Weekday surcharge

Updated 6 days ago by Katarzyna

Who can use this function?

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 enabled - solutions that automate the publication of freight offers (fixed routes and automatic rules).

From the article you will learn:

  • how to set bank holidays and days off,
  • how to add a fixed route offer with a weekday surcharge,
  • how to add a freight offer to a fixed route with a weekday surcharge.
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.

Setting days off and bank holidays

The Platform allows you to define a list of days off that are important for the company's operations.
The days off are added manually by specifying the date, country and a custom name, in many cases their recurrence from year to year can also be specified. This makes it possible to apply a surcharge that overrides the surcharge applicable to weekdays.
Example:
If a bank holiday in a country falls on a Saturday, and both the Saturday and the day-off surcharges apply, we always use the day-off surcharge.

To add days off:

  1. Click on the avatar with your photo or initials.
  2. Select Settings from the list.
  3. Select Working time from the list of settings.
  4. Click the Add day button.

  1. Fill in the data, mandatory fields are marked with an asterisk.
  2. Save using the Add day button.

  1. The list includes days off that you can:

- Repeat using the slider

- Edit with the pencil icon

- Delete using the recycle bin icon

Proposal of a fixed route with a weekday surcharge

For the weekday surcharge to start applying, it must be linked to the fixed route cooperation terms.

  1. In the Fixed routes with carriers module, click the Add route button.
  2. Fill out the fixed route form.

  • Add terms with the carrier.
  • Click the Add surcharge button.

  • If templates have already been added in the settings, you can select one from the list.
  • If you do not have any templates ready, you can add a surcharge by filling out the form.

  1. After selecting the appropriate option, click the Add surcharge button.

  • Once added, the surcharge will be visible in the fixed route form.
  1. Click Send to carrier to send the proposed fixed route terms.

  1. Once the terms are accepted, they will be available in the Active tab and the surcharge information will be displayed in the details window.

Add a freight offer with publication to a fixed route

  1. Click the Add freight button on the Platform.
  2. Fill out the form, mandatory fields are marked with an asterisk.
  3. Choose the publication mode - Fixed routes, select a route from the list.

  • If you want to see to which customers the offer will be sent and at what prices, click on Show active companies, you will see the prices with surcharges added (if certain conditions are met), as well as view the surcharge components.

  1. In the list of offers, the Publication price column will show Different publication prices.

  • Click on it to display a window with information on the base rate and the surcharge.

  1. The offer details window also contains information on the publication price. When clicked, the window shown above will be displayed.

  1. Once the carrier accepts the offer, you will see an item in the Surcharges list in the Offer Details window. When you click on it, you will see the base price and the weekday surcharge.

Changing the surcharge value after creating an order

If you change the value or unit of a surcharge in a related 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,
- applies to dates covered by the new surcharge schedule entry,
- has not yet been completed.

Remember that the value of the order 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.
    You can learn how to edit a surcharge template in the Surcharge templates article.
  2. After updating the surcharge, a yellow surcharge marker will appear in the order list indicating the change

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

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

Fixed route proposal with surcharge from the carrier's perspective

Important
By accepting the fixed route terms with a surcharge, you agree that the surcharge rates can be updated over time without having to accept the terms of cooperation again.
  • A weekday surcharge may appear in the fixed route terms if added by the ordering party.

In the list of fixed routes, the price column displays a surcharge icon with additional information based on the configured surcharge.

  • Click on the fixed route in the list to display a window with details and a surcharge icon next to the price.

Freight offers with a surcharge from the carrier's perspective

  • In the Search for loads module, in the list of freights, the Publication price column will also include an icon indicating the surcharge, its type and amount.

  • You can also see the information in the freight offer details tab, under the Details tab, in the Surcharges section.

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

Please note! The change applies to the order value and not to the freight offer.

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

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