Base Rate Charts - New / Edit Stamp Rate Charts
There can only be 1 stamp rate chart per base rate chart group.
How to Add a New Stamp Rate Chart
- Click the arrow next to the New button, or press the N key.
- Click Stamp Rate Chart.
How to Edit a Stamp Rate Chart
- Go to Maintenance > Rate Charts.
- Double click Base Rates, or click the + next to Base Rates.
- Click the "+" next to the chart ID, or double-click chart ID.
- Double click on the stamp rate you want to edit.
How to Copy a Stamp Rate Chart
- Go to Maintenance > Rate Charts.
- Double click Base Rates, or click the + next to Base Rates.
- Click the "+" next to the chart ID, or double-click chart ID.
- Right click on the stamp rate chart you want to copy.
- Select Copy Rate Chart...
How to Delete a Stamp Rate Chart
- Go to Maintenance > Rate Charts.
- Double click Base Rates, or click the + next to Base Rates.
- Click the "+" next to the chart ID, or double-click chart ID.
- Double click on the stamp rate you want to delete.
- Click the Delete button at the bottom right of the form.
Stamp Rate Chart Form
Field Name | Description |
---|---|
Chart ID | Unique numeric ID. |
Description | Description, or name, of the rate chart. |
Stamp Rate Header
Field Name | Description |
---|---|
Chart Type | Type of stamp rate chart:
|
Zone Set | Visible when using one of the following chart types: "Zones", "Weight", "Use custom stored procedure" or "Advanced Fall Back Rating". 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. |
Proc Name | Visible when using the "Use custom stored procedure" chart type. Name of custom procedure. See Custom Procedures. |
Use Chart | Enabled when using the "Percentage of another chart" chart type. The chart ID of the other stamp rate chart you would like to use. |
Adjusted By [ % ] Percent | Enabled when using the "Percentage of another chart" chart type. The percentage to adjust the rates of the other chart entered in the Use Chart field. |
Round Up To Nearest | Dollar amount to round up to.
|
Rate Individual Parcels | Visible when using the "Weight" chart type. Rates individual parcel if selected. See How to Rate Individual Parcels. |
Minimum rate | Requires minimum rate if selected and the minimum rate amount. |
Default rate | Uses a default rate if selected and the default rate amount. |
Apply zone minimums if greater than chart minimum | Enabled when using the "Zones", "Percentage od another chart", or "Weight" chart type and Minimum rate is selected. If selected, uses the zone minimums if they are greater than the minimums entered in the stamp rate chart. See Zones. |
Route Surcharge Calculation | Charges used when calculating surcharges.
|
Stamp Rate Details
Field Name | Description |
---|---|
Destination begins with | Enter a zone name to filter the list of zone rates. To view the filtered list of zone rates you must click the Get Details button. |
Get Details | Click to load the stamp rate details for zone rates. |
To Zone | The destination zone that will be used to determine the zone rate. |
Rate | The rate amount for the zone. |
How to Add a Zone Rate
- Go to the last empty row next to the * icon.
- Enter the name of a destination Zone in the To Zone column.
- Enter the amount to be charged in the Rate column.
- Click OK or Apply to save.
How to Edit a Zone Rate
- Go to the last empty row next to the * icon.
- Edit the To Zone and/or Rate.
- Click OK or Apply to save.
How to Delete a Zone Rate
- Select the row of the zone rate you would like to delete.
- Use the delete key on your keyboard.
- Click the OK or Apply button to save.
Items
Field Name | Description |
---|---|
Item | The item that you would like to have additional charges for. See Items. |
Rate | Dollar amount to charge for the item. |
Per | The number of items the rate will be applied to. |
Over | The number of items before the rate will start to be applied. |
Charge For Initial Qty? | If selected, the item rate will be applied to all items if the quantity exceeds the over amount. |
Max Qty | The maximum item quantity to apply the item rate. |
Advanced | Click to configure advanced rates for different item quantity breakpoints. See Item Rate Charts - New / Edit Item Rate Chart. |
Rounding | Dollar amount to round up to.
|
How to Add an Item
- Go to the last empty row next to the * icon
- Enter the values for the new item.
- Click the OK or Apply button to save.
How to Edit an Item
- Update the values you would like to edit.
- Click the OK or Apply button to save.
How to Delete an Item
- Select the row of the item you would like to delete.
- Use the delete key on your keyboard.
- Click the OK or Apply button to save.
Advanced Fallback
This tab is enabled when using the "Advanced Fall Back Rating" chart type that is used only wit route stop integration imports. See Stamp Rate Chart Types - Advanced Fallback Rating.
Lookup values must be an exact match. For example, 5 is not a match to 005.
Field Name | Description |
---|---|
Lookup 1 | Lookup value to check against the route stop's AFL1 field. See Dispatch - New / Edit Posted Route Stop. |
Lookup 2 | Lookup value to check against the route stop's AFL2 field. See Dispatch - New / Edit Posted Route Stop. |
Tier | Level or order number for the advanced fallback rate. |
Base Tier | Main level or order number for the advanced fallback rate. This is usually a 1 or 0. |
Start Count | Lowest number of route stops, with matching Lookup 1 and Lookup 2 combinations, to apply the rate and/or pay to. |
End Count | Highest number of route stops, with matching Lookup 1 and Lookup 2 combinations, to apply the rate and/or pay to. |
Rate | Dollar amount for the rate. |
Pay | Dollar amount for the driver pay. |
Fall back to base tier | If enabled, and there is no match for Lookup 1 and Lookup 2, it will check for Lookup 1 where the Tier is less than the Base Tier. If enabled, and there is a match for Lookup 1 and Lookup 2 it will rate as listed in the Advanced Fallback Rate. If disabled, and there is a match for Lookup 1 and Lookup 2 it will rate as listed in the Advanced Fallback Rate. If disabled, and there is no match for Lookup 1 and Lookup 2, it will rate 0. |
Rate By Route | If enabled, only stops on the first stop's route and post date will be rated. If disabled, stops on any route with the same post date are rated. ExampleYou want to rate only the first route stop with Lookup 1 and Lookup 2 set to "85004" at $15 and the following route stops with the same lookups at $0. If Rate By Route is checked, then it will rate the first stop on each route. The first stop on route 1234 and the first stop on route 5678 would be rated at $15 each. If Rate By Route is unchecked, then it will rate the first imported route stop regardless of the route ID. So only the first stop imported on route 1234 would be rated $15 and the first stop on route 5678 would rate at $0. |