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

Select the Save icon to confirm. 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.