A quote is only as good as the rate under it. In this lesson you add a vendor, load its prices, set your own cut and read the price a customer will pay.
Apps in this lesson: Rates, Quotes & Booking. Screens on this page show the demo company, Sahyadri Express Couriers, Pune.
Names in bold are the words on the screen.
Open Rates in the Money group. The screen is the Rate board. Four figures sit at the top: Countries priced, Vendors, Your cut and Sheets too old.
In the box Vendor sheets press Add vendor. Fill Name, Type (Carrier, or Forwarder / consolidator) and Fuel surcharge %, and save. The vendor appears in the list with no prices yet.
Press Update beside the vendor. Paste one line per country as Country, price per kg, days, for example "Canada, 640, 3 to 4 days", and press Publish. Or use Or upload the Excel or CSV file: column A country, column B price per kg, column C days. Header rows are skipped and the file must be under 700 KB.
The portal answers with the number of countries updated. If a price moved more than 15% from the sheet before, the message names those countries. The new price is already in use, so check those lines for a typing mistake straight away.
In the box Your cut fill Cut % and Minimum ₹ and press Save. On every price the portal takes the percentage or the minimum, whichever is more.
The table Rate board · selling price incl. GST shows each country at 0.5 kg, 5 kg and 10 kg, and the vendor it is Cheapest via.
Open Quotes & Booking. Choose Country and type Weight (kg). The panel Prices from Rates lists every vendor for that country, lowest price first, with Best on the first one.
One line per country: country, price per kg, days. A file needs the same three columns in A, B and C. A sheet with weight slabs or zones has to be brought to that shape first.
The weight is rounded up to the next half kilo, and the least is 0.5 kg. A parcel of 4.2 kg is priced as 4.5 kg.
No. The Rates screen says it plainly: cost and cut are never shown to customers. Staff without a money app see the selling price only.
It starts at 18% and is marked "verify" in the product. Confirm the rate for your service with your CA.
Unlimited usage. Prices are coming soon. No setup fee.