Charges for a Metric Rate are broken into 3 sections:
- General
- Accounting
- Charges
General section
The general section of a charge is where you set the things you're targeting the charge to.
If you are creating an Activity Rate, you must select an Activity Charge Type in order to categorise the charge. Depending on your subscription, this may work in with the Enterprise Accounting feature in Consignly.
Various fields are available here depending on whether you are creating an Activity Rate or a Freight Rate (Freight Rates have locality options available).
Examples of some fields available to help target the charge appropriately are as follows:
- Service Type
- Carrier
- Load Type (is the consignment containerised or not)
- Container Size / Type
Setting values in this section will ensure that charge is only evaluated if the consignment has properties matching what you've entered in the charge.
For example, if a consignment does not have a service type that has been set in the charge, then the charge will not be evaluated and the next charge (if any other charges are configured for the rate) will be assessed.
Remember, a rate may have many charges, and many rates can be configured for a Rate Card.
Metric
The Metric field is the most important field here, as it determines what metric the charge will be raised on.
Options for selection include:
- Consignment;
- Quantity / Weight / Measure information;
- Virtual Pallets (equivalent pallets);
- Tasks;
- Custom Units; or
- Item
The value selected here is used when evaluating the charge, and is pulled from the appropriate area within the consignment that is triggering the charge.
For example:
- The Consignment option will trigger a charge for a consignment.
- The Task option will allow you to trigger a charge based on a value for a task that has been entered on a consignment (e.g., the number of shrink wraps completed).
- The Virtual Pallet option will assess the total virtual pallets calculated in the Metrics section of the consignment and use that value when assessing the charge.
Accounting section
The accounting section allows you to set the Tax Rate used for the charge, along with the Revenue Account and Cost Centre that is associated with the charge. Revenue Accounts and Cost Centres are an Enterprise Accounting function and are available on supported subscriptions only.
Learn more about the accounting functions in Consignly.
Charges section
The charges section allows you to configure a charge based on the metric being used in the charge.
The fields in the charges section will change depending on the metric you have selected in the General section.
For example, if you've selected the Consignment metric, then the only option is to create a single charge for the consignment.
A simple consignment charge in Consignly
If you've selected one of the quantity/weight/volume metrics, then the charges section opens up additional fields to be used to configure the charge.
Options such as Base Charge (where the charge starts at an amount and is added to via the rate structure), Minimum Charge, and Maximum Charge become available (with particulars that can be configured for each option).
A charge per tonne with options for Min/Max charges or Base Charges
Rate Breaks
Selective or Progressive Rate Breaks can be configured to charge different Rates or Fees based on quantities of the metric being assessed. This enables more complex rating scenarios to be handled with ease.
A charge based on the quantity metric, using Selective Breaks to achieve different charges depending on the break the consignment quantity falls within
Removing and copying a charge
Removing a charge
To remove a charge from a rate, find the charge and tap into it.
Using the action menu in the shoulder of the charge, choose the Remove Charge option. Consignly will prompt you to confirm removing the charge.
Copying a charge
To copy a charge, find the charge and tap into it.
Using the action menu in the shoulder of the charge, choose the Copy Charge option. Consignly will prepopulate the new charge view for you to review and confirm before saving the new charge.
The action menu on a charge