Rate Card Charge Descriptions (Details Tab)

Purpose

When creating or editing a Rate Card you will need to set up and configure the appropriate charges. The below explains each charge field and the setting within the Details tab of the Rate Card.

Warehouse Charges

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 Percentage	Note: 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 Charge	A Per-Order Administration Fee
Urgent Sale Order Charge	The additional charges to be applied to the order if the customer selects that the order is Urgent
Outbound SKU charge	The 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 Charge	The 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 Option	See Sale Order Handling Fee Algorithm

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 Percentage	Note: 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 Charge	A Per-Order Administration Fee
Inbound Invoice Upload Charge	Charges for uploading an Invoice file, or Document, into CartonCloud on behalf of the customer
Urgent Purchase Order Charge	The additional charges to be applied to the order if the customer selects that the order is Urgent
Purchase Order Minimum Charge	The 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	See Purchase Order Handling Fee Algorithm

Storage Charges

Name	Description
Storage Charge Period Generation	The 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 On	Based 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 Rental	If 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 Split	Charge 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 Product Type Option	Both 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 Charge	The 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 Days	The 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 Hour	Default per-hour rate used if the Consignment is using Hourly Charge Scheme
Consignment Rate Per Km/Mile	Default per-(Km/Mile) rate used if the Consignment is using "Distance-Based" Charge Scheme
Consignment COD Collection Charge	Charges 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 Returns	As per Consignment Types, should "Return" type consignments be charged to the customer or ignored.
Consignment Minimum Charge	The 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 Charges	Whether 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.

Level	Description
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 Setting

If 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 Fee	An 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 Fee	A 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 Fee	A 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.