You can manage Rate sheet under Manage > Rate sheet .
Rate Sheet Listing
You can create your own special Rate sheet for Sales and Purchase under Manage > Rate sheet.
Add Rate Sheet
To add special Rate Sheet ,
- Click on Add Rate Sheet button on the top right corner.
- Provide the Rate sheet details like whom to apply and what are the items to apply with the rate percentage of standard Rate.
- Hit Save.
|Name||Provide Rate Sheet name|
|For||Choose whether it is applied for Sales or Purchase or Both.|
|Currency||Choose the Currency for the Rate sheet .|
|Contacts / Tags||Choose the Customer / Supplier contacts ot Tags where the Rate Sheet to be applied.|
|Roundoff||Choose this option to round off the value to ones, fives,tens,fifty and Hundered.
|Apply for||Choose whether the Rate Sheet applied for “All items ” or “Individual items”|
|Item rate||Select the Item rate percentage to be added or discounted to standard rate
For ex: If you provide rate percentage as 110% then the rate applied is additional 10 % of standard item rate.
If you provide rate percentage as 90 % then the rate applied is discounted 10 % of standard item rate.
To edit an Ratesheet , hit on the Edit option stuck with each items.
Make your changes and hit save.
You can use the Delete option in downward arrow to remove the Ratesheet.