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      How to view a spreadsheet with all billing rule details

      IN THIS EXAMPLE , ONE SPREADSHEET IS CREATED TO VIEW ALL PICKUP RULES FOR ALL CUSTOMERS

       
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      DOWNLOAD REQUEST SCREEN

       
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      PICKUP RULES SPREADSHEET:

      ▪ Each Rule Class has its own section
      ▪ Each customer in the Rule Class has its own row

       
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      FIRST ROW IDENTIFIES COLUMNS:

      ▪ Customer Profile Info
      ▪ Containers/Rules in the Rule Class
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      NEXT TWO ROWS INDICATE:

      ▪ Base (Global) price for each rule in the Rule Class
      ▪ Base (Global) Quick Quote Price for each rule in the Rule Class
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      INDIVIDUAL CUSTOMER ROWS:

      ▪ Indicate custom pricing for each relevant customer / rule

       

      A SIMILAR SPREADSHEET CAN BE CREATED FOR DELIVERY RULES