Pathway: Sales > Rate Update Batch
Whatever description you end up with for the other article, copy/paste it here and follow it with this sentence -->This article details the process of updating rates after a batch has been created. 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.
Field Descriptions
Modifications | Descriptions |
|---|---|
Change Type | Increase or decrease rates by percentage or amount. |
Amount | Indicates the amount rates will be adjusted by. If rates are being decreased, place a minus sign before entering a numeric value. |
Export | Select and anything displayed on the screen will be exported to Excel. |
Import | Select to import an 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. Once a batch is in a posted status it can not be updated. |
Void | Select this option to void a matching percentage or amount to update the batch that way. |
Close | Select to close the tool. |
Apply a Rate Change to Multiple Accounts
Image first, steps below. for the Image, you can use one similar to the one you have below but instead have the Change, Amount and Apply fields outlined.
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 batch.
Individual Rate Changes
Click within the New Rate field.
Add in the new rate either add amount or discount.
Post to apply the permanent changes.