Freight Rates are used to capture charges for Freight on a consignment. Freight can be incurred or charged. Freight Rates recorded against a Carrier Partner will be used to resolve charges incurred, and Freight Rates recorded against a Client Partner will be used to resolve charges raised to the client.
Charges are resolved by looking at the metrics on the consignment and inspecting the Freight Rates for each Partner involved in the consignment .
Product Unit Conversions may impact consignment metrics.
Creating a Freight Rate
Visit the Partner and navigate into the Freight tab.
Create a new rate by choosing the Create Rate button.
General
Enter the following:
- Origin Locality (required)
- Destination Locality (required)
- Consignment Type (optional)
- Warehouse (optional)
- Particulars (required)
Start by selecting the Origin Locality. This is a location that has been defined in Consignly. A rate is matched if the origin address for a consignment falls within this Origin Locality.
Select a Destination Locality. Similar to the origin, this is a location that has been defined in Consignly and a rate is matched if the destination address for a consignment falls within this Destination Locality.
The Consignment Type can be set if you want the freight rate to only apply to specific types of consignments.
The Warehouse can be set if you want to raise different charges for freight out of different warehouses.
The Particulars describes the charge and is what flows through into the charge, transactions, and (for Client Partner Freight Rates) the schedule that the Client Partner may receive.
Carrier Freight charges will appear as transactions on the Carrier Partner, and can be used to effect reverse billing from Consignly.
Accounting
Next fill out the Accounting Card to set the Tax and optional Revenue Account and Cost Centre assignment. Learn more about the Accounting Card.
Charges
Define the charges that will be calculated for the rate.
Charges are calculated using the following fields:
- Metric Type
- Metric Rounding
- Base Charge (excl Tax, for non-container charges only)
- Minimum Charge (excl Tax,)
- Maximum Charge (excl Tax)
- Rate Breaks
- Charge Rate(s)
The Metric Type defines which metric will be used in calculating the rates. There are several options:
- Quantity
- The number of goods on the consignment.
- Tonne
- Cubic Metre
- Container
- Optional container size
- Optional container type
- Pallet
- Virtual Pallet
- The number of virtual pallets calculated on the consignment metrics
- A virtual pallet calculation may be impacted by Product Unit Conversions
- Virtual Pallet (Or Part Thereof)
- The number of virtual pallets calculated on the consignment metrics, where each product's part pallets are rounded up to the nearest whole pallet
- A virtual pallet calculation may be impacted by Product Unit Conversions
- Item
- The number of stocked unit values calculated on the consignment metrics
- An item calculation may be impacted by Product Unit Conversions
- Custom Unit
- The number of this type of custom unit calculated on the consignment metrics
- A custom unit calculation may be impacted by Product Unit Conversions
The Metric Rounding has two options:
- None
- Round Up
No rounding will result in calculated values.
Round Up will take whatever value is calculated, and round it up to the nearest whole number and use this metric to calculate the charge.
The Base Charge field allows you to set a base charge, and then calculate further charges on top of it using the metric and Charge Rate calculations.
The Minimum Charge field allows you to set a minimum value for the charge. If the calculated charge is less than the minimum charge value, the amount charges will reflect the minimum charge.
The Maximum Charge field allows you to set a maximum value for the charge. If the calculated charge is greater than the maximum charge value, the amount charges will reflect the maximum charge.
Use Rate Breaks allows you to define metric breaks, and offer different charge rates depending on the amount of the metric. You may like to offer discounted rates on larger metrics, for example.
Setting this to Yes will open up a form to set the different rate breaks and charges at each break.
At each break, you can choose whether the charge is a rate based on the metric or a flat fee charged for items in that break.
This illustrates different charge rates for different metric values. The last entry showing that anything above 10 items will result in a flat fee of 80.00.
The Rate Type allows you to choose whether the rate is a flat fee or a rate charged per metric type.
The Charge Rate field allows you to enter a single charge for the metric being assessed.