| Field Name | Description |
|---|---|
| ChartID | Unique numerical ID value for the Surcharge Rate Chart. |
| Order Type | Order type the surcharge will be applied to. 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. Requires X Dispatch 18.0 or newer. |
How to Add a New Surcharge Rate Chart
Click the down arrow icon next to New in the X Dispatch 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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