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Customer Rate Card

Customer Rate Cards let you manage the rates for customers, edit customer profiles, and view important information.

Customer Rate Card Management

The Rate Card Management screen is located under Management > Rate Card > Customer Rate Cards.

  • Compile - Displays which Customer Rate Cards are in sync with the Provider Rate Cards.
  • Delete a Customer Rate Card - Delete a customer rate card by selecting its name from the list and then clicking the trash bin icon.
  • ? - Shows a list of provider cards associated with the current customer rate card.

Email the Rate Card

This feature allows providers to email rate cards to customers as an attachment. It is a convenient way to send customers official information relevant to their accounts.

To email a rate card: 1. Click Management > Rate Card > Customer Rate Card. 2. Click the rate card name. 3. Click the Email button. 4. Enter the email address and click Send.

Add new Customer Rate Card (internal profit generation)

New Customer Rate Cards may be added manually or by uploading an existing file.

  1. Select the + button under Customer Rate Card.
  2. Name the Card, select Carrier(s), Currency.
  3. Optional settings on the Config tab
    • Set Force Presentation to IntER/IntRA/Indeterminate
    • Enable LRN using Dialler.
  4. Click Save.
  5. Select Profits then click the + button. Edit Profit field details are found here.
  6. Click the Build button and confirm. A notification will tell you if the build was successful.

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  7. Once complete, the new card will display with the Provider rules and the Profit rules.

Manual add

To manually add Rate Card rows, select Create Draft, and add desired rows.

Bulk Upload

The preferred method for adding a Rate Card is to import/upload it:

  1. Click Bulk Upload > Upload.
  2. Browse to and select the rate card file.
  3. This will display the card in CSV format (if not provided as CSV, must be converted before proceeding)
  4. Right-click the first row under Desitnation and select "Set Start Row"
  5. Right-click and map all 3 columns
    • Col 1 - Name
    • Col 2 - Prefix
    • Col 3 - Cost
  6. Select Upload to Sever and confirm
  7. Select Yes to make this active immediately

Detailed Rate Card setup

For additional details for adding new Rate Cards, see "Rate Card Setup" in the ConnexCS Video Guide.

Customer Rate Card settings

Main tab

  • Parent Cards are the Provider Rate Cards associated to this card
  • Customers lists the specific Customers using this card
  • Profits displays configured profit rules

Revisions tab

The revision tab shows previous changes made to rate cards. For example: previous Rule Count, Presentation, Currency, Date Created, and Billing.

Properties tab

  • Rate Cards - Define how customer routing is built as well as how customer prices are derived.
  • Manual Ordering - Allow granular ordering of specific prefixes and which carriers to use.
  • Contract - Specify a default contract that applies to a specific rate card.
  • Collapse Using - Select how you want to merge data with the carrier cards.
  • Rate Compacts - Apply after Collapse Using, it calculates the Minimum, Maximum, or Average cost (as selected) based on the Rate Cards selected on the right
  • Rounding Methods - All of the following apply to the n+1 digit (e.g if your card is billed to 4 decimal places, this cares about the 5th digit). For our example: 0.12345 (rounded to 4 decimal places):
Method Explanation
Up Rounded up regardless of n+1 digit (0.1235)
Down Rounded down regardless of n+1 digit (0.1234)
Half-Up Values 5-9 are rounded up (0.1235)
Half-Down Values 0-5 are rounded down (0.1234)

Profits

The Profits section allows you to configure profit rules.

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  • Match
    • Enter the prefix to match, either a Regular Expression or a standard prefix (numeric only, typically an international country code, not a provider or customer tech prefix).
    • Adding an up arrow ^ on the prefix draws all associated prefixes from the provider card. For example, if you enter '49, it will include '491', '492', '4912345', and so on.
  • Profit Type
    • Absolute - actual value charged
    • Relative - amount entered is added to the cost from the carrier
    • Percent - cost from the carrier multiplied by this percent
  • Status - Use Blocked, here or after importing a Carrier Rate Card, to disable specific prefixes
  • When MCD (Minimum Call Duration), Pulse, or Rounding are disabled, that setting will select the worst case scenario as defined by the carrier.

Profit Type

Using Absolute and Relative can be useful, especially when dealing with large cards and your providers prices change; a single click is all that is needed to regenerate the customer rate cards.