M4 Rates

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Revision as of 12:15, 18 November 2021 by Nerijuss (talk | contribs) (→‎User Rates)
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Usage

Go to Billing > Tariffs and here you will see all tariffs list grouped by Buy and Sell Tariffs.

Tariffs list.png

Click RATES to reach list of Rates.
Click IMPORT FROM CSV to import Rates from CSV.
Click UPDATE RATES to update Rates.
Click DELETE ALL RATES to delete all Rates.
Click RATE CHECK to compare Rates of all Tariffs.

Note that you can use alphanumeric prefixes in M2.

Rate Check

Click RATE CHECK button and you will reach page:

Rate check empty.png

Here you can see comparison of all Rates of particular Destinations.

Rate check.png

Destination Name - requires a minimum of 5 characters.

Prefix - requires a minimum of 2 characters.

Update Rates

Click UPDATE RATES and you will reach page:

Update rates.png

Here you can change Rates for All selected Destinations at once. Need to write all name of Destination to change Rates for that Destination. Also you can write first few letters of Destination and % sign to update Rates for group of Destinations.

Import Rates from CSV

You are able to import tariff rates from a CSV file by opening Billing -> Tariffs and clicking on the 'IMPORT FROM CSV' link on any given tariff in the list.

  • Step 1.1 File uploading:

After clicking the link you're prompted to select and upload the CSV file you want to import.

  • Step 1.2 Separator selection:

Once the file is uploaded, you'll be shown a minor part of it's content. This step allows you to change the system suggested Column Separator and the Decimal Separator if you think that either one of them is not valid.

  • Step 2 Import settings and column selection

In this step, you're able to change various settings that will effect your import.

Rate Day Type, From-Till: Determines which rate types the new rate values will effect, allowing you to import new rates for Work Days or Free Days rates.
Use Destination Names from file- When this option is selected destination name is updated from CSV file during rate import.
Delete Rates for Prefixes which are not present in imported file: This option allows you to delete existing rates, which will not be updated.(The prefixes that belong to these rates are not a part of the file being imported).
Warn about Rates greater than: This option is is used in Tariff analysis to warn about Rates which are greater than a certain value. This check is disabled by entering 0. Note: The setting does not affect Rate import in any way since it is only used for informational purposes. Column Selection
Ignore Effective from time when updating Rates: When this option is selected only the date part of Effective from value is matched when updating Rates. The option is useful when the CSV file with rates contains only date as Effective from. Note: when there are several rates for the same date and this options is enabled, all the rates for this date will be updated.
Remove Effective From greater than in CSV: Removes existing rates which have Effective From date greater than in CSV file.

Here we must assign columns from the CSV file. Prefix and Rate are mandatory fields. All other fields can be empty.

Effective from date, Connection Fee, Increment and Min. Time have their defaults. If you wish, you can enter values manually for them. Manually entered values have the highest priority. If you omit them, then M2 inserts values from the CSV file. If there is no assigned column for these fields, then default values will be added to database (DB). Action - If this column have keyword DELETE, corresponding rate (prefix) is deleted if already exists in the tariff. If such rate does not exist in the system it will be ignored (not imported). All other values except DELETE in Action column are ignored.

  • Step 3 Column Confirmation

This step allows you to review the settings you've set, and the columns you've assigned, in order to prevent any unintentional user errors.

  • Step 4 Analysis

During this step, the application analizes the CSV file and determines the order of steps that should be taken. Information to be found in the analysis step: DB Analysis Directions in DB Destinations in DB Tariff Rates CSV file analysis File size Total file lines Destinations in CSV file Existing destinations in CSV file New destinations in CSV file bad destinations To do(Steps to be taken) Destinations to create Rates to update New rates to create

  • Step 5 Updating rates

Here M2 updates rates with the values from CSV files. These rates already exist in DB. Just click Proceed.

  • Step 6 Creating new rates

During this step M2 creates new rates for the tariff, which haven't existed in the DB so far.

  • Step 7 Deleting rates

This is the final step. M2 deletes the rates which were not a part of the file being imported. You're all done!

Manage Rates

Clicking on the Rates menu for a specific tariff in the tariff list (Billing -> Tariffs) will open page with available rates for that tariff.

Manage rates header.png

Click MANAGE RATES button and you will reach page:

Manage rates.png

Here you can search rates either by:

  • Destination - apply case insensitive search over destinations. Mask symbol % can be used to match any character(s). For example, the search term lith%fix% will match destinations like 'Lithuania - Fixed' and so on
  • Prefixes - please hover the mouse on the Prefixes field to get an explanation for acceptable formats.

If Show Only Active Rates checkbox is checked, only active rates will be shown in the refined results window.

Once rates are refined by search pattern(s), changes can be applied to these refined results. It is possible to change Rate, Connection Fee, Increment, Minimal Time, Effective From, or block rates. Changes are applied only to refined active rates. The system will ask for confirmation before applying changes.



User Rates

Users can also view rates in Connection Points by pressing on Tariff's name. Tariffs shown or Exported on this page, will reflect rates from Custom Tariff as well.

M2 user connection points.png

After click User will be redirected into Rates list

M2 user rates list.png

See also

Rate Details
How to block rates