Clone Group Rates to Product Rates

Utilities Menu -> Inventory Control -> Rates/Costs/Prices -> Clone Group Rates to Product Rates

This program provides the ability to globally change the product rental rates for all products assigned to a selected Group overriding then with the Group rates.
 Generally if a product does not have rental rates the Group rates are used automatically and do not have to be copied to the products, but this utility can be useful if all products in the Group use a similar pricing structure with slight variations.
 The rates can be copied to all products in the Group, then specific products can be manually adjusted.

Confirm Source Group Rates prior to cloning:
 Before cloning the Group Rates, verify that the Rental Rates assigned to the Groups are correct and ready to be cloned as follows:

•In the Rental Information window of Groups, click on the icon beside the Use Group Rates for Group Bookings field to access the Group Rates.
 Verify that all rates for this Group are correct before cloning them to the rental products.

•In the Rental Information window of Groups, confirm that the Clone Group Rates box is also checked for relevant Groups to be eligible for cloning the rates to the products.

The prompts to select the Groups to clone are:

GENERATE GROUPS

Uncheck this box to manually build a list of Groups in the table below in preparation for cloning rates to the products.

Check this box to populate the Group table below with a list of eligible Groups within a selection range as follows:

FROM GROUP

Leave this field blank to include all eligible Groups, or enter the starting Group # for the range, or select it from the Group Search window.

TO GROUP

Leave this field blank to include all Groups, or enter the ending Group #, or select it from the window.

PRODUCT TYPE

Select one of the following product filters:

•Click Bulk to only clone Group rates to the bulk rental items.

•Click Non-Bulk to only clone Group rates to single non-bulk products.

•Click All to clone rates to both bulk and non-bulk rental products.

NON-BULK OWNING DIVISION

This field can be used to restrict the rate update for non-bulk rental equipment to only non-bulk rentals belonging to a specific division, as defined by the Owning Division on the Fixed Asset Tag.
 Accept ALL for non-bulk equipment from all divisions, or select a specific division from the drop-down list.

This field is disabled if only Bulk products are to be updated.

Resulting Group List:
 The resulting list of eligible Groups is displayed on the screen.
 Groups can be added or removed from the list, but only Groups flagged to Clone Group Rates are eligible to be included in the list.
 A window is provided in the Group# field to search for Groups as outlined in Group Search.

Click ACCEPT to initiate the clone when the list is complete, or CANCEL to abort.
 When accepted, any existing rates will be over-written by the Group rates for products in the selected Groups.

Note: Be advised that once executed, this operation cannot be undone.
 Hence, prior to running this request, verify in the play environment that the results obtained from running this operation are as expected.

ACTIONS:
 Additional actions provided by buttons on the Clone Group Rates to Products screen include:

•Copy the Product Class Rates to the Group
 Click the BY CLASS button at the bottom of the screen to update the Group rates from the Product Class as outlined in Update Group Rates from Product Class Rates.

•Copy the Group Discount Rates to the Products
 Click the DISC % button at the bottom of the screen to update the rates by discount percent from the Groups down to the Products in the associated Groups, as outlined in Clone Group Rate Discounts to Products.
 Rates will only be copied if the product already includes the rate code it its rate structure.

Topic Keyword: RSGF15