Creating a Rate Sheet
Rate sheets are professional pricing documents you share with trade partners. They show your products, prices, and commission arrangements in a format partners can use for quoting and selling.
Before you start
Make sure you have:
Products created in Tourism Products
Rates set up for those products in Rate Management
Trade partners added (optional but helpful)
How to create a rate sheet
Go to Trade from the main menu
Select Rate Sheets from the hub menu
Click Create Rate Sheet
Complete the setup wizard (see steps below)
Step 1: Rate sheet basics
Rate Sheet Name — give it a clear name (e.g., "Wholesale Partners 2025/2026")
Default Commission Rate — the standard commission for all products (can override per product)
Tourism Year — select the financial year (e.g., 2025/2026)
Rate Period — optionally filter to a specific season
Step 2: Select products
Choose which products to include:
You'll see a list of all your products
Tick the checkbox next to each product you want to include
A counter shows how many products are selected
Step 3: Configure product pricing
For each selected product, configure the trade pricing:
Click the configure icon next to a product
Choose the pricing strategy:
- Commission — partner earns a percentage of RRP - Net Rate — you provide a fixed wholesale price
For commission-based pricing:
Set the commission percentage (or use the default)
Choose which rates to include
Set commission per rate if needed
For net rate pricing:
Enter the net (wholesale) price for each rate
Partners will see this as the trade price
Step 4: Review and save
Review your selections
Check the pricing looks correct
Click Save Rate Sheet
Your rate sheet is created as a draft.
Publishing your rate sheet
Rate sheets start as drafts. To make them available:
Go to Rate Sheets
Find your rate sheet
Click the status toggle to change from Draft to Published
Downloading and printing
To get a PDF of your rate sheet:
Open the rate sheet
Click Download PDF
The PDF includes your branding, products, and pricing
What your partners see
A rate sheet shows partners:
Your business logo and details
Product names and descriptions
RRP and trade rates
Commission or net pricing
Valid dates
Your contact information
Tips for effective rate sheets
Name clearly — include the year and partner type
Update annually — create new sheets for each tourism year
Be selective — only include products relevant to that partner type
Check pricing — verify rates are correct before publishing
A professional rate sheet makes it easy for partners to sell your products.