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CPC Lesson 6 - Setting up Indicators

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Malene Tidemann
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Index

 

Creating a new Indicator

Indicators are variables that can be used to adjust prices using fees and discounts. Indicators work at the route level and can be combined to create complex billing scenarios. 

Several parameters can be used to configure indicators.

  1. Click New to set up a new Indicator.

  2. Fill in a value in the Order field. If you have multiple lines, 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 and so on. 

  3. Select an Indicator from the drop-down list.  (See the next section in this article for more information about each type of indicator).

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  4. Name your Indicator in a way so you can remember what it does, eg. Oil fee, Pallet Discount and so on. 

  5. 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.

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  6. Set the Basis - this decides whether the indicator value is a fixed sum or is applied as a percentage. 

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  7. Choose a Type that 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. Click the checkmark icon to save.

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The different kinds of Indicators

There are five 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.  

  1. Follow steps 1-7 above to create a Fee indicator.

  2. Once it has been created, three icons appear to the right: Edit, Delete and Expand.

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  3. Click the Expand icon and then the New button to 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. Click the checkmark icon to save. 

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  4. Click the arrow next to an interval to further specify which routes should be taxed. Click New and select a route from the drop-down list. The routes available on the list are the ones created under the Routes tab. 

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  5. Fill in Value, Min and Max Contribution if needed, and click the checkmark icon to save.


Example:
In the example below, the calculation works as follows: For all shipments following Route Z1 and having a weight between 1500 and 2000 kg, a 30-55 EUR fee is applied. The fee increases at the rate of 5 EUR (step specified in the right expansion window) for each step of 100 kg (step specified in the left expansion window). 

mceclip1.png

 

Discount

Discount works the same way as Fee, except that it deducts from the value of the price.

  1. Follow steps 1-7 at the beginning of the guide to create a Discount indicator.

  2. Once it has been created, three icons appear to the right: Edit, Delete and Expand.

  3. Click the Expand icon and then the New button to enter Value from and Value To and a Step if needed. Click the checkmark icon to save. 

  4. Click the arrow next to an interval to further specify which routes should trigger the discount. Click New and select a route from the drop-down list. The routes available on the list are the ones created under the Routes tab. 

  5. Fill in Value, Min and Max Contribution and click the checkmark icon to save.

  6. Click the Expand icon to the right of the contribution columns to add additional conditions in XML.


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 a percentage. By expanding the right-hand side window where route and value are specified, it is possible to add a condition in XML. In this example, we have added a condition to the width of the shipment that will decide when the discount is triggered.

So in this example, a 10% discount will be applied to a shipment with a weight between 1500 and 2000 kg and a width of 500 mm or less, going on Route Z1.

mceclip1.png

 

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 going to Setup in nShift On-premises, right-clicking on a carrier and choosing View summary. A page with the carrier's summary will open up in your browser. Locate the table with services and the column called Serviceid and note the value next to the relevant service.

The setup is similar to the previous examples:

  1. Follow steps 1-7 at the beginning of the guide to create a Service indicator and add a Service ID. In the example below, 27011 is the service id for Tail lift service on carrier Dachser.

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  2. Once the indicator has been created, three icons appear to the right: Edit, Delete and Expand.

  3. Click the Expand icon and then the New button to enter Value From and Value To and a Step if needed. Value From may be set to "0" and using "*" in Value To means all/any value. Click the checkmark icon to save. 

  4. Click the arrow next to an interval to further specify Routes, Value and Min and Max Contribution if needed and click the checkmark icon to save.

  5. Click the Expand icon to the right of the contribution columns if you want to add additional conditions in XML.

Goodstype

This indicator will charge a fee when a certain goodstype is used on a shipment. To set this up, you need the goodstype code. This can be found by going to Setup, right-clicking on a carrier and choosing View summary. A page with the carrier's summary will open in your browser. Locate the table with goodstypes and the column called Code1 and note the value next to the relevant goodstype.

  1. Follow step 1-7 at the beginning of the guide to create a Goodstype indicator and add a Goodstype ID. In the example below, EP is the code for the goodstype Euro Pallet on carrier Dachser. 

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  2. Once the indicator has been created, three icons appear to the right: Edit, Delete and Expand.

  3. Click the Expand icon and then the New button to enter Value from and Value To and a Step if needed. Click the checkmark icon to save. 

  4. Click the arrow next to an interval to further specify Routes, Value and Min and Max Contribution if needed and click the checkmark icon to save.

  5. Click the Expand icon to the right of the contribution columns if you want to add additional conditions in XML.

 

Global 

The Global indicator is a fixed fee and gives you the possibility to inject even more complex conditions in the XML window. 

See the XML examples below.

 

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 and upload a new configuration file by using the Import/Export feature under Options. 

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" ServiceIds="Tail Lift">
      <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="EP">
      <GoodsTypeEntryInterval ValueFrom="1500" ValueTo="2000">
        <GoodsTypeValue RouteName="RouteZ1" Value="150" />
      </GoodsTypeEntryInterval>
    </GoodsType>
  </GoodsTypes>

 

Sample 5, Global

<GlobalIndicators>
    <GlobalIndicator Name="Test Global" IndicatorType="Value" Order="5" IndicatorBasis="ToBaseValue" EntryIntervalType="MaxWeightAndVolumeWeight">
      <GlobalIndicatorEntryInterval ValueFrom="1500" ValueTo="*">
        <GlobalIndicatorValue RouteName="RouteZ1" Value="4555">
          <GlobalIndicatorCondition>
            <OR>             
              <WxHxL GreaterThanOrEqual="100000" />
              <AND>
                <Width GreaterThanOrEqual="50" />
                <Height GreaterThanOrEqual="50" />
              </AND>
              <AND>
                <Height GreaterThanOrEqual="50" />
                <Length GreaterThanOrEqual="50" />
              </AND>             
            </OR>
          </GlobalIndicatorCondition>
        </GlobalIndicatorValue>
      </GlobalIndicatorEntryInterval>
    </GlobalIndicator>
  </GlobalIndicators>

 

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