Rate Cards

Articles

Understanding Rate Cards
Provides information about rate cards linked to companies and orders, plus details about rate types/values and commission types/values.
Creating Rate Cards
Provides steps for setting up a new rate card and applying it to LICs, companies, and specific orders.
Assigning Rate Cards to Orders
Provides steps for assigning a rate card to an order
Overview of Rate Cards
Describes features found in the Rate Cards module, such as specifying discounted items and discount types.
Overview of Rate Card Items
Describes the Rate Card Items module and its features, such as related records and rate card information.