Pallets exchange surcharge

Updated 11 hours ago by Katarzyna

Who can use this function?

The module is available to all users of the CargoON line and to users of the TFF (Trans for Forwarders) product line who have the ARS add-on (Solutions automating the publication of freight offers) enabled (fixed routes and automated rules).

From the article you will learn:

  • how to add a pallets exchanges surcharge template,
  • how to add a fixed route offer with the pallets exchange surcharge.

The surcharge mechanism is designed to enable flexible price management during the cooperation. The current freight price in the offer consists of the base price and pallets exchange surcharge.
This surcharge is charged when the shipper reports the need to exchange pallets, which means that the freight price includes the additional cost of collecting and returning empty pallets of the same standard.

Add the pallets exchange surcharge template

Surcharge templates facilitate automatic rate updates during cooperation. They can be edited at any time. Changes made to the template are immediately reflected in all active conditions based on this template. This process does not require additional approval from the carrier.
When determining the appropriate surcharge, limited by the validity dates, the loading date is used as the basis. For date ranges, the start date of the first loading operation is used.

To add a surcharge template:

  1. Click on the avatar with the photo or initials.
  2. Select Settings from the list.
  1. In the settings window, select Fixed routes and click Add surcharge.
  1. In the surcharge adding form, specify the currency, type and kind of surcharge.

Then click the Add surcharge button.

For the purposes of this article, we will use the following parameters: currency - EUR, surcharge type - Pallets exchange, surcharge kind - Value.

  1. Once the surcharge is added, a form will open, allowing you to complete additional details such as the schedule and description.
Depending on the selected surcharge kind, you can choose from different methods for calculating the surcharge amount:
- Value - you can choose Percentage or Value as the surcharge unit
- Linear rate - enter the amount of the unit surcharge, which will be multiplied by the number of pallets provided.
- Grid - you specify the surcharge unit (percentage or value) and the surcharge basis (range or exact value).

  1. The added surcharge will appear on the list:

  • Click on Show date to check the details of the applied surcharge:

  • To disable the surcharge, move the Activity slider to the left.
    This will deactivate the surcharge during its validity period. You can reactivate it at any time and it will remain active within its validity period. Disabling the surcharge does not delete or archive it.
  • You can use the following icons:
    • pencil - to edit the surcharge,
    • clock - to check the history of changes made,
    • trash bin - to delete the surcharge.
Important!
To ensure the surcharge is added to the final offer for the carrier, it must be included in the conditions of cooperation.

Fixed route proposal with the pallets exchange surcharge 

  1. Go to the Fixed routes with carriers module and click the Add route button.
  1. Complete the fixed route form. Then select Add conditions with the carrier.
  1. In this step, when setting the conditions of a fixed route, you can add a surcharge using a previously prepared template. If you do not have a ready template, you can add a surcharge by completing the form.
  2. The pallets exchange surcharge template has been added successfully.

  1. Click on the Send to carrier button.

  1. The fixed route offer is now in the Under negotiation tab, waiting for the carrier to accept it. In the Current price section, you will see the surcharge icon.

  1. The carrier accepted the offer of a fixed route with the pallets exchange surcharge.

Adding a freight offer with publication to a fixed route

  1. Click the Create freight button.
  2. Fill in the form. Mandatory fields are marked with an asterisk.
  3. In the Freight publication mode section, select Fixed routes and choose a route from the list.
To check the prices and recipients of the offer, choose Show active companies. You will see the prices including surcharges (if certain conditions are met) and details about the surcharge components.

  1. Click the Publish freight button.
    You can find the freight offer in the Freights module in the Added tab.
  1. After the carrier accepts the offer, you will find the final rate, including the surcharge, in the offer details.

Fixed route proposal with surcharge from the carrier's perspective

If the contractor includes a surcharge in the conditions of the fixed route, the symbol will appear in the list of fixed routes in the price column. After clicking on the symbol, you will see additional information related to the type and conditions of the surcharge.

  • Click on the fixed route to see its details. In the fixed route window you will also find the surcharge symbol.
  • Accept the fixed route.
By accepting the conditions of a fixed route with a surcharge, you agree to the possibility of updating the surcharge rates during the route without the need to re-accept the conditions of cooperation.

Freight offers with surcharge from the carrier's perspective

The shipper sent you a freight offer with publication for a fixed route.

  1. Go to the Search loads module. In the For me tab you will find the offer.
You will see the offer not only in this tab but also in any freight exchange tab.
  1. Click on its details and then select Show surcharges.
  1. You will find detailed information about the surcharge in the tooltip.

Now you can accept or reject the offer.

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