Accessing Rates
Go to Organisation → Rates from the navigation menu. The Rates page has two tabs:
Labour Rates — Rates for people (hourly, day rates, etc.)
Material Rates — Rates for materials and plant, linked to a supplier
Creating a rate
Click Add Rate on the relevant tab.
Enter a Title (e.g. "Electrician Day Rate", "Plasterboard 12.5mm").
Set the Unit (e.g. Hours, Days, m², Nr).
Enter the Rate value.
For material rates, select the linked Supplier.
Click Save.
Using rates when entering line items
When creating a line item on a supplier document:
Click the Rate picker icon on the line item row.
Search for a rate by name.
Select a rate — the title, quantity, unit, and rate fields pre-fill automatically.
Filtering and sorting rates
Use the search bar and column headers on the Rates page to filter and sort by name, unit, rate, or supplier.
Editing and deleting rates
Click any rate in the list to edit it inline. To delete one or more rates, select them using the checkboxes and click Delete.