A rate card is a list of agreed prices from a supplier - room rates, vehicle day rates, activity fees, etc. Using rate cards speeds up costing and reduces typing errors.

What you can do

• Create multiple rate cards per supplier (season, contract year, market)
• Define lines by service type (accommodation, transport, activity, …)
• Pull rates into trip costing instead of entering manually each time

How to set up a rate card

1. 1

   Open a supplier from the Suppliers list.

2. 2

   Create a rate card - name it clearly (e.g. “2026 FIT contract - USD”).

3. 3

   Add lines: service type, pricing model, and rate.

4. 4

   In the Trip Editor, when adding costing, select rates from the card where available.

Tips

• When a supplier changes prices mid-year, create a new card rather than overwriting old quotes.
• Rates on an already quoted trip stay as they were when quoted - updating the card does not change past trips.
• Line pricing models must match the service type (e.g. per room per night for hotels).

Common questions

Will updating a rate card change old trips?

No. Existing trip lines keep the rates used when they were calculated.

Who maintains rate cards?

Usually operations or contracting teams; some users have view-only access.

What if the rate card does not have my service?

Add a manual line in costing or extend the rate card.

Related

• Suppliers
• Costing