Create a rate card

Rate Manager centralizes rates, eliminating fragmented data systems and improving transparency. With features like individual or bulk rate creation, archiving, and a robust search tool, users can quickly access accurate, up-to-date rate information without chasing multiple departments. Whether monitoring trends, tracking suppliers, or preparing reports, you can effortlessly export filtered or unfiltered data, enhancing your procurement process's speed and efficiency.


Figure 1. Rate manager

Create a new rate card

To create a new rate card:

  1. Navigate to the Rate Manager page
  2. Select Add rate card or + New rate card
  3. Enter the rate card details:
    • Name: Add a name for the rate card
    • Description: Optionally, add a rate card description 
    • Add tags: Tags help to identify each rate card. Only enter one tag per line.
    • Icon color scheme: Choose an icon color scheme
    • Icon: Select an icon for your rate card
  4. Click Create
  5. Decide how you would like to add rates, via import or online

Import rates 

Select Import to import rates. Download the template and transfer your existing rates into it, then upload the populated template file to add rates.

Add rate online

To add a rate online:

  1. Select + Add online to add rates online. 
  2. Select + Add field
  3. Enter a Field name
  4. Enter a Field description
  5. Enter a Field type, either Text, Number or Date
  6. Enter a Field category, either Rate or Item
  7. Click Save, or Save and add another

You can arrange the order of the rates by selecting Arrange fields, and using the arrow buttons to move a field higher or lower in the list. Click Save changes once the fields have been arranged.


Figure 2. Add a rate online

Edit a rate card

To edit rate card information:

  1. Select the dropdown arrow next to the rate card name on the top left of the page
  2. Click Edit rate card information
  3. Make your changes, and select Save

Figure 3. Edit a rate card

Archive a rate card

Archiving a rate card removes the rate card from the main view.

To archive a rate card from the Rate Manager overview:

  1. Select the actions icon on the top right of your rate card 
  2. Click Archive
  3. On the confirmation modal, select Archive

To archive a rate card from the Manage rates section:

  1. Select the actions icon on the top right of your rate card 
  2. Click Archive rate card
  3. On the confirmation modal, select Archive