Surcharge for additional operation point

Updated 15 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 fixed route offer with surcharge for additional operation point,
  • how to add a freight offer to a fixed route with a surcharge for an additional operation point.

Surcharges allow for flexible price management during the validity of the cooperation terms. This helps you better adjust the price of the service to the actual conditions of order execution. You can respond in real time to changes in fuel prices, consider additional loading places and maintain stability of long-term cooperation.

To use surcharges, you must first configure them in the templates. See the article Surcharge templates to learn how to do this.

Fixed route proposal with surcharge for additional operation point

For the surcharge for additional operation point to start applying, it must be linked to the fixed route cooperation terms.

  1. Go to the Fixed routes with carriers module and click the Add route button.
  1. Complete the fixed route form. Then click the Add conditions with the carrier button.
  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 surcharge template for additional operation point has been added successfully. 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. Click on it to check the details.

  1. The carrier accepted the offer of a fixed route with the surcharge for additional stops.

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.
When completing the loading and unloading locations, add additional stop using the following option: Add next location.
NOTE! The “additional stops” surcharge is only charged for additional stops such as loading and unloading. Customs clearance does not qualify for this surcharge.
  1. 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.
  2. After the carrier accepts the offer, you will find the final rate, including the surcharge, in the offer details.

Changing the surcharge value after creating an order

If you change the surcharge value or unit in the associated template after creating a transport order, the system will automatically update the order price, provided that the order:
- comes from a contract associated with the edited surcharge template,
- concerns dates covered by the new surcharge schedule entry,
- has not yet been completed.

Remember that the order value changes, not the freight offer.
  1. To change the surcharge value, click on the avatar, go to Settings > Fixed Routes and select the surcharge you want to edit.
    Learn how to edit surcharge templates in the Surcharge Templates article.
  2. After updating the surcharge, a yellow surcharge marker indicating the change will appear in the order list.

  1. Clicking on the surcharge icon will show the new rate.

  1. In the order details, in the Change History tab, you will find information about the automatic price update.

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.
  2. Click on its details and then select Show surcharges. You will find detailed information in the tooltip.

Now you can accept or reject the offer.

If, after your acceptance of the freight, the shipper changes the surcharge value, the order will be marked with a yellow surcharge icon in the list. This indicates that the price has been updated with the surcharge applicable at the time of the planned execution.

Note! The change applies to the order value, not the freight offer.

In the order details, in the Change History tab, you will find information about the automatic price update.

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