This post will show you how to edit the rental rates on a shipment. While the rate profile is set on each job site’s Billing tab, you can change the rates charged on an existing shipment by selecting a different rate profile (change) or editing the existing rate profile (update).

If you want to keep the same rate profile but make updates to it, first edit the rate profile. (From the Billing menu, select Rate Profiles. Select the rate profile you want to edit, make your edits and click “OK”.) Next, update the shipment(s). On the Shipping tab, select the shipment(s) you want to update. From the Change dropdown menu, select “Change/Update Rate Profile on Selected Shipments”. Select the Rate Profile you are using and click on the “Change” button. (If you don’t want to accept your change, click on “Close”.) Invoices generated after updating the shipment(s) will use the edited rates. Existing shipments will not be affected unless they are updated this way. New shipments using this rate profile will, however, use the edited rates; when a shipment is created, the rent rates that exist in a rate profile at the time of the shipment will remain in effect until you intentionally change/update the shipment’s rate profile.

If you want to use a different rate profile for your shipment(s) than the rate profile assigned to the job site, select the shipment(s) you want to update and, from the Change dropdown, select “Change/Update Rate Profile on Selected Shipments”. Select the Rate Profile you want to change to and click the “Change” button. If the job site uses the rate profile A, for example, and you change a shipment to use the rate profile B, note that this change does not affect the job site, which will retain the Rate Profile A; new shipments to this job site will continue to use the rate profile A.

History - You can view the changes made to a shipment by clicking on the History tab for the selected shipment. Below you’ll see that the rate profile for this shipment was changed from the “New customers” to the “Dawson Rate”.

If you normally have a minimum number of days that you rent out your equipment, you may encounter a situation in which you don’t want to charge your customer the minimum. For example, you might transfer equipment from one job site to another for the same customer. This post will show you how to override the minimum.

The minimum days is set for all products under “Billing method” on the Billing tab for each job site.

If an individual item has a different number of minimum days, this exception is entered on the Rate Profile.

In order to override any minimum days, first select Global Options from the Tools menu. On the Shipments tab, check the option "Allow editing of minimum days".

In the Organization tree, right click on the job site and select Edit. On the Billing tab, check the option "Allow Override of minimum days from rate profile when specified".

When you create a shipment or transfer to a job site with this option enabled, you will see a “Min. Override” column on the Material’s tab. If the cell is left empty, the minimum days will be unchanged; Quantify will use the minimum days rent established by the job site’s billing method and rate profile. Entering a value such as 0 or 10 will change the minimum days rent for that item to zero or 10 days, respectively.