Short Summary
Rate tables allow you to store agreed-upon customer rates and automatically apply them to orders. This eliminates manual rate entry, improves accuracy, and ensures consistent pricing.
Video
Enabling Rate Tables
Go to Settings → App settings
Click the General tab
Toggle on Enable Customer Rate Tables
Once enabled, the Rate Table tab will appear in customer profiles.
Setting Up a Rate Table
Go to the Customer Profile
Select the Rate Table tab
Click New Rate Table
Complete the following fields:
Name – Use a recognizable name
Division – Select the applicable division
Start Date – Date the rates take effect
End Date – Optional expiration date
Services – Add line items and rates
Click Save
Tip: Attach the signed rate agreement document to the rate table for easy reference.
Using a Rate Table on an Order
Create a new order
Select the customer
Choose the appropriate Rate Table from the dropdown
Rates are automatically applied to the order
Troubleshooting
Rates did not apply to my order
Confirm the rate table is Active
Verify the order date falls within the rate table’s start and end dates
Ensure the correct division is selected
I don’t see the rate table in the dropdown
Check that the rate table is assigned to the correct customer
Make sure the rate table is not expired
Tips
Use clear naming conventions to avoid confusion
Review expiration dates regularly to keep rates current
FAQ
Can I have more than one rate table per customer?
Yes. You can create multiple rate tables for the same customer.
What happens if I delete a rate table?
Deleting a rate table does not affect existing orders that already used it.
Can fuel surcharges be applied automatically?
Fuel surcharge tables can be linked to calculate fuel charges automatically. You can learn more fuel surcharge tables here.