Surcharge for additional operation point

Updated 1 week 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 surcharge template for additional operation point,
  • how to add a fixed route offer with surcharge for additional operation point.

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 surcharges for additional operation points. This surcharge is charged as a result of a route modification that includes two operation points (one loading and one unloading). For each additional point on the route, beyond customs clearance, a surcharge is charged.

Add a surcharge template for additional operation point

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 of surcharge, and its kind.

Then click the Add surcharge button.

For the purposes of this article, we will use the following parameters: currency - EUR, surcharge type - additional stops, 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 - you enter the amount of the unit surcharge, which will be multiplied by the number of additional stops.
- 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 a 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 surcharge for additional operation point

  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.

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.

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