How to add, edit and delete pricing factors?

Working with Pricing Factors

Step-by-Step Instruction Article: Working with AltFee's Pricing Factors

• Start by accessing an existing guideline where you want to work with factors.

• This guideline should have a list of factors displayed.

• As a pricing officer with an elevated account, you have the ability to make changes to the factors.

• Click on any existing factor to edit it on the fly.

• You can modify the factor's name, copy, and associated dollar amounts directly in line.

• To add a new factor, locate the "Add a Factor" button at the bottom of the list.

• Click on the button to create a new factor.

• Specify whether it is a simple or multiplier factor and provide the necessary details.

• The new factor will be added to the list, appearing at the bottom.

• If you need to remove a factor, locate the respective factor and take the necessary action to delete it.

• You can either click on the three dots on the right-hand side and choose the delete option or use the provided functionality to delete the factor.

• Besides editing factors in-line, you can also access additional options by clicking on the three dots on the right-hand side of each factor.

• This allows you to edit the factor's name, adjust its type, or perform other actions related to the factor.

• You have the flexibility to rearrange the order of factors based on how you want to analyze them.

• Simply drag and drop the factors to reposition them in a more suitable order.