There will be certain instances where a carrier will provide you will surcharges which are based on the volume of the consignment or its charge weight. As such, there is a need to utilise MachShip's internally built ratecard pricing in order to calculate the correct surcharge for these consignments. 

Below we will advise on how you can setup a surcharge

How to create a Surcharge via Default Surcharges:

In order to help you when setting up a new carrier, MachShip has facilitated the ability for users to bulk generate new surcharges utilizing known and defined carrier surcharge lists.  

To create a Surcharge select Admin and Other Options.

Under the Advanced Options, select Surcharges 

Select Create Surcharge, either at the top right portion of the grid or click on the Actions button.

A Create Surcharges window will open and appear as below:

Enter in the Company that should own the surcharge

Then select the Carrier:

Then assign the Link Type:

Link Types will be broken down to be one of:

Link to Carrier -  The surcharge should be assigned against Every account and service for which the owning company has access to

Link to Services: The surcharge should apply for Every account which has the selected service

Link to Accounts:  The surcharge should apply against Every service which is on the selected account

Link to Service and Account Combination: The surcharge should Only apply against the combination of the selected account and service. 

Once the carrier is selected, the default surcharges will be displayed below the link type. This will show the surcharges name and its default pricing, If there is a default ratecard surcharge then the price will be shown as blank

You are able to select which of the default surcharge(s) you would like to link to your company. Use the tick box at the top of the grid to select all or select one by one. 

After selecting the surcharges to add, click on Create Standard Surcharge

 Note: Though you may have pricing which differs from the default, MachShip suggests that you create the surcharges and then look to edit the pricing rather the creating the surcharge from scratch. 

Once you have selected to create, you will then receive a successful notification on screen confirming the surcharge has been copied to your account. A successful notification will be displayed in green text. 

If the surcharge already exists against the company you are adding surcharges to, MachShip will not duplicate the surcharge, instead notify you that it will not be cloned.

Below is an example of how this will be displayed. There was already a set of surcharges saved against the account these will not be added to your company as they already exist.

How to create a new Surcharge to price off a Ratecard

If you find that the surcharge you are looking to setup is not listed in the default surcharge listing then you will need to create an Empty Surcharge.

In order to generate a new Ratecard Surcharge then you will first need to import a Surcharge ratecard. The instructions for this can be found here

Once complete you can then setup your Surcharge. To do this follow the instructions in part 1 but select the option  Create Empty Surcharge:



This will bring you through to the Create Surcharge page. Below we will advise how to set this up

1. Information.

To create the empty surchargee you need to fill out the following fields:

• Company
  
  The company field should be the company to which your user is assigned to.
  
  Note: Even if you want to assign this surcharge to a child company only, you need to ensure the surcharge is owned by your company. 
  

• Name, Description, Abbreviation
  
  The Name field will appear on the pricing screen and will outline what the surcharge is.
  
  
  The Description field will be applied below the surcharge and will allow you to describe the surcharge to the user. 
  
  
  The Abbreviation is to be left blank. 
  
  
• Price Type and Price
  Select the option Ratecard. 

Once selected you would then link the ratecard by simply typing into the ratecard field and select from the ratecards options that return. 

2. Surcharge Application Flags.

MachShip understands that different surcharges will apply under different conditions. As such there are a series of flags that can be set which will enable you to customise when and how the surcharge is applied. 

Note: If there are any consignment specific conditions that need to be met to prompt the created surcharge to apply, these will need to be added by the MachShip team. An example of this would be on overlength surcharge which only applies if an item is over a certain length or width. In the above case please set up the surcharge with the links (described below) and pricing and email the conditions through to support@machship.com and these will be promptly added. 

• Automatic
  
  If this flag is set to Yes then the surcharge will apply automatically whenever the applied conditions are met. 
  
  Note: If the surcharge is to apply under specific conditions, as mentioned above, do not set the automatic flag until you have received confirmation that the conditions have been set. If you do not do this then the surcharge will be flagged automatically on every consignment and quote generated. 
  
  
• Is Fuel Levy Exempt
  
  There are certain surcharges that will not have the fuel surcharge applicable to them. If this is the case for the surcharge you are creating then set this flag to Yes.
  
  
• Per Matching Item
  
  Certain surcharges are set to apply for each item that meets the conditions. An example of this would be a manual handling surcharge. Set this flag to Yes if your surcharge needs to be applied per item. 
  
  
• Per Leg
  
  Transport providers will, at times, provide what is known as on-forwarding rates whereby the pricing of a consignment is the construction of multiple-lane rates or legs. An example of this would be going from Melbourne to Broome and being charged as a Melbourne to Perth + Perth to Broome rate. If the surcharge that is being created is applied independently over each of the legs this flag should be set to Yes. 
  
  
• Only Apply Surcharge to DG
  
  One of the common conditions a carrier will charge a surcharge is when a consignment contains Dangerous Goods. In order to allow users to create this common condition, we have the Only Apply Surcharge to DG flag. When set, in conjunction with the Automatic flag, the surcharge will be applied with every Dangerous Goods consignment created. 
  
  
• Special Instructions
  
  If there is a need to automatically populate a delivery with special instructions when a surcharge is applicable, users can set the text in the special instructions field. 
  
  Note: These instructions will be placed on the consignment once it is created and will not appear in the delivery instructions section on the quote or the create consignment screen. 

3. Conditions
This area allows you to see the set of queries/restrictions applied on the created surcharge.

To have a query added please contact support@machship.com with the required specifications. 

Once added the query will show as below:
Example:
                                                    

4. Links.

The linking of a surcharge will advise MachShip which company, carrier, service or account to apply the surcharge. 

To link a surcharge you need to:

1. Click the Create Link button.

This will prompt the Create Link modal to appear.

2. Set the Company and Carrier.

If you wish to apply this surcharge to all of your clients which have that carrier, set the company field to be your broker company.  

3. Choose the link type. 

There are 4 link types: 

Link Types will be broken down to be one of:

Link to Carrier -  The surcharge should be assigned against Every account and service for which the owning company has access to

Link to Services: The surcharge should apply for Every account which has the selected service

Link to Accounts:  The surcharge should apply against Every service which is on the selected account

Link to Service and Account Combination: The surcharge should Only apply against the combination of the selected account and service. 

4. Include/Exclude.

The include/exclude flag will set if what has been linked is to be included, have the surcharge apply, or be excluded or exempt from the surcharge. By default, this is set to include. 

5. Create the link type.

Once created the links will be visible in the table at the bottom of the create surcharge page as below:

There can be as many links as required and they will work in conjunction with one another. 

5. Save and Test.

Once all the links have been set up, select the Save Surcharge option and the surcharge will be created. 

Once the surcharge has been created we suggest you test its application. This can be completed through the quotes screen. Quote for a situation where the surcharge should apply and also a situation where the surcharge should not apply. This will provide peace of mind that everything has been correctly set up.

Please note that if there are any conditions that you have requested to be set up by the MachShip team that you wait for confirmation that these have been set up and applied before running your testing. 

If you find that the surcharge you are looking to create is not on the defaults list then you are able to generate an Empty Surcharge. This is a surcharge that does not have a pre-defined logic query attached to it. 

To create a standard surcharge that is not a default surcharge. Proceed to Create Empty Surcharge: