In this article, you will learn how to assign rates and services to clients in your courier organization and how they will view the rates and services on their end.
You will need to create a service and rate before being able to assign them to clients.
This article will cover:
How to Assign a Service and Rate to a Client
You can assign a Service and Rate Table pair to each client, giving them access to specific delivery options with appropriate pricing.
To assign a rate and service to a client, select "Clients" on your dashboard, then select the pencil icon next to your client's name to edit their profile.
Next, you will scroll down to the "Services & rates" section to assign specific services and rate pairs. You can select the service and rate from the drop-down menus and then select "Save".
There are a few key rules for these assignments:
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One Rate Table per Service per Client: For a given client, each delivery service is associated with one rate table.
- If using zone-based pricing, only services and rates with that setting enabled can be paired.
- Flexible Combinations: The same rate table can be associated with multiple services for a client, allowing flexibility in how you set up and manage delivery options.
- Updating Service/Rate Pairs: If you need to update an existing Service/Rate pair, you must first delete the entire pair, click Save, and then re-add the updated pair with the new settings.
- Removing Service/Rate Pairs: If you remove a Service/Rate pair from a client, they will no longer be able to select that service for future orders. Orders that have already been quoted with that service will not be affected.
Client Experience with Rates and Services
Entering Order Details:
- The client must enter the following information to view service quotes:
- Pickup Address: The location where the order will be picked up.
- Dropoff Address: The destination where the order will be delivered.
- Ready-By Time: The time when the order will be ready for pickup.
- Pieces and Weight: The number of items and the total weight of the order.
Once the client enters the required information, the system automatically retrieves the applicable services based on the entered details.
- The client is presented with the available delivery options (services) that meet their criteria.
- Each service displays the estimated cost calculated using the assigned rate table.
When Rates and Services Are Not Configured:
- Clients will not see specific service options or predefined pricing.
- Ready by, due by, weight, and pieces are optional.