Pathway: Sales > Rate Update Batch
The Rate Update Batches tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch rates are updated in: Site Service Batch or Site Service Charge Batch. Site Service Batch is used to create a batch for sites receiving recurring services. Site Service Charge Batch is used to create a batch for sites receiving one-time charges. After a batch has been created it will display on the Rate Update Batches screen with an 'Open' status. Color coding is used to identify batch status using the following colors:
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Double click selected service in the batch.
Select the services you would like to apply rate changes to in the batch.
Select the Change Type rates will be adjusted by. Options are either: .
Amount - detail what this doesDollar amount
Percentage - detail what this doesPercentage of current dollar amount
Enter the Amount of the change.
Increase Rate: Enter a positive value in the Amount field
Reduce Rate: Enter a negative value in the Amount field
Select Apply when finished.
Briefly detail what they will see after Apply is selected this should include the New Rate field and Variance field
Select Post and the new rates will be posted to the included accounts.
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