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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Click User For More Menu
User
USERS
Users are setup to control access to different areas of V6 by associating them with a group which has access permissions setup based on your company’s processes.
SETUP USERS
Each system user needs to be setup in V6 to be able to access the system.
To setup go to Menu>Administration>Users>Users>Add a New User (see below).
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Add or edit users
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User Id is a code that is an alphanumeric field used to differentiate users.
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The user name is the full name of the user.
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The password is set by the System administrator and can be changed by the user when logged in to V6.
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Depot is so a user can be linked to one depot or left blank to access all deports.
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Email address is used for customer service issues, user reset passwords and some reports. The email field is not mandatory but is highly recommended.
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Account locked is so a user’s account can be set to inactive.
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The role is set based on the type of user. (All V6 mobile users need to be set up here)
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Accounts are based on Customer and Agent roles only.
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Groups are set up based on user permissions, many users can be associated with one group.
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Warehouses is based on the warehouse user can access.
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SETUP GROUPS
Groups are set so one or many users can be associated to the same access permissions.
To setup go to Menu>Administration>Users>Groups>Add a New Group.
Groups
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Add or Edit groups
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Group is a code that is an alphanumeric field used to differentiate groups.
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Description is the full name of the group.
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User is where the users are added to the group.
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SETUP USER LIMITS
User Limits are used for the validation of the consignment field, either it's required or not, and what will be the maximum and minimum value for the consignment field. This function helps the user to have full control of consignment fields
To set up user limits go to Menu>Administrators>Users>Users>Limits
User Limits
Add or edit User Limits
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The user group will be empty if the rule is not to apply for all users.
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A resource in the field of the consignment on where you apply the rules.
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Required is the checked boxed field which checks the consignment value is required or not while saving
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The minimum value is the field to define minimum value for the specific field
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The maximum value is the field to define maximum characters for the specific field
For add edit user limits, click on Add new user limits>
Access permission
SETUP ACCESS PERMISSIONS
Access permissions are set so a group can be associated to the same access permissions.
To setup go to Menu>Administration>Users> Access Permissions>Add a New (see below).
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Add or edit access permissions
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Id is a system generated field.
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User or Group relates to user and groups setup earlier in this manual.
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Resource is a field, menu item, view or action within V6.
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Access is drop-down that gives the group or use permission to use that field.
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Glossary gives a description of the resources.
Access Permissions can be set up by your V6 administrator or Omnix support can do it for you as the permissions can get very complicated.
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