Base Rate Charts - New / Edit Base Rate Chart

Owned by Michelle Cabaya
Last updated: May 03, 2023
7 min read

Base rate charts are the foundation rate charts. All orders in the Operations App require a base rate chart, even if it has a rate value of 0. 

 See Base Rate Charts - New / Edit Stamp Rate Charts.

How to Add a New Base Rate Chart

  1. Click the arrow next to the New button, or press the N key. 

  2. Click Rate Charts. 

  3. Select Base Rate.

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How to Edit a Base Rate Chart

  1. Go to Maintenance > Rate Charts.

  2. Double click Base Rates, or click the + next to Base Rates.

  3. Click the "+" next to the chart ID, or double-click chart ID.

  4. Double click on the base rate you want to edit.

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How to Copy a Base Rate Chart

  1. Go to Maintenance > Rate Charts.

  2. Double click Base Rates, or click the + next to Base Rates.

  3. Click the "+" next to the chart ID, or double-click chart ID.

  4. Right click on the base rate you want to copy.

  5. Select Copy Rate Chart...

See Rate Chart - Copy Rate Chart.

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How to Deactivate a Base Rate Chart

  1. Go to Maintenance > Rate Charts.

  2. Double click Base Rates, or click the + next to Base Rates.

  3. Click the "+" next to the chart ID, or double-click chart ID.

  4. Double click on the base rate you want to delete.

  5. Click the Deactivate button at the bottom right of the form.

Alternate Steps

  1. Go to Maintenance > Rate Charts.

  2. Double click Base Rates, or click the + next to Base Rates.

  3. Click the "+" next to the chart ID, or double-click chart ID.

  4. Right-click on the base rate you want to deactivate and select Deactivate Rate Chart.

Deactivate All Charts In a Chart ID

  1. Go to Maintenance > Rate Charts.

  2. Double click Base Rates, or click the + next to Base Rates.

  3. Right-click on the chart ID you want to deactivate and select Deactivate Rate Chart.

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How to Activate a Base Rate Chart

  1. Go to Maintenance > Rate Charts.

  2. Make sure Show All in the main toolbar is checked.

  3. Double click Base Rates, or click the + next to Base Rates.

  4. Click the "+" next to the chart ID, or double-click chart ID.

  5. Double click on the base rate you want to activate.

  6. Click the Activate button at the bottom right of the form.

Alternate Steps

  1. Go to Maintenance > Rate Charts.

  2. Make sure Show All in the main toolbar is checked.

  3. Double click Base Rates, or click the + next to Base Rates.

  4. Click the "+" next to the chart ID, or double-click chart ID.

  5. Right-click on the base rate you want to activate and select Activate Rate Chart.

Activate All Charts in Chart ID

  1. Go to Maintenance > Rate Charts.

  2. Make sure Show All in the main toolbar is checked.

  3. Double click Base Rates, or click the + next to Base Rates.

  4. Right-click on the chart ID you want to activate and select Activate Rate Chart.

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Base Rate Chart Form

Field Name

Description

Field Name

Description

Chart ID

Unique numeric ID.

Order Type

Order type the base rate will be applied to. 

Quick Tip: When editing or viewing a surcharge rate chart, you can click "Order Type" to view or edit the order type form.

Description

Description, or name, of the rate chart. 

Editing this field will change the description of the main chart ID and all rate charts associated with it.

Base Rate Header

Field Name

Description

Field Name

Description

Chart Type

Type of base rate chart

  • Zones - Uses zone specific pricing set up in the Base Rate Details tab.

  • Flat Rate - Set a dollar amount to be added to the charges for the selected order type.

  • Use another chart adjusted by percent - Adjusts the rate of a selected chart by a percent. The Base Rate Details tab will be evaluated before applying charges from another chart.  This tab should be empty unless exclusions need to be specified before adjusting another chart's calculated rate.

  • Weight - Rates based on weight.

  • Use another chart adjusted by amount - Adjusts the rate of a selected chart by an amount.

  • Use custom stored procedure - Specify a custom procedure to calculate the rate.

  • Pieces - Rates based on pieces.

Rate Zone

Visible when using one of the following chart types: "Zones", "Weight", "Use custom stored procedure" or "Pieces".

The rate zone column used for zone rating. See Zones.

Flat Rate

Visible when using the "Flat Rate" chart type.

Single charge amount.

Weight Table

Visible when using the "Weight" chart type.

See Weight Ranges.

Proc Name

Visible when using the "Use custom stored procedure" chart type.

Name of custom procedure. See Custom Procedures.

Pieces Table

Visible when using the "Pieces" chart type. 

See Piece Range.

Use Chart

Enabled when using one of the following chart types:  "Use another chart adjusted by percent" or "Use another chart adjusted by amount".

The chart ID of the other stamp rate chart you would like to use and the order type.

Quick Tip: Click the link to open the original rate chart.

adjusted by

Enabled when using one of the following chart types:  "Use another chart adjusted by percent" or "Use another chart adjusted by amount".

The percentage to adjust the rates of the other chart entered in the Use Chart field.

 

Round up to nearest

The dollar amount to round up to. 

  • NONE

  • $1.00

  • $.50

  • $.25

  • $.10

  • $.05

Disabled if using the "Flat Rate" chart type.

Rate Individual Parcels

Visible when using the "Weight" chart type.

Rates individual parcel if selected. See How to Rate Individual Parcels.

Minimum rate per order

If selected, the dollar amount will be the minimum rate per order.

Disabled if using the "Flat Rate" chart type.

Apply zone minimums if greater than chart minimum

Enabled when Minimum rate per order is selected.

If selected, uses the zone minimums if they are greater than the minimums entered in the stamp rate chart. See Zones.

Revert to dist charge

Visible when using one of the following chart types: "Zones", "Weight", "Use custom stored procedure" or "Pieces".

When selected, rate charges per the number of miles or kilometers entered if a zone to zone pair is not found in the Base Rate Details tab.

per

Visible when using one of the following chart types: "Zones", "Weight", "Use custom stored procedure" or "Pieces" and used when Revert to dist charge is selected.

Unit of length used in rating.

  • mile

  • kilometer

plus $

Visible when using one of the following chart types: "Zones", "Weight", "Use custom stored procedure" or "Pieces" and used when Revert to dist charge is selected.

Amount added to the distance charge.

Advanced Mile Chart

Visible when using one of the following chart types: "Zones", "Weight", "Use custom stored procedure" or "Pieces" and used when Revert to dist charge is selected. 

Opens the Mileage Charges table. See Base Rate Charts - Distance Charges. 

Mile Chart Wizard

Visible when using one of the following chart types: "Zones", "Weight", "Use custom stored procedure" or "Pieces" and used when Revert to dist charge is selected.

Opens the Mile Chart Wizard form to automate the creation of the Mileage Charges table. See Base Rate Charts - Distance Charges.

Check which times when calculating overtime?

When to check when calculating overtime charges:

  • From

  • To

  • Both

Process multiple overtimes

How to calculate more than one overtime charge.

  • Using highest amount

  • Add amounts

Add __ for critical times between __ and __ Min $ __

The dollar amount, or percentage if selected, to add to the charges at critical times between the selected time and a minimum amount to charge.

Add __ for orders completed on Saturday/Sunday/Holidays Min $ __

The dollar amount, or percentage if selected, to add to the charges on orders completed on a Saturday, Sunday, and/or Holiday and the minimum amount to charge. See Holidays (Classic Operations App).

Base Rate Details

Field Name

Description

Field Name

Description

Origin begins with

This field will be used to filter the From Zone when Get Details is clicked.

Destination begins with

This field will be used to filter the To Zone when Get Details is clicked.

Get Details (Button)

Displays the rate details list. If Origin begins with and/or Destination begins with is filled out then a filtered list of rate details will be displayed.

From Zone

Ther origin address zone.

To Zone

The destination address zone.

Rate

Rate amount for the zone to zone pair.

Enable reverse zone lookup

If enabled, the rate will be applied as long as the order's origin and destination zones match a zone to zone pair regardless of which zone is in the FromZone or the To Zone.

Example

I have a zone to zone pair where if an order is going from Zone 1 to Zone 2 the rate is $10 and Enable reverse zone lookup is enabled. All orders that go from Zone 1 to Zone 2, or Zone 2 to Zone 1, will apply the $10 rate.

Export

Export the base rate details.

Rate Detail Wizard

Opens the Rate Detail Wizard to set up zone to zone pairs using zip codes. See Rate Detail Wizard.

Geographic Adjustments

Geographic adjustments can only be made for on demand orders.

Field Name

Description

Field Name

Description

Type

What the geographic adjustment is based on.

  • State

  • Zip

  • Zone

Location

The state/zip/zone that the adjustment applies to.

Origin

If selected, it will check the Location on the order's origin address.

Dest

If selected, it will check the Location on the order's destination address.

Adjustment

The amount to be adjusted.

Percent

If selected, the Adjustment will be a percentage instead of a fixed amount.

Minimum

The minimum amount of the adjustment. 

From Date

The start date for the adjustment to be applied.

ToDate

The end date for this adjustment to stop being applied.

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