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 Warehouse For More Menu
WAREHOUSE
A warehouse is a large building where raw materials or manufactured goods are stored until they are exported to other countries or distributed to shops to be sold.
Warehouse
SETUP WAREHOUSES
Warehouses are setup so customer inventory can be managed and invoiced out based on movements within the invoice period. To setup warehouse go to Menu>Administration>Warehouses>Warehouses
Add or edit warehouses
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Warehouse Code is an abbreviation for the warehouse and can be the same code as the depot which is normally associated to the location.
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Description is the name given to the warehouse.
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Department is related to the GL department or cost centre.
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All other fields are address fields.
Warehouse Zone
SETUP WAREHOUSES ZONE
A Zone classifies a set of locations that share common properties. A warehouse is divided into multiple zones based on its attributes, like package type and velocity codes. Inventory for an SKU is either stocked in a specific zone or in multiple zones and locations.
To setup Warehouse zone go to Menu>Administration>Warehouses>Warehouses Zone
Add or edit warehouses Zone
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Warehouse Zone is the location of the warehouse.
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Warehouse is the name of the warehouse
Bin
SETUP WAREHOUSES BIN
The warehouse bin is the smallest available unit of space in a warehouse. The warehouse bin, therefore, describes the position in the warehouse where the goods are or can be stored. Since the address of a storage bin is frequently derived from a coordinate system, a storage bin is often referred to as a coordinate.
To setup Warehouse zone go to Menu>Administration>Warehouses>Bins
Add or edit warehouses Zone
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Bin Code is the unique id for the warehouse product location
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The warehouse is the name of the warehouse where the product stored.
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Warehouse Zone is the product location area.
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X position is the horizontal position of products.
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Y position is the vertical position of products.
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Z-position determines which one appears on top of the other.
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Max hight determines the hight of the bin.
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Max weight determines that the maximum weight that can behold by the bin.
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Max volume is the maximum quantity that can be store in a bin.
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Max standard space defines the maximum space that can be made in the bin.
