How to link a Carrier Account to a Ratecard

Navigate to the View Ratecards Page

Select the Admin drop-down and click on Ratecards. 

Linking a Carrier Account to a Ratecard

1. Use the filters to find the Ratecard you wish to link

These filters are:

• Company: This will filter down to the owning company for the Ratecard
• Carrier: This will filter down to show all Ratecards which relate to that carrier
• Carrier Account:  Filter down to all Ratecards which are linked to the Carrier Account
• Company Carrier Account:  Filter down to all Ratecards which are linked to the Company Carrier Account
• Ratecard Type: Filter down to just Cost or Sell rates
• Expired Flag: Include or exclude expired Ratecards

2. Navigate to Edit Ratecard

Select the Cog and then select Edit Ratecard.

3. Link the Carrier Account to the Ratecard

• Type the Carrier Account Name or Abbreviation into the Carrier Accounts text box.

• Select from the list the Carrier Account you wish to link. When linked it will appear below.

4. Save the Ratecard

Select Update Ratecard.