Copying Company Rate Cards

Sometimes you have an existing rate card and want to use it as the basis for another Rate Card. One case for copying is when you have a standard Rate Card for your company and want to either use it as the basis for a new standard Rate Card. Copying a Rate Card is also handy when a customer's Rate Card that only has a few differences from the standard or another customer's Rate Card. The easiest way to jump-start this process is to copy a Rate Card. Follow these simple steps

1. Navigate to the company list in the administration
2. Click on the company that has the Rate Card you want to copy from
3. Click on the Rate Card you want to copy
4. In the upper right side of the page, click on the "Copy Rate Card" icon
   
   
   
   
5. In the resulting layer
   • Rename the rate card
   • Select the company to copy the Rate Card to
     
     
     
     
6. Click the [Copy] button to copy the Rate Card

You can now navigate to the new Rate Card and make any changes you need to