Table of Contents

Rate Card Management

Rate Cards are one of the most important features of Connex and managing rate cards is very easy and convenient.

This tutorial will guide you on how to manage your provider rate cards.

Provider Rate Card Upload.

  1. Click on Management> Rate Card

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  1. Click on Add New under Provider Rate Cards

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  1. Name the provider card
  2. Select the Carrier from the dropdown list
  3. Select the desired currency
  4. Click Save

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  1. Click Upload> Upload> browse and select the rate card file

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  1. Click on the file name that you just uploaded from the list.

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  1. Map the rate card fields against the system fields.

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  1. Click on Import to card button & select the provider card & click save

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  2. You will be notified with a popup when the import completes.

Revision Tab

The revision tab lets us see the previous changes that have been made to a rate card, for example the previous Rule count, Presentation, Currency, date created, Billing.