Rate Card Workflow

Two Rate Card Types / Workflows

• If a Customer orders an existing, unedited Rate Card item, they simply select it from the Customer Catalogue, add it to their basket and place the order, in the same way as a stock item. The specification and prices-per-quantity are fixed and cannot be changed.
  
  
  • See Customer Places Order for Rate Card.

• If a Service Provider orders a Rate Card on behalf of a Customer, they can simply order it as the Customer would, or they can edit the specification if required. If they do so, however, they have to request a new Supplier quote as the existing prices-per-quantity will no longer apply. This effectively turns the Rate Card into a partially pre-configured Quote Request.
  
  
  • See Service Provider Places Rate Card Order for Customer.