You will be able to use our Mass Rate Change tool to adjust the rates or commission percentage for any template or contract. This tool is especially helpful when creating multiple templates with different commission percentages.

From the Rates & Contracts > Rate Templates:

1. Open any template

Note: if you already have a saved template, but would like to create a new template with a different rate level or commission percentage, follow these steps.

2. Click on Edit Tools, then Mass Rate Change

3. The Mass Rate Change tool will allow you to (a) adjust the commission percentage (if you've entered your rates with one), or (b) adjust the nett rates by a percentage or a dollar amount.

(a) If you have entered a Commission Percentage:

  • You can enter a new commission percentage in the Commission column. For instance, if your template had a 25% commission added, and you entered 30%, we will adjust all of your nett rates to the new commission percentage entered.
  • You have the option to adjust the commission percentage for all of your products, or just some of your products.
  • You also have the ability to perform this change across extras or Special Offers. If you have them, they'll appear below Rates in the left hand column.

(b) If you have entered only nett rates (or if you'd like to adjust the rates by a percentage or a dollar amount):

  • You can use the % or $ buttons to choose how you would like to adjust the nett rates (see the image below).
  • You have the option to adjust the nett rates by a percentage for all of your products, or just some of your products. For instance, if you clicked on %, then typed 5, you would increase your nett rates by 5%
  • You have the option to adjust the nett rates by a dollar amount for all of your products, or just some of your products. For instance, if you clicked on $, then typed 5, you would increase your nett rates by $5
  • You also have the ability to perform this change across extras or Special Offers. If you have them, they'll appear below Rates in the left hand column.

Once you've performed your mass rate changes, click on Save Changes from the bottom of the page, then exit by clicking on the arrow in the upper left corner.

Any questions? Contact Trinh, our Customer Experience Manager, on 02 9188 1607 or 0490 423 927.

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