Pathway: Sales > Rate Update Batch
Site Service Rate Update Batch
This tool is used to modify a batch by amount or percentage, export to excel, import back in, and then post the new batch. You can also void or close an account or batch.
Field Descriptions
Modifications | Descriptions |
|---|---|
Change Type | Modify the amount by percentage or amount to change the rate to apply once the batch has updated. |
Amount | Modify by adding a new amount based on selected Change Type. The adjusted rate amount. If percentage is selected for the Change Type, enter the % the rates should be increased…continue on for the other option in the Change Type field so they understand how these two fields work together. - this was a note I had previously added, you can use this if you would like, but it was just an example to help you and wasn’t fully flushed out, hence the …. in the sentence. |
Export | Use this export this batch into excel to make changes. |
Import | This allows to Import matching information back into the batch to Post and apply changes. |
Post | Once the updates have been made select to post to apply the batch update rates for the selected batches. |
Void | Select this option to void a matching percentage or amount to update the batch that way. |
Close | Select to close the tool. |
Applying Rate Change to Batch
Double click selected batch.
Select the accounts you would like to apply the rate change to.
Select the Change Type and enter an amount or percentage of the adjusted rate and select Apply.
Select Post with applied changes.
Manual Changes
Click within the New Rate field to manually add in new rates and variants or work order minimums
