How to edit customer rates data?

Created by Shaikh Mudassir Khalid, Modified on Wed, 20 Dec, 2023 at 8:50 AM by Shaikh Mudassir Khalid

  1. Click on the option ‘Finance’ from the left navigation bar.

  2. Click on the option ‘Customer Rates’.

  3. Locate and click on the customer name.

  4. All the financial data related to the selected customer will appear on the screen.

  5. Every freight code consists of a different customer rate. Click on the pen icon to edit the customer rate.

  6. Locate the section ‘Rate Card Details’. Update the fields in this section.

  7. Locate the section ‘Additional Charges and Levies’. Update the fields in this section.

  8. Locate the section ‘Default Leg Rates’. Update the fields in this section. 

  9. Click on the button ‘Update Rate Card’.

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