---
title: Create and Edit Global Rates
description: Create a Global Rates category, add its rates, then edit, archive or restore rates under Settings › Pricing & Rates › Global Rates.
---
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3. [Rates & Fees](https://support.metafleet.ai/admin-settings?hsLang=en#rates-fees)
# Create and Edit Global Rates
## Add a category of standard prices under Settings, then edit, archive or restore those rates when your pricing changes.
**For:** Admins and managers · **Permission:** Manage Account Settings and Manage Rates · **Time:** ~5 minutes
### Quick summary
1. Go to **Settings › Pricing & Rates** and open the **Global Rates** tab.
2. Click **+ New Global Rate**.
3. Enter a **Category Name** and **Description**.
4. Add each rate with a name, description and amount.
5. Click **Create**. To change a category later, click the pencil on its row.
### Before you start
- You need a role that has the **Manage Account Settings** and **Manage Rates** permissions. Admins have them. Without Manage Rates you can't save a category.
- Confirm the standard price for each service you offer.
- Staff pick these rates when they add a work item to a service order, estimate or invoice.
- Decide how to group the rates. A category holds related rates, such as all suspension and steering work.
### Open Global Rates
Go to **Settings › Pricing & Rates** and click the **Global Rates** tab. The page has three tabs: **Active Rates**, **Archived Rates** and **Time-Based Rates**. Use the search box to find a category or rate by name or description. If QuickBooks is connected, Active Rates also shows a **QuickBooks account** column with the account each rate posts to, and an **All labor posts to** line above the table. See [How Parts, Labor and Fees Map to QuickBooks Items](https://support.metafleet.ai/quickbooks-items-reference?hsLang=en).
> Time-based labor rates are set on the **Time-Based Rates** tab. See [Set Up Time-Based Labor Rates](https://support.metafleet.ai/set-up-time-based-labor-rates?hsLang=en). This article covers the category rates on the other two tabs. The **Time-Based Labor Rate** row at the top of Active Rates has a pencil too, but it opens the Time-Based Rates tab, not the **Edit Rate** window.
### Create a category with its rates
1. **Open the form.** Click **+ New Global Rate**. The window is titled **Create Override Rate**.
2. **Name the category.** Enter a **Category Name**, for example *Suspension and Steering Services*.
3. **Describe it.** Enter a **Description** that says what work the category covers. It is required and needs at least 5 characters. The category name needs 3 to 50.
4. **Add the first rate.** Fill in **Rate Name**, **Rate Description** and **Amount**, for example *Air Suspension Replacement*, *Replace defective air bag, inspect air lines* and `525.00`.
5. **Add more rates.** Click **+ Add Additional Rate** for each one, such as *Shock Absorber Replacement*.
6. **Save.** Click **Create**. Click **Cancel** to close the window without saving.
> Type the amount with the decimal point, like `525.00`. Typing digits only, such as `525`, can fill the field as 5.25.
### Edit a category or its rates
1. **Find the category** on **Active Rates**. If the description is long, scroll the table sideways to reach the end of the row.
2. **Open it.** Click the pencil icon. The **Edit Rate** window opens.
3. **Change what you need.** Edit the **Category Name** or **Description**. Change any rate's name, description or amount. Click **+ Add Additional Rate** to add a rate to the category.
4. **Save.** Click **Update**.
### Archive a rate or a whole category
Archive what you no longer use instead of deleting it.
1. Open the category with the pencil icon.
2. To archive one rate, turn on the **Archived** switch at the end of that rate's line.
3. To archive the whole category, turn on the **Archived** switch next to the **Category Name**.
4. Click **Update**.
An archived rate's fields are locked. Turn its **Archived** switch off to edit it again.
An archived category moves to the **Archived Rates** tab. An archived rate stays in its category and shows an **archived** badge.
### Restore an archived category
Open the **Archived Rates** tab and click **Activate** at the end of the category's row. It returns to **Active Rates**.
### Troubleshooting
| Symptom | Likely cause | Fix |
| --- | --- | --- |
| You can't find a category | It's archived | Open **Archived Rates** and click **Activate**. |
| The pencil icon is out of view | The table is wider than the window | Scroll the table sideways. |
| The amount shows 5.25 instead of 525.00 | You typed digits without a decimal point | Retype the amount as `525.00`. |
| **Create** or **Update** is greyed out | A required field is empty or too short | Category Name needs 3 to 50 characters and Description at least 5. Every rate needs a name and an amount. |
| The form won't accept the category name | A category with that name already exists, maybe on **Archived Rates** | Open the existing category with the pencil, or click **Activate** on Archived Rates, instead of creating another. |
| "Permission denied: ManageRates." when you save | Your role lacks the **Manage Rates** permission | Ask an admin to change your role or to save the change. |
### FAQs
**Can I set different rates for one customer?**
Yes. Global rates are your defaults. Each customer company has a **Company Rates** tab where you can override them. See [Set Company Rates and Customer Billing Overrides](https://support.metafleet.ai/set-company-rates-and-billing-overrides?hsLang=en).
**Can I rename or reprice a rate?**
Yes. Open the category with the pencil icon, change the field and click **Update**.
**Can I add a rate to an existing category?**
Yes. Open the category, click **+ Add Additional Rate** and click **Update**.
**Can I bring back an archived rate?**
Yes. Open the category with the pencil icon and turn its **Archived** switch off. For a whole archived category, use **Activate** on the **Archived Rates** tab.
### Related articles
- [Set Up Time-Based Labor Rates](https://support.metafleet.ai/set-up-time-based-labor-rates?hsLang=en)
- [Set Company Rates and Customer Billing Overrides](https://support.metafleet.ai/set-company-rates-and-billing-overrides?hsLang=en)
- [How Parts, Labor and Fees Map to QuickBooks Items](https://support.metafleet.ai/quickbooks-items-reference?hsLang=en)
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