Vendor Rates

What are Rates?

Rates create a standardized cost that default in proposals and invoices. When the accepted rates are used, you will see that these proposals and invoices follow the agreements that are made with your vendors.

The Rates page is accessible through the left side nav bar on the Vendor Profile. 

Uploading Rates

In the Rates page, you can set/view rates. Rates are set based on the Category, Trades, Item, Unit Cost, and Unit of Measurement. You can add new rates by clicking the '+' button next to Rates and inputting the information for the fields mentioned previously.

Once the rate is added, the pencil icon on the left of the rate will allow you to edit the rate and change the line. The more column allows you to Revoke or Deactivate the rate.

Bulk Uploading Rates

A .CSV file can be used to mass upload rates to a vendor profile. You can download the template using the icon in the upper right corner of the Upload Rates modal, and input the information into the template provided. Drop the file into the document uploader, and if properly filled out, then the rates will appear and populate the list as expected.

Once rates are uploaded, there is a search bar at the top to help narrow down and find information that you need regarding rates.

Accepting/Rejecting Vendor Rates

A vendor can upload their own rates for you to review and accept. A vendor submitted rate will be in the Pending status. You can accept or reject the rate in the list.

Once accepted, you will be able to revoke the rate. Revoking the rate will set the rate status to Pending and not register as accepted on Proposals and Invoices. Once in the Pending status, you can now either Accept or Deactivate the Rate. Accepting will bring the rate back to the Accepted State.

Deactivating a rate will cause the rate to no longer appear on the Proposals and Invoices when inputting lines that meet the criteria, and remove the rate from the Active list, and move it to the Inactive list, which is accessible at the top of the page.

Setting Location Rates

In the Locations page of the company profile, you can click into a location and go to the Rates tab. You can create rates for the specific location that will override the general set rates. These rates will appear for any work order that is created for the location that the rates were set for.