Creating Rate Cards

  1. Navigate to Menu > Order Setup > Rate Cards.
  2. Click New, then enter the basic information for the rate card.
    Note: Highlighted fields are required. For more details, read the overview of rate cards.
  3. Enter the rate card items by entering LICs one at a time or by clicking the Search icon () to add multiple.
    Note: To customize the rate or commission details for an item, clear the Default flag and update the value.
  4. Click Save and Activate.