Rate card activation

Draft a client’s brokerage terms and activate them before any deal uses them.

Step by step

Master setup Broker or Admin

The Broker records the client with type, segment, location, GSTIN, acquisition source and credit days; Admin keeps the commodity list current.
- Client and commodity available for cards and deals
- Updates Clients, Commodities
Rate card draft Broker

The Broker drafts a rate card for the client: the side it applies to, an optional commodity, the rate percent, per-MT rate, flat fee, minimum and effective dates, with the client’s terms in the notes. The card is in Draft.
- Draft card; never used for pricing
- Updates Commission agreements
Rate card activation Brokerage Owner

The Brokerage Owner reads the terms summary, checks the dates and side, and approves the card by setting it to Active.
- Draft to Active
- Updates Commission agreements
ApprovalA person approves before the work moves on.
Pricing waiting lines Automatic

Lines for that client that had no applicable card are priced from the new card; lines already priced keep their card.
- Not found lines receive a card
- Updates Commission lines
Expiry Automatic

Each night, Active cards past their Effective To date become Expired.
- Active to Expired after Effective To
- Updates Commission agreements

Start free, then use Proto to change fields, steps and approvals before your team goes live.