Rate Card Import
creating rate cards, you have the ability to import a csv file to
create the rate card; rather than having to manually create steps 1-4
from within the web portal.
To do, this you will need to first to
create an empty rate card and then enter the rate card. Make sure the
rate card has a zone list attached to it.
for help with rate card setup
From within the rate card, click the below to import a csv file:
You will then see a screen similar to the below:
Click to select and upload a file, then click Next to map and import the file!
screen will explain that, at a minimum, your file, will need to contain
a Service Level, a Freight Item, a From and To zone and a rate of some
sort for EACH row in the csv file.
An example of what your import file could look like would be the below:
When uploading you'll be asked to map the columns into TV as per what is in your file, like so:
The text under the Data column will be what the columns are called in your csv file and the Map to field section is what you want that column to import as in TransVirtual.
Click the Next button once the file has been mapped. This will import the file.
Using the above example, when the file has been imported, the rate card will look like the below:
As you can see, all 4 steps have data in them as per what was in the file.
You can import more than one Service Level, or Freight Item or From/To zone if required.
An example, could be the below:
When this is imported, you would see the below:
You'll notice that multiple Service Levels, Freight Items and Zone Sources appear, with the relevant prices attached to them.
importing different service levels, etc, you need to ensure that the
row simply represents the price that would relate to the zone, freight
item and service level - each line in the csv file is a representation
of a price for a specific route and freight item etc.
you have an existing rate card and are trying to do an import to update
it, keep in mind that csv imports of this kind will overwrite whatever
is already there in the rate card. As a result, it is recommended that
you create a new rate schedule
do the import there, within that schedule; (don't apply an increase
when creating a new schedule-leave blank) or export the current rate
card data first BEFORE
attempting an import.
Importing a rate card from a csv could potentially save you a lot of time.
However, there are important things to note about this process:
- CSV is the preferred file format. To save as a csv (comma
separated file), click save as on the file and select csv as the file
- You need to also ensure that the appropriate Service Levels, Freight Items and Zone Names all exist in your account BEFORE you attempt the rate card import.
for example, your csv file had a Service Level of 'Express' specified,
but you did not have an Express Service level setup in your account, the
import would fail and the error would explain that the Service Level
does not yet exist.
For further help with Rate Cards, please click here
For help with Service Levels, please click here
For help with Zone Lists, please click here
Once a rate card has been created, you can export the current rates using the below button:
this will then give you a file with many columns such as weight start
break, weight end break, etc. The start and end break columns are simply
used when you apply either a weight or quantity rate to a route and you
charge incrementally more or less when the numbers go up. For example,
you might charge $10 per pallet for the first 10 pallets, then $5 per
pallet for any after that. Using the quantity start and end break
columns, you could say that the first 'break' starts at 0 and ends a 10
and the rate for this band is $10. You could then add a second 'break'
that starts at 11 and ends at 100, and the rate for that band would be
Handy if required.
needed, you could delete all the data out of the file, just leaving the
headings, and you could use this as template for any future csv rate
imports - you'd simply need to populate the rows with the relevant data.
With a matrix import you will need a file similar to below there the heading zone and column zone meet will be the respective Route. For this example zone 2 to zone 5 is Route 6 and will have a respective price.
Once created select the rate card and choose the respective zone list from the dropdown list then click Update
Select the Zone Source for your Rates, this is the zone where your customer is located
The Rate Schedule will now be populated as below and you will see your route numbers as highlighted below
Rates now just need to be entered in Step 4 of the schedule, for our example Route 7 has a rate of $20.00 per carton