How can I set custom rates per customer?

You’ll be able to choose whether customers you’re in a Preferred Supplier Relationship with are able to use either your Standard Rate Card or Custom Rate Card.

You can do this either when you accept a Preferred Supplier Request, or later when editing the Preferred Supplier Relationship.

Accepting a Preferred Supplier Request

Follow the workflow to accept a Preferred Supplier Request, and you’ll be prompted to select whether that customer uses either a Standard Rate Card or Custom Rate Card.

• If choosing a Custom Rate Card, you’ll be able to enter the bespoke rates for that particular customer

Editing a Preferred Supplier Request

• Click the Customers button on the left menu
• Find the relevant Customer from the list of Preferred Supplier Relationship customers
• Click the name of the customer your want to amend rates for
• Follow the prompts to change the Rate Card type to Custom (if not already selected)
• Edit the rates where required