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View User Guide 3.26 or visit our current documentation home page.
Section overview
Rate Table is one of three core elements of the entire JeraSoft VCS system. Its purpose is to contain determined rates (prices) for each code (destination) on the list. This section provides you with a full scope of tools for management of your rate tables. Section is presented in a form of a table with the following fields:
Screenshot: Rate Tables section
Column Name | Description | |
---|---|---|
ID | Rate table's identification number | |
Name | Name of a rate table | |
Currency | Currency of a rate table | |
Code Deck | Name of a code deck, specified in a rate table | |
Reseller | Name of reseller respective rate table belongs to | |
Notes | Additional information about a rate table |
Functional buttons and icons, presented in the section, are as follows:
Button/Icon | Description | |
---|---|---|
Allows adding a new rate table to the system | ||
Allows import a list of user's clients in a .csv file | ||
Allows deleting a client from the system |
Advanced Search
In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on downwards arrow icon (clients in the section are filtered by Active status by default),the following drop-down menu is displayed:
Screenshot: Advanced Search drop-down menu
Adding New Rate Table
In order to add a new rate table, press New Rate Table button and in a pop-up window define respective values:
Field | Description |
---|---|
Name | The title of a respective rate table |
Reseller | The Reseller to whom this rate table belongs to |
Parent Rate Table | The rable table to inherit rates from. Codes with the same length in the current rate table will have the priority. Attention
For example, you can create a Child Rate Table for some destinations and add special rates. Then, specify a respective Parent Rate Table (that includes all standard rates) in the Child Rate Table settings. And assign this Child Rate Table to the Client. |
Code Deck | The deck that consists of a destination code and a destination name |
Currency | Preferred currency (will be used in invoices) |
Rates with taxes checkbox | Tax settings. It's disabled by default. If you enable it, all rates will include above tax in their values. When it is disabled, the tax value will be added as an additional invoice parameter. |
Description | Additional information |
Screenshot: New rate table window
This section will also store all rate tables that you plan to analyze via Rates Analysis section. You will be able to change these settings later by using “Parameters” tab. After everything is entered, click “OK” button. New rate table will appear on the list.
Сonfiguring Rates
You can configure the rates by clicking on the respective name of the rate in the full list. The rate management has a panel with following tabs:
Tab | Description |
---|---|
Rates | Rates configuration |
Simulate | Call simulation tool |
Import | Rates importing from csv or xls files |
Export | Rates exporting to csv or xls files |
Parameters | Here you can change some parameters that you've specified during rate table creation |
Rate Import
In general, you can import all existing rate tables from this section of the VCS. To import multiple rates: first, select rates and then click the "Import" button on the toolbar at the top left of the rate tables to launch the import wizard.
Screenshot: Rate Tables section main window
For information about import process, see Rates Import tab article.