Rice Lake TransAct 3.5 User Manual
Page 52
Admin
Categories
Version 3.5
53
Rate Table Category
TransAct is capable of supporting multiple rate tables. Upon installation, TransAct installs a default
rate table and a minimum charges table. These tables cannot be deleted. Additional rate table names
can be added to the
Rate Table
category.
Example:
Default Rate Table
would contain the standard price list. A
Contractor Rate Table
may be
added to accommodate special pricing for certain accounts. If desired a different rate
table could be added for each customer.
To add rate tables to the
Rate Table
category, select
Admin | Categories | Rate Table
from the main
menu. The
Rate Table Table
appears.
Figure 33. Rate Table Category
To create a new rate table, click the
New
button.
Enter a
Code
and
Description
for each item. To save the new rate table name, click the
Save
button.
Figure 34. Rate Table Category Item
When TransAct is installed, the
-1 Default Rates
table is selected as the
Default Rate Table
. Any rate
table can be selected as the default rate table by checking the
Default Rate Table
option box. The rate
table selected as the default rate table will be used throughout TransAct. The default selected for an
individual customer account will override this option.
To save all changes, click the
Save
button.
To setup material rates in the new table, click the
Edit Table
button. The
Edit Table
button is a
short cut to the
Rates
window. The
Rates
window is also accessed by selecting
Accounting | Rates
.