Rate Cards


Overview of Rate Cards
Information about rate cards linked to companies and orders, plus details about rate types/values and commission types/values.
Creating Rate Cards
Steps for setting up a new rate card.
Assigning Rate Cards to Line Item Codes
You can link a rate card to a line item code's Custom Prices section: Navigate to Order Setup > Line Item Codes . Select the desired line item code and click the Edit button. Click the Custom Prices tab. Specify the desired ra...
Assigning a Rate Card to an Order
When entering an order, you can link a rate card to pull in special pricing of your products and services: Navigate to Order Management > Orders . Click the New button. In the Bill To section, click the Rate Card field or the selector bu...