Creating a Rate Card

What is a Rate Card?

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A Rate Card

is a product specification with a range of quantities and fixed prices for those quantities for a specified contract period.
can be created for any product that needs to be purchased in bulk, and which thereby enables cost savings to be passed on to the Customer.
can function in a similar way to a stock order or to a quote request, depending on how it is processed.

Two ways to create a Rate Card

There are two ways to create a Rate Card, from Configuration > Catalogue Management and from an existing Quote Request Project. The only difference is that, when creating a Rate Card from a Project, the specification and prices are automatically populated from the Project Part. If a Service Provider realises that they are repeatedly recreating the same Quote Request specification for one or more Customers, they can turn the Quote Request into a Rate Card that Customers can order directly.