Open two screens/tabs
Individual consignment on one, pricing section on the other.
Search for specific customer in RATE CARDS section
Search pickup from and deliver to - based on address on consignment
If no rate card exists for that from/to combination for that customer, consider whether there could be other pricing regions used (ie a one that covers a much bigger area) or a dispatch region that could be used (eg South Island)
If still no rate card exists based on the from/to then consider creating a new rate card
Check the pickup location falls within the pickup pricing region
To check this, copy the lat/long details from the pickup location
βThen search for the region in the Pricing Regions section and paste the lat/long details into the Show Additional Markers section
If green or blue marker falls outside the pricing region, consider expanding the pricing region or creating a new pricing region to attach to a new rate card
β
Check the delivery location falls within the delivery pricing region
Diagnose as above, and consider expanding the pricing region if required
β
Check whether the rate card is
Product agnostic (ie Product is set to Any)
Specific to a product code
If this - check whether the product that was dispatched matches the product on the rate card
(note we are trying to avoid product specific pricing and use pricing labels instead, as this can be easily applied to lots of different products)
Specific to products matching Pricing Labels
If the latter, check in the Admin > products section that the product that has been dispatched has had an Additional Pricing Label set that matches the pricing label on the rate card
Product setup:
Ratecard setup:
If rate card has freight breaks that don't start at 0 and end in infinity (ie a rate is only specified for loads less than 6 tonnes), check the consignment weight isn't outside this range
Check the same if there are other pricing dimensions to consider ie drive distance.
Check the consignment falls within the effective date range
Check an adjustment factor has been set for the specified adjustment factor on the ratecard