Add a Rate Card Template to a Supplier List

  • Updated

This article provides step-by-step instructions for adding a pre-created Rate Card Template to a Supplier List and allocating it to suppliers. This task is performed after the Rate Card Template has been created and should be done before suppliers can use it. 

Prerequisites

You must be a Super Admin or a Panel Administrator to perform this action. You must have already created the Rate Card Template you wish to add. 

Steps

Follow these steps to add a Rate Card Template to a Supplier List and allocate it to suppliers:

  1. Navigate to the Admin Tools menu and select Enterprise Supplier Lists.

    • Result: The Supplier Lists page opens.
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  2. Click the three vertical dots to the right of the relevant supplier list, and then click on the Edit this list option.

    • Result: The Supplier List Wizard opens.
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  3. Within the Supplier List Wizard, click on the Supplier Rate Cards tab at the top of the page.

  4. Click the Pick template button to open a list of active Rate cards for your enterprise.

  5. Click the copy button to the right of the desired template to copy the template to the Supplier list.

    • Result: The Rate Card is copied to the list.

  6. Click the Complete this rate card button to review and make any necessary changes to the template.

  7. On the Details & approval options step, set the option to lock the dates of the rate card as required.

    • Note: Selecting Yes will require you to select an Effective from and to date. The minimum effective period is 14 days. This date lock does not apply retroactively and will only apply to newly submitted rate cards if set up on a panel.

  8. You will be prompted to allocate the rate card to suppliers. Select your desired radio buttons for current and future suppliers (automatic or selection-based allocation), and click the blue Continue button.

    • Result: The Rate Card is allocated to the selected suppliers.

Results / Validation

The Rate Card Template is now added to the Supplier List and allocated to your chosen suppliers. You will see the new Rate Card listed under the Supplier Rate Cards tab. 

Limits & Notes

  • Once the Rate Card has been allocated to one or more suppliers, you cannot change many of the aspects of the Rate Card.

  • The option to lock the dates of the rate card is not a setting configured on the template but is managed by Administrators on the Supplier List. 

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