Click on the Policies tab under the Settings section on the left side navigation menu to open the Policies page.

To create a new Rate Policy, click on the New Policy button to open up the Policy Details window.

To edit an existing Rate Policy, click on the name of the policy to open up the Policy Details window.

After setting the Rate Policy name and content, you need to link this Policy to certain Rate Group(s). There are two ways to link the policy to a rate group.

1. Link the rate group(s) in the Policy Detail window (as shown in the screenshot above)

2. In the Rate Group Details window in the Rates Setup section (Setup -> Rates) (as shown below)