Rice Lake TransAct 3.5 - 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 .