How to set up Custom Rates for a Carrier [Step-by-Step guide]

Modified on Thu, 24 Apr at 4:01 PM

If you need to add a Custom Rates table, you can do it on the Carrier level.

WARNING: Using Custom Rates tables implies NOT reaching the Carrier via API to get negotiated rates, rather, using the values and parameters defined in techSHIP's local rates table as uploaded and defined by you.

WARNING: When defining weight ranges, do NOT define gaps. Make sure you cover a FULL RANGE. An example, a gap would be having 8 to 9, and 9.01 to 10, where the gap is between 9 and 9.01. In that case, define 8 to 9, and 9 to 10. If you have gaps in your setup, this will cause issues.

NOTE: Make sure to review the FAQ at the end of the article to know how to use some of the fields or how these work.

Feel free to follow this video guide, or the step-by-step procedure below.

The expected results of using the Rates Table apply to Rate Shopping and Explicit Carrier and Service Import (explicit selection of a Carrier and Service Level) scenarios as detailed below:

ORDER FEATURES	RATE SHOPPING	EXPLICIT CARRIER AND SERVICE
Order matching a defined range	Rate is returned according to the matching range	Rate is returned according to the matching range
Order out of range	Rates Not Found error message is displayed	Order is processed but with rate returned as zero

Definitions and considerations to take into account are the following:

Order matching a defined range: An order that based on its values (weight, ship-to address, etc.) has a corresponding match with a defined range within the Custom Rates table
Order out of range: An order that based on its values (weight, ship-to address, etc.) has a corresponding does NOT match with a defined range within the Custom Rates table
When Rates are returned, taxes and markups can be also applied, depending on the Carrier response and Billing Account Setup

To configure it, you will have to:

1. Download the file attached in this article and complete the template with your the rates (delete or overwrite the example line in it)

2. Open Carriers through the Maintenance tab

3. Select the Carrier related to the case

4. Check Enable Custom Rates and press Save

5. Open the Rates tab

6. You can add rates one by one manually or in bulk

A) Manually: Click Add rate, complete the fields and press Save

B) Bulk upload: Click Choose File, select it from your drive and press Import & Replace Rates

If you need to update the rates table you can edit each line one by one (C) or download the current table (D) correct the values and repeat step 6A to push the new table into techShip.

WARNING: Note that the file you upload has two columns: Service Name and Service Code. The Service Code must be a match with the Service Code values in the column visible in Service Code Mappings:

These are frequently asked questions regarding markups, wildcards, dimensional weight and ZIP usage:

1. Are markups applied to custom rates?

Yes, custom rates will indeed incorporate mark-ups as long as they are specified within the utilized billing account, as detailed in How does the Markup feature work and how is it applied? [Guide]

2. Can the ZIP Codes be populated as three-digit ones with a wildcard (750*)?

Yes, entering zip codes in the format of three digits followed by a wildcard (e.g., 750*) works properly

3. Can I leave City and State blank if I just want to lookup by three-digit ZIP Code (750*)?

Yes, you can leave the City and State fields blank if your objective is to perform a lookup solely based on a three-digit ZIP Code (e.g., 750*)

4. Does the dimensional weight divisor work with Metric measurements

Yes, support for this has been implemented

Attachments (1)

xlsx

Custom Rates....xlsx
7.52 KB