¶ Mass renew rates
You can adjust multiple rates once in System -> Rates by clicking the Renew rates button on the blue action bar.
This is especially useful if you are adjusting all prices to account for inflation or changing market conditions.
¶ How Renew Rates works
Rate renewal has three steps
- Filter - Enter search criteria to find rates to adjust
- Select - Choose which rates are adjusted
- Adjust - Set the values to be used to edit the selected rates
¶ Step 1 - Filter
After clicking Renew rates on the blue action bar in System -> Rates you’ll see the following pop-up
To find all of the rates you want to adjust you can select one, or multiple, of the following criteria
- Owner: The company that invoices using these rates
- Invoice to: Client the rate is applied to
- Rate type: Like Material amount, Cleaning option applied or kilometer surcharge
- Currency: The currency this rate is saved in
After selecting criteria click Search
¶ Step 2 - Select from results
A new pop-up opens showing all of the rates matching your search criteria
You can select all of the rates you want to adjust by ticking them in the first column. Once you have selected all rates you want to adjust click Renew rates
¶ Step 3 - Apply adjustments
A new pop-up window will appear for the final step
Here you can specify how the rates are adjusted
- Percentage: A percentage increase to be applied
- Rounding decimal: If 2 the resulting prices have two decimal places (i.e. 14,84)
- Absolute: An absolute amount to be added on top of the current rate
- Only available if all selected rates are saved in the same currency
- Valid from: First date of validity. This will also set the validity period of old rates to end d-1
- Valid to: Not required, used to set the last date of validity
When you are satisfied click Renew
[Info] This process creates new rates, the only change to the pre-existing rates is the addition of a Valid to: date. The old rates will not be adjusted in any other way, or deleted.