The Trade hub is where you manage trade pricing, rate sheets, and trade partners. Your plan needs Trade access to use it.
What you can do here
Trade → Partners — the partners you send rate sheets to.
Trade → Rates → Rate sheets — the priced lists you send or print.
Trade → Contracts — formal agreements with partners.
This article is the map. Each job below has its own article.
How a rate sheet is priced
On a rate sheet you price products in one of two ways:
Commission — the trade rate is your price minus commission. The default commission starts at 25% when you create a sheet; you can change it for the whole sheet, per product, or per rate.
Nett — you set a fixed trade price instead of a commission.
Ticking Create as retail rate sheet hides trade rates and shows only recommended retail prices.
Before you create a rate sheet
You cannot create a rate sheet without all of these:
A tourism year. An administrator sets these up. If the Tourism Year list is empty, contact your administrator — you cannot create one yourself.
At least one tourism product in Tourism products.
Rates on that product for the tourism year you will use, set under Business → Rates. A product with no rates for the year still appears on the sheet, but there will be nothing to price.
What to do next
Add missing partners under Trade → Partners.
Create a rate sheet — see Create a rate sheet.
Send it, or print it, from the sheet itself — see Send a rate sheet to trade partners and Print or download a rate sheet.
The only text you edit on the sheet itself is its name and its terms and conditions. Business, product, and rate descriptions live on their own screens — see Which description are you editing on a rate sheet?
