Create a New Rate Card
To create a new rate card, go to the main menu > admin > pricing > rate cards > create rate card.
Step 1. Customer
Select whether the rate card applies to all customers (any), a specific customer, or a group of customers*.
Step 2. Product
Select whether the rate card applies to all products, specific products, or products matching pricing labels*.
Step 3. From / To Locations
Select whether the rate card applies to any location, location, or region (Dispatch / Polygon / Pricing)*.
For Polygon Regions and Pricing Regions, you can specify if the rate card applies to specific location kinds within that region by utilising the toggle and the drop-down box.
Step 4. Pricing Basis, quantity bounds, rates
Select rate card pricing basis, then enter a description (optional), upper / lower bounds (if necessary) and rate. A few points of interest as below and indicated by arrows on the screenshot:
a second pricing dimension can be added (i.e. a tonne rate & m3 rate within the same rate card)
a pricing dimension constraint can be added (i.e. rate card only applies when certain constraints are met)
the rate can be toggled to be multiplied per unit or to be the total price
use the + button to add more pricing lines to a rate card
rates can be imported through an Excel CSV in the correct format
Step 5. Minimum Charge & Date Range
Use toggles to apply minimum charge (if applicable) and specify a date range for the rate card or leave it as any time.
Step 6. Adjustment Factor
Select the adjustment factor to apply to the rate card (if applicable).
Step 7. Comments & Create
Add additional comments against the rate card (optional) and click Create to save
Editing & Copying Existing Rate Card
Step 1. Search and locate rate card
Use search filters to find the existing rate card
Step 2. View rate card
Step 3. Select Copy or Edit
Customer Groups
Customer Groups can be set up to group customers to enable carriers to create rate cards that can be applied to a specific set of customers. Create Customer Group labels in the pricing screen and apply Customer Group from within the customer admin settings.
Product Pricing Labels
Pricing labels are applied to products by default upon product set-up but can be manually added to products upon creation. Carriers can create rate cards that apply to all products containing the same pricing label to build rates that apply to multiple products across all or specific customers.
Regions
Various regions can be set up to identify pricing-specific areas throughout your network.
Dispatch regions
Typically used for dispatch, these can also be used to drive rating. Set up dispatch regions through the admin section of the main menu.
Polygon regions
Customised areas that differ from your dispatch regions. Set up polygon regions through the pricing screen under the admin section of the main menu.
Pricing regions
The area is determined by customisable driving distance from a central point. Set up pricing regions through the pricing screen under the admin section of the main menu.
Location Kinds
When creating a location, the location kind is the type specified by the user upon creation. Rate cards can look at specific location kinds from within regions to only focus on specific locations.
Adjustment Factors
Several adjustment factors can be created and applied to rate cards, i.e. FAF. Adjustment factors are set up in the pricing screen under the admin section of the main menu.
How to complete a Bulk Replace / GRI
See article Bulk replace rate cards - GRI