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Index
Creating a new Fee/Discount
Fees and discounts are variables that can be used to adjust prices. Fees and discounts work at the route level and can be combined to create complex billing scenarios.
Several parameters can be used to configure indicators.
- Go to the Fees/Discounts tab and click New to set up a new fee.
- Select a type from the drop-down list. (See the next section in this article for more information about each type).
- Name your fee/discount in a way so you can remember what it does, eg. "Oil fee", "Pallet Discount", etc.
- Fill in a value in the Order field. If you have multiple indicators, they will be applied according to the value in the order field. The priority is in ascending order, so 1 is applied before 2, 2 before 3, etc.
- Choose an Entry Interval from the drop-down list. It must always match what you set as Measurement in the Calculation type section under the Main tab.
- Set the Fees/Discounts - this decides whether the value is a fixed sum or is applied as a percentage.
- Choose a Basis. This determines whether the price adjustment is made to the base price or to a price that has already been calculated based on another indicator with a lower order value.
- Choose Additional options if needed (see below) and fill in Intervals and Base prices. See the examples under each fee type below.
Additional options
In the Options dropdown, you can select additional columns if needed. These will appear when you start adding Intervals and/or Prices:
Step defines a minimum increment for the range specified by the values in From and To. If no step is specified, the increment will be one.
Min contribution is used if you have a minimum price that must be used in case the calculated price is lower.
Max Contribution is the maximum price that should be used in cases where the calculated price is too high and should be adjusted.
The different types of Indicators
There are four different indicators. In this section, you will learn more about each kind and how to set it up.
Fee
A fee is a simple supplement that is added to the price.
- Enter Value from and Value To and a Step if needed. Step defines the intervals the fee will be applied to and if left empty, the fee will simply be applied to the full interval.
- In the Base prices section, specify which routes should be taxed. Select a route from the drop-down list. The routes on the list are created under the Routes tab.
- Fill in Price and Step, Max, and Min if you added these columns under Options.
Example:
In the example below, the calculation works as follows: For all shipments following Route Z1 and weighing 100 and 200 kg, a fee starting at 30 EUR is applied. The fee is increased by 5 EUR for each step of 10 kg.
Discount
Discount works the same way as Fee, except that it deducts from the value of the price. Follow the same instructions as described under Fee.
Example:
This example will apply a discount to the previously calculated value from the example under Fee. Notice that the order is set to 2 which means that the fee will be applied before the discount. The discount is applied as 10 % of the shipment price.
Service
A special fee may be charged for certain services selected on a shipment. To set this up, you need the service ID. This can be found by clicking on the Carrier > Product Group >Product where you activated Price Calculation. You must be at the Product level. If you do not see a section called Services, you can add this by clicking the New Configuration button.
Find the service ID in the Id column next to the relevant service:
Example:
In this example, 18 EUR is added to the price when the Service "Limited Quantity" is selected. It is applied to shipments weighing 0-1000 kg and going on Route1.
Goodstype
This indicator will charge a fee when a certain goods type is used on a shipment. To set this up, you need the goods type code. This can be found by clicking on the Carrier > Product Group >Product where you activated Price Calculation. You must be at the Product level. If you do not see a section called Goods Types, you can add this by clicking the New Configuration button.
Find the relevant goods types and note the value in column Key 1.
Example:
In this example, a fee of 3 EUR is added when using the Chep-Normal-Pallet (CP):
XML examples
The code samples below show what indicators may look like when defined in the XML file generated by the user interface. There is one sample for each type of indicator type.
It is possible to make changes in the XML under the XML tab.
Sample 1, Fee
<Fees>
<Fee Name="Test Fee" IndicatorType="Value" Order="1" IndicatorBasis="ToBaseValue" EntryIntervalType="MaxWeightAndVolumeWeight">
<FeeEntryInterval ValueFrom="1500" ValueTo="2000" Step="100">
<FeeValue RouteName="RouteZ1" ValueFrom="30" ValueTo="55" Step="5" />
</FeeEntryInterval>
</Fees>
</Fee>
Sample 2, Discount
<Discounts>
<Discount Name="Test Discount" IndicatorType="Percentage" Order="2" IndicatorBasis="ToPreviousValue" EntryIntervalType="MaxWeightAndVolumeWeight">
<DiscountEntryInterval ValueFrom="1500" ValueTo="2000">
<DiscountValue RouteName="RouteZ1" Value="10">
<DiscountCondition>
<Width LessThanOrEqual="500" />
</DiscountCondition>
</DiscountValue>
</DiscountEntryInterval>
</Discount>
</Discounts>
Sample 3, Service
<Services>
<Service Name="Test Service" IndicatorType="Value" Order="3" IndicatorBasis="ToBaseValue" EntryIntervalType="Weight" ServiceId="27011">
<ServiceEntryInterval ValueFrom="1500" ValueTo="2000">
<ServiceValue RouteName="RouteZ1" Value="250" />
</ServiceEntryInterval>
<ServiceEntryInterval ValueFrom="2500" ValueTo="3000">
<ServiceValue RouteName="*" Value="300" />
</ServiceEntryInterval>
</Service>
</Services>
Sample 4, Goodstype
<GoodsTypes>
<GoodsType Name="Test GoodsType" IndicatorType="Value" Order="4" IndicatorBasis="ToPreviousValue" EntryIntervalType="Weight" GoodsTypeId="CP">
<GoodsTypeEntryInterval ValueFrom="1500" ValueTo="2000">
<GoodsTypeValue RouteName="RouteZ1" Value="150" />
</GoodsTypeEntryInterval>
</GoodsType>
</GoodsTypes>
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