How to assign a rate card to an order

When entering an order, you can link a rate card directly to the order to pull in special pricing of your products and services.

The rate card link is under the Bill To section of the order screen.


To link a rate card to an order

Click the selector button and choose from the Rate Card Dialog that appears.

Once the rate card is linked to the order, the category pricing for that order will be managed by that rate card. If a category selected in the order is not linked to the related rate card, then that category's general pricing scheme takes precedence.

Note: If pricing has already been entered for order items, selecting a rate card or changing the rate card will update the pricing to reflect the rate card selected.

See Also

Customer discounts and related rate cards

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