What is Rate sheet?
Rate sheets can be used while there is a discount or hike for a particular product in seasons or occasions.
How to create/add a new Rate sheet?
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 details such as for whom and for what items the rate sheet with the rate percentage of standard rate is applicable.
- Hit Save.
|Name||Provide the suitable name for the Rate Sheet|
|For||Choose whether it is applicable 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.
How to apply rate sheet in invoices/quote
Go to Manage>Ratesheet.
Click Add Rate Sheet and provide the name of the rate sheet along with discount percentage.
Rate sheet for Diwali
Before applying rate sheet,base rate of the product is Rs.14000.
Choose desired rate sheet under Rate column in Invoice.
After applying the Diwali ratesheet,the rate of the product became Rs.12,600 = 90% of 14000 as entered earlier while adding ratesheet.
Edit Rate Sheet
To edit an Ratesheet , hit on the Edit option stuck with each items.
Make your changes and hit save.
Delete Rate Sheet
You can use the Delete option from the drop down stuck with each Rate sheet to remove the Rate sheet.