Base Rate Charts - New / Edit Base Rate Chart
Base rate charts are the foundation rate charts. All orders in the Operations App require a base rate chart, even if it has a rate value of 0.
How to Add a New Base Rate Chart
Click the arrow next to the New button, or press the N key.
Click Rate Charts.
Select Base Rate.
How to Edit a Base Rate Chart
Go to Maintenance > Rate Charts.
Double click Base Rates, or click the + next to Base Rates.
Click the "+" next to the chart ID, or double-click chart ID.
Double click on the base rate you want to edit.
How to Copy a Base Rate Chart
Go to Maintenance > Rate Charts.
Double click Base Rates, or click the + next to Base Rates.
Click the "+" next to the chart ID, or double-click chart ID.
Right click on the base rate you want to copy.
Select Copy Rate Chart...
See Rate Chart - Copy Rate Chart.
How to Deactivate a Base Rate Chart
Go to Maintenance > Rate Charts.
Double click Base Rates, or click the + next to Base Rates.
Click the "+" next to the chart ID, or double-click chart ID.
Double click on the base rate you want to delete.
Click the Deactivate button at the bottom right of the form.
Alternate Steps
Go to Maintenance > Rate Charts.
Double click Base Rates, or click the + next to Base Rates.
Click the "+" next to the chart ID, or double-click chart ID.
Right-click on the base rate you want to deactivate and select Deactivate Rate Chart.
Deactivate All Charts In a Chart ID
Go to Maintenance > Rate Charts.
Double click Base Rates, or click the + next to Base Rates.
Right-click on the chart ID you want to deactivate and select Deactivate Rate Chart.
How to Activate a Base Rate Chart
Go to Maintenance > Rate Charts.
Make sure Show All in the main toolbar is checked.
Double click Base Rates, or click the + next to Base Rates.
Click the "+" next to the chart ID, or double-click chart ID.
Double click on the base rate you want to activate.
Click the Activate button at the bottom right of the form.
Alternate Steps
Go to Maintenance > Rate Charts.
Make sure Show All in the main toolbar is checked.
Double click Base Rates, or click the + next to Base Rates.
Click the "+" next to the chart ID, or double-click chart ID.
Right-click on the base rate you want to activate and select Activate Rate Chart.
Activate All Charts in Chart ID
Go to Maintenance > Rate Charts.
Make sure Show All in the main toolbar is checked.
Double click Base Rates, or click the + next to Base Rates.
Right-click on the chart ID you want to activate and select Activate Rate Chart.
Base Rate Chart Form
Field Name | Description |
|---|---|
Chart ID | Unique numeric ID. |
Order Type | Order type the base rate will be applied to. Quick Tip: When editing or viewing a surcharge rate chart, you can click "Order Type" to view or edit the order type form. |
Description | Description, or name, of the rate chart. Editing this field will change the description of the main chart ID and all rate charts associated with it. |