Transport Rates are computed when a booking is created. A few important notes on how this rates will be applied:
- This module will be computed on top of any Quotation.
- Will be computed for Haulage and Transport booking. For Import/Export, one must select type as "Haulage/Transport".
- To set the computation, baseCompanySetting transportRateCodes must be set.
TransportRateCodes -
To auto add a transport/haulage rate one needs to set the baseCompanySetting and go to section Transport Rate Code - (transportRateCodes).
Rate Computation
The transport/haulage rates are computed based on AreaCodes but can be more detailed than this. There are two stages in matching the rates. The first stage is by the following fields:
- TransportType - either Haulage or Transport booking type.
- Type (areaCode only supported) - fixed, cannot change.
- From - AreaCode from the Shipper Address.
- To - AreaCode from the Consignee Address.
- Vendor - vendor to do this rate. Leave this blank to use default, or populate this to populate the vendor sell/cost rates.
- Customer - Populate this if you want specific rates for certain customer. Leave this blank for default rates applied to all customers.
The system will select the transport rate with items matching 1-6 (with customer) first, otherwise, use items matching 1-5 (no customer), lastly, will use the default rate based on any booking that matches items 1-4. If none of it matches, the default costItem (determined in the baseCompanySetting) price will be set.
Once it found a matching transportRate, will will compute the matching cost rate based on the secondary table below. Similarly, it will use the rate based on the following:
- TransactionType - set this to generate a SELL and/or COST rate. Leave it empty if you do not want to set either.
- Size - size that matches the rate, mostly 20 or 40.
- TransportType - This is currently not implemented, please keep this on TRIP.
- CargoType - DG, HQ etc, if you want to set specific rates for these containers. Leave this blank if you want to have a generic cost.
The system will use the rate based on the following criteria. If 1-4 matches, then try 1-3, then 1-2 and lastly 1.
Rate is the final value that will be entered into the costItem.
Rate type can be the following:
- FIXED - it will set the default weight.
- PERCENTAGE - it will set a % of the default rate (From/To areacode without customer or vendor).
- WEIGHT - will set the rate, but also set the costItem based on the sum all all jobs metric tons.
- UNIT - will find a matching unit.
Find closest one?
Find first matching.