SETUP USER DEFINED RATES
A User defined rate is used when a user or customer service wants to manually add additional charges to a consignment. V6 provides this feature so that extra charges can be captured at point of entry.
To setup User Defined Rate go to Menu>Administration>Rates>User Defined Rate Setup.
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Doc No is a system generated number and does not need to be populated.
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Code is an alphanumeric field used to define the rate
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Customer is for whom the rate is being setup for or blank for all customers.
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Customer class is used to divide customers into categories (or groups) so one rate policy can be applied or leave blank for all.
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Job type helps to categories the consignment for rating or leave blank for all job types.
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Service type is used to rate consignments of a particular service or leave blank for all service types.
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GL Account, GL Department and tax code are used to direct consignment revenue to the correct accounts.
On this screen (see below), if the Customer Selectable field is ticked, this user-defined rate will be shown to the customer booking screen as an extra service for them to tick.
If the Fuel Levy Applies box is selected, then the rating process will take the fuel levy into account.
If the chargeable box is selected, this rate is a service which requires a payment when using this. The payment details related to this service is added to a consignment when it is reviewed by customer service users, often by adding a user defined rate to it.
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SETUP DISTANCE & TIME RATES
This type of rate is based on distance and time of travelling to calculate the payment on a consignment.
Go to Menu>Administration>Rates>Distance and Time Rates
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Doc No is a system generated number and does not need to be populated.
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Customer is who the rate is being setup for or blank for all customers.
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From date and Expiry date are used to help with users with the uprate process.
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Job type helps to categories the consignment for rating or leave blank for all job types.
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Service type is used to rate consignments of a particular service or left blank for all service types.
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GL Account, GL Department and tax code are used to direct consignment revenue to the correct accounts.
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Doc No is a system generated number and does not need to be populated.
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Customer is who the rate is being setup for or blank for all customers.
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From date and Expiry date are used to help with users with the uprate process.
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Job type helps to categories the consignment for rating or leave blank for all job types.
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Service type is used to rate consignments of a particular service or left blank for all service types.
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GL Account, GL Department and tax code are used to direct consignment revenue to the correct accounts.
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SETUP FUEL LEVY RATES
Fuel Levy rate are used to recoup some of the operating cost associated to fuel.
To setup fuel levy rates, go to Menu>Administration>Rates>Fuel Levy Rates
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Add or edit fuel levy rates
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Code is an alphanumeric field used to define the Fuel levy.
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Description name for the Fuel Levy
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GL code and Department code are used to direct revenue to the correct accounts.
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Start and End date time the Fuel levy runs for.
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Rate % is the percentage of revenue that is charged as fuel levy.
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Add blank line creates a new line below the current fuel levy for future levy’s.
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SETUP RISK LEVY RATE
Risk levy can be applied onto a consignment booked within specified dates.
To setup go to Menu>Administration>Rates>Risk Levy Rate to setup. (Risk Levy can be applied at a global level, customer level or a ratecard level.)
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Add or edit risk levy
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Code is an alphanumeric field used to define the customer class.
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Description is used to describe the class.
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GL Account and GL Department are used to direct consignment expenditure to the correct accounts.
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Start date and End date are used to apply the rate to consignment within this range.
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Charge $ is the amount of the levy
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Subhub
Location
Unserved
Location
Depots
Delivery Estimate
Subhub
Location
Unserved
Location
Depots
Delivery Estimate
SETUP AGENT RATES
An Agent rate is applied when calculating the charges that are payable to an agent. Like customer quoted rates, the user can define an Agent rate using various parameters and the quantity breakdowns.
Go to Menu>Rates>Agent Rates to setup agent rates.
Add or Edit Agent rates
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Doc No is a system-generated number and does not need to be populated.
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The agent is who the rate card is being set up for.
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From date and Expiry date are used to help with users with the uprate process.
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From Location and To Location is used to look at consignments collect and delivery location. Locations are treed as Zone>Area>Town>PostCode>Suburb.
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Job type helps to categories the consignment for rating.
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Service type is used to rate consignments of a particular service.
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Vehicle type is used so rates can be defined by vehicle grouping.
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Freight class is used to rate grouped product items.
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Rate basis used to calculate based on Weight, Items, Pallets and Volume
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Rate break type is used to define an unlimited number of volume break points, which can be stepped or normal.
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GL Account, GL Department and tax code are used to direct consignment expenditure to the correct accounts.
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CONSIGNMENT BOOKING GUIDE
CUSTOMER CONSIGNMENT BOOKING
NEW CONSIGNMENT OR EDIT A CONSIGNMENT
Consignment booking is the primary way in which bookings are entered so that they can be allocated and despatched.
To create a consignment, go to Menu>Customer Service>Consignment>New Consignment.
There are multiple sections on the consignment screens – Consignment information, Freight information, Customised service information and Rating information.
SECTION 1 - CONSIGNMENT INFORMATON
ACCOUNT
Account is who is being charged for the freight.
SENDER
Sender is the originating point for a consignment.
Next to some fields throughout V6 you’ll see a blue picklist button. In these fields, you can start typing and auto complete will start to make suggestions as you type.
If you are unsure of the data etc. that should go there you can select from the list by clicking in the blue button and clicking on a letter.
If the address entered in not in your database, you can click Add this entry as new address.
RECEIVER
Receiver is the delivery point for a consignment.
The Receiver detail entry is almost identical to the Sender detail entry other than Account Number which is used to record account numbers associated to an address if required.
JOB DETAILS
Job Details are where job specific information is added.
Fields with a pull-down menu has information that is controlled in the Administration menu and is related to how consignments will rate. Fields with a red asterisk * are mandatory fields and need to be populated.
CHARGE TO DETAILS
Charge to details, are used for reporting and any consignments entered using customer logins will be charged to that customer.
SECTION 2 - ITEMS TO BE SHIPPED
ITEMS
Items are where users can choose the type of freight, quantities, dimensions, weight etc.
To delete a line, click the (X) icon on the rightmost column. The list of product types is set up in the Administration menu.
SECTION 3 - USER DEFINED CHARGES FOR A CONSIGNMENT
USER DEFINED SERVICES
User Defined Services are a list of extra services that users can select to notify the operations of any extra services.
These defines these services and charges and are setup in the Administration menu.
SECTION 4 - PALLET TRACKING & MANAGEMENT OF OTHER HIRE EQUIPMENT
PALLET TRACKING
Pallet tracking is use to manage hire equipment on consignments.
Not all companies use this feature.
SECTION 5 - RATE & AUTHORISE CONSIGNMENTS
Rating is where a consignment is priced and ready for invoicing.
Clicking Auto Rate will clear all user-added rates and use the auto rating logic. Rates then are calculated by cubic weight/distance/volume etc. depending on the type of applicable rates in the Rate setup admin menu.
Clicking Clear rates will remove all added rates (including auto-rating lines), to start-over.