This article will explain how to use the Rate Wizard's Package Type Screen.
Table of Contents
Open the Package Type section of the Rate Wizard
How to create a new Package Type
How to edit an existing Package Type
How to re-order Package Types
How to delete a Package Type
Go back to the IDS Core Tutorial Home Page
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- Click on 'File' from the top of the screen.
- Click Then click on 'Rate Wizard' from the dropdown.
- Then click on "Package Type" on the left hand side of the screen
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Creating a new Package Type
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- Click the 'New' button
- In the "Package Type" field, type in the new package type name.
- Then click the 'Update' button.
- After you are finishing adding all your new packages, click the 'Save All' button from the top of the window.
- The new package types will be saved to the bottom of your list of package types.
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How to edit an existing Package Type
This section will describe the steps need needed to edit a Package Type.
- From the list of existing package types, select one package type to be edited.
- Then click the "edit" button
- In the "Package Type" field edit the name of the package.
- Then click the '"Update' " button.
- After you are finishing have finished editing all your packages, click the 'Save All' button from the top of the window.
- The edited package types will be shown in your list of package types.
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How to re-order your Package Types
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- Select one package type from the list of package types located on the bottom of your screen
- Then click either the "up" or "down" button
- When done, click the "save" button located on the bottom of the screen.
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How to delete a Package Type
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- Select one package type from the list of package types located on the bottom of your screen
- Then click the "delete" button
- a pop up will appear:
- Click "Yes" to delete the service level.
- Click "No" to not delete the service level.
- Then click the "Save" button.
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