How to manage Rates Book?

How to manage Rates Book on the web browser?

Note: This is usually created by the procurement team. The Rates Book can be associated with the organization or building or even with a particular contract. These rates will be used in the cost section of the Work Orders.

To manage a new Rate Book

1. Select Manage Rates Book under Vendor & Contract Management from the Menu.
2. Select the organization or area for the list of Rates Book associated to be listed out.
3. To edit the Rates Book, select the EDIT icon.

4. To input fixed rate items into this rate book, click on Manage Fixed Rates.

5. Select the rate book group or sub-group that you wish to add Fixed Rates.
6. To change the group name, input the amended name and click on the Update button.
7. To add a sub-group, input the name and click on the Add Sub-Groups button.

8. When the sub-group is successfully created, a success message will appear below the page title.

9. Select the Group or Sub-Group to proceed with adding fixed rates. Please be careful of the selection prior to adding the fixed rate if not re-do is highly possible.
10. To add the items, click on Add Fixed Rates button.

11. In the Fixed Rate Details, input item code, description, unit of measure, and unit price.
12. In the Vendor Details, select the vendor and vendor type should this item be performed by a particular vendor due to the contract. (Optional)
13. To add the item into the rate book, click on Add.

14. Once the item is being added to the rate book, a successful message will appear under the header.

More on this topic

• For a step-by-step guide to creating a contract, see How to create contract?.
• For step-by-step guides to using Vendor & Contract Management module, see Vendor & Contract Management Module.