Vendor and rates module overview
The Vendors and Rates module contains vendors and their associated rates grouped into a familiar tree structure.
Vendors provide utility service to meters. Vendors are associated with accounts and are represented by a unique code for accurate reporting.
Rate schedules are assigned per commodity/vendor.
Two types of vendors
- Utility company
- Internal (to generate chargeback bills)
Vendors and rates module menu
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Settings |
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Custom Fields for Vendors |
The custom fields option lets your add or maintain attributes. Once custom fields are created, values can be updated one at a time in the application or through a setup spreadsheet. |
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Hierarchy |
This selection determines how your vendors and rates are displayed. |
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List by Vendor |
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List by Commodity |
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View your tree objects by their name, code, or both the name and code. This controls the tree view. |
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Display Name |
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Display Code |
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Display Name [Code] |
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Display Code [Name] |
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Delete a vendor
You can only delete a vendor in the List by Vendor view.
Create a vendor
Vendors can be:
- Created with the Create button or with a create setup spreadsheet.
- Edited with the Actions menu or an update setup spreadsheet.
Permissions
A report for user roles and their permissions is available for download on the Users screen.
Custom user roles are created by administrators.