Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Before adding a rate card to an offer or option, you have to:

  1. Create a new offer or option.
  2. Determine the details from the Header tab in the New offer or New option screen.
  3. Click the Save button to save your offer or option. 

...

  1. Click the Financial tab. The Financial screen opens. For a description of the different table columns, refer to Table columns - Rate cards
    Financial tab - click for a larger view
  2. Click the Add wave button to add a rate card. The Add wave modal window opens. 
  3. Select a category from the Pick a category drop-down menu and click the Show rates button. This opens a table that shows all rates from the active rate cards. For a description of the different table columns, refer to Table columns - Rate cards
  4. To add a rate, click the rate you wish to add from the tabulated overview. An overview appears displaying the details of the rate, such as the accompanying commercial products.
  5. In the From field, use the calendar to select the date the delivery of the commercial products starts. 
  6. In the Until field, use the calendar to select the date the delivery of the commercial products ends. 
  7. Click the Add to campaign button to add the rate to the offer or option. You can now find the rate in the Financial tab. 
  8. Click the Save button.
  9. If you wish to add another rate to the campaign, repeat the above procedure. 

...