How to Manage Tail-Lift Charges and Troubleshoot Pricing in Qargo
Managing rate cards and resolving pricing issues are critical for ensuring accurate quotes and order totals in Qargo. This article provides detailed guidance on configuring tail-lift charges and troubleshooting pricing problems.
Adding a Tail-Lift Charge to an Order
To ensure a tail-lift surcharge appears on an order in Qargo, it must be configured during the order input process:
When creating or editing an order, add the tail-lift charge as a delivery extra or stop extra in the system.
If the tail-lift surcharge is not selected, it will not be applied, and this omission will affect totals and quotes on the job.
Remember, verifying the selection of extras during order creation is critical to avoid unexpected discrepancies in charges.
Removing a Tail-Lift Charge from an Order
If a tail-lift charge was added incorrectly or is no longer relevant, you can remove it using the following steps:
Edit the order in question.
Locate the tail-lift charge in the delivery extras.
Remove the tail-lift extra from the order, which will automatically remove the corresponding charge.
If the extra cannot be removed, update the charge to "Do Not Invoice" to exclude it from the billing process.
This process ensures the charge is either removed or excluded from final invoicing, depending on your requirements.
Troubleshooting Pricing Issues for Orders
Issues with pricing, such as orders not pricing to a particular postcode or zone, often occur due to invalid or empty conditions in the pricelist charge. To resolve this:
Access the pricelist associated with the affected order.
Review and identify any conditions that are empty or invalid. These conditions can block pricing.
Update the pricelist by removing empty conditions or correcting invalid ones.
Save the updated pricelist to trigger a recalculation. This recalculation typically resolves the pricing issue for affected orders.
Following these steps will help reinstate proper rate application for orders without requiring extensive troubleshooting.
By following the outlined steps, users can effectively manage tail-lift charges and resolve common rate card issues, ensuring seamless order processing and accurate billing.