INTRODUCTION
You can add rate cards for your customers and automatically let it link to the correct customer, transport service etc. This means that when you create an order, the price for the customer will automatically be calculated.
If necessary, you still have the possibility to manually change the price or add additional one off items to your invoice.
Navigate to Configuration
Click on Rate card customers in the header
Click on "Create price list" to create a new list. Alternatively, you can also navigate to an already created price list to update them.
Add a new price list
Select the Transport Service the price list applies to.
Under General Info give the price list a Name and set a Valid From date.
If creating a default price list, set the toggle 'Use Price List for all Customers'.
SAVE the price list.
Configure a price list
If the price list is created without setting the default 'All Customers' toggle, there is the option to Link New Customer. To link a customer, click the link and enter the customer name in the Customers field. Select the customer the price list applies to. Multiple customers can be selected. Any orders created for the linked customers will automatically have the saved prices applied.
If there is no option to link a customer, the price list has likely been created as a default to apply to all customers. You can verify by checking details just under the price list name at the top of the page.
The Transport Charge is always shown on the invoice, all other items can be added based on your preferences.
Click on the edit icon (pencil) to open the Edit Price page.
Click on "Add charge" if you like to add an additional item on your invoice.
Set up a price calculation
From the Prices table, click the edit icon (pencil) to enter / edit charges associated to that charge type. This will open a new 'Edit Price' page.
STEP 1: General Info
Name: Name of the charge that will appear on the invoice
Code: Nominal code associated with the accounting package
VAT%: Tax Percentage to be applied (if applicable)
Invoice process if price is 0: Option to select if this charge type is to appear as a line item on the invoice if no value is present.
STEP 2: Create / Name Pricing Collection
Charges are grouped by collections, shown as individual Tabs which can be Named for ease of identification.
If no name is specified the collection (tab) will default to use the Validity date(s) entered.
Each collection has a Valid From and Valid To date.
If only entering the Valid FROM date, the collection will have no end date.
Tip: The pricing collection used to calculate charges is visible in other pages as a link.
To create multiple collections, click the '+ Add Collection', this will add another tab.
If using the 'Duplicate' option, and the previous collection has a Valid TO date, the new collection will automatically start from the next available date.
The collection NAME will default to show the start date. Click on the name to overwrite with the correct name.
To remove a price collection, click the Trash icon next to the name. This will remove the tab completely.
STEP 3: Add Price Calculation
There is an option to give the calculation a NAME and DESCRIPTION. This is useful if a price list has multiple calculation scenarios.
Price calculations can be set up based on a Fixed Amount, Formula or Price Table.
Example price table
Step 4: Add metrics
Once selected, you can add metrics in Options based on what the price is based on, e.g.
delivery location
amount of pallets
...
This will create the first column and first row of your excel sheet.
Once the metrics are chosen, you can navigate to Table to add prices in your sheet.
Step 5: Add conditions to your price (if applicable)
You can optionally choose that the price is not charged if a certain condition is not met. For instance, for a certain zone, that price list is not applicable (e.g. the center of London).
Once set up, you will see those prices mentioned when creating an order.
STANDARD PRICE TEMPLATES:
Standard Price Templates, aimed at streamlining the process of configuring price calculations across multiple price lists. Charge templates offer a significant improvement to Rate Cards. Charge templates are configured under Transportation Services - existing price lists will become default templates.
Once a charge template is linked to a price list or charge, then the metrics on a calculation cannot be changed anymore. You can however, delete the calculation and add a new one. The same applies for the calculations on a charge if it is linked to a charge template.
If you're new in setting up a rate card, then watch this video to start from scratch: