  1. Navigate to the Rate Card module. From the main menu: Order Setup > Rate Cards.
  2. Click the New button at the top of the screen.
  3. Enter the information for your new rate card. Highlighted fields are required.
     Create_Rate_Card.png 

    Client Billing Code - Optional field can be used to enter billing codes shown on customer forms such as orders and invoices. Requires custom reports.
    Default Check Boxes - Uncheck to allow for line item overrides. Check to force compliance at the rate card level. 
    Rate Type and Rate Val - See definitions here.
    Comm Type and Comm Val - See definitions here
    VDL - Volume Discount List. See more information here.
    VCL - Volume Commission List. See more information here.
     
  4. To add multiple categories at once to the Rate Card Items List, click the Button_Green_Selector.png button at the top of the list to open the Category Selector.
      Category_Selector.png
  5. When finished, click Save.
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