Rates

The Rates tab allows staff members with the appropriate roles to set rates on subscriptions, equipment and inventory activities. Rates are specified according to account type, and must include a time period for which they are valid. Each of the three types of activity has its own tab, though the procedure for each is the same.

The filter allows you to see a subset of the records. Select the desired lab and fill in at least one of the other fields. You should see results below the Results label. Rates that are active are shown in black, while rates that are no longer current are shown in grey. If nothing appeared below the label, your filter has not yet been processed.

To select a record for editing, click on the blue line number to the left of its name. This will bring up a rate editing box. Make the appropriate adjustment and click the Save button (or Cancel if you decide not to).

The Clone button allows you to create a new record whose fields are initialized to the same values as this record. It can be useful when adding new equipment.

The Replace button cuts off the record shown at the first of the current month, and shows an editing box for a clone of that record but beginning at the first of the month. This is useful when implementing a new rate scheme.

To end a record as of this moment without replacing it, press the X button on its line.

To create a brand new record, click on the Create New Record button. You will see the same rate editor dialog, but with most of the fields blank. Fill in the appropriate fields, and press Save.