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How to Unlock the Rate Wizard

adsfadsfTo unlock the rate wizard so you can edit, please do the following:

1. you will need to unlock the Rate Matrix by clicking the 'Unlock” button
   

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2. A Unlock Pop Up will appear, click on “yes”

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3. You will now see the following message

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How to create/edit a Rate using Rate by Fixed price

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1. Ensure that “Rate by fixed pricing” has been selected

   

2. Next, you will need to unlock the Rate Matrix by clicking the 'Unlock” button
   

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3. A Unlock Pop Up will appear, click on “yes”

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4. You will now see the following message

   

5. The next step is to select the Package Type and Service Level you wish to create

   1. If you have not already created your Service Levels, please click here: Service Levels

   2. If you have not already created your Package Types, please click here: Package Types

6. To do this, first select the Package Type from the first dropdown (please note because Package Type are defined and created by your company, your dropdown will display different Package Type )

   

7. Then select the package type from the second dropdown. (please note because Service Levels are defined and created by your company, your dropdown will display different Service Levels)

   

8. Before starting to enter in rates, its best to explain how to read the Rate Matrix
   

   

   1. If you have not already created your zones, please click here: Zone Wizard

   2. You will see your Zones across the top and along the left hand side of the screen. (please note because Zones are defined and created by your company, your matrix will display different Zones)

      

   3. You will noticed that the Zones across the top are the same zones that are along the left hand side of the matrix.

   4. To enter in a rate select the “From” zone on the left hand side and the “To” zone from the top

   5. Using the example above, if you want to enter in a rate “From” Vancouver (outlined in green in image below) “to” Surrey (outlined in blue in image below) you will select the cell highlighted in red.

      

9. To enter a rate into the selected cell, double click the cell. The cell will change to Yellow.

   

10. Then type in your rate

    

11. Continue this one with each cell.

12. Some Trip and Tricks.

    1. You can use Microsoft Copy and Paste Hot keys. To do this:

       1. double click into a cell that contains the price you which to copy

          

       2. Then press “Ctrl” and “a” to highlight the entire rate
          

          

       3. Then press “Ctrl” and “c” to copy the highlighted rated

       4. Now click into the cell you wish to paste the rate into

          

       5. Now press “Ctrl” and “v” to paste the rate into the cell

          

       6. Continue to paste the copied rate into as many fields as need.

    2. You can initialize the cells to a rate. The is helpful when all your rates are the same OR most of the cells continue the same rate. To do this:

       1. Ensure “Initialize values to:$” has been selected

          

       2. In the field beside “Initialize values to: $”, type the value you wish to have entered into all the fields

          

       3. Then click “Modify Values”

          

       4. You will now see the rate will appear in all the cells of the Rate Matrix
          

          

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