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    OnRes Systems Inc.
    506 -145 West Keith Road
    North Vancouver, BC
    Canada V7M 1L3
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    Managing Rates and Restrictions


    First you will need to Setup Rates. Then Rates and Restrictions are Managed at the Rates Manager

    1. Setup Rates

    Rates are managed in Rate Groups, which contains rate values and restrictions on a daily basis.

    Click on the Rates tab under the Setup section of the left side navigation menu to open the Rate Group List page.

    1.1 How to view or find certain rate group(s)?

    The Rates page lists all Rate Groups and their associations of the Products. You can perform the following to help find certain Rate Group(s):

    Sorting - click on a column head of the rate list to sort the rate groups by the column

    Searching & Filtering - enter Rate Group ID, Name, or choose specific type to search/filter the Rate Group list by ID, Rate Group Name, or its type.

    1.2 How to create a new Rate Group?

    Step 1 - Click on the New Rate Group button to open the Rate Group Details pop-up window.

    Step 2 - Fill up the necessary information in the form, choose the Product(s) that you would this Rate Group to link to on the Associated Products area on the right side, then press Save.

    Note 1: a rate group will not be effective until it is linked to at least one product, and valid rate values are set for the desired date range.

    Note 2: OnRes 2.0 no longer supports Base Rate. The rate values needs to be defined on per-date basis.

    Copy - You can also create a duplicate of an existing Rate Group by click on "Copy" in the Actions column on the Rates List page.

    1.3 How to modify a Rate Group?

    Click on the Rate Group Name and open the Rate Group Details window, where the details can be modified.

    2. Rates Manager - Managing Rates

    Clist on the Rates Manager tab under the Home section on the left side of the navigation menu to open the Rates Manager page, where the rate values for any date(s) can be viewed and set here.

    2.1 How to view Rates as sorted by Product?

    By default, the Rate Groups are sorted by alphabatic order.

    Select "Sort - By Product" on the top control panel to re-arrange the Rate Groups so the Rate Groups that are linked to each Product are listed under each Product.

    2.2 How to set rates?

    Select Date(s) - Hover or click on the a date block on the grid as the start date, or Drag and Select a range of dates, and choose Set Rate button in the pop-up

    At the Set Rate pop-up window - set the starting and end dates. If there is already a rate set on a date range previously, and you are going to replace the rate with the original date range, you can also check the "Use current End Date" checkbox, which will populate the current end date into the field.

    Rate values can be set as a flat rate during the period or as a per day-of-week basis, if the Enable Weekday Rates checkbox is checked.

    Close out a rate for a date range - once the checkbox is checked, the rates in the date range will be deleted.

    Batch Update - The same date range and rate values can be applied to multiple rate groups in a batch update as needed. Just select all applicable rate group(s) on the right side list before Saving. Note that Filtering selection also applies to the list of rate groups showing in this popup window

    2.3 How to adjust rate values by dollar amount or percentage?

    You can adjust a previously set rate value by dollar amount or percentage, e.g. to increase the rate value for $10 or 5%, by clicking on the Adjust Rate switch, and enter the adjustment value in the Adjustment +/- box.

    3. Rates Manager - Managing Restrictions

    Clist on the Rates Manager tab under the Home section on the left side of the navigation menu to open the Rates Manager page, where the restrictions for any date(s) can be viewed and set here.

    3.1 How to view Restrictions?

    Click on the to show the daily restrictions on the grid.

    Or hover the mouse onto a date block to see the restriction on the particular date on the pop-up.

    E.g.

    3.2 How to set restrictions?

    Select Date(s) - Hover or click on the a date block on the grid as the start date, or Drag and Select a range of dates, and choose Set Restriction button in the pop-up

    At the Set Restriction pop-up window - set the starting and end dates. If there is already a restriction set on a date range previously, and you are going to replace the restriction with the original date range, you can also check the "Use current End Date" checkbox, which will populate the current end date into the field.

    Restrictions can be set as a flat value during the period or as a per day-of-week basis, if the Enable Weekday Restrictions checkbox is checked.

    Remove all restrictions for this date range - once the checkbox is checked, the restrictions in the date range will be deleted.

    Batch Update - The same date range and restrictions can be applied to multiple rate groups in a batch update as needed. Just select all applicable rate group(s) on the right side list before Saving. Note that Filtering selection also applies to the list of rate groups showing in this popup window