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Rate Management

SMART360 Utility Configuration & Rate Management FAQs

1. What is Rate Management in SMART360?

  • Rate Management in SMART360 enablesallows administrators to create, update, search, view, and delete pricing structures for utility services.

  •  It ensures accurate billing by managing rates associated with different utility services.


    2. How can I add a new rate in SMART360?

    • To add a new rate:

      Navigate to Utility Setup > .

      Select the desired Utility.

      Click >on the Manage Accounts tabtab.

      Go >to the Rate tab.

      Click on Add New Rate tab > .

      Fill in the required ratedetails:

      Rate detailsName

      Description

      Applicable >Pricing Structure

      Click Save.

  • Save to add the new rate.


    3. What fields are required when adding a rate?

    • Mandatory

      The mandatory fields include rate name, description, and applicable pricing structure.

  • include:

    Rate Name

    Description

    Applicable Pricing Structure


    4. Why is my rate not saving?

    • Ensure that all mandatory fields are completed.filled. CheckIf the issue persists, check for validation errors andor try refreshing the page.


  • 5. What should I do if I can’t access the Rate tab?

    • Contact your system administrator to verify and assign the necessary permissions.

  • permissions to access the Rate tab.


    6. Where can I view all existing rates?

    • Go

      Navigate to the Rate tab under the Manage Accounts section of the selected utility.

  • utility to view all existing rates.


    7. What details are shown in the rates list?

    • It

      The includesrates ratelist name, pricing, and applicable services.

  • displays:

    Rate Name

    Pricing

    Applicable ServicesRoomKey PMS Support+2sidgs.atlassian.net+2RoomKey PMS Support+2


    8. How can I view details of a specific rate?

    • Click the eye icon next to the desired rate in the Rate tab.

  • tab to view its details.


    9. What if the eye icon is not visible for a rate?

    • The rate may be inactive or deleted. Only active rates can be viewed.


  • 10. How do I edit a rate?

    • To edit a rate:

      Navigate to the Rate tab under Manage Accounts.

      Click the Edit button next to the ratedesired inrate.

      Update the Ratenecessary tab,fields.

      Click update the fields, and save.

  • Save to apply changes.


    11. Why can’t I see the Edit button for a rate?

    • The rate may be finalized or archived, or your account lacks editing permissions.

  •  Contact your system administrator for assistance.


    12. Why are changes to a rate not saving?

    • Ensure all required fields are completed. RefreshIf issues persist, try refreshing the page or clearclearing your browser cache.


    • Use the search bar in the Rate tab and enter relevant keywords.

  • keywords related to the rate you're looking for.


    14. What to do if no results are found during a rate search?

    • Check spelling,the spelling of your search terms, use broader search terms,keywords, and ensure that filters aren’aren't hiding the desired results.


  • 15. Why is the rate edit form not loading?

    • Check your internet connection and refresh the page. TryIf the problem continues, try re-logging into the system.


  • 16. How can I sort or filter the list of rates?

    • Use the sorting and filtering options available within the Rate tab.

  • tab to organize the list according to your preferences.


    17. What if the search feature is not responding?

    • Ensure you have a stable internet connectivity.connection. RefreshTry refreshing the page and clearclearing your browser cache.


  • 18. How do I verify if a rate is active?

    • Check the rate’s status in the list. Inactive rates are often greyed out or not clickable.


  • 19. Can I delete a rate?

    • Yes, selectif your permissions allow it. Select the rate and use the delete option,option ifto your permissions allowremove it.


  • 20. What happens when a rate is deleted?

    • It

      The rate becomes inaccessible and will no longer apply to any utility billing.


  • 21. What causes missing rates in the list?

    • Filters may be hiding some rates. Also, ensure that rates were added for the selected utility.


  • 22. Can special characters be used in rate names?

    • Avoid using special characters or unsupported formats in rate fields.

  • fields to prevent errors.


    23. What is the purpose of the Manage Accounts tab?

    • It

      The Manage Accounts tab allows access to configure various aspects like rates and contracts for selected utilities.


  • 24. How can I ensure accuracy while entering rate details?

    • Review the rate name and pricing structure before saving. AvoidDouble-check typos.

  • for typos and ensure all information is correct.


    25. Can I search rates by service name?

    • Yes, use the service name or part of it in the search bar.

  • bar to find related rates.


    26. What to do if rate details aren’t loading?

    • Refresh the page and ensure the rate is active and correctly configured.

  •  If the issue persists, contact technical support.


    27. Are there any restrictions on file formats for uploading contracts?

    • Yes, only supported formats like PDF, DOCX, etc., are allowed.

  • allowed for uploading contracts.


    28. How can I add a new contract in SMART360?

    • To add a new contract:

      Navigate to Utility Setup.

      Select the desired Utility.

      Go to Utility Setup > Select Utility > Account Management.

      Click >on the Contract >section.

      Click Add > .

      Enter Detailsthe >required details.

      Upload >the Submit.

  • contract file.

    Click Submit to save the contract.


    29. What if my contract upload fails?

    • Check the file size and format compatibility.

  •  Ensure the file is not corrupted and meets the system's requirements.


    30. Can contracts be edited after uploading?

    • Yes, provided the contract is in an editable status and you have the correct permissions.


  • 31. How can I view all existing contracts?

    • Navigate to the Contract section under Account Management of the selected utility.

  • utility to view all existing contracts.


    32. How do I search for a specific contract?

    • Use the search functionality within the Contract tab.

  • Contract tab by entering relevant keywords related to the contract.


    33. What happens if mandatory contract fields are missing?

    • The system will prevent submission. Fill inEnsure all required fields are filled before proceeding.


  • 34. Why can’t I see the Contract option in Account Management?

    • Your user role might not have the necessary access rights.

  •  Contact your system administrator to gain access.


    35. Can I delete a contract?

    • Yes, if the system allows and you have appropriate permissions.

  •  Select the contract and use the delete option.


    36. How can I ensure I have proper permissions?

    • Contact your system administrator to review and assign appropriate user roles.

  • roles and permissions.


    37. What if I still can't resolve a rate or contract issue?

    • Log out, clear your browser cache, and try again. If unresolved,the issue persists, contact technical support.

  • support for assistance.


    38. Why do I need to refresh after adding or editing a rate?

    • To

      Refreshing ensureensures that changes are reflected and to reload the updated system state.

  • state is loaded.


    39. What is the significance of the red asterisk in the form fields?

    • It

      A red asterisk indicates mandatory fields that must be completed before saving.


  • 40. How do I know if a rate is applied correctly to a utility?

    • Verify its listing under the Rate tab and confirm its configuration matches the utility service.

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