Self-serve rate card import
Uploading rate cards for carriers you connect with
To use a non parcel carrier, you will need to upload a rate card
A rate card simply shows where a carrier will deliver to and how much that delivery will cost...
If you are using ROUTE in Event you will need to connect to carriers. To allocate routes to your connected carrier you need a rate card.
Carriers in Event have a standard universal rate card or you can arrange and negotiate your own rates.
This guide assumes you have created an account with a carrier, connected to them through Event and now need to upload your negotiated rate card so you can start allocating routes.
Connect and allocate
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Decide on a carrier and create an account [contract] with the carrier (outside of Event)
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Connect to your chosen carrier through Event*
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Receive a 'carrier now connected' notification
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Create a rate card, upload.
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Start allocating routes to your carrier
* A carrier will add themselves to EVENT through being invited. They only need to be invited once and in doing so will create access, login details and a 'connected' presence in the Event ecosystem overall for all current and future Accounts to connect to. You just need to upload a rate card..
* There is not set requirement for naming a rate card upload file. We will add a date time stamp to make sure it is unique
Do not change the format of these rate cards!
Download, change the date but not the headers or the tab names
Which rate card do i use?
The rate card templates are simply based on the a tariff in WEIGHT or PALLET based.
Are you adding a groupage pallet tariff or one based on weight?
hint: FTL is always added as weight.
See the examples below to help you quickly create a rate card.
If creating an FTL tariff, use the Template 1. This includes EXW.
If creating an Groupage PALLET based tariff, use the Template 1
If creating an Groupage WEIGHT based tariff, use the Template 2
Standard plt / weight tariff
click to
download
Template 1
FTL all postcode Rate card template PLT - Day / night / weekend / holiday
19-04-2023 - AP
Hint: Any postcodes not used can be added as '0' rate to be used as adhoc
This tariff includes where a carrier provides different costs based on the time of day or day of week
It is only for the FTL sheet, not for Groupage
Column J cannot be used if any of columns O-T are being used. Leave J as = blank
Column U can be used with either column J or columns O-T. It can also be used on its own.
The daytime setting can be configured in AccountVITALS / Setup Basics / Rate Card
Bank holidays can be configured in AccountVITALS / Setup Basics / Holidays
The headers for columns O-U will be used to show as the servie in Change Carrier
Template 2
Groupage all UK postcode rate card template PLT. Upto 10 plts
12-02-2019 - AP
Hint: Any postcodes not used can be added as '0' rate to be used as adhoc
Template 3
Rate card template weight - Groupage
12-02-2019 - AP
Hint: Its important to define if the Groupage tariff is per weight band or pallet. The excel spreed sheet tab defines this
Template 4
Rate card template weight bands- Groupage
17-09-2021 - AP
This function includes 2 new columns. 'PER' column and 'ROUNDING' column.
PER = rate per kg. This can be 1 as std or 100kg
ROUNDING = set to round by, e.g. 10 (to mearest 10)
The PER calculation example is:
99-250kg line in tariff
rate = 39.98
Set PER rate as 100kg
Shipped 145kg
Set rounding to 10kg (nearest 10kg) so 150kg
calculated rate = 39.98 x 1.5
Template 4a
Rate card template weight bands with minimum charge
14-09-2022 - AP
Template 5
Rate card template pallet per lifts - Groupage
17-09-2021 - AP
This function is the standard Groupage rate card by pallet.
The difference is a configuration to set between per plt or per lift.
This Lift configuration will use the stackability from the Stop. If 7 plts and stackable, lifts = 3 lifts
The default is per pallet.
Groupage rate card by m3
Template 6
GRP rate card by m3
08-05-2021 - AP
Hint: Any postcodes not used can be added as '0' rate to be used as adhoc
Use column F & G for calculating Stop volume (10-15 m3 band = 4.50 x total m3)
Use column H & I for calculating Stop volume as a fixed total cost (10-15 m3 band = 180.00 fixed rate)
To set the calcuation at PLANNED or DESPATCHED status, use the configuration in Carrier VITALS
To speed up creating multi equipment type FTL rate cards...
Template 7
FTL x3 equipment types UK postcodes template
12-02-2019 - AP
Template 8
FTL x2 equipment types UK postcodes template
12-02-2019 - AP
Distance tariff by metric
Template 9
Distance tariff from a source point
12-02-2019 - AP
This distance tariff allows for a cost to be calculated from a source postcode and by a metric, i.e. per tonne
Distance tariff from point A-B
Template 10
Distance tariff from a source point
12-02-2019 - AP
This distance tariff allows for a cost to be calculated based on the actual distance banding from any location to any location.
It is not dependant on any metric, simply a cost per distance by an equipment type
Parcel tariff by service
Template 12
Parcel tariff by weight and service
11-10-2021 - AP
Tariff for calculating parcel wieght and service through SLM rules
What if i want to use a carrier but i have no rate card?
You do not need to add a rate card for a carrier to be able to use the carrier in Event.
Using Event's 'Spot Rate' function lets you allocate to any carrier at any time
Rate Card Validation
So once you have uploaded a rate card, AMI will validate the contents and notify you of the result.
The validation will include format and contents, providing information, where a failure occurs on what the failure is.
Initial validation that must be passed to proceed;
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1. Correct column headers
Validation will fail if the headers are named differently to the template.
Validation error message ' Column headers are not named correctly'
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2. Correct order of the columns
Validation will fail if the columns are not in the correct position.
Validation error message ' Columns are not in the required positions'
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3. Carrier ID
Validation will pass if the carrier ID exists on the Account being uploaded to and will fail if the carrier does not exist in Account receiving upload.
Validation error message for notification and storing ' Carrier ID must match the carrier's code in Carrier VITALS'
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Specific validation
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1. Origin country
Is required. Format is ISO code.
Validation error message ' Add a valid ISO 2 digit country code, i.e. US, GB'
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2. Origin code
Is required. Format can be numbers or letters. CV, 01, 850.
Validation error message 'Valid post or area code required in the format of at least the 1st 2 digits of the code, i.e. CV, 11, 98'
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3. Destination country
Is required. Format ISO code.
Validation error message ' Add a valid ISO 2 digit country code, i.e. US, GB'
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4. Destination code
Is required. Format can be numbers or letters. CV22 6HL, CV22, CV, 01, 01000, 10000. Validation error message 'Valid post or area code required in the format of at least the 1st 2 digits of the code, i.e. CV22, 11, 98'
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5. FromBand
Is required. A number of at least 0. Can be format 1.000000001.
Validation error message 'Must add a number in the format 1'
Example: for FTL this would be 1
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6. ToBand
Is required. A number of at least 0. Can be format 1.000000001 if Groupage.
Validation error message 'Must add a number in the format 2.000000001'
Example: for FTL this would be 99999
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7. Stop rate
Is required if Delivery type = FTL. Format must be 0.00.
Validation error message ''Rate must be included for FTL and cannot be left empty. It can be 0.00'
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8. Equipment
Is required. Validate the equipment type against the Account Equipment database and if a match can be found allow, if no match fail validation.
Validation error message '[failed equipment name] is not a valid equipment type for this Account. Please use a valid type or update your equipment'
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9. SLM rule
Not required. Default is blank. This is a specialist rule for RULE ASSIST only.
Max characters = 10
Validation error message where not matching rule is found in SLM 'No matching rule found in Route Assist rules'
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To use this rule, ROUTE ASSIST rules for the carrier must match those in the rate card.
To use this function, add the SLM rules to the ROUTE ASSIST column called 'Groupage type'
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*this rule will lookup ROUTE ASSIST rule, take the associated Groupage Type and when looking up the rate card, will look to match a SLM rule to the Groupage type added.
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10. Mode
Is required. Must be LAND, AIR or SEA. AMI will default to LAND if not added. If added but not one of the 3...
Validation error message 'Mode must equal LAND, SEA or AIR in this format'
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11. Service
Is required. Default is Economy. AMI will default to Economy if not added.
If added but not Economy, check for match in Account's Service and update.
No validation message.
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12. Delivery type
Is required. Must be '2' for FTL or '4' for Groupage.
Validation error message 'Delivery type must be '4' for GROUPAGE or '2' for FTL'
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13. Cost
Is required. validation just a number. Must be a number in format 0.00, 200.00. Can be 0.00 if no rate is known.
Validation error message 'A rate must be included and cannot be left empty. Format is 0.00. It can even be 0.00'