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.
.png)
-
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.
.png)
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
.png)
-
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.
.png)
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
.png)
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.
.png)
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.)
.png)
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
.png)
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.
.png)
WAREHOUSE TRANSFER GUIDE
WAREHOUSE
NEW WAREHOUSE TRANSFER REQUEST OR EDIT WAREHOUSE TRANSFER REQUEST
Warehouse Outbound Requests are the primary way in which customer inventory is depleted and stock is managed in V6.
Please also refer to Warehouse Scan Guide for how to use scanners in V6 Warehouse.
To create an outbound Request, go to Menu>Warehouse > Warehouse Orders > Transfer Request.
The first screen you see when creating a Transfer request is where the user selects the warehouses and items to be transferred.
-
From Warehouse – This is a pull-down menu where the user selects the originating warehouse the transfer request is for.
-
To Warehouse – This is a pull-down menu where the user selects the receiving warehouse the transfer request is for.
-
Hide zero quantities available items – If this flag is on all products with a zero quantity will be hidden from view.
-
Dispatch Quantity – This is a pull-down menu where the user selects the quantity of the product on that line and clicks the ADD button which will create a new field above the original pick screen, the user can only select up to Quantity on Hand.
-
Remove – This button removes the product pick line
-
Clear – This button clears all product pick lines
-
Next – This button take the Outbound request to the Serial Selection screen
-
Click here to skip serial selection step – This link will skip having to select serial numbers for the products, and will take the Outbound request to the New Consignment screen.
-
Back – This button will take the user back to the previous screen. (Product selection)
-
Next – This button will take the Outbound request to the New Consignment screen once the serial numbers are selected.
TRANSFER REQUEST CONSIGNMENT DETAILS
There are multiple sections on the consignment screens – Consignment information, Freight information, Customised service information and Rating information.
SECTION 1 - CONSIGNMENT INFORMATION
SENDER
Sender is the originating point for a consignment. This defaults to the Warehouse selected at the start of the Outbound Request.
RECEIVER
Receiver is the delivery point for a consignment. This defaults to the Warehouse selected at the start of the Transfer Request
JOB DETAILS
Job Details are where job specific information is added.
Fields with a pull-down menu has information that is controlled by the transport company and is related to how they will rate your consignment. (These fields will need to be discussed with your transport company.) Fields with a red asterisk * are mandatory fields and need to be populated.
CHARGE TO DETAILS
Charge to details, are used by the transport company for reporting and any consignments entered using customer logins will be charged to that customer.
SECTION 2 - ITEMS TO BE SHIPPED
ITEMS
Items are the products and quantities selected at the start of the Transfer request.
To delete a line, click the (X) icon on the rightmost column.
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 transport company.
The transport company defines these services. (these services can be chargeable and will be set in your rates)
SECTION 4 - PALLET TRACKING AND MANAGEMENT OF OTHER HIRE EQUIPMENT
PALLET TRACKING
Pallet tracking is use by the transport company to manage hire equipment on consignments.
Not all companies use this feature and will need to be confirmed with the transport company
SECTION 5 - TERMS AND CONDITIONS ACCEPTANCE
Terms and Conditions are set by the transport company and the consignment cannot be finished until they are accepted.
-
I accept the terms and conditions – This flag must be checked to submit a consignment/Transfer Request.
-
Submit – The submit button completes the consignment/Transfer Request and sends it to the transport company to process.