How to Set Labour Rates for Specific Customers

You can set customised labour rates for individual customers or sales ledger accounts in Navigator. Follow the steps below based on whether you’re updating a customer or a sales ledger account.

1. Setting Labour Rates for a Customer

1. Navigate to: Marketing > View Customer Prospect.
2. Search for the customer by name or other identifying details and open their record.
3. Go to the Profiles tab, then select Service Profile.
4. Enter the desired Labour Rate.
5. Click Save and Close to apply the changes.

2. Setting Labour Rates for a Sales Ledger Account

Option 1: From the Marketing Module

1. Navigate to: Marketing > View Customer Prospect.
2. In the Other box, enter the account number with the prefix "SL" (e.g., for account number 123, enter SL123).
3. Click Search and open the corresponding record.
4. Go to the Profiles tab, then select Service Profile.
5. Enter the desired Labour Rate.
6. Click Save and Close to apply the changes.

Option 2: From the Accounts Module

1. Navigate to: Accounts > Sales Ledger.
2. Load the desired account by searching for the account number.
3. Go to the Details tab and click View Customer.
4. Open the Profiles tab, then select Service Profile.
5. Enter the desired Labour Rate.
6. Click Save and Close to finalise the changes.