Two Rate Card Types / Workflows

If a Customer orders an existing, unedited Rate Card item, they simply select it from the Customer Catalogue, add it to their basket and place the order, in the same way as a stock item. The specification and prices-per-quantity are fixed and cannot be changed.
- See Customer Places Order for Rate Card.

If a Service Provider orders a Rate Card on behalf of a Customer, they can simply order it as the Customer would, or they can edit the specification if required. If they do so, however, they have to request a new Supplier quote as the existing prices-per-quantity will no longer apply. This effectively turns the Rate Card into a partially pre-configured Quote Request.
- See Service Provider Places Rate Card Order for Customer.

For information on how to create a Rate Card, see Creating a Rate Card.

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