Duplicating a Rate Sheet
0.6 min read
|This article is about the Billing Manager app, not the Billing Wizard in 3PL Warehouse Manager. To learn about the Billing Wizard, please refer to the articles in the Billing Setup.
This article outlines the steps for copying and assigning a rate sheet to a customer.
- Open Biling Manager.
- Go to Rates > Rate Sheets.
- Select the rate sheet you want to duplicate from the Rate Sheets list.
- Click Copy and Assign rates.
- Select a customer for whom you want to create these custom rates. Then, click Create.
- Review and adjust the new custom rates for your selected customer as needed. You can either select a rate from the list or use the search functionality to preview the settings. If changes are made, click Save.
- Click Done at the top-right corner if you've finished reviewing the custom rates. Proceed to Step 12 to modify 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.