Complete Guide To Tariffs

Your guide to understanding Tariffs, how to set them up, and how to use them.

Instead of a simple rate per mile that changes with weight, Tariffs allow you to create tariff ranges for: mile per weight range, cube weight (CWT), or pallets.

These pre-populated rates can automatically rate orders and generate quotes for applicable orders.

Here's how it works.

Table of Contents:

1. Step 1: Create A Zone
2. Step 2: Set Up Tariff
   • How To: Import Tariffs
3. Step 3: Add Tariffs To A Customer Profile
4. Step 4: Fetch Tariff To An Order (Tariffs In Action)

Step 1: Create a Zone

Zones are the geographical areas that will be considered the same distance when calculating the length of a trip. Zones can be made up of a specific lane you run by adding an origin and destination, or a group of cities to capture a broader region.

Step 2: Set up Tariff

Tariff rates can be set up in four ways:

• Pallets 
• Cube Weight (CWT)
• Per Mile and Weight Range
• Per Weight and Mile Rate

For this example, let's use an imaginary schedule that has pre-calculated rates for loads in Per Mile and Weight ranges: 

1. In the Tariffs module, click on "Create"

2. Select "Weight and mile range", and click "Create"

3. Name your Tariff

You also have the option to add "Tariff Notes" that will populate on the quote when this tariff is selected, as well as a Start/End date if you want these rates to only available for a limited time period

4. Enter in mile and weight ranges, as seen in the above table

5. Set price per weight ranges for each mile range

6. Enter in the Origin and Destination that this tariff should be applied to

Set the lane this tariff is to be applied to. Origin and Destination can be entered by city, or if you want to include a larger area, enter in a Zone.

7a. OPTIONAL: Set Fuel Rates

You have the option to import a fuel table, which will automatically add a fuel surcharge to your tariffs. If you want to adjust the surcharge, simply add in the +/- % adjustment to the actual rate you want

7b. OPTIONAL: Set adjusted accessorial rate

If there's an accessorial you want automatically added each time this tariff is used, add it here. Like fuel, you can also add an adjustment to the default rate set for that accessorial

8. Click "Save and create" to save your new tariff

Import Tariffs

Already have your tariffs in a spreadsheet, and don't want to plug them all in manually? Look no further than the "Import Tariff" feature.

1. In the Tariffs module, click "Import"

 

2. In order for Rose Rocket to recognize your spreadsheet data, it must be in the correct format. To download a template, click "here" next to the tariff type you wish to upload.

3. Open the .csv template in your spreadsheet software, and fill in the tariff data under the right fields

4. Once complete, save your sheet and upload it to Rose Rocket

Step 3: Attach the tariff to customers

Once the tariff is built, it’s time to attach it to a customer profile. Tariffs can be added to one or more customers depending on if it's customer-specific or a general tariff. Similarly, customer profiles can have one or more tariffs attached to them.

1. Go to the Customers module

2. Click on the customer you want to apply a tariff to

3. On the customers profile page, click the "Services" tab

3. In the Customer Tariffs section, select the "+" to add tariff

4. Find the tariff you want to add, and the service you want it to apply to. Once done, add a company name and description, and click "Save".

Step 4: Automatically fetch rates

Once you’ve created a zone, added the rate and attached it to your customer, your tariff is ready to use. When creating an order, the fetching rates will be pulled onto the order automatically. If you edit an order, you have the option to re-rate it.