Rate Cards Imports
Transvirtual has the ability to import rate cards via csv file.
Importing a Rate Card
When creating/adding the rate cards, you have the ability to import a csv file to create/add the rate card, rather than manually fill the details (steps 1-4) within the web portal.
1. To import the rate card, first you will need to create an empty rate card and then upload the .csv file.
1. To import the rate card, first you will need to create an empty rate card and then upload the .csv file.
Make sure the rate card has a zone list attached to it.
Click here to know more about how to setup the rate card.
2. On rate card setup page, click on the Import rates as shown below.
3. After the above steps, a pop-up to import the file will display, click to select and upload a file or you can drop-down the file and then click on Next button to import the file, as shown below.
4. As you can see in the above screenshot, minimum details csv file should contain, a Service Level, Freight Item, from zone, to zone and a rate for EACH row in the csv file.
An example of what your import file could look like.
5. Once you upload the file, a pop-up will come to do the mapping of the columns into TV, as shown below.
6. The text under the Data column will be what the columns are called in your csv file and the Map to field section is what you want that column to import as in Transvirtual.
7. Once the file has been mapped, click on the Next button, this will import the file. Once the file has been imported, the rate card will look as shown below.
As you can see, all 4 steps have data in them as per what was in the file.
8. You can import more than one Service Level, Freight Item, From/To zone (if required) and Rates as shown below.
9. When this file is imported, you would see the similar screen as below.
10. You'll notice that multiple Service Levels, Freight Items and Zone Sources appear, with the relevant prices attached to them.
When importing different service levels, etc, you need to ensure that the row simply represents the price that would relate to the zone, freight item and service level - each line in the csv file is a representation of a price for a specific route and freight item etc.
If you have an existing rate card and are trying to do an import to update it, keep in mind that csv imports of this kind will overwrite whatever is already in the rate card. As a result, it is recommended that you create a new rate schedule and do the import within that schedule; (don't apply an increase when creating a new schedule-leave blank) or export the current rate card data first BEFORE attempting an import.
11. Importing a rate card from a csv could potentially save your lot of time and efforts. However, there are important things to note about this process is CSV is the preferred file format. To save as a csv (comma separated file), click on SAVE AS on the file and select CSV (Comma Delimited) as the file type as shown below.
12. You need to also ensure that the appropriate Service Levels, Freight Items and Zone Names all exist in your account BEFORE you attempt the rate card import.
For example, your csv file had a service level of 'Express', but you did not have an Express service level setup in your account, the import would fail, and the error would explain that the Service Level does not yet exist.
For example, your csv file had a service level of 'Express', but you did not have an Express service level setup in your account, the import would fail, and the error would explain that the Service Level does not yet exist.
For further help with Rate Cards, please click here.
For help with Service Levels, please click here.
For help with Zone Lists, please click here.
13. Once a rate card has been created, you can export the current rates by clicking on the Export Rates as shown below.
14. Doing this will then give you a file with many columns such as weight start break, weight end break, etc. The start and end break columns are simply used when you apply either a weight or quantity rate to a route and you charge incrementally more or less when the weight or quantity increase.
For example: You might charge $10 per pallet for the first 10 pallets, then $5 per pallet for any after that. Using the quantity start and end break columns, you could say that the first 'break' starts at 0 and ends at 10 and the rate for this band is $10. You could then add a second 'break' that starts at 11 and ends at 100, and the rate for that band would be $5.
If needed, you could delete all the data out of the file, just leaving the headings, and you could use this as template for any future csv rate imports - you'd simply need to populate the rows with the relevant data.
Importing a Route Matrix
For this section, you have to ensure that you have setup your zone listing. To know how to do the zone listing click Here
With a matrix import you will need a file similar to below there the heading zone and column zone meet will be the respective Route. For this example, zone 2 to zone 5 is Route 6 and will have a respective price.
1. Before importing the zone, create a new rate card. To know more how to create a rate card, click here.
2. Now, open the rate schedule by clicking on the effective date as shown above, the rate setup page will display as shown below.
3. On rate setup page, complete all four steps as describe below.
a. Step 1: Select the service Level by clicking on the Plus (+) icon.
b. Step 2: Select the freight title by clicking on the Plus (+) icon.
Here, we are using General as a Service Level and Carton as Rate Freight Title.
c. Step 3: Select the Zone Source for your Rates, this is the zone where your customer is located.
i. Right click beside any of the zone to rows and click on the Linked Routes button as shown below.
ii. Once you select the Linked Routes, you will be redirected to Include other routes with these rates, as shown below.
iii. On Include other routes with these rates page, click on the Import Zones button as shown below, a pop-up Import Zone Matrix will display, here upload the Matrix Rate file and then click on the Import button as shown below.
Matrix file must be in .CSV format.
iv. The Rate Schedule will now be populated, and you will see your route numbers as highlighted below.
d. Step 4: Now, rates just need to be entered of the schedule.
In this example we will use a quantity rate indicating that Route 7 has a rate of $20.00 per carton.
Similarly, you can use the Flat Rate and Weight Rate as well.
Related Articles
Customer Rate Cards
Rate Cards allow pricing to be setup for the consignment(s) based on Service Levels, Freight Items, Zones, and various pricing structures. To setup a rate card you will need to have at least one service level, Freight Items e.g. Cartons, Items and/or ...Rate Increases
Rate Increases In Transvirtual you have the ability to apply varying increases to your rate cards. Using this tool, you can apply percentage or dollar value increases to your rates across multiple rate cards using the same zone listing. Different ...Credit Cards
Credit Cards 1. This article will describe how to add and enable the Credit Card(s) in transvirtual database. 2. To do it, go to Configuration > Transvirtual Account > Credit Cards, the credit card list page will display as shown below. How to Add a ...Transport Price Check Tool (Customer/Agent)
Transport Price Check Tool The price calculators, mimic the connote creation page and allows you to enter details and return prices based on your rate cards. Both the Customer and Agent Price Calculator pages work the same way. These calculators ...Finance/Invoice Setup Process
Transvirtual has an optional add-on Finance module that allows you to add pricing to consignments and invoice out consignments to customers; as well as send these invoices across to your accounting software (Myob or Xero) so that you can keep track ...