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: Site Service Batch or Site Service Charge Batch. Site Service Batch is used for sites receiving recurring services. Site Service Charge Batch is used for sites receiving one-time charges. After a batch has been created it will display on the Rate Update Batches screen. Color coding is used to identify batch status using the following colors:
Open = White
Green = Posted
Red = Voided
This article details the process of updating rates after a batch has been created.
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
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.
Apply a Rate Change to Individual Accounts
Click within the New Rate field.
Add in the new rate either add amount or discount.
Post to apply the permanent changes.
Related Articles
Rate Update Batches - Includes field descriptions and functionality of Rate Update Batches.