Uploading Rate Cards

To upload rate cards into the system: 

 

 Navigate to the Vendor Card via the Master Data tab in the left-hand menu. 

 Search for and select the relevant vendor. 

 On the right-hand side of the vendor record, select the Document icon ( ) to open the vendor’s Rate Cards page. 

 On the Rate Cards page, select the grey  Drag and Drop Upload area to upload the Rate Card PDF. 

 Once uploaded, complete the required fields: 

 

 

 Code 

 Description 

 Start Date 

 End Date 

 

 The uploaded PDF will automatically populate the  Document field and will appear as a hyperlink, allowing users to open and view the rate card directly from the system.