Learn how to get the most out of your rates! Read on to understand how to setup your rate cards and more!
Adding a Rate Card
Navigate to Manage > Finance > Rate Cards.
Matching Criteria
The Matching Criteria allows you to set up a rate card that will be matched with your order.
Example: If you set up a rate card for Service Type “Same Day”, then it will only apply to orders that match that Service Type.
Description of Fields

Name
The Name of the Rate Card 
Rate type

Buy  From your Partners

Sell  To your Customers

All  Both Buy and Sell


Sender(s)
The Senders to which the rate card applies 
Partner(s)
The Partners to which the rate card applies 
Start Date
The date the rate card is set to activate 
End Date
The date the rate card will no longer apply 
Service Type(s)
The Service Type for which the rate will apply 
Packing Mode(s)
The Packing Mode for which the rate will apply
Calculators
In the second tab, next to Matching Criteria, you can select “Calculators”. Here you can set up the calculators that will make up the rates on the rate card.
Click on Add Calculators
Calculation Types
We have 5 calculation types to choose from:
 Flat
 Percentage
 Sum
 Unit
 Rate Table
Flat Fee Calculator:
Flat fee calculator is a basic calculator to charge a single flat fee.
Related field descriptions for the Flat calculation type;

Charge code: dropdown  mandatory field

Description: free text  optional field

Value field “Base amount”: decimal number  mandatory field

Currency: dropdown  mandatory field
Example: If you set up a Flat calculation with the “Base amount” = 10SGD then in all orders, 10SGD will be charged regardless of any other parameters (ignoring weight, distance, quantity etc…)
Percentage
A percentage is often used for calculating Fuel Surcharges or Goods and Service Tax (GST). The user can add multiple percentage rates based on several charge types.
Related field descriptions for the Percentage calculation type;

Charge Code: dropdown  mandatory field

Description: free text  optional field

Relative To: dropdown  mandatory field:

This is the charge type where the calculation will based on.


Percentage*  the value used for the percentage
Sum Calculator
Sometimes the sum is greater than its parts. So, that’s why we offer a way to combine multiple calculators together.
Unit Calculator
The Unit Calculator is used to calculate a rate per unit. The unit is any type of item type you have set up.
Related field descriptions for the Unit calculation type;

Charge code: dropdown  mandatory field

Description: free text  optional field

Currency: dropdown  mandatory field

Unit type: dropdown  mandatory field

Unit: dropdown  mandatory or optional base on “Unit type” selection

Unit price: number field  mandatory field
 Minimum Charge: number field  optional minimum amount applied to all orders
Example: If you want to charge $10 per kg for each item you would need to specify the following:
 Calculation Type = Unit
 Unit Type = Weight
 Unit = Kilogram
 Unit Price = 10.00
Rate table
Rate table is the most commonly used calculator in transportation. A set of breakpoints (or charge breaks like weight breaks, piece breaks etc) can be defined for a specific Unit Type

Charge Code: dropdown  mandatory field

Description: free text  optional field
 Minimum Charge: number field  optional minimum amount applied to all orders
Remember a Unit Type can be any of the following:
 Weight
 Distance
 Duration
 Max Dimension
 Max Height
 Max Length
 Max Width
 Max Quantity
Rate Table Interface
Once you have selected the Rate Table calculation type in the previous step, you will be directed to the rate table interface. This is where you will set your criteria for your custom rate table
 Choose Calculator
This should be chosen by default as per the previous step. But you can have multiple Rate Table calculators under one rate card. You can select those here  Table Name
Type the name of your table. This is a free text field.  Create Table
 Multiplier with
Allows you to choose how the rate table is multiplied by, whether it is Quantity , Distance, Duration, Volume, Weight or None  Vertical Dimension: maximum 2 dimensions added
 Horizontal dimension: maximum 2 dimensions added
What are dimensions? 🔍
Dimensions are also another name for the rows and columns of a table like when using an Excel or Google Sheet
Eg. A Vertical Dimension is the same as a column and a Horizontal Dimension makes reference to the rows 🙌
Dimension fields


Name
Free text field, allows you to customise the name of your table's row & column headers 
Unit type
Dropdown field, e.g: weight, distance, quantity, duration… 
Unit
Dropdown field, based on the Unit type selection above. Eg: if “unit type” = weight then “unit” should be a ton, kilogram, gram, ounce, pound 
Operator
Dropdown field as less than equal, equal or greater than equal

≤ Less Than or Equal to
≥ Greater Than or Equal to
= Equal


Number of breakpoints:

Click on the pencil to create or build your break points
 Enter the break point values here and continue adding breakpoints until you have the values required
 Below shows the break points  0250kgs, 251500kgs, 501750kgs, 7511000kgs, select SAVE
 Next, type your dollar amount next in the table according to your breaks eg:


❗ Don't forget to Save your Rate Card❗
Once you have finished configuring your rate table, scroll up and click SAVE
Example of a Vertical Dimension using the Origin and Destination Postal Codes, naming the dimensions as From and To:
From breakpoints
To breakpoints
Combined Vertical and Horizontal Dimensions to create a rate table for calculating the price for an item from postal code 3000 to 2000 and/or 2500 with the weight breaks 0250kgs, 251500kgs, 501750kgs, 7511000kgs, 1000kgs+
NOTE 👍

If the “operator” is either “less than equal” or “greater than equal”, then the actual columns/rows added in the table will have 1 extra break point displayed in the table, refer above for the value greater than 1000kgs. We created 4 breaks but it automatically takes into account the possibility of anything greater than 1000kgs

If the“operator” is “equal” then the actual columns/rows added in the table will equal the number of breakpoints.

In a vertical dimension (column), if the “operator” is “less than equal” and the number of breakpoints is 3, then the total columns in the table for Vertical will display an extra break, so this would show as 4.
Rate Table Logic

Each rate table is only possible to save if having at least 1 dimension

The maximum number of dimensions for each Rate table is 4 (2 for Vertical and 2 for Horizontal)

The second dimension in each way of Vertical or Horizontal must have the same number of breakpoints as the first dimension. That means the user can not add/remove the number of breakpoints from the second dimension.

In the scenario where, 2 dimensions have the same Vertical or Horizontal dimension with 2 different charges, then the greater value will be taken .
Use Cases
Scenario 1
Rate table is set up with 1 dimension as:


Unit type: Weight

Unit: kilogram

Operator: less than equal

Number of breakpoints: 3

Value for each breakpoint: 5, 10, 15

And fill in the charge for each breakpoint as below:

Order includes:


1 item with weight = 8kg => this will fall into less than or equal to 10kg, so the charge fee will be 20 SGD

Scenario 2

The rate table is set up with 2 dimensions as:

First dimension in Vertical: Unit type = Weight; Unit = kilogram; Operator: less than equal; Number of breakpoints: 3; Value for each breakpoint: 5, 10, 15

The second dimension is Horizontal: Unit type = Quantity; (Unit field greyed out); Operator: less than equal; Number of breakpoints: 4; Value for each breakpoint: 3, 7, 12 and 15

And fill in the charge for each breakpoint as below:
Order includes:

5 items

each item’s weight is 2 kg

so total order’s weight is 10 kg

The charge fee will be 17 SGD

Scenario 3
The rate table is set up with 3 dimensions:

First dimension in Vertical: Unit type = Weight; Unit = kilogram; Operator: less than equal; Number of breakpoints: 3; Value for each breakpoint: 5, 10, 15

Second dimension in Horizontal: Unit type = Distance; Unit = kilometer; Operator: less than equal; Number of breakpoints: 4 (same value as its first dimension); Value for each breakpoint: 8, 18 and 28

The Third dimension in Horizontal: Unit type = Quantity; (Unit field grey out); Operator: less than equal; Number of breakpoints: 4; Value for each breakpoint: 3, 7, 12 and 15

And fill in the charge for each breakpoint as below:


Scenario 3.1: order includes:

1 item weight = 5kg

Distance = 4.8km

The charge fee will be 11 SGD


Scenario 3.2: order includes:

4 items

Total weight of order = 8kg => charge should be 17 SGD

Distance = 37km => charge should be 28 SGD

In this case, the greater will be used so the charge fee will be 28 SGD (

Scenario 4
Rate table is set up with 1 dimension as:

Unit type: Origin Postal Code

(Unit: grey out)

Operator: equal

Number of breakpoints: 4

Value for each breakpoint: 01*, 02*, 30* and *

And fill in the charge for each breakpoint as below:
TIP 👏
Using an asterisk * to start or end a post code allows you to use all the numbers in that postcode without having to enter them individually!

Scenario 4.1: Order includes:

1 item with origin postal code as 308215

The charge will be 30 SGD


Scenario 4.2: Order includes:

1 item with origin postal code as 546080

The charge will be 40 SGD

Conditions
Condition are used on Calculator level to apply the calculator if the condition is met.
You can add condition in 2 ways
 Single Condition or;
 Group Condition.
You can use either one or combine them.
To add a condition to a calculator, click on the pencil to edit.
Single Condition
The single condition allows you to quickly add condition on the most common criteria:

Select the condition you want to apply the calculator

Select the operator

Fill in the value of the condition

Select Save
Group Condition
The group condition allows you add multiple conditions into 1 group:

Select Add group button

Select First Condition, select operator and fill in the value

Select Second Condition, select operator and fill in the value

Add more Rules following the steps above

Determine relationship between the Rules with “AND” or “OR”

Select Save