Ratecards will contain all the information that will be utilised when creating a quote and pricing consignments. When you are adding a new set of transport rates or a set of dedicated sell rates into MachShip there could be the need to import and create a new ratecard.
The article below will outline how this can be completed.
How to Navigate to Import Ratecards
Select the Admin drop-down and click on Import Ratecards.
How to Import Ratecards
Click on Add files, search and select the file(s) you would like to import.
Click on Upload to start the process of importing the new ratecard. At this point, the rate card will be validated for any errors. Common errors and their explanation can be found in this article
Once successful, a green 'Worksheet was uploaded successfully' notification will show in the top right corner of the screen. The file will then be available in the Import section.
To import the file(s), select the file(s) by clicking on the tickbox which is located in the far left column. Then select Import Selected Ratecards.
This will prompt the Import Ratecards Modal to appear.
Import Ratecards Modal
The Import Ratecards Modal will have the following features.
1. Import File Information
Listed along the left-hand side will be all the files that you are attempting to import.
- Ratecard Abbreviation
Number of Rates being imported and what action is being completed. This will indicate the ratecard being created, adjusted and detail what the system will be looking to do. As an example in the image above MachShip will be creating 94 new rates.
- File Name
The name of the CSV file being imported.
This will be the name of the Carrier you are importing rates for.
To remove a file from the import, select the red cross icon as shown below:
2. Import Options
If you are importing a Ratecard Template which has its abbreviation (the text is shown in column 2) not match with any existing Ratecard in MachShip then the screen will appear as below:
The only option that you will be presented with is to Create a New Ratecard.
How to Import and Create a New Ratecard
When you look to import a file without a matching ratecard abbreviation then the import modal will look like the image below.
To create a new ratecard, provide the following details:
- Set if Cost or Sell ratecard:
By default, MachShip will create e new Ratecard as a Cost Ratecard. This will be indicated by the below:
If you wish to import and create a sell ratecard, simply select the switch and it will change to be the below:
- Effective Date
By default, MachShip will assume that the rates being imported are to be the Original Rates. Being the Original Rates they will be effective from all time. As a result, the Effective Date switch is set to be No.
If you need to make the new rates effective from a set date you will need to.
1. Set the effective date switch as Yes.
2. Set the Effective Date
To set a date, select the Calendar Icon and the date. The date will then appear as below:
- Ratecard name
This is a free text field, you can set the name of the new ratecard.
- Carrier Account (if Cost)
To assign these as a set of Cost or Buy rates, add all the Carrier Accounts which should be using the ratecard to this field. To add a Carrier Account simply type the account name and select when the option appears.
Once selected it will appear as below.
You will be able to link as many or as little Carrier Accounts as desired. To remove a carrier account, select the cross icon highlighted below
- Company Carrier Account (if Sell)
If you are importing a set of Sell rates, you can assign these out to your client by adding the Company Carrier Account to the ratecard.
To add a Company Carrier Account, type in the account name and when it appears, select it from the list.
All added Company Carrier Accounts will appear listed below the text box as below.
Note: You are able to assign a ratecard to both the Company Carrier Account and the Carrier Account.
Once completed, select Import Ratecards.
A green 'Ratecard(s) imported successfully' notification will show in the top right corner of the screen when the import is successful.