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    Set Up Rate Cards
    • 14 Apr 2024
    • 11 Minutes to read
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    Set Up Rate Cards

    • Updated on 14 Apr 2024
    • 11 Minutes to read
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    Article Summary

    You can set up rate cards for carriers and your Own Fleet by entering the financial terms of your contract with each carrier or your own delivery costs. Bringg uses rate cards to calculate the cheapest option for each order to help you cut costs with more accurate rate calculations. This is particularly useful when your carrier doesn't provide automatic or accurate quotes.

    You can then compare the invoice you receive from your carrier with the cost that Bringg estimates for each order and for all orders you fulfilled with that carrier.

    Enter contract details to calculate carrier costs.

     

    By default, Bringg requests a carrier quote for each order and uses that price when choosing the best carrier for an order. However, you can choose to override that default, preferring to calculate the cost based on rate cards instead.

    Typically, carrier pricing has two components:

    Type of charge

    Description

    Base fee

    A base fee is the core price of the delivery before surcharges are added. The base fee can be flat or variable based on a unit like mileage or weight.

    Note

    If an order fulfills the conditions of more than one base fee, Bringg chooses the more expensive base fee, a practice in line with standard carrier contracts.

    Surcharge

    Surcharges are fees that a carrier adds to the base fee to account for additional expenses that arise due to a need for extra care or time when delivering an order. For example, carriers may add a surcharge for areas with congested roads or when handling fragile goods.

    Bringg adds all the surcharges that apply to a particular order to its base price.

    For example, a delivery price might be calculated by Base + Surcharge 1 + Surcharge 2.

    Before You Begin

    • Confirm you have a Bringg user of type Admin.

      • You can also give access to dispatchers by navigating to Drivers > Privileges and selecting Allow access to setting page.

    • Find and connect to carriers for each of your locations and fulfillment offerings using the Delivery Provider Catalog. Learn more.

    • (Optional) Add your Own Fleet to the Delivery Hub to utilize a hybrid delivery network. Contact your Bringg customer service representative to learn more.

    • Configure Bringg to automatically select the cheapest carrier for each order using the carrier selector. (Learn more).

    • Review the financial terms of each of your carrier contracts.

    Access Rate Cards

    Select Delivery Hub > My Carriers from the navigation bar, select the carrier that you want to configure, then select the Rate Cards tab.

    su-dp_ratecard_access
    Access a carrier's Rate Cards

    Manually Add Rate Cards

    Step 1: Select Basic Fee or Surcharge Fee, then select Add New Term.

    Step 2: To determine which order properties influence each rate, select Add Attribute and choose a field.

    Step 3: Enter the value that must be true to apply this base fee to a delivery.

    For example, to add a congestion charge if the address is on Broadway, select Add Attribute > Last Waypoint > Address, then select the operator Contains and enter Broadway into the value field. 

    Step 4: Repeat for additional attributes that relate to the same term. For example, a carrier might charge a specific rate when multiple conditions are true, such as when inventory is more than a certain weight and needs to be carried up more than one flight of stairs.

    Step 5: Under Rate, select the method used to calculate the basic fee, then enter the base fee that will be charged when the order's properties match the term's conditions.

    Bringg automatically uses the currency configured in your system-wide settings.

    • Flat: Select to enter a fixed price that is applied when your defined conditions are true.
    • Miles:  Select if the base fee depends on the distance from the fulfillment center to the order's destination. For the value, enter the price per mile, or other unit of distance as configured during setup.
    • Units: Select if the base fee depends on the number of items of goods to deliver. For the value, enter the price per item.
    • Weight: Select if the base fee depends on the weight of the goods to deliver. For the value, enter the price per kilogram, or other unit of weight.

    Step 6: Give a meaningful name to the term so you can quickly identify the cost in a later report to understand how Bringg calculated the price.

    For example, if city center destinations have a congestion fee, label it Congestion.

    Step 7: If your carrier contract stipulates several base fees for different circumstances, select Add New Term to enter a new base fee and its conditions.

    If an order fulfills the conditions of more than one base fee, Bringg chooses the more expensive base fee, in line with standard carrier contracts.

    Tip

    You can quickly add a similar term by selecting Duplicate on an existing term, then adjust it, or bulk-add terms using a CSV file.

    To ensure Bringg can automatically handle any order that arrives, be sure not to leave any gaps in your conditions. For example, if your terms are based on service plans, verify your terms cover all possible service plans.

    Step 8: Select Save to finalize your rate card.

    Bulk-Add Rate Cards with a CSV File

    Your title goes here

    This feature is currently in beta and will soon be released as an accelerator. For access before general release, reach out to your admin or Bringg support representative.

    Creating and maintaining rate cards is crucial for accurate quoting, but it can be time-consuming when you have many rate cards for each carrier. To streamline the process, export the CSV files for basic and surcharge fees, make your updates directly in the CSV files, and then re-import them to refresh your data in Bringg.

    Importing CSV files overwrites your existing rate card data in Bringg.

    We recommend saving a copy of the downloaded CSV file before making any changes. You can use the copied version as a backup if any rate cards are deleted or other changes are made by mistake.

    Step 1: Select Basic Fee or Surcharge Fee, then select Export Basic Fee CSV or Export Surcharge Fee CSV. This automatically downloads the CSV file to your device.

    Step 2: Open the CSV file.

    Step 3: Update existing rate cards or add new lines for new rate cards.

    The CSV file provides a template with the required structure, and you can use the existing rate card data in the file as examples of how your data should be formatted. If you are uncertain how to add a rate card in the CSV file, you can add it in Bringg (without saving it) to see which attributes, operators, and values you are prompted to add.

    Column

    Description

    Rule number

    Enter consecutive numbers starting with 1. If you already have rate cards in the CSV, start numbering from the last existing rate card.
    If a rate card has multiple attributes, each should include the same Rule number.

    Rule name

    Give a meaningful name to the term so you can quickly identify the cost in a later report to understand how Bringg calculated the price.

    If a rate card has multiple attributes, each should include the same Rule name.

    Attribute

    Enter the order property that affects the rate. Possible values include:

    • Flammable

    • Fragile

    • Weight

    • Service plan

    • Order type

    • Team

    • Total price

    • First waypoint

    • Last waypoint

    Operator and Value

    The operator specifies how Bringg should determine if an attribute is true given its value. Possible operators depend on the attribute type and include contain, equals, in range, and does not contain.

    For example, in the statement First waypoint equals Barcelona, the operator equals requires that an order’s city exactly match the value Barcelona for the attribute to be considered true.

    Rate type

    This is the method used to calculate the basic fee.

    • Flat: Select to enter a fixed price that is applied when your defined conditions are true.
    • Miles:  Select if the base fee depends on the distance from the fulfillment center to the order's destination. For the value, enter the price per mile, or other unit of distance as configured during setup.
    • Units: Select if the base fee depends on the number of items of goods to deliver. For the value, enter the price per item.
    • Weight: Select if the base fee depends on the weight of the goods to deliver. For the value, enter the price per kilogram, or other unit of weight.

    The rate type only needs to be included once per rule.

    Rate value

    Enter the base fee charged when the order's properties match the term's conditions.
    The rate value only needs to be included once per rule.

    For example, this CSV file includes a single rule with multiple attributes.

    A snapshot of a CSV file. The header row lists the column titles as described above. The following rows contain example attributes for a single rule. The first row includes 1 under Rule number, Barcelona to Paris, flammable as the Rule name, First waypoint as the attribute, equals as the operator, Barcelona as the value, weight as the rate type, and 1 USD as the rate value. The second row includes 1 as the rule number, Barcelona to Paris, flammable as the Rule name, Total price as the attribute, Less than as the operator, and 50 as the value. The cells under Rate type and Rate value on the second line are blank as they inherit the data from the first line.

    Step 4: Select Import Basic Fee CSV or Import Surcharge Fee CSV, then select the updated file.

    Step 5: Review your rate cards to ensure they all appear as expected.

    Manage Rate Cards

    Override carrier quotes

    Note

    By default, Bringg uses the live carrier quote, if available.

    You can ask Bringg to ignore a direct carrier quote in favor of rate cards by selecting Use in Quotes.

    For example, if you receive carrier quotes that only give rough estimates, you can select Use in Quotes to use the contract terms instead, so you can always make the most informed choices.

    Activate/deactivate a quote

    If a fee is seasonal, you can deactivate it when it doesn’t by selecting its toggle  .

    Delete a quote

     You can remove a term completely if it is no longer relevant by selecting the trash Vector(1) icon.

    Compare Rate Cards with Invoices

    When you receive invoices from your carrier, you can confirm that the charges align with the amount that Bringg estimates based on quotes and rate cards.

    To do this, go to Delivery Hub > Billing Portal and compare the data in the Estimated Delivery Cost field.

    If your invoice is lower than the amount Bringg estimated, it might mean that you have a better deal with the carrier. A higher amount can point to an incorrect number in your rate cards or a miscalculation from your carrier.

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