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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.

Doc No is a system generated number and does not need to be populated.
Code is an alphanumeric field used to define the rate
Customer is for whom the rate is being setup for or blank for all customers.
Customer class is used to divide customers into categories (or groups) so one rate policy can be applied or leave blank for all.
Job type helps to categories the consignment for rating or leave blank for all job types.
Service type is used to rate consignments of a particular service or leave blank for all service types.
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.

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

Doc No is a system generated number and does not need to be populated.
Customer is who the rate is being setup for or blank for all customers.
From date and Expiry date are used to help with users with the uprate process.
Job type helps to categories the consignment for rating or leave blank for all job types.
Service type is used to rate consignments of a particular service or left blank for all service types.
GL Account, GL Department and tax code are used to direct consignment revenue to the correct accounts.

Doc No is a system generated number and does not need to be populated.
Customer is who the rate is being setup for or blank for all customers.
From date and Expiry date are used to help with users with the uprate process.
Job type helps to categories the consignment for rating or leave blank for all job types.
Service type is used to rate consignments of a particular service or left blank for all service types.
GL Account, GL Department and tax code are used to direct consignment revenue to the correct accounts.

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

Add or edit fuel levy rates

Code is an alphanumeric field used to define the Fuel levy.
Description name for the Fuel Levy
GL code and Department code are used to direct revenue to the correct accounts.
Start and End date time the Fuel levy runs for.
Rate % is the percentage of revenue that is charged as fuel levy.
Add blank line creates a new line below the current fuel levy for future levy’s.

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.)

Add or edit risk levy

Code is an alphanumeric field used to define the customer class.
Description is used to describe the class.
GL Account and GL Department are used to direct consignment expenditure to the correct accounts.
Start date and End date are used to apply the rate to consignment within this range.
Charge $ is the amount of the levy

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

Doc No is a system-generated number and does not need to be populated.
The agent is who the rate card is being set up for.
From date and Expiry date are used to help with users with the uprate process.
From Location and To Location is used to look at consignments collect and delivery location. Locations are treed as Zone>Area>Town>PostCode>Suburb.
Job type helps to categories the consignment for rating.
Service type is used to rate consignments of a particular service.
Vehicle type is used so rates can be defined by vehicle grouping.
Freight class is used to rate grouped product items.
Rate basis used to calculate based on Weight, Items, Pallets and Volume
Rate break type is used to define an unlimited number of volume break points, which can be stepped or normal.
GL Account, GL Department and tax code are used to direct consignment expenditure to the correct accounts.

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SETUP CUSTOMER SERVICES

SETUP CUSTOMER SERVICES

To setup customers go to Menu>Administration>Customers to manage customers.

Add or edit customers

Customer Code is an alphanumeric field used to define a customer. (Code should be meaningful to the organisation so all users will understand and recognise it.)
Business Name is the correct name of the customer.
Business Number if used is the Australian Business number for the customer.
Street address is the physical location of the business.
Postal address is the address used to send invoices/statements if this is the same as the Street address it can be copied from the street address.

Please note fields AR GL Account, AR GL Department, cubic rate, tax code, fuel levy which appear in customer setup will be used as default values when rating consignments, unless overridden at rate setup or AR setup.

Logo is used when printing consignment notes. Click “Remove image” to remove the logo.

If the Terms and Condition file is specified, the customer will be able to download this file upon booking a consignment. Click Remove T&C to remove the terms and conditions file. Click Download to download the terms and conditions file.

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