How to enter a grandfathered rate

1. Go to “Customers” tab in Sales Express

2. Search for your client via the “Company name”, “Postal Code”, “City/Town” search fields

3. Top right search field will also execute a search on the company name, and you can also enter an account # here.

4. Once the company is found, click on the company name

5. Scroll down to the Grandfathered Contract Rates section and click the + button

6. Complete all of the fields

7. Select “save changes” to save grandfathered rate

8. Select master “save” to save changes to customer profile