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:

  1. Navigate to Order Management > Orders.
  2. Click the New button.
  3. In the Bill To section, click the Rate Card field or the selector button.
  4. Select the desired rate card.
  5. Complete the rest of the order as needed.

 After you link a rate card to the order, the line item code pricing for that order is managed by the rate card. This includes updating pricing for order items that have already been recorded. However, if a certain line item code in the order is not linked to that rate card, the line item's general pricing scheme applies.