How to create Rates Book?

How to create a Rate Book on the web browser?

Note: This is usually created by the procurement team.

To create a new Rate Book

1. Select Add Rates Book under Vendor & Contract Management from the Menu.
2. Select the organization or area that the rate book is for.
3. Input the Rate Book name in the Book Description field.
4. Click on Add Organization/Area button to add the selected organization/area. A successful message will be shown.
5. To create the rate book, click on Add Rate button.

6. Once the rate book is created, a successful message will appear under the header.

More on this topic

• For a step-by-step guide to manage rate books, see How to manage Rates Book on the web browser?.
• For step-by-step guides to using Vendor & Contract Management module, see Vendor & Contract Management Module.