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 Vehicle For More Menu
Vehicle
Vehicles are setup as the physical equipment doing a job.
To setup locations go to Menu>Administration>Vehicles>Vehicles.
SETUP VEHICLES
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Add or edit vehicles
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Vehicle Code is an abbreviation or fleet number of the vehicle
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Vehicle type is a way to group the equipment to help operations select the correct vehicle for a job. (See Setup Vehicle Types)
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Registration number is the rego of the vehicle.
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Depot is used to control were the vehicle is based
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Time Zone is used for V6 mobile so jobs are time stamped correctly
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Agent mobile user is there to setup the mobile user against the vehicle
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All other fields are free text fields and are not mandatory. (Capacity fields will be used in future development).
Vehicles can be imported via a preformatted CSV file or inputted at the screen.
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Vehicle Type
SETUP VEHICLE TYPES
Vehicles Types are setup to group equipment to help operations select the correct vehicle for a job.
To setup locations go to Menu>Administration>Vehicles>Vehicle Types.
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Add or edit vehicle types
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Vehicle Type Code is an abbreviation for the vehicle type.
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Description is a full description of the vehicle type.
Delay Reasons
SETUP DELAY REASONS
Delay reasons can be used when a consignment is delayed in transit via the V6 mobile app or through Consignment delay in Customer service. To setup Delay reasons go to Menu>Administration>Vehicles>Delay Reason
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Add or edit delay reasons
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Delay Reason Code is an abbreviation for the delay type.
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Description is a full description of the delay.
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Hide from customer is so the customer is unable to view that delay reason.
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Hide from driver and Message despatch are both not in user and are there for future development.
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Code is an abbreviation for the load Categories.
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Description is what the Category is called.
SETUP DRIVERS
Drivers are setup so operations have visibility over who the work has been allocated to and system keeps the record of past jobs administrative purposes.
To setup Drivers go to Menu>Administration>Vehicles>Drivers
Drivers
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Add or edit drivers
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Driver Code is an abbreviation for the Driver.
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Driver Name is the full name of the driver.
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Depot is where the driver is based.
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All other fields are general information related to the driver.
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Agents
SETUP AGENTS
Agents are setup so operations have visibility over who the work has been allocated to and the system keeps the record of past jobs administrative purposes such as agent payments.
To setup Agents go to Menu>Administration>Vehicles> Agents
Add or Edit Agents
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Agent code is an abbreviation for the agent.
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The vendor is a supplier code that is associated with the Agent. (Setup Vendors)
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The vehicle is equipment that belongs to the Agents.
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Contact Name down to Coms Address are general information fields related to the Agent.
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Job Type can be left blank or set so an agent is restricted to a particular job type.
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Fuel Levy is used to calculating the fuel levy to be paid to an agent.
Vendors
SETUP VENDORS
Agents are set up so operations have visibility over who the work has been allocated to and the system keeps the record of past jobs administrative purposes such as agent payments.
To setup Vendors go to Menu>Administration>Vehicles>Vendors
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Add or edit vendors
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Vendor Code is an abbreviation for the vendor and can be the same code as the agent.
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Business Name is the supplier/agent's business name.
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ABN is the Australian Business Number allocated to that business.
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Contact Name down to Country are general information fields related to the vendor.
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Tax code and Terms can be used for imports into your Accounting software.
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Fuel Levy is used to calculating the fuel levy to be paid to a vendor.
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Full Load Categories
Half Load Categories
SETUP FULL LOAD CATEGORIES & HALF LOAD CATEGORIES
Full Load Categories and Half Load Categories are setup so manifests can be costed at a full or half load rate no matter how many consignments or items are in the load.
To setup Full Load Categories and Half Load Categories go to Menu>Administration>Vehicles>Full Load Categories or Menu>Administration>Vehicles>Half Load Categories
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Add or edit full load categories & half load categories
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Code is an abbreviation for the load Categories.
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Description is what the Category is called.
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SETUP CARRIES
Carriers are setup so a Driver and Vehicle are combined into a single Carrier which can be used for scheduling.
To setup Carriers go to Menu>Administration>Vehicles>Carriers
Carriers
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Add or edit carriers
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Doc No is a system-generated number.
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The description is the name given to the carrier or their business name.
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Depot is where the carrier is based.
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The driver is the allocated or agent driver.
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An alternate Driver can be a backup driver or left blank.
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The vehicle is allocated or agent vehicle.
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Start and End Dates can be used to schedule a carrier or set for a contracted period.
