Duplicating a Rate Sheet
This article outlines the steps to duplicate a rate sheet.
- Open Biling Manager.
- Go to Rates > Rate Sheets.
- Select the rate sheet you want to duplicate from the Rate Sheets list.
- Click the Duplicate rate sheet icon.
- Choose between Global rate sheet or Custom rates.
- Click Next.
Skip Steps 7 and 8 if you selected Custom rates in Step 5.
Global rate sheet
- Enter the Rate sheet name and Rate sheet description.
- Click Duplicate.
Custom rates
- Select the customer for whom you want to create these custom rates. Then, click Create.
Note: A prompt showing the number of custom rates created is displayed at the bottom of the page.
Reviewing a custom rate
- Review new custom rates for your selected customer. Either select a rate from the list or use the search functionality to preview settings.
When a rate is selected, the Quick edit section appears on the right side of the page.
- Click Done at the top-right corner if you've finished reviewing the custom rates and no changes are necessary. Proceed to Step 12 to modify a rate or Step 13 to delete a rate.
A separate prompt appears to confirm this action. Click Done.
Note: A success message is displayed when you returned to the Rate Sheets page. To view and edit them again, go to Customer's Settings.
Modifying a custom rate
- Modify the custom rate as needed. Then, click Save.
Note: A success message is displayed to confirm changes are saved.
If you attempt to navigate away from the Quick Edit section with unsaved changes, a confirmation dialog is displayed.
Deleting a custom rate
- Click the trash bin icon on the right side of the grid to delete a custom rate.
Note: A confirmation dialog is displayed to confirm this action. Click Delete to confirm this action.
A success message is displayed confirming the deletion of the custom rate.