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IMPORTANT! If a particular user has a currency that is different from the system billing currency then, before creating a rate card, ensure that the relevant currency exchange rate is set in Configuration → Data → Estimates → Exchange rates, otherwise you will not be able to generate costs for them. Each user can only have one active rate card currency! This currency and its associated rate cards are used when creating purchase orders for the user. Also, only linguists can have rate cards. |
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Guidelines
Go to Users → User list → (select a user), and select the linguist for whom you would like to create a rate card. If you do not have a linguist user, click here to find out how to create one.
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Select a calculation method for your rates in the Calculate using section. If you choose Factors, you then need to choose your Base price, which will be multiplied by the percentage values you enter for the different types of match in each workflow step, to work out the cost. (You can propagate values using the blue arrows). Once it is finished, click the Save button and close the window.
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If you choose Actual price, enter the specific rates for different types of match in a specific workflow step (you can propagate values using the blue arrows). Then click the Save button and close the window.
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