This article covers how to set up Client Partner rates. This includes adding freight rates, activity rates and storage rates.
To access the Client Partner freight rates find Partners in the left hand menu bar, find the Partner and open the 'Freight' tab.
Start by choosing Add Rate and by entering your origin and destination localities for your Freight Rate - these are the areas you specified in the Localities section of the organisation menu.
Your first five localities in alphabetical order will present in the dropdown list. You can begin typing an all localities containing that text will be offered.
Learn more about Freight Rates.
Once you have completed the form choose Create Rate. The new rate will appear.
Continue to add freight rates for all of your freight routes and metric types.
Worked Example - Custom Unit Type Rate
As an example lets look at setting up a rate from Christchurch to Hokitika for delivering individual 'Kegs'.
To add a new rate click Add Rate. Enter the origin as Christchurch and Destination as Hokitika.
Select the Metric Type > Per Custom Unit type and Custom Unit 'Kegs'.
Now you can specify the rates for this freight type and route.
Select a base charge if applicable and a minimum charge if required.
In this example, there is no base charge but the minimum charge is $12.
Select whether you would like to use breaks for this rate - if yes, you will see that a new break rate card opens that will allow you to select your units 'Up To' and your charge per unit. You can add another by clicking Add Rate Break.
Activity Rates are for an activity that you provide such as order picking and devanning. To create a new rate click Add Rate on the Activity tab.
Activity Rates are determined by consignment type - Inwards, Outwards or Point-to-Point.
Select the Activity Charge Type, by using the drop down list. These are created in the 'Activity Charge Types' section of the 'Organisation Settings' menu - if you can't see the charge type you are looking for, then you may need to add it.
Enter a description for the activity i.e. 'Devanning 20ft Container'. Then select the Metric Type for this charge: per Item, Tonne, Cubic Metre and Custom Unit offer you the ability to create a Base Charge, Minimum Charge and Rate Breaks if required. Once complete, click Create Rate.
Learn more about Activity Rates.
Storage rates allow you to establish storage charges for a client partner. Find the Storage tab and choose Add Rate to create a new Storage Rate.
First, you need to identify the Product Group; in some cases you may wish to allocate specific product groups, determining where and how products are stored in your warehouse.
For example you may have goods you need to store in a Cold Store; and you can charge rates for each of these product groups.
Some organisation may not need this feature and if that is the case you can choose to leave this empty.
Select your Charge Metric (e.g. Per item, Tonne, Cubic Metre, Pallet etc).
Enter the Charge Rates and Daily Count Method: Average Per Period, Maximum Per Period or Maximum Per Day.
Learn more about Storage Rate Charges.