Surcharge Rate Charts - New / Edit Surcharge Rate Chart
- Michelle Cabaya (Unlicensed)
Surcharge rates can be used to apply items like fuel, after hours, or surge surcharges to orders. You can set up either a percentage or a flat rate in surcharge rate charts.
Field Name | Description |
|---|---|
ChartID | Unique numerical ID value for the Surcharge Rate Chart. |
Order Type | Order type the surcharge 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 of the surcharge rate chart. |
Item | Item to be automatically added to the order as a surcharge. |
Rate | Percentage or flat rate of the surcharge. |
% Check box | If checked, the surcharge will be calculated as a percentage. If unchecked, the surcharge will be added as a flat rate. |
Begin | Beginning date used to determine if the surcharge should be applied. |
End | Ending date used to determine if the surcharge should be applied. |
Order | Order in which the surcharges will be calculated. If a surcharge is based on another surcharge, the order column must be set properly to ensure valid rating. |
Items Inc | Number of items included in the surcharge calculation. Click to open form to choose which order items are applied when surcharging. See Surcharge Rate Charts - Surcharge Item Inclusions. This is only for customer rate charts, and for driver pay based directly on the customer charges. |
Advanced | Click to open Advanced Zone-to-Zone Surcharge Rates form to enter the specific rate for surcharge rate for an order. See How to Set Up Zone to Zone Surcharge Rates. |
How to Add a New Surcharge Rate Chart
Click the down arrow icon next to New in the toolbar.
Select Rate Chart Menu > Surcharge Rate Chart.
Enter a Chart ID.
Select an Order Type.
Optional: Enter a Description.
Click the Add New button to add a surcharge item. See Surcharge Rate Charts - New / Edit Surcharge Item.
Click OK to save and close, or click Apply to save and keep the form open.
How to Copy a Surcharge Rate Chart
Go to Maintenance > Rate Charts.
Click the "+" next to Surcharge, or double-click Surcharge.
Click the "+" next to the chart ID, or double-click chart ID.
Right-click the surcharge rate chart.
Select Copy Rate Chart.
Fill out the Copy Surcharge Rate Chart form.
Click OK.
How to Edit a Surcharge Rate Chart
Go to Maintenance > Rate Charts.
Click the "+" next to Surcharge, or double-click Surcharge.
Click the "+" next to the chart ID, or double-click chart ID.
Double-click the surcharge rate chart.
Edit the surcharge rate chart or items. See Surcharge Rate Charts - New / Edit Surcharge Item to edit items.
Click OK to save and close, or click Apply to save and keep the form open.
How to Delete a Surcharge Rate Chart
To delete a surcharge rate chart, all items in the rate chart must be deleted. See Surcharge Rate Charts - New / Edit Surcharge Item.
You will receive a message when you are deleting the last item.
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