Here is the procedure to import rate card line items into your quotes in Furious:
• Go to menu > configuration tab > import:
• Click the “new import” button
• Select the category "Business"
• Choose the import type “Rate card proposal”
• Download the template by clicking the download icon on the right of the orange block.
Once the template is downloaded, we recommend using Google Spreadsheet to fill out the file. When it is complete, export it as a CSV from Google Spreadsheet: File -> Download -> CSV
However, you can open it with other tools (Excel / Numbers…). Depending on the software version, the interpretation of columns might display a difficult-to-read format.
All that will be left is to upload the document to finalize the import. Once the rate cards are imported, you will find them within your quotes.
Explanation of file columns
Column name | Explanation |
Quote ID | ID of the quote to which add rate card line items without the "D" at the start |
Label | The name of the rate card line item visible on the quote |
Category | A category on the quote allows grouping several rate card line items and creating subtotals. Additionally, during project analysis, you can consolidate KPIs based on categories |
Sub-category | A sub-category on the quote allows grouping several rate card line items within a category. |
Related to (Business unit) | Name of the Business Unit associated with the service. |
Amount VAT excl. | The unit amount visible on your quote |
VAT | Applied VAT rate |
Quantity | Quantity sold |
Unit (days|unit|hours|1: assets) | The type of unit used (unit | days | hours) --> Translate them to English |
Price variation (%) | The variation must be given in % |
Transfer price | Transfer price for intercompany transactions |
Purchase price VAT excl. | The amount excluding taxes |
Monthly (1|0) | the line is monthly or not |
Description | Description field visible on the quote allowing to describe the associated rate card line item |
Linked to the user (alias) | Possibility to associate a rate card line item to an internal person via their alias (alias = email content before @) |
Required skill | Possibility to associate a rate card line item with a skill (skill ID) |
Start | Start date of the service |
End | End date of the service |
Average daily cost | Average daily cost of the service |
Entity | Legal entity to which the rate card is attached |
Monthly period | Choice of monthly period (12 for 12 months for example) |
Option | 1 = Optional |
Line tags (list separated by commas) | Tags |