Click the tab below you wish to view.

The details page allows you to view Warehouse Charges, Transport Charges and Miscellaneous Charges. From here, it is also possible to Edit these Charges, Duplicate the entire Rate Card, or Delete the Rate Card (in which case you will need to point Customer on the existing Rate Card to a new one).

For help editing a Rate Card including descriptions of the fields within the Details tab, see the Edit Rate Card help article.


Adhoc charges make it possible to load in customised charges for things like Demurrage (Waiting Time), Hand Unload, Labelling, and other work that is performed which is not charged automatically through the system. These are charges you can choose to add-on while creating each of the documents listed below as tabs. Adhoc charges are created across the entire organisation (using the Adhoc charge setup page) and then adjusted (rates set) within each of your rate cards (using this page). These prices can then be further tweaked within the Sale Orders, Purchase Orders, Consignments and Run Sheets that use them.

It is important to know that setting up an Adhoc charge doesn't automatically apply it when that service/work is performed, instead, it will appear as an optional charge on the page you specify when creating the Adhoc charge.

We recommend that you only use Adhoc charges which:

  1. Cannot be automated by CartonCloud
  2. Are charged out to Customers more than once a week (otherwise, it's easier just to enter a manual charge for infrequently billed services)

To create ad-hoc charges, you need to use the Adhoc Charge Setup page.

From this page, it is possible to enable, disable and edit already existing Adhocs charges, this means you can adjust an Adhoc rate specifically for this rate card and in turn the customers using this rate card (e.g. labelling $2 a box for some customers and $3 a box for others). 

To edit an Adhoc charge, click the Edit button, then charge the fields as required. Remember, changes to these fields will only apply to the Rate Card you are currently viewing.

NameThe name you want the Adhoc charge to appear as.
RateThe rate you want to charge (for this rate card only)
Description Template

To fill out the charge description so that the detail calculation appears on the invoice, a template is used to automatically insert things such as Quantity, Unit Price, and Total. This can be customised to match what you're charging.

Fuel LevyApply the rate cards fuel levy to the ad hoc charge.
Enabled / DisabledTo turn the Adhoc charge you are editing on or off for the rate card.

Finally, click Save and your changes will be applied.

What are Storage Charges

Storage Charges apply to stock that is in the warehouse and allocated to a warehouse location. Charges will automatically calculate and added to invoices. 

Storage Charges incur for the entire storage period. So, for example, if a pallet is only in the warehouse for 1 hour, it will still be charged for 1 week of storage. In addition, for 'partial' products, storage is never reduced. 

How to create a Storage Charge

Storage charges can be calculated differently for each different Product Type, allowing you to charge differently for Chilled vs Frozen storage or Dangerous Goods vs Non-Dangerous Goods.

When adding new storage charges, you must select both the Product Type and the Storage Charge Method. You can only have one charge per Product Type and Storage Charge Method combination. 

Note, if you wish to create a Per Item Storage Charge, you will need to do so from the Product level, not the Rate Card. See Per Item Storage Charges for steps on how to configure the charges. 

To create a Storage Charge:

  • Navigate to the Rate Cards, More>Rate Cards.
  • Select the applicable Rate Card.
  • Select the Storage Charges tab. 

  • Click the blue +Add Storage Charge button. 

  • Select the Product Type.
  • Select the Storage Charge Method.
  • Select the Rate Type.
  • Enter the rate in the Rate box. 
  • Enter a maximum number of new charges per location; there will be no maximum if left blank. For more information on the maximum number of new charges per location, please click here

Maximum Number of New Charges Per Location 

This field can significantly impact your total storage charges as it affects the number of times a single location can be charged within one storage period.

To understand how it works, consider the following examples:

Example 1:

You have a pallet of Products in a location, and it is all shipped out, then a new (different) pallet comes in and goes into the same location. This then repeats 5 times throughout the week.
If you have the Max Number of New Charges Per Location set to 1, the location would only be charged Storage for the original pallet, plus one of the new pallets that came in. Some clients would argue that they had already paid for the space; however, you had the Max Number of New Charges Per Location left empty (no maximum), then the location would be charged to the customer 6 times, once for the pallet that was already there at the start of the week and 5 more times for all the new pallets coming in and out.

Example 2:

You have a warehouse location that contains 15 boxes (half a pallet) of the Product.
During the week, 10 of those boxes leave the location, and another 30 boxes come in, almost completely refilling the warehouse location.
In this case, the location never went empty, so saying that a new pallet came in is technically incorrect; however, chances are you still want to charge storage for 2 pallets during that week (the old stock and the new pallet treated). Again, assume this happened 5 times throughout the week (stocks going out, then more coming into the same location, but without it ever going empty).

How many times should the location be charged? For example, should it be charged again every time another box comes in? Or should there be some limit on the number of times it can be charged?
How you charge in this situation depends on how your business operates; however, the Max Number of New Charges Per Location field may be used to limit customers being charged excessively for the same location.


Our recommendation is: If you do mostly pallet work, leave the Max Number of New Charges Per Location option empty, so it charges the locations unlimited times.
However, suppose you mostly do carton work. In that case, we suggest implementing a Max Number of New Charges Per Location of 1 so you'll (at most) charge a customer twice for a single location (once for the stock that was already there when the week began, and one more for new stock which has arrived).

Storage Charge Methods

Please note that before selecting a Storage Charging Method, charges are calculated on either the Product Type of the Warehouse Location or the Product Type of the Product. This can be configured within the Rate Card under the Charge Product Type Option. 

Product: charges storage based on the Products Product Type. For example, if you have an ambient product temporarily stored in a chilled location but want to charge still the ambient rate, you would use this setting. 

Warehouse Location: charges storage based on the Warehouse Locations Product Type. For example, you would use this setting if you have an ambient warehouse but charge differently for racked locations vs block-stacking locations; you would use this setting. Otherwise, all products will be charged as ambient regardless of their location. 


Charging MethodConfiguration required to enable the charging methodWhere to add the Storage ChargeDescriptionUse case'Charge Product Type Option' Impact
Per Location (default)NoRate Card 

Storage charges are calculated based on the number of Warehouse Locations that are used. In the case where multiple products are stored on a single pallet, the system will just charge the location once. Bulk locations may be used to store multiple 'pallets' in a single location and therefore charge multiple pallets of storage.

Per-Location charges do not take into account the quantity of product in a location, simply the number of unique locations used. 

Note, to ensure all pallets and products are charged correctly; it is recommended that large quantities of products are split into individual pallets (therefore, into different locations). 

This method is recommended when most of the warehouse is racked, and multiple products are stored within individual locations. 


Yes - will charge by the Product Type option selected. 
Per Location (and bulk location pallets)

Yes


Rate Card

Calculated similarly to Per-location (default), however, the product quantity is taken into account when calculating storage charges. This means large quantities of stock can be loaded into locations without being split into individual pallets. 


Notes:

  • Both Single Pallet and Multiple Pallet locations take quantity into account, meaning if you load 2 Pallets worth of stock into a Single Pallet Location (which isn't possible, but the software allows this to happen), then it'll charge 2 x pallets for that location.
  • The determination of the Number of Pallets comes from the "Oversize Unit".


Single Pallet Locations: 

If you are using this charging method for single pallet locations, CartonCloud will default by the number of pallets in the location (even if this exceeds one). However, if you wish only to allow one charge for each location, you can change this from the Organisation Settings.

The option is called:  "If "Per Location (and bulk location pallets)" Storage Charges are used - Should all stock on Single Pallet Locations be combined into a single charge?"

  • No (Default) - The location can be charged once for each SKU stored. For example, a client storing 4 different products on a Single Pallet Location will be charged for the location 4 times. If stock quantities greater than 1 pallet are loaded onto the location, (ie: a product is configured as 40 boxes per pallet, and 45 boxes are loaded into the location), the location will be charged for the number of pallets stored, ie: 2 pallets.
  • Yes - All stock on a Single Pallet location is combined into a single charge. For example, a client storing 4 different products on a Single Pallet location will only be charged for the location once. If stock quantities greater than 1 pallet are loaded onto the location, (ie: a product is configured as 40 boxes per pallet, and 45 boxes are loaded into the location), the location will still only be charged once.

This method is recommended in warehouses where bulk products are stored and multiple products do not share locations. 


Yes - will charge by the Product Type option selected. 
Volume Based

Yes 

Rate Card

It is calculated based on the total amount of product volume in the warehouse during the given time period.

The number of warehouse locations used does not impact the storage charges. 

This method is most commonly used as it can accurately track the actual storage space being utilised. No impact - when calculating storage charges based on Volume or Weight, the products Product Type is taken into consideration to ensure the correct storage rate is applied. Therefore, the Product Type of the Warehouse Location will be ignored, and only the Product Type of the Product itself will be applied. 
Weight Based

Yes 

Rate Card

It is calculated based on the total amount of product weight in the warehouse during the given time period. 


Per Item

Yes 


Against the Product

This method calculates individual storage rates for products at their base unit of measure.

This method is helpful if you store odd-shaped items (meaning that pallet storage calculation methods are inaccurate) and stock needs to be separated from one another (meaning that volume-based storage calculation methods are incorrect). For example, a fridge may have a separate storage charge of $4.50 per fridge per week, while a microwave may have a storage charge of $1.20 per microwave per week. No impact - always charges based on item fees loaded against the Product. 
Per Pallet (based on quantity)Yes Rate Card 

The total quantity of each Product is aggregated across all warehouse locations, and then the number of pallets are calculated and rounded up to the nearest whole number. Finally, the unit of measure conversion for the pallet quantity is utilised to determine the number of pallets. For example, if 6 cartons = 1 pallet and you have 8 cartons of one product for a storage period, CartonCloud will round up and charge 2 pallets for that storage period. 

This method is most commonly used as it can accurately track the actual storage space being utilised. No impact - the charge will always be based on the Product Type of the Product. 
Per Unit of MeasureYes Rate Card

This storage charge method calculates storage rates for products based on the Unit of Measure specified. This is similar to Per Item storage charging; however, you can have different charges for each different Unit of Measure. Additionally, you can choose to aggregate the stock by location or warehouse and round up or down to the closest Unit of Measure. 

When selecting this charging method, you will need to choose a Unit of Measure Aggregation option:

The below will depend upon what Rate Type is selected (if the Unit of Measure is rounding up or down) 

The below examples assume we have a product in which 6 bottles = 1 case. Therefore, there is no Unit of measure rounding up or down in the below example. 

LocationStorage Quantity

Aggregate by SKU by location

Aggregate all products on an SKU in one location.

Aggregate by SKU across the entire warehouse

Aggregate all products on an SKU across the entire warehouse. 

AA-01-015 bottles 

Combine 7 bottles together (5+2) which converts to 1 Bottle + 1 Case

Charge 1 Case + 1 Bottle

Combine 12 bottles together (5+2+5), which converts to 2 cases.

Charge 2 Cases

AA-01-012 bottles 
AA-01-045 bottles Charge 5 Bottles
Total Charge
6 bottles + 1 case2 cases 

This method is helpful if you wish to charge storage to your customers by only one Unit of Measure (using the roundup or down to Unit of Measure functionality) or if you would like to have different charges for each Unit of Measure. 


Yes - will charge by the Product Type option selected. 

Settings to configure to enable the Storage Charging Method 

Per Location (and bulk location pallets) 

To utilise the Per Location (and bulk location pallets) storage charge method, you must first configure the Product settings. Then, depending on your warehouse and storage set-up, you may need to change the Organisation Settings. 

Product Settings

  • Navigate to the Products page, Warehouse>Products
  • Select the applicable Product. 
  • Select the green Edit button at the top of the screen. 
  • Scroll down to Storage Charge Method and select Per Location (and bulk location pallets).
  • Select the green Save button. 
To change multiple products settings, use the export/import option and update column H (Storage Charge Method) in the exported xsl file. 

And further configuration from the Organisation Settings

If you would like to prevent single pallet warehouse locations from being charged more than once: 

  • Navigate to Organisation Settings, More>Organisation Settings
  • Select the Invoice tab. 
  • Scroll down to the Storage section.
  • Select Yes from the drop-down option under If "Per Location (and bulk location pallets)" Storage Charges are used - Should all stock on Single Pallet Locations be combined into a single charge?

Volume Based

To utilise Volume Based storage charge method, you will first need to configure the Product settings:

  • Navigate to the Products page, Warehouse>Products
  • Select the applicable Product. 
  • Scroll down to Storage Charge Method and select Volume Based.
  • Within the Product Volume (in Cubic Meters) box, enter the volume. 

  • Select the green Save button. 
To change multiple products settings, use the export/import option and update column H (Storage Charge Method) and column K (Volume (cubic meters)) in the exported xsl file. 

Weight Based

To utilised Weight Based storage charge method, you will first need to configure the Product Settings:

  • Navigate to the Products page, Warehouse>Products
  • Select the applicable Product. 
  • Scroll down to Storage Charge Method and select Weight Based.

  • Within the Product Weight (in Kilograms) box, enter the weight. 
To change multiple products settings, use the export/import option and update column H (Storage Charge Method) and column L (Weight (kilograms)) in the exported xsl file. 

Per Item

To utilise the Per Item storage charge method, you will first need to configure the Product Settings:

  • Navigate to the Products page, Warehouse>Products
  • Select the relevant Product.
  • Click the green Edit button at the top of the screen. 
  • Navigate to Storage Charge Method
  • Select Per Item from the drop-down menu. 
  • The Per Item Storage Charge box will appear. Enter the rate.

  • Scroll down and select the green Save button. 
To change multiple products settings, use the export/import option and update column H (Storage Charge Method) and column J (Per Item Storage Charge) in the exported xsl file. 

Per Pallet (based on quantity)

To utilise the Per Pallet (based on quantity) storage charge method, you must first set up the Product Unit of Measure for pallet for each applicable Product using the charging method. 

Click here for instructions on how to set up the Product Unit of Measure. 

Per Unit of Measure 

To utilise the Per Unit of Measure storage charge method, you will first need to configure the:

Product Settings:

  • Navigate to the Products page, Warehouse>Products
  • Select the relevant Product.
  • Click the green Edit button at the top of the screen. 
  • Navigate to Storage Charge Method
  • Select Per Unit of Measure from the drop-down menu. 
  • You will also need to select the Unit of Measure Aggregation option. This will override the setting you configure on the Rate Card. 
    • As per rate card default setting: this will apply the aggregation set up against the Rate Card. 
    • Per SKU, Per Location (and Bulk Location Pallets): Aggregate all products on an SKU in one location.
    • Per SKU, Across the Entire Warehouse: Aggregate all products on an SKU across the entire warehouse. 

  • Scroll down and select the green Save button. 

If you are updating this in bulk via Product export/import you will need to update the file with either of the below:

Unit Of Measure Aggregation:

Unit Of Measure Aggregation OptionProduct Export Value
As per rate card default settingDefault
Per SKU, Per Location (and Bulk Location Pallets)Location
Per SKU, Across the Entire WarehouseWarehouse

Rate Card Settings:

To set a default aggregation option for all Products on the Rate Card you can do so from the Rate Card settings.

  • Navigate to the relevant Rate Card, More>Rate Cards
  • Select the blue Edit button at the bottom of the screen.
  • Scroll down to the Default Unit Of Measure Storage Aggregation option. 
  • Select the relevant aggregation option. 

Storage Charge Rate Type

Flat Rate

A single fixed fee

Sliding Scale 

Sliding scale rates allow you to apply varying storage charges depending on the volume stored within your warehouse.

For example, you may charge the first 10 pallets at $5.00 each and then $4.50 for each after that. (Cumulative Sliding Scale)
Or, you may charge $50 if the client stores 10 pallets, but then drop the rate to just $4.50 per pallet for all after (Non-Cumulative Sliding Scale).

Selecting Sliding Scale allows you to configure such rates in bands.

Sliding Scale Rates allow you to apply varying rates depending on the quantity of a particular item (for simplicity, we'll refer to Pallets throughout the rest of the guide; however, this could be anything - cartons, skids, drums).

It's imperative to understand the subtle but potentially enormous pricing differences between Non-Cumulative and Cumulative pricing.

Non-Cumulative

Non-Cumulative means that a single price will be applied to all pallets

For example, you may charge weekly storage per location in the following way:

PalletsPrice
1-2$5.00 / per pallet
3-5$4.50 / per pallet
6-10$4.00 / per pallet
11+$3.80 / per pallet

Meaning that 6 pallets would simply cost: 6 x $4.00 = $24.00.

This can be implemented in CartonCloud using a Non-Cumulative Sliding Scale:

Cumulative

Cumulative means that various prices will be applied to the pallets within the scale.

For example, you may charge weekly storage per location in the following way:

PalletsPrice
1-2$5.00 / per pallet
3-5$4.50 / per pallet for every pallet after the 2nd
6-10$4.00 / per pallet for every pallet after the 5th
11+$3.80 / per pallet for every pallet after the 10th

Meaning that 6 pallets would cost: (2 x $5.00) + (3 x $4.50) + (1 x $4.00) = $27.50.

This can be implemented in CartonCloud using a Cumulative Sliding Scale:

How sliding scale is applied for each storage charging method:

Storage Charge MethodHow sliding scale is applied
Per Location 

Per Product Type

Per Pallet (based on qty)Per Product Type
Volume and WeightPer Product
Per Unit of MeasureIt depends on the aggregation setting on the Product/Customer Charge

Per Unit of Measure Charging Method specific Rate Types

Round up to next (larger) Unit of Measure 

When using this Rate Type, you need to ensure there is a charge in place for the Product Unit of Measure you are rounding up to.

The below examples assume we have a product in which 6 bottles = 1 case.

It is assumed we have a charge for Bottles configured to Round up to next (larger) Unit of Measure (cases)

LocationStorage Quantity

Aggregate by SKU by location

Aggregate all products on an SKU in one location.

Aggregate by SKU across the entire warehouse

Aggregate all products on an SKU across the entire warehouse. 

AA-01-015 bottles 

Combine 7 bottles together (5+2) which converts to 1 Bottle + 1 Case

Round up 1 bottle + 1 case to 2 cases 

Charge 2 cases 

Combine 12 bottles together (5+2+5), which converts to 2 cases.

Charge 2 Cases

AA-01-012 bottles 
AA-01-045 bottles 

Round up 5 bottles to 1 case 

Charge 1 case 

Total Charge
3 cases 2 cases 

Round down to previous (smaller) Unit of Measure 

When using this Rate Type, you need to ensure there is a charge in place for the Product Unit of Measure you are rounding down to. 

The below examples assume we have a product in which 6 bottles = 1 case. 

It is assumed we have a charge for Cases configured to Round down to previous (smaller) Unit of Measure (bottles)

LocationStorage Quantity

Aggregate by SKU by location

Aggregate all products on an SKU in one location.

Aggregate by SKU across the entire warehouse

Aggregate all products on an SKU across the entire warehouse. 

AA-01-015 bottles 

Combine 7 bottles together (5+2) which converts to 1 Bottle + 1 Case

Round down 1 bottle + 1 case to 7 bottles

Charge 7 bottles 

Combine 12 bottles together (5+2+5), which converts to 2 cases.

Round down 2 cases to 12 bottles

Charge 12 bottles 

AA-01-012 bottles 
AA-01-045 bottles 

Charge 5 Bottles

Total Charge
12 bottles 12 bottles

How Storage Charges are calculated utilising Storage Periods

CartonCloud will combine existing storage and new storage to calculate the Invoice Periods Storage Charges. 

Existing storage: is the stock already on hand at the start of the storage period (the date allocated is before the storage period start date). 

New storage: all the inbound stock that falls within the storage period (date allocated is within the storage period range). 

The following diagram shows two storage periods, Storage Period 1 and Storage Period 2.
Assuming we're calculating storage charges on Storage Period 2, the Purchase Order Products which were allocated to locations before Storage Period 2 are charged as Existing Storage (as they were already in the warehouse when the Storage Period began), and the Purchase Order Products allocated during Storage Period 2 are charged as New Storage.

How modifying in and out dates impacts Storage Charges

CartonCloud allows you to make retrospective changes to the Purchase Order Allocated Dates and Sale Order Packed / Dispatched Dates.

Doing so will affect storage charges for Storage Periods that fall within the dates changed. Typically, this will only affect Storage Periods which have not yet been invoiced. However, Storage Periods which have already been invoiced can be manually "Recalculated" for the updated charges to be calculated.

Example:

We have weekly Storage Periods which run Monday → Sunday.

Invoicing is done on a Monday morning for the previous week.

On Friday, a Purchase Order is received and verified; however, for some reason, CartonCloud is not updated at the time. Come Monday, and the Purchase Order is verified within CartonCloud; however, to capture the Storage Charges from the previous week, the Allocated Date is updated to the previous Friday.

In this situation, there is now a Storage Period that has been affected (the previous week); however, this Storage Period has already been invoiced. Therefore, for it to be updated to reflect the new charges, it needs to be recalculated.

Once this has been done, the Storage Period will reflect the new charges based on the stock that has arrived on Friday.




What are Handling Charges?

Handling Charges are fees that are applied to incoming stock and outgoing stock from your warehouse. Handling Charges are applied automatically upon creating a Purchase Order and Sale Order. 

Inbound Handling Charges will apply to Purchase Orders, and Outbound Handling Charges will apply to Sale Orders.  

You will need to select the Picking and Putaway Charge Method from within the Rate Card. See the Sale Order and Purchase Order Handling Fee Algorithm page for more information regarding each charging method. 

How to add Handling Charges

  • Within the relevant Rate Card, select the Handling Charges tab. 
  • Select +Add Handling Charge.

  • Select the Unit of Measure that the charge will apply to. 
If you have applied the Default (Scale to Highest Unit Of Measure) Charge Method for either Picking or Putaway you have the option to select a Charge Behaviour. 
  • Select the Charge Behaviour from the drop-down menu. The Charge Behaviour will dictate what Product Unit of Measure is used to calculate the charge and allows you to specify what Unit of Measure you wish to charge in. For example, this enables you to apply a case pick charge for a bottle pick. 

Note, if you selected Round up to next (larger) Unit of Measure or Round down to previous (smaller) Unit of Measure, you will not need to enter a rate; however, you will need to ensure the Product Unit of Measure you are either rounding up or down to has a rate against it. 
  • Select the Charge Structure for both the Inbound (Purchase Order) and Outbound (Sale Order) Charge. The Charge Structure is the charging scheme you would like to apply to the charge.
  • Enter the rate.
  • Select the Save button at the bottom of the screen. 

You will now see the handling charge be applied when creating Purchase Orders or Sale Orders. Next time you create a record of these types, which you expect to have a handling charge, you should see it popular under the Charges Tab inside the Item Charge Databox.

In this example, a $2 handling fee per carton has been applied to a Purchase Order containing 10 cartons.

Charge Behaviour & Aggregation

If using the Default (Scale to Highest Unit Of Measure) Charge Method for either Picking or Putaway you will need to select the Charge Behaviour and the Aggregation option. 

Note, the Aggregation option is set up against the Product and/or the Rate Card. 

For the following examples, assume we have a product in which:
6 bottles = 1 case

Charge Behaviour = "Charge this unit of measure"

In this example, assume we have Bottles configured to Charge this unit of measure 

LocationPick / Putaway QuantityNo aggregation (default)Aggregate by SKU by Location Aggregate by SKU across the entire warehouse
AA-01-015 bottles Charge 5 Bottles

Combine 7 bottles together (5+2) which converts to 1 Bottle + 1 Case

Charge 1 Case + 1 Bottle

Combine 12 bottles together (5+2+5), which converts to 2 cases.

Charge 2 Cases

AA-01-012 bottles Charge 2 Bottles
AA-01-045 bottles Charge 5 BottlesCharge 5 Bottles
Total Charge
12 Bottles6 Bottles + 1 Case2 Cases

Charge Behaviour: "Round up to next (larger) Unit of Measure"

In this example, assume we have Bottles configured to Round up to next (larger) Unit of Measure

When using this Charge Behaviour you need to ensure you have a Pick Charge set up for the Unit of Measure you are rounding up to. 
LocationPick / Putaway QuantityNo aggregation (default)Aggregate by SKU by Location Aggregate by SKU across the entire warehouse
AA-01-015 bottles

Round up 5 bottles to 1 case

Charge 1 Case

Combine 7 bottles together (5+2) which converts to 1 Bottle + 1 Case

Round up 1 bottle + 1 case to 2 cases 

Charge 2 cases 

Combine 12 bottles together (5+2+5), which converts to 2 cases.

Charge 2 Cases

AA-01-012 bottles 

Round up 2 bottles to 1 case

Charge 1 Case

AA-01-045 bottles 

Round up 5 bottles to 1 case

Charge 1 Case

Round up 5 bottles to 1 case 

Charge 1 case 

Total Charge
3 Cases3 cases 2 Cases

Charge Behaviour: "Round down to previous (smaller) Unit of Measure"

In this example, assume we have Cases configured to Round down to previous (smaller) Unit of Measure

When using this Charge Behaviour you need to ensure you have a Pick Charge set up for the Unit of Measure you are rounding down to. 
LocationPick / Putaway QuantityNo aggregation (default)Aggregate by SKU by Location Aggregate by SKU across the entire warehouse
AA-01-015 bottles 

Charge 5 bottles 

Combine 7 bottles together (5+2) which converts to 1 Bottle + 1 Case

Round down 1 bottle + 1 case to 7 bottles

Charge 7 bottles 

Combine 12 bottles together (5+2+5), which converts to 2 cases.

Round down 2 cases to 12 bottles

Charge 12 bottles 

AA-01-012 bottles 

Charge 2 bottles 

AA-01-045 bottles 

Charge 5 bottles 

Charge 5 Bottles
Total Charge
12 bottles 12 bottles 12 bottles

Charge Structure

Charge StructureDescription Example 
Text FieldA flat rate per unit of measure

Example: Per unit charge $0.50

TimerNot yet Supported


Sliding ScaleBanded rates for variations in quantity

Example: Per 1-10 units charge $0.50 / For 10+ units charge $0.40



Please note that if your CartonCloud account was created prior to 1 July 2019 the below functionality may not be available at this stage. If you would like to discuss migrating to the newer version of the CartonCloud TMS, please contact: support@cartoncloud.com.au

Transport Rates are the rates your customers will be charged for deliveries and are created within a Rate Card.

Within a Transport Rate, you will have either a single or multiple Charge Groups and within that Charge Group, you will create your charges using different charging methods. For more information on what a Charge Group is, please see the Charge Group section of this article. 

Steps to create a Transport Rate 

Follow the below steps to create a Transport Rate. 

1. Add a new Transport Rate - from within the Rate Card, add a new Transport Rate. 

  • Type Rate Card into the Search for anything bar.  
  • Select the relevant Rate Card and click Transport Rates from within the Rate Card.
  • Click Add Rate in the top left corner.

  • Upon adding a new Transport Rate the below screen will appear. 

  • As you add charges to your Transport Rate the below boxes will appear for each new charge (completed in step three). 

2. Set up the Transport Rate - fill in the applicable fields for both the header and default information sections. 

  • The below field descriptions will assist you when filling in this information.
  • Remember to activate the rate once completed by sliding the toggle in the top right. 

SectionFieldDescription
Header Information NameThe name of the Transport Rate. It is important that you use a name that allows you to easily identify the rate. We suggest using a descriptive name, for example, GC Depot - North & South. 
Effective DateThe date the rates will become effective and be used to calculate consignment charges. This is helpful if you do not wish to use the rates immediately and are instead building the rates for a future date. To use the Transport Rate immediately, use today's date. 
Expiry Date Date when the rates are no longer valid and CartonCloud will no longer use the rates to charge consignments. This is useful when planning to transition from one Transport Rate set up to a new one (one would expire on a set date, and the new one would become active on the same date). 
Review DateThe date you would like to review the rate. This field is not required and can be left blank. 
Service TypeWhat type of service the rate is for e.g General Service, Hourly Service, Express Service. 
From ZoneThe Zone from which the consignment is originating from. 
To ZoneThe Zone the consignment is going to. 
Default InformationNo ChargeIf you do not wish to charge for the movement. This is useful if you do not charge customers to bring goods back to your warehouse. 

Fuel Levy

You can apply a different fuel levy from the rate card by either overriding the existing fuel levy (selecting Rate from the drop-down menu) or offsetting it (selecting Offset from the drop-down menu and the off-set percentage amount). For more information see Fuel Levy.


Inactive/Active slide bar

This sliding bar will active the rate. Once active -


Add Charge GroupSelect to start adding charges to the Transport Rate. 

3. Configure charges - use the Add Charge Group to select the Consignment Charge Group Types you would like to add to your Transport Rate and the appropriate charging methods to configure your charges. 

Before configuring your charges it is recommended that you read the Charge Group Types section of this article. 
  • Select Add Charge Group. 
  • Select the relevant Consignment Charge Group from the drop-down menu. 

  • A box will appear around your new charge.

  • Select the relevant Fee Category (explanation in the below table). 
  • Click Add Consignment Totals/Item Charge to begin configuring your charge. You will have four or five (depending on what type of Charge Group you selected) charging methods to choose from. For Consignment Item Charges you will have an additional option of Item Code which will enable you to charge per item. 
  • Fill in the charge amount and what it will be charged by (depending on what Charging Method you have selected).

  • Ensure to apply the fuel levy by clicking the fuel icon (it will turn green) next to the applicable charge. 
It is suggested you apply a fuel levy to all charges that use fuel. For example, a hand-unload fee would not incur a fuel levy as you do not use fuel to perform the task. See Fuel Levy for more information. 
  • Once you have added your initial charge, you can continue to add new charges to the Transport Rate by selecting the Add Charge Group button at the bottom of the screen.
  • There is no limit to the number of charges you can have in the one Charge Group or Transport Rate.
Field / ButtonDescription  
Charge Group based on Consignment TotalsThe type of charge group you have selected will appear at the top of the charge. 

Delete the charge. This will not delete the Transport Rate, only the charge configuration. 

Extra features that can be enabled when configuring the charge

  • Allow zero charge: once enabled this will prevent CartonCloud from producing an error message when there are no charges for a particular rate or consignment item. For more information see the Allow Zero Charge
  • Charge Weight: allows you to charge per weight (adds this option to the per charge drop-down menu) and provides a cubic configuration at the top of the charge group. 
  • Charge Pallets: allows you to charge per pallet (adds this option to the per charge drop-down menu) and provides a pallet configuration at the top of the charge group. 
  • Sum by item code (only available for Charge Group based on Consignment Items): sums the total item codes instead of charging each line individually. 
Fee CategoryA way to identify and describe the charge e.g 'Delivery'. This title will appear on the customer's invoice in reference to the charge. 
Add Consignment Totals Charge Add the charge configuration. This is how the charge will be calculated. There are four different charge configurations to choose from. 
Add Charge Group Select this if you wish to add a completely new charge (different from the one you just added). You can either select the same Charge Group as your previous charge or select a different one. 

Charge Group Types 

A Charge Group provides the template and structure to create charges and allows you to group different charges within a Transport Rate. The two types of Consignment Charge Groups you can choose from include, a Consignment Total Charge or a Consignment Item Charge. Depending on how you wish to charge your consignments will dictate what type of Charge Group you select.  

Consignment Total Charges

Consignment Total Charges will charge by the total number of items in a consignment. For example, if you have a consignment with the consignment items of one pallet and two cartons the charge will be applied to all three items. 

Consignment Item Charges

Consignment Item Charges will charge by a single line item in a consignment. This means you can apply different rates to different consignment items within one consignment. For example, for a consignment with one pallet and two cartons, you can apply one rate for the pallet and another rate for the cartons. 

Note, you can have both types of Charge Groups within one Transport Rate.

Example Transport Rate with both types of Charge Groups 


This page is a list of all the customers currently using the Rate Card you are viewing. It also provides a link to each of those Customers details (the View button next to them).

Clicking on the Edit button next to a Customer will also take you directly to the page where you can change what Rate Card that Customer is on.