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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Modifications | Descriptions |
|---|---|
Change Type | Increase or decrease rates by percentage or amount. |
Amount | Indicates the amount to adjust rates will be adjusted by. If rates are being decreased, place a minus sign before entering a in front of the numeric value. |
Export | Select and anything displayed on the screen will be exported Option to export what is currently displayed to Excel. |
Import | Select Option to import an excel Excel document into the Site Service Rate Update Batch tool. |
Post | Select Post once all rate changes are complete and the batch will change from an Open to a Posted status. Posts the new rates to the accounts and updates the batch status to Posted. |
Void | Select this option Void to void a matching percentage or amount to update the batch that waythe batch. Rates will not be updated for voided batches. |
Close | Select Close to close the Rate Update Batches tool. |
Apply a Rate Change to Multiple Accounts
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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 and enter an amount or percentage of the adjusted rate and select Apply to change the rates.Select Post with applied changes to permanently change the entire batchrates will be adjusted by. Options are either: .
Amount - Dollar amount
Percentage - Percentage 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.
Select Post and the new rates will be posted to the accounts.
Apply a Rate Change to Individual Accounts
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Click within the New Rate field.
Add in Enter the new rate either add amount or discount.
Select Post and the new rates will be posted to apply the permanent changesaccounts.
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Related Articles
Rate Update Batches - Includes field descriptions and functionality of Rate Update Batches.