Copying Rates Between Periods
When setting up a new rate period, you don't need to create all your rates from scratch. Use the bulk copy feature to copy rates from an existing period and adjust them as needed.
When to use rate copying
Rate copying is useful when:
Setting up next year's pricing based on this year
Creating a new seasonal period with similar pricing
Applying a percentage increase across all products
Duplicating rates for a special event period
How to copy rates between periods
Go to Rate Management from My Business in the main menu
Click Bulk Operations or navigate to Bulk Rate Operations
In the Copy Rates section:
- Select the source period (copy from) - Select the target period (copy to)
Select which products to include using the checkboxes
Optionally set an adjustment percentage to increase or decrease rates
Choose whether to overwrite existing rates in the target period
Click Copy Rates
Understanding the options
Source and target periods
Source period — the period with rates you want to copy
Target period — where the copied rates will go
Adjustment percentage
Apply a percentage change during the copy:
+5% — increase all rates by 5%
-10% — decrease all rates by 10%
0% — copy rates exactly as they are
This is perfect for annual price increases.
Overwrite existing
On — if rates already exist in the target period, replace them
Off — keep existing rates, only add rates that don't exist
Product selection
Choose which products to include:
Select All — copy rates for all products
Individual selection — tick specific products to copy
Example: Annual price increase
To apply a 5% increase for next year:
Go to Bulk Rate Operations
Select source: "Peak Season 2025"
Select target: "Peak Season 2026"
Set adjustment: +5%
Select all products
Enable "Overwrite existing"
Click Copy Rates
All your peak season rates are now set for 2026 with a 5% increase.
Viewing the results
After copying:
Go back to Rate Management
Filter by the target period
Verify the rates look correct
Edit individual rates if needed
Tips for bulk rate operations
Double-check periods — make sure you've selected the right source and target
Start with a small test — copy one product first to verify
Review after copying — check a few rates to ensure accuracy
Keep records — note what changes you made and when
Bulk copying saves hours of manual work — especially useful at the start of each financial year.