Entering Rates into the Rate File

Owned by Becca Cook (Unlicensed)
Last updated: Nov 16, 2023 by Malissa Olofernes
2 min read

Use a spreadsheet program, such as Excel, to enter your rates into the spreadsheet file generated from the template.

Editing the Spreadsheet

Don't alter the spreadsheet's layout in any way:

  • Don't move the column layouts from their existing locations, and don't rename the headers for these columns.

  • Don't delete the contents of the cells. If you don't have rates for any row in the template, delete the entire row.

  • Enter rates only in the cells in the Price column. Don't change the contents of other cells.

  • Don't convert the cell types to any other fields types.

  • Don't convert the Price column cells to the "currency" type because monetary symbols would appear in the cell, which is not allowed.

  • Don't exceed 3 decimal points in the Price column cell values.
  • When working with the spreadsheet, you can hide or minimize the City, State, and Country columns to make entering prices easier.
  • Save this file in 'XLSX' format for Microsoft Excel 2007 and above.

 

If you specified the By Zip and City option for your template, the spreadsheet shows the city in the first column (From), followed by the ZIP codes for that city.

  • If your rate is the same for all of the ZIP codes for a city, enter this rate only in the row that shows the city name in the From column.
  • If your rate is the same for most of the ZIP codes for a city, then enter this rate in the row that shows the city name in the From column, and then enter the rate(s) for only the ZIP code(s) that have a different rate.
  • If your rate is different for all of the ZIP codes for a city, then enter the rates in the rows that have the ZIP codes for that city.

Our rate engine is smart enough to look first for a ZIP-specific rate, and if not found, then look for city-specific rate.