Adding a Rate Card

Adding a new rate card will allow you to create a new set of charges which can then be used by a single customer, multiple customers, or all of your customers.

Before creating a new rate card, consider if there is an existing rate card which you can use as the basis for the new rate card (by duplicating the old rate card, and updating settings as required). Doing this can save time. See duplicating a rate card for assistance.

To add a new rate card, navigate to the Rate Cards page by going to More in the main menu, followed by Rate Cards in the drop-down menu.

Then, select Add New Rate Card

Now, using the Rate Card Details Fields description section for assistance if required, fill out the fields on the page.

Finally, once at the bottom of the page, click Save and the rate card will be created.

Editing a Rate Card

To edit an existing Rate Card, navigate to the Rate Cards page by going to More in the main menu, followed by Rate Cards in the drop-down menu.

Then, select the rate card you wish to edit. 

Now, using the Rate Card Details Fields description section for assistance if required, complete changes you wish to make.

Finally, once at the bottom of the page, click Save and the changes will be applied to the rate card.

Rate Card Details Fields Description

Warehouse Charges

Purchase Orders

Name

Description

Purchase Order Charge Scheme

The default method of charging used:

  • Standard - Charges Per-Order Fees, Container Unload, Put Away Charges etc.
  • Percentage of Value - Charges % of Purchase Order Value. For instance, if the value of the Purchase Order is $200, and the % of Purchase Order Value is 5%, a $10 charge would be applied for picking/packing.
Purchase Order Charge PercentageNote: Only displays if "Percentage Of Value" is selected above.
This is the % of the Purchase Order Value that should be charged as the Income for the work performed, for example, 10%
Purchase Order ChargeA Per-Order Administration Fee
Inbound Invoice Upload ChargeCharges for uploading an Invoice file, or Document, into CartonCloud on behalf of the customer
Urgent Purchase Order ChargeThe additional charges to be applied to the order if the customer selects that the order is Urgent
Purchase Order Minimum ChargeThe minimum charge for a Purchase Order. For example, if the minimum charge is set to $10, and all other charges added together come to $7, then the minimum charge would push the total price up to $10.
Putaway Charge Option

Sale Orders 

Name

Description

Sale Order Charge Scheme

The default method of charging used:

Standard - Charges Per-Order Fees, Handling Fees Etc

Percentage of Value - Charges % of the Sale Order Value. For instance, if the value of the Sale Order is $200, and the % of Sale Order Value is 5%, a $10 charge would be applied for picking/packing.

Sale Order Charge PercentageNote: Only displays if "Percentage Of Value" is selected above.
This is the % of the Sale Order Value that should be charged as the Income for the work performed, for example, 10%
Sale Order ChargeA Per-Order Administration Fee
Urgent Sale Order ChargeThe additional charges to be applied to the order if the customer selects that the order is Urgent
Outbound SKU chargeThe charge for each different SKU (different product) added to the order. For example, picking 100 boxes of one product would normally be faster than picking 1 box each of 100 products, so the SKU charge is implemented to cater for this.
The SKU charge is counted as the number of different products added to the order.
Number of Unique Products x Outbound SKU Charge = SKU Charges
Minimum SKU Charge

If the picking (handling) fees for a particular SKU (Product Code) come out to less than this amount, the Minimum SKU charge will be applied and increase the charge for the Picking.

For example, if you have a Minimum SKU Charge of $5.

And then you pick 1 x Product SKU (ITEM-12345), which would be a picking fee of $2.00 - the Minimum SKU Charge of $5 will apply and add another $3.00 to the picking fees.
However, if you picked 3 x Product SKU (ITEM-12345), which would be a picking fee of $6.00 - the Minimum SKU charge will not get applied.

The Minimum SKU Charge applies "PER SKU". So if you have two products being picked, you may end up with two additional charges if each product does not meet the Minimum SKU charge.

Sale Order Minimum ChargeThe minimum charge for a Sale Order. For example, if the minimum charge is set to $10, and all other charges added together come to $7, then the minimum charge would push the total price up to $10.
Sale Order Parser Charging Enabled

This provides an override to how Warehouse Handling Fees and Stock Selection are calculated when importing a Sale Order via Parser. Under this scenario, the picking charges will be calculated based on the Units of Measure specified in the import file.

For example, if a client requested that 6 Units of a product should be sent, and that product has a conversion which is 6 Units Per Carton, then normally the system would charge a Carton Picking Fee. However, with Sale Order Parser Charging Enabled, the system will force the charges to be for 6 units.
If the same client then sent another order requesting 1 Carton, the system would charge 1 carton pick instead.

Note that when Sale Order Parser Charging is turned on, any changes made to the order after it has been imported will not automatically update the picking fees for the order - they need to be manually modified. 

Picking Charge OptionSee Sale Order Handling Fee Algorithm

Storage Charges

Name

Description

Storage Charge Period GenerationThe period for which you wish to charge storage. Storage is typically charged Weekly, but you could set this to a value such as 1 day to calculate storage charges daily. Other options include Monthly/Fortnightly and a new option of Disable if you require no storage to be charged.
Storage Starts OnBased on the selection of the Storage Charge Period, options are Day of the week (Mon-Sun for Weekly/Fortnightly) or Date of the Month (1-28 for Monthly)
Pallet RentalIf you charge clients an additional fee for Pallet Rental such as CHEP for example, this can be entered here. This fee will apply for every warehouse location that is in use for the Storage Charge Days nominated. e.g. if 7 then this pallet rental value will be charged once every 7 days.
Double Charge Storage

New storage charges will be applied even if the location was charged for existing storage. This means that if a location was in use at the start of the storage period, and then new stock arrived and went into the same location, it'll be charged again as 'New Storage'. This also applies if the location was in use at the beginning of the storage period, then went empty (stock went out), and then more stock was put into the location. By enabling 'Double Charge Storage', you'll charge the location once for the existing product, and again for the new stock coming in.

Charge on SplitCharge storage immediately when splitting or partially moving stock. If disabled (default), stock which is split or partially moved inside the warehouse within a given storage period does not begin charging for those new locations until the next storage period begins. The locations will only begin charging on the next storage period and are labelled as "Existing" Storage. If this is enabled, split and partially moved stock commences storage charges as "New" storage immediately upon the movement in exactly the same way as new stock entering the warehouse for the first time would be charged as New storage. Note that full stock movements do not trigger additional storage, the additional charges will only come into play if the stock is split between two or more locations.
Charge Type Product OptionBoth Products and Warehouse Locations have a product type which controls the Storage Rates used. If, for example, you have an ambient product but temporarily store it in a Chilled location, you would probably still want to charge the Ambient Rate. In this circumstance, the Charge Product Type should be set to 'Products', as the Products product type is used to determine the charges. However, if you operate a warehouse which is all ambient, but you charge differently for Racked Locations vs Block Stacking (for example), you would want to charge based on the Warehouse Locations Product Type, rather than the Products Product Type - as all products will be 'Ambient' but you may have some locations setup as 'Block Stack' or 'Racked'.
  • Products - Charge Storage based on the Products "Product Type"

  • Warehouse Location - Charge Storage based on the Warehouse Locations "Product Type"


Note: Not all Storage Charge Method take this setting into effect, for example, Item based Storage charges charge the same rate irrespective of the Product Type of the Warehouse Location the product is stored in. For a complete list of which charging methods are affected by this setting, refer to: Rate Card - Storage Charges

Storage Period Minimum ChargeThe minimum charge for a Storage Period. For example, if the minimum charge is set to $600, and all storage charges added together come to $500, then the minimum charge would push the total price up to $600.
Storage Period Free DaysThe number of free days storage to give to stock. For example, if you set this to 3 and stock arrived into your Warehouse on a Monday, then storage would begin charging on the Thursday. See "Setting the number of free days within a Storage Period" for more info.


Transport Charges

Consignments

Name

Description

Consignment Charge Scheme

The default method of charging used for new Consignments. You can modify this manually on a per-consignment basis, but by default consignments added through the web interface, or imported from a manifest will use this Charge Scheme.

  • Use Rates - Rates are calculated based on the Rate Cards within the Customer Charges. Typically these are based upon Suburb / Postcode. See: How Transport Rates are Calculated
  • Hourly - Rates are calculated based on an Hourly Fee. Number of hours must be entered manually, however, a default rate can be stored to save time.
  • Percentage of Value - Charges % of Consignments Value. For instance, if the value of the Consignment is $200, and the % of Consignment Value is 5%, a $10 charge would be applied for picking/packing.
  • Percentage of Income - This is used only for Expense Calculation when the Customer Charge is being used by a Supplier. This method allows Consignments Expense to be calculated as a Percentage of the Income. For example, if you paid contractors 60% of your sell-rate, you would use the Percentage of Income at 60%
  • Flat Rate - Consignments will be priced manually on a Consignment-by-Consignment Basis.
  • Distance-based - charges are calculated based on the distance travelled by the vehicle to deliver the consignment from Pickup address to OnForwarder/Delivery address
Consignment Rate Per HourDefault per-hour rate used if the Consignment is using Hourly Charge Scheme
Consignment Rate Per Km/MileDefault per-(Km/Mile) rate used if the Consignment is using "Distance-Based" Charge Scheme
Consignment COD Collection ChargeCharges for collecting Cash On Delivery. Note: Cash On Delivery is charged when a "Cash On Delivery" is saved against the consignment
Consignment Group Charging

Whether to charge Groups or the Individual Consignments within Groups. For example, you may have two consignments of 1 carton each which have been grouped together into a single consignment of 2 cartons. You can choose whether to charge the Group itself or the Children within the Group. This is important if you have minimum delivery charges, as a group would incur only 1 minimum, however, the two consignments would incur two minimums.

Yes - Charge Consignment Groups

No - Charge Individual Consignments

Consignment Invoice Level

Dictates at what stage a Consignment will be Invoiced to the customer.

"Completed" means any final delivery status (ie: it cannot progress further): "Delivered", "Collected", or any of the Error Statuses such as "Lost", "No Stock / Never Arrived" etc. 

  • Invoice Regardless of Delivery Status - Consignments will be added to Invoices each Invoicing period regardless of the status of the Consignment. The potential issue here is that Consignments booked on a Friday for pickup Monday would be Invoiced over the weekend.
  • Invoice Only once with On Forwarder or Completed - Consignments will only be added to an invoice once they're at "With On Forwarder", or any of the "Completed" statuses listed above.
  • Only Invoice Once Completed - Will invoice once the consignment has been marked as completed.
  • Invoice once in Warehouse - Consignments must be "In Warehouse" status or higher. This prevents the issue of charging Consignments which are booked in advance if "Invoice Regardless of Delivery Status" was selected.
Charge for ReturnsAs per Consignment Types, should "Return" type consignments be charged to the customer or ignored.
Consignment Minimum ChargeThe minimum charge for a Consignment. For example, if the minimum charge is set to $10, and all other charges added together come to $7, then the minimum charge would push the total price up to $10.
Apply Fuel Levy to Minimum ChargesWhether fuel levy should be applied to Minimum Charges. Using the example above, should Fuel Levy be applied to the additional $3 charged.

Fuel Levy

In CartonCloud there are multiple levels at which the fuel levy can be adjusted as listed below.

Additionally, control over whether a fuel levy is applied at all is controlled by the Transport Rate.

LevelDescription
Base Fuel Levy (Master %)
  • Found by typing "Fuel Levy" in Search for Anything
  • Is applied to all transport rates within the account, unless overridden by the Rate Card Or Transport lane fuel levy

Rate Card Fuel Levy Offset

  • Found by navigating to Main Menu > More > Rate Cards > Add new rate card OR Select existing rate card > Edit
  • Is optionally applied when configuring a Rate Card
  • Can either be configured to force a set fuel levy on that rate card or add an offset to the base fuel levy

Transport Rate Fuel Levy / Offset

  • Found by navigating to a rate card (see above) > creating OR editing a rate
  • Is optionally applied to set a Fuel Levy for that Transport rate (overriding all other set levies) OR add an offset on top of the existing fuel levy (based on the above two levels)

Rate Card Fuel Levy Options

Name

Description

Fuel Levy Offset

The amount of difference that should be applied to the standard Fuel Levy.
For example, if the current fuel levy is 12%, and you want a customer using a rate card to always be 2% higher than your normal fuel levy, you would insert a Fuel Levy Offset of 2%
If you wanted them to track 2% below the standard Fuel Levy, you would put in an offset of -2% 

Fuel Levy offsets can be set on both the Rate Card and Transport lane and will be added together if set on both

Ignore Base SettingIf you just want to fix the fuel levy for a customer, then setting "Ignore Base Setting" to Yes will cause the Fuel Levy Offset to be applied to a base fuel levy of 0.
For example, if you want to charge a 7% fuel levy regardless of what your overall Fuel Levy is, then you would set "Ignore Base Setting" to Yes, and Fuel Levy Offset to 7%.


Miscellaneous Charges

For these to appear on the Summary sheet sent to customers, this option under the customer invoice settings must be enabled. To find, go to Customers, Edit Customer, Invoice Tab, then scroll down.

Name

Description

Per Invoice Administration FeeAn administration fee applied to every Invoice generated, this appears as a separate line item on the Invoice (separate from Freight, Warehousing, Storage etc).
Per Invoice Minimum FeeA minimum amount applied to the whole invoice generated, if this amount is not met by the total invoice amounts, an additional charge amount will then be loaded to the invoice to bring the total charged on the invoice up to the amount specified here.
Warehouse Charges Minimum FeeA minimum amount applied to the warehouse charges generated (this is Handling Pick Page Charges and Storage Charges), if this amount is not met by the total warehouse charges amount, an additional charge amount will then be loaded to the invoice to bring the total charged on the invoice up to the amount specified here.

Purchase Order Handling Fee Algorithm

CartonCloud features a number of different ways in which Putaway fees can be automatically calculated.
The method which is used can be configured within Customer Charges. Simply edit the Customer Charge, scroll down to the Purchase Order section and there's an option: "Putaway Charge Option".

The following table explains the difference between each of the two methods:

SituationDefaultCharge Base Unit Of Measure
Put 1 carton into a locationCharge a carton put-awayCharge a carton put-away
Put 1 pallet into a location (ie: A product which is measured in pallets)Charge a pallet put-awayCharge a pallet put-away
Put 10 cartons into one location, with no conversion to pallets

Put 10 cartons into one location, which are 2 different products. 

Put 10 cartons into one location, which are the same product, but 2 different batches 
Charge 10 carton put-awaysCharge 10 carton put-aways
Put 48 cartons into one location, and there's a conversion where 48 cartons = 1 palletCharge a pallet put-awayCharge 48 carton put-aways
Put 47 cartons into one location, and there's a conversion where 48 cartons = 1 palletCharge 47 carton put-awaysCharge 47 carton put-aways
Put 49 cartons into one location, and there's a conversion where 48 cartons = 1 palletCharge 1 pallet put-away + 1 carton put-awayCharge 49 carton put-aways
Put 49 cartons into one location, and there's no conversion from cartons to palletsCharge 49 carton put-awaysCharge 49 carton put-aways

Sale Order Handling Fee Algorithms

CartonCloud features a number of different ways in which Picking fees can be automatically calculated.
The method which is used can be configured within Customer Charges. Simply edit the Customer Charge, scroll down to the Sale Order section and there's an option: "Picking Charge Option".
 

The following table explains the difference between each of the three methods:

Situation:Default (Scale to Highest Unit of Measure)Charge Base Unit Of MeasureIntelligently Charge Pallet Picks Where PossibleCharge Pallet Picking Per Location
Picking 1 carton from one locationCharge a carton pickCharge a carton pickCharge a carton pickCharge a pallet pick
Picking 1 pallet from one location (ie: A product which is measured in pallets)Charge a pallet pickCharge a pallet pickCharge a pallet pickCharge a pallet pick
Picking 10 cartons from one location, with no conversion to Pallets

Picking 10 cartons from one location, which are 2 different products.

Picking 10 cartons from one location, which are the same product, but 2 different batches
Charge 10 carton picksCharge 10 carton picks
Will anything be left in the location after picking?Charge
No - the whole pallet can be moved for pickingCharge whichever is less expensive, either 10 carton picks, or 1 pallet pick
Yes - the whole pallet cannot be moved for picking, individual carton picks must occurCharge 10 carton picks
Charge a pallet pick
Picking 48 cartons from one location, and there's a conversion where 48 cartons = 1 palletCharge a pallet pickCharge 48 carton picksCharge a pallet pickCharge a pallet pick
Picking 47 cartons from one location, and there's a conversion where 48 cartons = 1 palletCharge 47 carton picksCharge 47 carton picks
Will anything be left in the location after picking?Charge
No - the whole pallet can be moved for pickingCharge whichever is less expensive, either 47 carton picks, or 1 pallet pick
Yes - the whole pallet cannot be moved for picking, individual carton picks must occurCharge 47 carton picks
Charge a pallet pick
Picking 49 cartons from one location, and there's a conversion where 48 cartons = 1 palletCharge 1 pallet pick + 1 carton pickCharge 49 carton picks

Charge 1 pallet pick + 1 carton pick


Charge a pallet pick
Picking 49 cartons from one location, and there's no conversion from cartons to palletsCharge 49 carton picksCharge 49 carton picks
Will anything be left in the location after picking?Charge
No - the whole pallet can be moved for pickingCharge whichever is less expensive, either 49 carton picks, or 1 pallet pick
Yes - the whole pallet cannot be moved for picking, individual carton picks must occurCharge 49 carton picks
Charge a pallet pick


Notes:

  • Location based is based on the locations for the whole order - i.e. will consolidate order lines to per location per order only.
  • For Bulk Locations (Multiple Pallets), the charging and allocation is based off the Pallet ID's that are created when allocating purchase order stock to bulk locations.

Manually adjusting Handling Charges

One picking fees have been calculated you can then make further changes, this is done directly from within the Purchase Order and/or Sale Order.
Simply go to the Charges tab within the Sale Order / Purchase Order, make changes to the "Item Charge Data", and then click "Save" down the bottom.

If you want to reset the charges back to what was originally calculated by the charging algorithm, click "Reset". 


Enable Charging based on provided Sale Order Product Units of Measure

Enabling this option will result in item charges being calculated when a Sale Order is imported. The charges will be calculated based on the Unit of Measure provided in the Sale Order Products being parsed from the file. Eg. If a Sale Order requested 4 unit of Product 1 and 2 cartons of Product 2 then the item charges would show: - 4 x Product 1 charge - 2 x Product 2 charge