Set As Default Rate Chart

Owned by Michelle Cabaya (Unlicensed)
May 13, 2022
2 min read

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…

     

Example

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

Quick Tip

When you click the down arrow button under Rate Charts, no checkmark in front of the chart type means that a rate chart is not assigned.

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”.