Tariffs can be configured to charge for goods in/out, picks, orders and storage (both occupied and allocated). The tariffs can be defined by contract, tariff type and container type (i.e. you can have a specific rate for a pallet)
Creating a new Tariff
To create a new tariff you can select the plus symbol in the top left of the screen to get a screen where you will start adding the details for the tariff.
First you will need to select a unique code and then a name for your Tariff.
General
- Contract - Add the contract that this tariff will be applied to.
- Activate - Slide between Yes and no to activate and deactivate .
- Start - set the date you want the tariff to start billing from (you can't back date a tariff as it won't calculate anything that was done before it was created).
- Finish - if you have an end period for the tariff you can set a finish date and this will stop the charging from that date, if not then leave this blank, and you can make deactivate manually.
Containers
- If a container has been set up you can set this to bill the tariff on certain container types and ignore others, if left blank this will bill everything for that tariff type on the contract.
Financial
- Nominal Code - This allows the Tariff to be taxable or not.
- Tariff Type - Rate based tariff charges can be of several types: Pick (Goods-out), Place (Received), Storage (Allocated), Storage (Actual), Storage (Occupied), Order Request, Order Picks and Return Request.
- Pick(Goods-out) - Charges for items being picked (applied when items are DESPATCHED).
- Place(Receive) - Charges for items when they are checked into the warehouse.
- Storage(Allocated) - Charges for storage locations allocated to a contract.
- Storage (Parts/Used) - Charges for volumes of SKUs that belong to a contract.
- Storage(Occupied) - Charges for storage locations occupied by a contract.
- Order Request - Charges for order requests placed by a contract.
- Order Picks - Charges for completed order picks by a contract (applied when items are DESPATCHED).
- Return Request - Charges for returned orders made by a contract.
- Minimum Charge - if there is a minimum charge you can set it here but you can set tis up in the rates aswell.
- Interval - this determins when the charges will be applied.
- Observation Type - Tariffs require an observation type to be defined, this observation type defines the level that will be used to apply the tariff rate during the given observation period.
- Average - This will charge at the average value during the billing period.
- Fist Day - This will charge the at the first days value for the billing period.
- Last Day- This will charge at the last days values for the billing period.
- Maximum - This will charg at the maximum value (highest watermark) For the billing period.
Creating, Editing, Applying and Quoting the Tariff Rate
Once the Tariff details have been completed and saved, you will see the tariff in the list.
if you right click on the tariff you will get another drop down where you can edit, apply or quote the rate, you will need to edit.
Edit Rates- you can edit the rate by right-clicking on the selected Tariff and selecting edit tariff, A new screen will open.
- You will see a new window open, this is where you can test rate calculations and edit the rate
- first you will need to add your rate line by selecting the plus symbol on the top left, 2 columns will apear at the bottom a rate column and a charge column, click in the column you need to set or edit and add the rate or charge. see below example.
Rolling back a Tariff Charges
If a tariff charge is incorrect and has gone over its interval and the charge has been created, you can roll the charge back by right-clicking it and selecting the ROLL-BACK this charge.
Next edit the charge amount save. you can check the quote to make sure the charges are correct
If everything is in order you can apply the new charges, these will now appear on the next invoice
