Pathway: Sales > Rate Update Batch
This tool is used to modify a batch by amount or percentage. Use export to excel to modify that way, then import back in, and then post the new batch. You can also void a batch.
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Applying Rate Change
Double click selected batch. Is this any batch? This needs to be specificservice in the batch.
Select the accounts services you would like to apply the rate change changes to in the batch. From where?
Select the Change Type and enter an amount or percentage of the adjusted rate and select Apply . What happens after Apply is selected?to change the rates.
Select Post with applied changes. This does more than simply post the changes, it posts the entire batch. Make sure your documentation is clear that once posted they can’t make any additional changes.
Manual Changes
Click within the New Rate field.
Add in the new rate either add amount or discount.
Post to apply the permanent changes.
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