Copying a Work Order Rate Code

  1. From any IntelliDealer screen, click the Configuration tab.
    The Configuration Quick Links screen will appear.


    Configuration Quick Links screen

  2. From the Service list, click the General Ledger link and select Rates from the drop down list.


    Configuration Quick Links screen

  3. The Rates screen will appear.


    Rates screen

  4. On the Rates screen, fill out the appropriate fields and click the Go >> link.
    The Rates screen will refresh listing the generated search results.


    Rates screen

  5. Click on a Rate Code.
    The Rates screen will appear.


    Rates screen

  6. On the Rates screen, click on the Copy button.
    The Rates screen will refresh allowing you to add additional information to the copied rate code before creating the new copy.


    Rates screen

  7. Once you have fill out all the desired fields click on the Save button to create the new rate code.