Transfer Rate Sheets

7 articles

About Transfer Rate Sheets

Transfer Rate Sheet is part of the add-on Transfer Rental module. The Transfer Rate Sheet defines the parameters, or terms, and set of rental rates and selling prices for some or all part numbers whe…

Updated by Cheryl Wallace

Creating a Transfer Rate Sheet

Click Transfer Rentals in the left side menu, then Transfer Rate Sheets. Click to add a new rate sheet. The rate sheet will be set to Active and the Currency will be populated based on the Setting Op…

Updated by Cheryl Wallace

Adding Part Numbers to a Transfer Rate Sheet

Part numbers can be added to a rate sheet by three methods: Edit the rate sheet manually to add one or several part numbers to a transfer rate sheet. Import the rate sheet to add multiple part number…

Updated by Cheryl Wallace

Configuring Renting Locations for Transfer Rate Sheets

Renting locations must be configured before any transfers are created so the rental will triggered at the time the transfer is sent to that stocking location. Look up the rate sheet under Transfer Re…

Updated by Cheryl Wallace

Updating Transfer Rate Sheet Rates

Transfer rates can be updated by three methods: Edit the rate manually for one or several part numbers on a transfer rate sheet. Import the rate sheet to overwrite existing rates on a transfer rate s…

Updated by Cheryl Wallace

Looking up a Transfer Rate Sheet

Click Transfer Rentals on the left side menu bar, then click Transfer Rate Sheets. Enter data in one or more fields as a pre-filter then click on the edit tool bar. A list of rate sheets matching the…

Updated by Cheryl Wallace

Editing a Transfer Rate Sheet

The most common reason to edit a rate sheet is to add new part numbers as they are created. Look up the rate sheet under Transfer Rentals > Transfer Rate Sheets. Make the required changes. ...

Updated by Cheryl Wallace