List Administrator Managed Rate Cards

  • Updated

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Assigning Responsibility

List Administrators can control who is responsible for completing and updating rate cards via the Enterprise List Wizard.

This functionality is available in the form of two radio buttons at the Who is responsible for filling out the rates step of the Enterprise List Wizard.

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Please note

These rates work with both compare rate cards and quote builder.

 

Completing Rate Cards as a List Administrator

There are three paths available for List Administrators to complete rate cards:

  1. Verify or Fill Supplier Rate Cards critical task via the dashboard
  2. Viewing the status of all suppliers allocated the rate card by drilling into their submissions
  3. The Supplier’s rate card summary

 

Critical Task via the Dashboard

To complete the rate cards via the dashboard:

  1. Select the Verify or Fill Supplier Rate Cards task below the Critical Tasks section of your dashboard
  2. Select the Show Suppliers List Rate Cards button. This is below the Supplier Rate Cards for you to Complete section of the page.
  3. Select the Edit Rate Card button against the supplier

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Drilling into Supplier Submissions

  1. Under Admin Tools menu, select the Enterprise Suppliers List link
  2. Next to the supplier list you wish to amend, select the > button for more options
  3. Select Edit this List
  4. You will be presented with the Supplier List Wizard. Select the Supplier Rate Cards button
  5. Below the Current Rate Cards section, select the numbered Suppliers button
  6. Select the View Submissions button
  7. Select Edit Rate Card

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Supplier’s Rate Card Summary

  1. Under Admin Tools menu, select the Enterprise Suppliers List link
  2. Select the numbered suppliers button against the list you wish to manage
  3. Next to the supplier you wish to amend, select the > button for more options
  4. Select Rate Cards
  5. Select the Show Details
  6. Select Edit Rate Card

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Importing a Rate Card

As an alternative to manually completing the rate card data, a CSV file can be uploaded. This functionality is available to both List Administrators and Suppliers.

A copy of a CSV template is available to download to ensure correct formatting. Simply click on the here link within the Import/Export this rate card section of the page.

Please note

If a user has already partially completed their rates, this template will download a copy with these included.

The process has three main steps:

  1. Download the template
  2. Edit the template with the applicable values
  3. Upload the updated template back into the system
Please note

There is a 15Mb size limit for all uploaded CSVs

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