Updating an Existing Account with a New Ratecard Version and adding Rates- Through The UI

Updating an Existing Account with a New Ratecard Version and adding Rates- Through The UI

How to Navigate to Ratecards

Select the Admin drop-down, located in the top left corner of the screen. Under the Rates heading, click on Ratecards. This will take you to the View Ratecards screen.


Updating an Existing Account with the New Ratecard

1. MachShip have the below fields to use when searching for a specific Ratecard

The fields are:

  • Company - Will populate all Ratecards relating to the company that was entered
  • Carrier - Will populate all Ratecards using this carrier
  • Carrier Account - This field will bring up the specific ratecard relating to the carrier account


2. For the applicable ratecard click on the drop-down Cog and select Edit Ratecard. It will take you to the Edit Ratecard screen.


3. Scroll to the bottom of the screen and select Create Ratecard Version.


4. To create the new Ratecard Version set an effective date for the version via the calendar icon on the right and select the date.


 

5. Select Create Ratecard Version. 


A green Ratecard version with effective date 'selected date' was created successfully will show in the top right corner of the screen.


How to Add Lane Rates

1. Once the Ratecard Version is created you will be presented the ability to as Lane Rates. Click Create Lane Rates


Every Lane Rate will require:

  • Service -  A service will be what a carrier uses to separate between prices and transit duration for a movement
  • From and To Zone - Transport pricing is broken down by the size of the object that is being sent as well as the distance that it needs to travel and in what time. Zones are utilized by carriers in order to separate the distance between movements. A zone will be a collection of suburbs within a similar geographical region. 

If the price is a flat rate across all suburbs then please leave the From Zone and To Zone blank. 

  • Basic - The basic charge will be clearly indicated on a ratecard and will be the flat price which will apply no matter the size of the object being sent
  • Minimum -  The minimum charge will be clearly indicated on a ratecard and will be the price that will be charged if the calculated figure for the basic and breaks is less then the minimum figure.
  • Cubic Conversion - As transport company one of the major limits will be the amount of weight and the size of freight that can be sent. In order to be able to have a comparison between the size and weight of the freight transport companies will use a cubic conversion factor which will turn the volume of an object into a weight. Transport companies will then charge based on the larger of the two. 
  • Reciprocal - If the price is the same when the freight is going from the From Zone to the To Zone and also from the To Zone to the From Zone. 

2. Once you have set all of the above fields select Save Lane Rate.


3. Once selected, the screen will refresh and you will then be able to set the pricing breaks

Transport companies will charge based on:

  • Weight - measured in kilograms
  • Time - measures in hours
  • Distance - measures in kilometres
  • Volume - measures in cubic metres
  • Pieces - measures on the number of a certain object being sent an example would be the number of cartons or pallets.

In order to provide discounts for sending larger amounts of freight transport companies will tend to collect sets of the above five measurements in breaks with set pricing. The breaks function will be how MachShip will be told to price the consignments in that fashion. 

4. To add a break find the applicable break and select the tab.


5. Then select the Create <break Type> Break Set.


This will prompt the Create Pieces Break Set modal. 


To create the break set simply select:

  • Item Type - If the price should be applied to a set item type (for example a pallet) then select from the Item Type dropdown. If the price should apply to all item types then select Default


  • Then set each of the breaks by applying a Break FromBreak To and a Price then select the plus icon to add the price


Note: Each Break From must be only 1 unit higher than the next Break To. 

  • To create the break simply select Save Break Set. 


  • To finalize and create the rate select Save Lane Rate


A green Lane Rate was updated successfully prompt will show in the top right corner of the screen if successful.



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