Add Custom Rates to Customer

Navigation Menu > Customers > Custom Rates

 

To set Custom Rate on a Customer profile:

 

1.    Click on the Custom Rates tab, which is fourth from the left.

2.    Click “ + Add Rate”.

3.    Choose the desired Base rate method.

4.    Enter the minimum amount.

5.    Enter the standard charge.

6.    If necessary, update the Effective Date Frame entry.

7.    Click Save.

 

For adding a new Base Rate, see Base Rates.

 

RELATED INFORMATION

Base Rates

Custom Rates Tab

Customers

 

FOR RELATED TABS

Profile Tab

Contact Info Tab

Item Numbers Tab

Kitting Tab

Additional Charges Tab (Customers)