Rates

Rates are the reusable pricing library for Stralos. The library separates two kinds of data:

• A rate item is a catalogue entry your company maintains, such as an excavator, pipe, labour role, material, or disposal charge. Members and admins maintain its name, category, and category-licensed physical attributes. Only an admin can delete it.
• A rate option is one price for a rate item. It records whether the price is your company’s or a supplier’s, the specific location or All locations, the purchased unit, and the cost. A rate item can have one rate option or several.

Use project rates when a tender needs a price that differs from your company’s library. See Project rates. The Resource library page has three tabs: Resources (rate items with expandable prices), Supplier and internal rates (one row per price), and Day/Card rates (contractual schedules and revisions).

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Find a rate

1. Open Rates & resources → Resource library.
2. Select Resources to browse rate items, or Supplier and internal rates to compare individual prices.
3. Search by item name, supplier option code, or the supplier’s own item name.
4. Use the category, company, and unit filters to narrow the list. Each picker accepts multiple values.
5. Switch between Resources and Supplier and internal rates as needed; both tabs share the same filters.

The page uses a grid on wider screens and cards on smaller screens. More results load as you move through the list; retry the load if an error message appears.

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Review unresolved rates

Rate items whose stored category no longer matches a row in the company’s category catalogue show in the review queue. When any exist, an Unresolved category (N) button appears next to the catalogue filters. Click it to filter the list to those items only and work through them. Members and admins can open each item and re-point it at a current category. The count is independent of whatever else you have filtered by, so it does not move as you narrow the list. The button disappears entirely once the count reaches zero. There is no Unresolved category (0) state. Select the chip again to clear the unresolved-only view.

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Browse prices by supplier

On the Supplier and internal rates tab, each row shows one price, with the rate item and company on every row. Use this flat view to review everything a supplier charges or compare the suppliers that price a particular item. Each row shows: Prices remain visible when their company can no longer be resolved; these rows show Unknown company so historical pricing is not silently hidden.

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Filter prices

Use Search to match the item name, supplier option code, the supplier’s own item name, company, or location. You can also select one or more companies, categories, and units from the toolbar filters. The four filters combine with AND: a row must satisfy every active filter. Multiple selections within one filter combine with OR. An empty filter adds no constraint, so the complete list appears initially. The count above the table shows either the total or the matching count, and Clear filters resets every filter.

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Compare prices

A rate item with one rate option shows its pricing summary in the main row. Expand an item with several rate options to compare its available sources or locations. A red disposal badge identifies a dump or tip location. Expanded price rows show a purple supplier badge when the rate option is linked to a supplier. The summary can include:

• cost rate
• option count and min/max cost range

When some prices can’t be included in the comparison, a note under the cost says how many and why, for example 2 prices can’t be compared — these prices have no cost yet. The reasons are:

• review the price units and conversion details: the option’s unit or conversion can’t be brought to the item’s comparison unit. Check the option’s priced unit and conversion details.
• these prices are in another currency: the option is priced in a different currency.
• these prices have no cost yet: the option exists but has no cost.

If more than one reason applies, the note ends with review these options instead. Choose the rate option whose owner and location match the work being estimated. Do not assume the lowest rate is appropriate when freight or site location affects the delivered cost.

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Add or maintain a rate option

Members and admins can add and change rate options. To add an option, open the required rate item and use its add-price row. In the owner and location picker, choose your company or a supplier, then choose a specific location or All locations. Enter the cost and save the option. To edit an existing option, open its details and change the cost or other editable pricing fields. The option’s owner and location are fixed after creation. To move a price to another owner or location, retire the existing option and create another. Required numeric fields must contain valid numbers. When creating an option, use Add location in the owner and location picker to add a location for the selected company. Only an admin can add one of your company’s own locations. Manage supplier records in the Companies register at Companies. Complete location details help Stralos use the price correctly in location-sensitive calculations.

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Catalogue fields

Members and admins create and edit rate items and their priced options. Only an admin can delete a rate item or manage categories. The catalogue fields are:

• item name and category
• bulking and compaction percentages for bulk-material categories
• maximum tonnes and cubic metres for cartage-vehicle categories
• each option’s source, location, supplier item code, supplier item name, quoted unit, condition, conversion factor, and cost. The conversion is a density for quarry materials, the stock size for an option priced in len, roll, or sheet, the whole number of items per pack for an option priced per pack, or the working days in a weekly or monthly option.

For the complete workflow, see Managing the rates catalogue.

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Day rate schedules

The Day/Card rates tab lists your company’s contractual day rate schedules. Each schedule represents a contractual identity: a named set of day rates negotiated for a specific client or project. A schedule can have multiple revisions over its lifetime.

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View a schedule

1. Open Rates & resources → Resource library and select Day/Card rates.
2. Each row shows the schedule name, client, what it inherits from, the revision in force, any draft, and its status.
3. Select a row to open the schedule on its own page.
4. The page shows the revision’s facts, its terms, its lines, and its revision history. Use the Revision selector to switch between revisions of the same schedule.

The register and the schedule page are read-only. Admins change a schedule with Edit on its page. Estimators use issued schedules in the build-up. See Adding day rates to a build-up.

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Revision statuses

When a revision shows Review required, its base revision has been superseded since it was last acknowledged. An admin can open Review base changes to compare the new base, rebase into a new draft, or acknowledge the change without rebasing.

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Inherits from

The Inherits from column shows whether the schedule builds on another schedule:

• Schedule name ± N% · pinned Rev N: the revision inherits from a specific revision of another schedule, with a percentage adjustment.
• —: the schedule stands alone.

On the schedule’s page, a schedule that stands alone reads Independent — not inherited.

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Identity snapshot

Each revision records a snapshot of the schedule’s name, client, contract reference, company, and line ownership at the time the revision was created. These values do not change when the live schedule is renamed or reassigned. When the schedule has been renamed since, the schedule page notes the name the revision was issued with. For admin workflows, such as creating schedules, issuing revisions, and cutting new revisions, see Managing the rates catalogue.

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Good practice

• Keep rate options current and retain clear owner and location details.
• Use separate rate options when suppliers or locations have different costs.
• Use project overrides for tender-specific quotes or negotiated conditions.
• Correct catalogue data, or ask an admin to correct a category, instead of working around an incorrect item definition.