How to Automatically Rerate Posted Recurring Orders

You can set recurring orders to automatically rerate when posted, so you don't have to manually rerate or run a bulk order update. Auto rerates will pull the current rates and surcharges at the time of posting.

How to Set Up Automatic Rerate for Recurring Orders

  1. Go to On DemandRecurring Order.

  2. Create a new order or edit the recurring order you would like to set to automatically rerate.

  3. Click on the red checkmark icon in the toolbar of the recurring order. 

Automatic Rerate - Posted Recurring Orders

The Automatic Rerate - Posted Recurring Orders tabs will display a yellow warning icon  in front of the rate type if it is active. If both Order Rate and Driver Pay rerating is active, the order rate will be calculated before the driver pay.

Order Rate 

Order Rate Options

Description

Order Rate Options

Description

Active

Activates the automatic rerating process for rates in the recurring order.

Base Rate

The base rate in the recurring order will be automatically rerated when posting.

Surcharges

The surcharge rates in the recurring order will be automatically rerated when posting.

Items

All item rates in the recurring order will be automatically rerated when posting.

Re-calculate Distance

The distance in the recurring order and all related rates will be automatically rerated when posting.

Allow changes to Orders with locked rates

Allows recurring orders with locked rates to be automatically rerated when posting.

Driver Pay

Recurrence Schedule

Description

Recurrence Schedule

Description

Active

Activates the automatic rerating process for driver pay in the recurring order.

Base Rate

The base driver pay in the recurring order will be automatically rerated when posting.

Surcharges

The surcharge driver pay in the recurring order will be automatically rerated when posting.

Items

The item driver pay in the recurring order will be automatically rerated when posting.

Re-calculate Distance

The distance in the recurring order and all related driver pay will be automatically rerated when posting.

Allow changes to Orders with locked pay

Allows recurring orders with locked driver pay to be automatically rerated when posted.

Allow changes to driver pay items that have been manually overridden

Allows recurring orders with driver pay that has been manually overridden to be automatically rerated when posting.