This guide provides an overview of the Rate Cards module. It is intended for general users.
Rate cards are used to streamline the application of adjustments or discounts to orders. You can apply a rate card to multiple orders. This could be for a sales campaign or for other customer-based discounts. aACE allows you to apply rate cards on an order or at a company record.
To access this module, navigate from Main Menu > Order Setup > Rate Cards.
1. General Info
When you create a new rate card, you can specify the rate card's type, value, and volume commission information. You can also adjust the rate card's start and end dates, if applicable.
2. Description
You can enter notes and reminders about how the the sale or customer-based discount should be applied.
3. Line Item Code Types
Specifying various types of line item codes (LICs) in this section tells aACE that the discount applies to all LICs with the assigned types. For example, in the screenshot above, all LICs that are assigned the "Notebook" type will be eligible for this rate card's discount, including Lab Notebooks / Journals:
4. Rate Card Items
The Rate Card Items section is used to link specific LICs to the rate card.
Suppose an educational material sale includes a discount on student tablets. You could create a rate card for the appropriate discount. Student tablets are categorized as Technology-type LICs; however, not all Technology LICs are eligible for this sale. Thus, you should enter the specific student tablets that are eligible in the Rate Card Items section.