Creating Project Specific Rates

Creating Project Specifc Rates

First Set Up The Price List Description

STEP 1: Click Configuration

STEP 2: Click Item Set Up

STEP 3: Click Pricing and Discount

STEP 4: Click Price Lists

STEP 5: Click Add

STEP 6: Enter the Job #

STEP 7: Enter the Effect From:

Note: Leave the Effect To: blank so that it covers the project in the event the end date changes

STEP 8: Enter a short description

STEP 9: Click OK

STEP 10: Close that window

Now Set Up The Rates

STEP 11: Click Configuration

STEP 12: Click Item Set Up

STEP 13: Click Pricing and Discount

STEP 14: Click Rental Rates Maintenance

STEP 15: Enter Job # into Account Field

STEP 16: Click Search

STEP 17: Click the correct row to update

STEP 18: Click Add Rates

STEP 19: Enter the Item Code (This will need to be done for each item you are expecting to rent to this project)

STEP 20: Click Search

STEP 21: Highlight the Charge Rate that you want to use

STEP 22: Click Edit Multi Rate

STEP 23: Enter The Rates

STEP 24: Click OK

STEP 25: Click Close

STEP 25: Exit Windwo