Adding a Price List to a Charge band

Article author
James
  • Updated

What is the Purpose and Context of this Article?


This article outlines adding a Price List to an existing Charge band.

 

How to Add a Price list to a Charge band


Step 1: Find the Company Relating to the Charge band

1.1 Go to Admin > Billing Rules

1.2 Where the company is not displayed:

1.2.1 Click in the Add Companies field

1.2.2 Input the search text

1.2.3 Click on the company in the search result so that it appears in the company list 

1.3 Click the + icon next to the relevant company​

 

Step 2: Find the Charge band

2.1 Where you are adding a rule to an existing Charge band, click on the relevant Charge band ​

1_-_Select_Charge_band_for_company

 

Step 3: Add Price List to Charge band

3.1 Within the Rules panel on the right-hand side, click + Add Rule

3.2 Within the Add Rule to Set popup window that appears, click the + icon next to the company under which you created the Price List

3.3 Click on the Price List you want to add, such as 'Standard Price List'

2_-_Select_Price_list_from_Add_Rule_to_Set_window

3.4 Close the popup window

 

The Price List is added to the Charge band.

3_-_Price_List_now_added_to_the_Charge_Band

 

Want to see more?


The short video below outlines the steps of how to add the Price List to a Charge band.

4_-_Gif_showing_how_to_add_a_price_list_to_a_charge_band

 

Review Date


This article was last updated on 22 Sep 2021 in the context of Meddbase version 1.246.0.34215.