Rate Wizard

Also know as the Price Matrix and Rate Matrix

Open Rate Matrix Section of the Rate Wizard

To navigate to the Rate Matrix section of the Rate Wizard please do the following:

Click on the File Menu located in the top left handside of IDS Core.
Then select “Rate Wizard”
When the Rate Wizard opens, click on Price Matrix
You will see something like this
At this point, its a good idea to use the zoom located on the bottom of the tab
And the “Resize” mouse over by placing your mouse over the bottom right hand side of the screen
To adjust the tab to best suit your needs.
For more information on how to make the IDS Core container fit your screen, click here: Control the IDS Core Applications Container

To create a new rate rate using the rate by fixed price, please do the following:

Ensure that “Rate by fixed pricing” has been selected
Next, you will need to unlock the Rate Matrix by clicking the 'Unlock” button
A Unlock Pop Up will appear, click on “yes”
You will now see the following message
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
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 )
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)
Before starting to enter in rates, its best to explain how to read the Rate Matrix
1. If you have not created your zones, please click here: Zone Wizard