Adding Contract Rates
There are two ways: one at a time in the dialog, or in bulk by CSV upload.- CSV upload (bulk)
Editing and Managing Rates
Each row has a ⋮ menu with:- Edit — Opens the Edit Contract Rate dialog with all the same fields described above.
- Edit Contract Dates — Set or change the activation and expiration dates. These determine which tab the rate appears in.
- Delete — Permanently removes the rate.
- Convert to Routing Guide (up-arrow icon) — Admin only. Promotes the rate to a routing guide entry.
Bulk Operations
- Bulk Edit Contract Dates (calendar icon) — Click to enter selection mode, check rows, then click Continue Edit to set/clear activation and expiration dates for all selected rates.
- Bulk Delete (trash icon) — Click to enter selection mode, check rows, then click Continue Delete to confirm.