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.
     
   
   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 at the top of the list to open the Category Selector.
     
5. When finished, click Save.