Set As Default Rate Chart

The default rate chart(s) are used when a customer does not have a rate chart(s) set in the Accounting tab of the customer record. You can change the default rate chart(s) by using Set As Default Chart… option.

Instructions

1. Go to Maintenance > Rate Charts.

2. Right-click on the Base Rate, Items, and/or Surcharges rate you would like to set as a default and select Set As Default Chart…

   Open

   

    

Example

You have a customer that does not have Rate Charts assigned on their customer record.

Open

When you place an order for the customer, you are able to select an Order Type based on the default chart, “1 - Example Standard Rate Chart”.