Creating Rate Cards

Rate Cards are a powerful tool in managing pricing logic in aACE, including adding adjustments and discounts to orders. For more details, read the overview of rate cards.

Set Up a Rate Card

1. Navigate from Main Menu > Order Setup > Rate Cards.
2. Click New.
3. Enter the required information, including Name, Abbr, Rate Type, and Rate Value.
   
4. Click Save and Activate.

After you set up pricing logic on a rate card, you must link it to other records:

• Line Item Codes (LICs)
• Companies 
• Orders

Link a Rate Card to a Line Item Code

You can link a rate card to a LIC in two ways:

Link from the Rate Card Record 

1. Navigate from Main Menu > Order Setup > Rate Cards, then locate the desired rate card.
2. At the rate card detail view, you can link a single LIC or a batch of LICs.
   • Link a single LIC by clicking the Search () icon, by selecting from the Code field dropdown menu, or by typing a code abbreviation.
   • Link multiple LICs — Click the list-level Search () icon and select the needed LICs.
3. If needed, configure the rate or commission details for the LIC(s) by clearing the Default flag and updating the Rate Type and Rate Value.
   
4. Click Save.

Link from the LIC Record

1. Navigate from Main Menu > Order Setup > Line Item Codes.
2. Locate the desired LIC.
3. Click the Custom Prices tab and click Edit.
   
4. Specify the desired rate card by clicking the Search () icon, by selecting from the Rate Card field dropdown menu, or by typing a rate card abbreviation.
   Note: You can also select multiple rate cards clicking the list-level Search () icon. 
5. Click Save. 

Link a Rate Card to a Company

When you specify a rate card on a company record, it is typically to set up an ongoing customer discount. Then, when a team member creates an order for the company, aACE applies the rate card pricing logic to LICs that are both on the rate card and on the order. 

Note: Team members with the necessary user group privileges can change a default rate card.

Apply a Rate Card to an Order

You can also apply a rate card on a specific order. This will apply the pricing logic on the rate card to any LICs that are both linked to the rate card and present on the order.