Service Rates

Service rate template

Once a contract has been created, rates must be added. Manage rates by downloading a service template from the contract, which includes every available service for the selected carrier, along with all injection points. Edit the template as needed and upload it back to the contract.

1. Navigate to the Management settings and select 'Contracts' from the menu. Now select the contract you want to add rates to and click ‘Download rate template.’

The contract will now be downloaded in a .csv format. Depending on the number of services the carrier has in our database, this may take a several minutes.

Service rates

There are two types of rate sheets based on the selected carrier:

1. Dynamic: The prices are updated in real-time, based on the data sent and received from the carrier.

2. Manual: These require you to manually input the purchase and selling rates.

Importing rates

Once the rate sheet has been updated, it must be imported into the selected contract.

1. Navigate to the Management settings and select 'Rates' from the menu. Then, click ‘Import rates’ on the right-hand side.

2. Select the carrier and contract you want to update.

Service rate templates can be saved locally as a CSV file or stored on a shared drive. If using a shared drive, ensure the general access is set to ‘Anyone with the link can view,’ and be sure to copy the direct URL to the file, not the share link.

When uploading service rates to a contract, all existing rates are removed and completely replaced with the new import by default. If you don’t want to overwrite the current data and instead add additional service rates to the existing ones, select 'Keep existing rates.'

The service rates will now begin importing, and the status will show as In progress. Depending on the file size, the import may take anywhere from a few seconds up to 45 minutes. This process runs in the background, so you can safely navigate away from the page.

Once the service rates have been imported, the status will update to Success.

Failed imports

If a file fails to import, an error message will appear explaining the issue. In the example below, a service has been added that isn’t recognized, or some data on the service row has been altered - such as the package type being changed from letterbox to parcel. If you encounter these errors, please double-check the data or raise a service & rates ticket in our support portal to request new zones to be added.