File > Inventory Files > Rates

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Rates

This file can be used many different ways to price your inventory.  Pricing can be defined for a particular category or for a particular cost range within a category.  Pricing can be defined by a number of "turns" multiplied by the cost and dividing that number of months in the rental agreement.  You also have the option to turn this feature off and price items individually.

 

This is the Rate lookup grid.

 

To search rates

 

Click the column for the field you want to search and the search box at the top of the grid is changed to search the selected field.  Type in the value you are looking for and press the TAB key. The selected rate record is highlighted in the grid, and you can click PROCEED to view the details about the record.

 

Highlight the rate you want to lookup and double-click the row, or click PROCEED at the bottom of this screen.

 

 

To add a rates record

 
1. Click on ADD on the toolbar at the bottom of the screen. Fill in the fields in each column according to the descriptions below.
 

FIELD DESCRIPTIONS - RATES

Rate Code

enter up to (20) twenty characters, numbers or letters, to identify this rate record

Description

The description describes the rates record.  For example, you may have a rates record for

Since this file contains more fields than will fit on one screen, there are tabs containing more fields for input.  Be sure to check these tabs before saving.

 

2.  Click SAVE on the toolbar, when all the information is correct.

 

To add multiple rates records

 
1. Click on ADD on the toolbar at the bottom of the screen.
 

2. Use the FIELD DESCRIPTIONS table(s) to help you fill in the fields on each screen.
 

3. On the last tabbed section, "Category Info" you have the option to choose more than one category.
 

4. Choose all the categories that the terms and turns apply to and click the PLUS sign (add button) on this tab. How?

 

5. Click SAVE on the toolbar, when all the information is correct.  This assigns the rate information to all the categories you selected.
 

After you add a rate record and close the maintenance form, the grid is refreshed and YOUR new rate is listed in rate code order.

 

To print a file listing

 

Click PRINT under the grid to print a list of the file displayed.

 


Some frequently asked questions: (click each question for answer)

 

Why can't I add or change the information?

Remember, the system must be open in order to add or change any information.
Click Open the Day to add or make changes in this file.

 

See also:

How Does It Work?

What do I need to do first?

Rate Info tab

Price Info tab

Discount Info tab

Category Info tab

Rates File List

 

 

 

 

 

 

 

 

 

 

 

 

 


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