Purpose

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

  1. Create a new Rate Card from scratch or
  2. 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. 

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