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 the amount by adding a new amount based on selected Change Type. This is wordy and needs revision. Remember, you are wanting to be clear and concise in these descriptions. 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 necessary changes and prepare to Import and then Post. This is not clear and does not make sense. |
Import | This allows to import matching information back into the batch to Post and apply the Rate Change to the batch or batches. This is wordy and unclear. |
Post | Once the updates have been exported and imported back in again, select to post to apply the batch update rates for the selected batches. So….Post only works if Export and Import are used? |
Void | Select this option to voiding a matching percentage or amount to update. This is not clear and does not make sense. |
Close | Select to apply necessary adjustments to close the batch for a specific amount. So if I make any changes and select Close instead of Post my changes will take affect? |
Applying Rate Change to Batch
Select batch and double click. You’re giving them two actions here..rewrite this so the sentence starts “Double click….”
Select the accounts you would like to apply the rate change for. - Replace ‘for’ with ‘to’ because you are not applying it for them, you are applying it to them.
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 - these are all separate fields that your description combined into one.
