Bookshelf v7.5: Creating a Rate List (Administrator)

Creating a Rate List (Administrator)

Rate lists are like price lists, but they refer to services and the people who provide those services. Instead of a price for a hard drive, for instance, you specify an hourly rate for a consultant. You can create multiple rate lists to charge different rates or use different currencies in different geographical areas or to provide special rates on particular projects or for favored customers. Each rate list must be associated with exactly one cost list.

To set up a rate list, you must first create a rate list record and then associate charge rates with the rate list.

To create a rate list record

From the application-level menu, choose View > Site Map > Pricing Administration > Rate List.

In the Rate Lists More Info form, add a new record.

Complete the necessary fields. Some fields are described in the following table.


Field	Comments
Cost List	List that specifies the cost of the selected service to your organization. Each rate list can be associated with exactly one cost list.
Currency	Currency used to charge for the service
Description	General information about the selected rate list. Typically, this field would include information about where this rate list should be used or for which customers.
Effective From	Required. First date on which the rate list is valid and available.
Effective To	Last date on which the rate list is valid and available.
Last Updated	Date on which the current record was last modified. Automatically populated.
Organization	Portion of your company that uses and maintains the current rate list. Defaults to the organization of the user who creates the record.
Rate List	Required. Name that identifies the rate list. It is recommended that you include information in the rate list name that describes where the list should be used or for which customers.
Updated By	User ID of the last user to modify the current record. Automatically populated.