Quoted Rates


There is a functionality to save quoted rates and apply them when creating Billing Requests using the Add Rates button.

  1. At the top navigation panel click on Settings menu, select the Quoted Rates option under Clients section.  
  2. The following screen will be displayed with your quotes, if any.                                                                                    Click on the Add button to enter details about the new quote.                                                                                       Or click on an existing quote to edit the details.                                                                                                                 Or click on the Rates icon to open the Rates window for this quote (refer to 5.) 
  3. To Add a new quote the following window will pop up: 
    • The Client Code is the code that identifies the quotee. We recommend using TSW codes and you have the option to select an existing TSW client by clicking on the lookup button, but you can enter any code. 
      • For 'standard' rates, ie not client-specific, tick the box to have the rates for this quote qualify for selection by Item Code in the Add Rates Billing Request function.
    • Provide a Client Name (or a suitable description for 'standard' rates)
    • if a formal quote document has or will be presented then its Quote Number/ID can be stated
    • The Service Code indicates what type of consignment this quote's rates will apply to:
      1. blank applies to all consignments
      2. FCL applies to consignments with at least one package line of type of 20', 40' or FCL (the container ISO type can optionally be specified for each rate)
      3. LCL applies to consignments with at least one package line of type LCL
      4. Vehicle applies to consignments with at least one package line of type Vehicle
      5. Pallet applies to consignments with at least one package line of type Pallet
      6. Loose applies to consignments with none of the above package line types
    • Specify an Origin and/or Destination for the consignment that these rates apply to or leave blank if not relevant. A country code or a country code and port code can be stated.
    • Specify an Effective Date and/or Expiry Date to have this quote only effective to consignments loaded within the specified range. Leave blank to apply to any loading date
    • A Description of the quote
    • Payment Terms of the quote if applicable, eg 20 th of month following invoice date or 7 days from invoice date
  4. Click OK to save the quote and the new quote will be displayed in the list.
  5. Click on the Rates icon on the quote line to view/add rates for this quote. The following screen will be displayed where you can edit or add new rates. 

    1. The Item Code is the product/service (inventory) item code as setup in your accounting system for this rate
    2. Enter the Description to be displayed in the billing request or leave blank to have it default to that set up for the item code in your accounting system
    3. Optionally specify the Container Type for the rate. This is only enabled if the quote is for an FCL service code
    4. Provide a Rate for the per Unit and if in a foreign currency then state the Currency code. The rate may be omitted for description-only lines, ie comments. It cannot be negative but may be 0. 
    5. Indicate the Per Unit for this rate or leave it blank. The quantity in the Billing Request will be assumed to be 1 if no unit is specified but a rate is; for recognised units the quantity in the Billing Request will be set as follows:
      • ctn     total number of containers (as in the Packages list)
      • pkg    total number of packages (as in the Packages list)
      • kgm   total weight in kilograms (as in the Packages list)
      • vkg    greater of weight in kilograms and volume x 166.67 (as in the Packages list)
      • tne     total weight in tonnes (as in the Packages list)
      • mtq     total volume in cubic metres (as in the Packages list)
      • prd     total number of product lines (as in the Products list excluding deleted and comment-only lines)
    6. The Port code may be entered to restrict this rate to only apply to this discharge port
    7. The Min Qty and Max Qty may be entered to specify the quantity breaks that this rate applies to. These will normally relate to the same unit as the Per Unit however a different Unit from the Unit Per can be stated to determine the applicable rate 
    8. A Creditor code may be stated to allow a cost to be entered into the billing request or further, if a cost quote and rate has been created for this creditor then the actual cost will be calculated in the billing request 
    9. Optionally specify a Minimum charge amount (this will apply where the rate calculated total is less than this value and greater than 0) 
    10. Optionally specify a Base charge amount (to be added to the quantity x rate calculation)
    11. Optionally specify a Markup percentage to be added to the calculated total.
    12. Optionally specify a Category if the freight payment method is relevant to the use of this rate, or this rate only applies in certain situations, ie when its item code is selected in the Add Rates function in a Billing Request - select 'Manual' as the category so that this rate is excluded from Added Rates when All item codes are being selected.