Shipment/Trip is not Rating correctly

Owned by Gord More (Unlicensed)
Last updated: Aug 17, 2016
6 min read

Problem

The price of a shipment/trip is not rating correctly. Rating is the price that appears on the Trip Entry Screen beside the "Delivery Charge."
 

 

Rating in the Delivery of Goods Industry is far from standardized. We have done our best to write an article using basic examples of rates. While the names of packages types, service levels and zones will be different than your set up, the key functionality is the same.

Solution

 

Please do the following to check your Shipment's Rate.
  1. Make sure that both the Pickup and the Delivery Addresses have a "Zone."

    You dont want this:


    You want this:


  2. Check to see if the Account has a Discount by doing the following:
    1. From the Trip Entry Screen, with the shipment that is not pricing correctly showing, click on "Account"
    2. This will bring you to the Account Entry screen, with this Shipment's Account showing.
    3. On this screen, look in the "Discount Type" dropdown:

      "None" means there is no discount, if this is the case continue to point "3. Check the Rate Wizard" below.
      If "Fixed" or "Percentage" is selected, look at the "Value:" box beside the dropdown. This will override your shipment's rate. Does this answer your problem?
      If "Advanced" is selected, then continue below. If it is not, then continue to point "3. Check the Rate Wizard" below.
       
    4. Since "Advanced" is selected, then the "Account Discounts" tab will no longer be grayed out and you can select it.
      (If it is grayed out and you cant select it, then "Advanced" is not selected in the dropbox as per point c above. To be clear, if "Advanced" discounts is not selected then continue to point "3. Check the Rate Wizard" below.)
       
       
    5. Click on "Account Discounts" Tab.
    6. Check the top section called "Package Redirects" to see if there is a package redirect.

      In the image above you can see "Box → Gord."  That means if a shipment for this account shows "Box" as the Package Type dropdown in the Trip Entry Screen, then the shipment will price by package type "Gord."
      If you see a Package Redirect, check to see if the shipment that you are working on is effected by this redirect. Using the example above, we checked to see if the shipment that is not rating correctly is showing package type "box" in the Trip Entry Screen. It is, that means we know that the shipment is being redirected to package type "Gord" for pricing. We made note of this and continued on.
       
    7. Moving on, check the bottom section of the "Account Discounts" tab. This section is labelled "Discounting." If you see something like this:

      Then there is a "Advanced" Discount taking place. Take a moment to see if this is effecting your shipment's rate by comparing your shipment to this discount. If it is and its incorrect, make changes as needed.
      If this section is blank or does not contain any details that would effect the shipment that you are working on, then continue.
       
  3. Check the Rate Wizard.
    1. Logged into IDS's PC Client as an "Admin", go to the "Wizard" dropdown and select "Rate Wizard."
    2. Navigate to the "Package Type" screen by pressing the "Next" button twice.
    3. On the bottom of the "Package Type" screen, you will see a list of all your packages types. Scroll through until you find the package type for the shipment you are working on. If there was a "Package Redirect" effecting your shipment, as per point 2 above, then scroll to find that package type on this screen.
    4. When you find the package type for the shipment you are working on, double click on it, so that it populates the fields on this screen:
    5. On this screen, key things to check are:
      1. Is the "(NEW) HOURLY: simple (hours * rate)" box ticked. If so, does that answer why your Shipment is not rating correctly. If this is ticked and you need further assistance, please contact IDS Support Directly.
      2. Is the "(NEW) FORMULA: (PCS *0.25 or WGT * 2.00) box ticked. If so, does that answer why your Shipment is not rating correctly. If this is ticked and you need further assistance, please contact IDS Support Directly.
      3. Is "Calculate charge by weight:" ticked. That means the shipment will price by weight, not by the number of pieces. Is this correct?
      4. Is "Use pieces for cutoffs:" ticked. That means the shipment will price by piece cut offs, not by weight cut offs. Is this correct?
      5. Now look at the "Multiple Cutoffs"" section. If this is ticked, then continue below, if not, then continue to point "f. Now its time to check the Rate Matrix" below.
        1. Is "Cumulative" ticked? This means this package type will add up all the "child package" rates below the weight of the shipment. Is this correct?
        2. Is "Limit Max to Next Cutoff" ticked? This means this package type will limit the maximum price to the next child rate. Is this correct?
        3. Look at the "Selected Cutoff" section. In our example package type "Gord" we see:
          • 100 -> gord100
          • 200 -> gord200
          • 300 -> gord300 
        4. Since the first number is the TOP Weight for that Child Package Type, the above means:
          For a weight from 0 to 100, the shipment will price based on the values held in the Child Package Type of "gord100."
          For a weight from 101 to 200, the shipment will price based on the values held in the Child Package Type of "gord200."
          For a weight from 201 to 300, the shipment will price based on the values held in the Child Package Type of "gord300."
        5. Make note of the weight of the shipment you are working onto see what Child Package type it should use for pricing. If the weight of the trip is higher than your cut offs, that is your problem. Either reduce the weight of the shipment or alter this package type to include your shipment's weight.
           
    6. Now its time to check the Rate Matrix.
    7. From the Package Type Screen, click on the "next" button twice.
    8. You will now see something like this:
    9.  Using the top two dropdowns, select the service level (first dropdown) and the package type (second dropdown) for the shipment you are working on. If this shipment is a "Multiple Cutoffs" package type as per point e above, then select the Child Package type that matches your shipment's weight.
    10. In the bottom part of this screen navigate to the "Zone" to "Zone" cell that holds your shipment's rate.
       
    11. Using our example, we noted in the Trip Entry screen our shipment had a weight of 1, service level "regular", being picked up in Zone "011 and going to Zone "087."
    12. We also noted that in the Trip Entry screen, our shipment had a package type of "Box". We then noted that this shipment's Account had an "Advanced Discount" "Package Redirect" of "Box" to "Gord" (section 2 above). Package Type "Gord" has a "Multiple Cutoffs" such that a weight of 1 is being priced by "gord100" (section e above). That means, we need to navigate to package type "gord100."
    13. Please Note. If your shipment's account does not have a redirect, nor your shipment's package type doesn't have "Multiple Cutoffs", then simply navigate to your shipment's package type as per the Package Type dropdown in the Trip Entry Screen.
       
    14. Using our example shipment, we highlighted (in blue) the cell that holds the shipment's rate:
    15. We then updated our rate, went back to the shipment in the Trip Entry Screen, clicked on "Calculate Trip" and now the shipment prices correctly.

       

Because the Delivery of Good's Industry does not have standardized rating, rates can be very complex. Some times it can take a few tries to figure out. If you get really stuck, please do contact support with the full shipment ID and the price you are expecting.