In this article, you will learn to manage rate tables in your courier organization to set up pricing structures for your delivery services.
This article will cover:
- Rate Tables Overview
- Service and Rate Table Assignment
- Accessing the Rate Tables Page
- Rate Table Detail View
Rate Tables Overview
Each Rate Table consists of a Base Rate, which serves as the primary cost for each order, and Additional Modifiers, which add charges based on specific conditions. The Estimated Price is the sum of the base rate and all applicable modifiers.
Key Components of a Rate Table:
- Base Rate: The primary charge for an order, which can be set based on distance, weight, piece count, or as a flat rate. This rate establishes the core pricing for each service.
- Additional Modifiers: Optional charges added to the base rate based on specific factors. For instance, additional charges can be applied to orders that exceed certain distances, weights, or quantities.
- Minimum and Maximum Price: Optional pricing limits to ensure predictable costs for clients. The minimum sets a base cost for every order, while the maximum caps the total cost of an order, even if modifiers would otherwise exceed this maximum.
Service and Rate Table Assignment
To assign a Service and Rate pair to a client, select "Clients" under the "Courier" section of your dashboard. Once in the client page, select the client you would like to edit by selecting the pencil icon near the clients name.
You can assign a Service and Rate Table pair to each client, ensuring each client’s delivery options are paired with the correct pricing structure. There are a few key rules for these assignments:
- One Rate Table per Service per Client: For a given client, each delivery service is associated with one rate table.
- Flexible Combinations: The same rate table can be paired with any number of services.
By assigning Service and Rate Table pairs to each client, you ensure that clients only see the delivery options and rates that apply to them.
Accessing the Rate Tables Page
The Rate Tables page is accessible from the side navigation menu. If you don’t see the “Courier” page as an option, please contact sales to let them know you are a courier.