Add a rate card template

Smile rate card templates define how Smile processes the rate card details from the CSV import file.

This task explains how to add a rate card template.

  1. Select Rate card upload templates under Services, Ordering & Rating on the Configuration and Tools page.
    The Rate Card Template page is displayed.
  2. Click Add...
    A Rate Card Template Configuration page is displayed.
  3. Type a name for the rate card in the Template name field.
  4. Complete the required rate card template configuration fields.
    For more information, see Import template field properties and JExpr dictionaries.
  5. Click Save.
    The Rate Card Template page is displayed. The template is added to the Rate Card Templates summary list.