Once a Rate Card Template has been created, the Super Admin or a Panel Administrator can then add the template to a Supplier List and allocate it to Suppliers.

1. Select Enterprise Supplier Lists under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).
   
   
   
   
2. Click on the blue arrow to the right of the relevant supplier, and then click on the Edit this list option.
   
   
   
   
3. Within the Supplier List Wizard, click on the Supplier Rate Cards tab at the top of the page.
   
   
   
   
4. Click the Pick template button to open up a list of active Rate cards for your enterprise.
   
   
   
   
5. Click the copy button to the right of the desired template to copy the template to the Supplier list.
   
   
   
   
6. Click the Complete this rate card button to go through each step and make any changes to the template as required.
   • On the Details & approval options step, there will be an option to lock the dates of the rate card. This is not a setting that can be configured on the template. This provides Administrators with the ability to set up and manage the effective dates.
   • If you select Yes to this option you'll need to select an Effective from and to date. The minimum effective period you can nominate is 14 days.
     
     
     Please note

     Please note that the management of effective dates for rate cards does not apply retroactively. If set up on a panel, it would only apply to newly submitted rate cards.

7. You will then be prompted to allocate the rate card to suppliers on your selected list using the radio buttons for current and future suppliers. Allocation can either occur automatically or for suppliers that you select. Click your desired radio buttons and click the blue Continue button.
   
   • Once the Rate Card has been allocated to one or more suppliers, you cannot change many of the aspects of the Rate Card. See more information on the page. 

Editing a Rate Card

1. To edit the rate card assigned to your desired Supplier list, click on the pen and notepad icon (to the right of the trash can icon) next to your assigned rate card.
   
   
   
   
2. You'll be taken to the Allocations and submissions step. On this page, you can manage the allocation of the rate card to specific Suppliers and view rate card submissions for all Suppliers by clicking the respective buttons. You can also change whether you would like to allocate the rate card to future Suppliers automatically or to Suppliers that you select.
   
   
3. You can select the other steps and make changes. Please note that if the rate card has been allocated to one or more suppliers, then certain aspects cannot be changed.