Understanding Rate Tables
There is a lot of flexibility within the Dealer Billing rate tables. It is not necessary to have different billing codes for each level and maintain that information manually on customer records. A Rate table may contain limits and dollar amounts at each limit. The Base price is the charge at the first level (up to that number) the Additional price is charged after that level is met.
For example:
The red column is not an element of the rate table within Manitou but it is there to demonstrate the ranges of customers (or whatever one is counting) beginning and top end. The blue column explain the calculations and how the additional items are billed.
If all customers are billed at the lower rate, at each new level, then just simply enter the base rate counting all previous customers at the new lower rate.
Adding a Billing Rate Table
- Load the Dealer record.
- Navigate to the Billing form.
- Click the pencil icon (✏️) next to Billing Rates.
- Enter the ID.
- Enter the Description of the Rate Table.
- Click Add.
- Enter the Minimum quantity, base price, and additional price.
- Repeat as required.
- When done, click Done.
- Repeat for all Rate Tables.
- Save (💾) the Record.
