This article provides step-by-step instructions for editing a Rate Card that has already been assigned to a Supplier List. This allows Administrators to manage allocation details and make certain changes to the rate card settings. 

Prerequisites

• The Rate Card must already be assigned to a Supplier List.

• You must be a Super Admin or a Panel Administrator. 

Steps

Follow these steps to edit the Rate Card assigned to your desired Supplier List:

1. Navigate to the Supplier List Wizard for the relevant list and click the Supplier Rate Cards tab. (See Add a Rate Card Template to a Supplier List for initial navigation).
   

2. Next to your assigned rate card, click on the pen and notepad icon (to the right of the trash can icon).

   • Result: You'll be taken to the Allocations and submissions step.
     

3. On the Allocations and submissions step, you can perform the following actions by clicking the respective buttons:

   • Manage the allocation of the rate card to specific Suppliers.

   • View rate card submissions for all Suppliers.
     

4. You can also change whether you would like to allocate the rate card to future Suppliers automatically or to Suppliers that you select.
   

5. Select the other steps in the Rate Card wizard to make further changes as required.
   

Limits & Notes

• Many aspects cannot be changed once the Rate Card has been allocated to one or more suppliers. 

What's Next / Related

• Add a Rate Card Template to a Supplier List: The preceding task for assigning the rate card initially.