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What is a Rate Card?
What is a Rate Card?

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  1.  From the main menu, select Configuration > Catalogue Management. > Items
  2. From the Catalogue Management page, click the New Rate Card button.

    The New Rate Card page displays.

Creating a Rate Card from a Project

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  1. Create a Quote Request project.
    See Quote Request Workflow

  2. Complete the Project Part specification.
    See Completing a Quote Request form

  3. Click the Create Rate Card button.
    The Rate Card form is automatically populated with information from the part currently selected in the project.


After clicking the Rate Card button the process for completing the Rate Card is the same. 

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