Additional Services

Additional Services

Additional Services

SUMMARY / PURPOSE

Use this article to set up and apply additional charges to consignments.

OVERVIEW

Additional Services are extra charges applied to consignments for specific services or events. Common examples include:

  • Hand unloads
  • Tail lifts
  • Wait time/demurrage
  • Out-of-area deliveries

Additional Services must be configured before charges can be added to customer rate cards.

BEFORE YOU BEGIN

Ensure you have:

  • Finance configuration permissions
  • Equipment types configured (if charging for equipment)

STEP-BY-STEP INSTRUCTIONS

Add an Additional Service

Step 1: Create the Service

  1. Navigate to Finance > Configuration and Setup > Additional Services
  2. Click Add Additional Service
  3. Enter the service name

 

      4. Click Update

                                                                                                                 

The new service appears in the left-hand list.

                                                                         

Step 2: Configure Service Details

  1. Select the service from the list
  2. Configure settings as needed:
    • Default Customer Rate: Set the default price charged to customers (can be overridden per customer rate card)
    • Default Customer % of Base Price: Charge as a percentage of consignment base price instead of a flat rate


NOTE: Click the blue ? icon next to each field for detailed explanations.



  
  • Associated Freight Items: Charge per freight item rather than per consignment (e.g., per pallet)

                                                                  
    
  • Driver to Collect Quantity: Enable drivers to manually enter quantity



Step 3: Set Auto-Apply Rules (Optional)

  1. Scroll to the Data Filter section
  2. Add logic to automatically apply the service to matching consignments
                                                                                                

Example: For an Out of Area charge based on postcode 3000:

  • Field: Receiver Postcode
  • Logic: Equals
  • Value: 3000
IMPORTANT: If you leave the data filter blank, the service must be added manually to each consignment.

Override Pricing in Rate Cards

Additional Service prices in customer rate cards override prices set on the Additional Services page.

  1. Navigate to Finance > Configuration and Setup > Rate Cards
  2. Select a customer rate card
  3. Click Additional Services (in Step 1 or Step 4)
  4. Configure custom pricing per service level/zone
  

NOTE: The Additional Service must exist before it appears in rate cards.

CHARGING FOR EQUIPMENT

Prerequisites

Equipment types must be configured. See [Equipment Type setup article].

Configure Equipment Charges

  1. Navigate to Finance > Configuration and Setup > Additional Services
  2. Create an additional service (e.g., "Skid")
  3. Set the Default Customer Rate
                                         

      4. In Additional Service AKA, enter the equipment type AKA name (e.g., EquipmentType4Count)

   

NOTE: Find the AKA name at Configuration > Lists and Zones > Equipment Type.

  1. In the Data Filter section, add logic:
    • Field: [EquipmentType AKA]
    • Logic: Greater Than
    • Value: 0

Example: If EquipmentType4Count > 0, the charge multiplies by the quantity (2 skids × $1 rate = $2 charge).


  

IMPORTANT: The AKA name in the service must match the AKA name in the data filter exactly.

      6. Once you finish setting up, when you create the next consignment and add Equipment Count into the equipment counts section, you will notice that an additional service price has been automatically added to the price of the consignment, as shown below.
                                                                                                                             
                                                                                                            
       7. This amount (Additional Charge) will vary depending on what you have entered in the default customer rate.

IMPORTING ADDITIONAL SERVICE PRICES

You can import custom pricing for Additional Services across multiple customer rate cards.

Export Current Prices

  1. Navigate to Finance > Configuration and Setup > Rate Cards                                       
  2. Click Global Actions
  3. ​Enable Export Step 1 Additional Service
  4. Click Action

                    

File columns:

  • Rate Title: Rate card name
  • Rate Service Title: Service level
  • Additional Service: Service name
  • Rate Flat Value: Flat dollar amount
  • Rate Value Percentage: Percentage of base price (enter as decimal: 0.2 = 20%)
  • Rate Min Charge: Minimum charge amount

Update and Import Prices

  1. Enter prices in the exported file
  2. Save as .csv format
                                                                     
InfoNote: If entering a value into the Rate Value Percentage column, the value must be entered as the decimal equivalent. For example, if you want to enter 20% you need to make the value 0.2, 10% would be 0.1 and so on.

       3. Navigate to Finance > Configuration and Setup > Rate Cards
       4. Click Global Actions

                                                                                                                  

Notes
When uploading the file, ensure you save your file as a .csv if it is not in that format.
      5. Enable Import Step 1 Additional Service
      6. Upload the file
      7. Click Action

NOTE: No field mapping is required when using this method.

      8. Once imported, you will see that the prices have been updated as per your file, as shown below.

                                                            


AUTOMATING WAIT TIME/DEMURRAGE CHARGES

Enable Onsite Confirmation

  1. Navigate to Configuration > General > Global Setup
  2. Scroll to the Delivery section
  3. Enable Ask driver to Confirm Onsite
   

NOTE: This setting can be overridden per device in the device list.
  

Configure Wait Time Charges

  1. Create an additional service (e.g., "Demurrage Charge (Delivery)")
  2. Set the service price
  3. In the Data Filter section, select:
    • For deliveries: Total minutes on Site (Delivery)
    • For pickups: Total minutes on Site (Pickup)
  4. Select logic: Greater Than
  5. Enter the threshold value (e.g., 2 minutes)
  6. Click Add Rule
                                               

 Example: Driver onsite for 10 minutes with a 2-minute threshold = 8 minutes charged.

Charge in Time Increments

Add a time period in brackets after the service name to charge in increments:

Example: "Demurrage (5 Mins)" at $1.50 per increment

  • Driver onsite 10 minutes = 2 increments × $1.50 = $3.00


                                                                                                                  

IMPORTANT: Format must be exactly: (5 Mins), (10 Mins), (15 Mins), etc.

Separate Pickup and Delivery Charges

Create separate Additional Services for pickup and delivery wait times. Do not combine them in a single service with multiple data filter rules.

                                                            

Your data filter for the delivery charge could look like the following (you need to use the delivery option).

                                                                                          

Your data filter for the pickup could look like the following (you need to use the pickup option):

                                                                                                

You CAN'T have one Additional Charge with a data filter like the one below:

                                                                                                

Why: If a driver is onsite longer for delivery than pickup, combined rules may calculate negative values.

IMPORTANT

  • Wait time charges calculate automatically when drivers confirm arrival onsite
  • Drivers must be at the correct GPS location for wait time tracking to work
  • Charges apply between onsite confirmation and task completion, minus the threshold time
  • Rate card prices override Additional Services page prices

COMMON ISSUES & TROUBLESHOOTING

Issue: Additional Service not appearing in rate card
Cause: Service not created on Additional Services page
Resolution: Create the service before configuring rate cards

Issue: Equipment charges not applying
Cause: AKA name mismatch between equipment type and data filter
Resolution: Verify AKA names match exactly

Issue: Wait time charges not applying
Cause: Driver not confirming onsite arrival, or incorrect GPS location
Resolution: Ensure drivers confirm arrival and are at the correct location

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