Creating Project Specific Rates
Modified on: Tue, Jan 5 2021 3:55 PMCreating 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