Adjust Recurring Order Rates

The Adjustment Recurring Order Rates allows you to re-rate recurring orders.

Go to Tools > Adjust Recurring Order Rates in the top menu.

Bulk Order Update - Recurring Order Form

Field Name

Description

Choose whether you would like to re-rate the order price or the driver pay.

The selected part of the order to re-rate.

  • Order Pay

  • Driver Pay

Choose what you would like to re-calculate on the following orders

The selection of what should be re-rated.

  • Base Rate

  • Item

  • Re-calculate Distance

  • Surcharges

  • Effective Date for Base Rate/Surcharges

  • Allow changes to Orders with locked rates/pay

Example

With ever-changing gas prices, it often becomes necessary to adjust your fuel surcharges. On-demand order fuel surcharges are calculated during the time of order entry. However, when fuel surcharge rates are adjusted, "Recurring Orders" are not automatically recalculated as there are many cases when you've negotiated special fuel rates for your customers' pre-scheduled jobs.

On the Bulk Order Updates - Recurring Orders form select the “Order Rate”, check “Surcharges”, and edit the Effective Date. Click the Rate Orders button to trigger the re-rate of the recurring orders.

The following report will be displayed. The most pertinent fields are Old PriceNew Price, and Price Change.