Add/Duplicate a Rate Card

Purpose

There are two ways in which you can create Rate Cards in CartonCloud. You can either:

Create a new Rate Card from scratch or
Duplicate an existing Rate Card. This is useful if you wish to create a Rate Card with similar settings and charges.

When creating or duplicating a Rate Card you can then associated a single or multiple customers to the one Rate Card.

How to add a new Rate Card

Navigate to the Rate Cards page, More>Rate Cards.
Select the green Add New Rate Card button.

Fill in the information using the Rate Card Details Fields Descriptions.

How to duplicate a Rate Card

Navigate to the Rate Cards page, More>Rate Cards.
Select the relevant Rate Card.
Scroll to the bottom of the page and select Duplicate.

Name the new Rate Card in the pop-out window.
Click Duplicate.

Associating a Rate Card with a Customer

Once you have created your Rate Card you will then need to associate a single or multiple Customer to the Rate Card.

Navigate to the Customers page, Contacts>Customers.
Select the relevant Customer.
Select the blue Edit button at the bottom of the screen.

Select the Rate Card from the Rate Card drop-down menu.

Select Save.