Overview
This tutorial covers creating and managing surcharges or accessory charges, showcasing how to group, categorize, and apply them logically. It starts with organizing surcharges into groups—such as for customers or carrier networks—for streamlined management.
Examples include adding an oversized surcharge with a flat fee of $25 per item for items exceeding 100 cm in length, width, or height, and a fuel surcharge of 6.7% for shipments quoted in December.
It also demonstrates a post-booking surcharge like a $15 re-delivery fee, which is applied manually during invoice reconciliation. The tutorial provides a step-by-step overview of these processes to simplify surcharge management.
Adding a new surcharge group
You can use surcharges groups to create collections of surcharges, for example, surcharges for different services or customers, surcharges from different carriers or surcharges for sequential years. Here are some examples...
FedEx Surcharges, Couriers Please Surcharges, Fuel Surcharges.
ThatCustomer Surcharges, ThisCustomer Surcharges
Surcharges V1, Surcahrges V2
Standard Monthly Fuel Surcharges 2024
etc...
Fields that are mandatory are marked as * in the end.
Field Name | Description |
Surcharge Group Name* | The name of the Surcharge group. |
Surcharge Group Description* | The description of the Surcharge group. It is defaulted to the Surcharge group name. |
Activate this Surcharge group after creation | The option if the user does not want to activate the surcharge group, the check box can be un-checked. |
Add surcharge (one by one)
Fields that are mandatory are marked as * in the end.
Field Name | Description |
Name | The name of the surcharge. |
Key | The key for a surcharge which will be used to uniquely identify a surcharge in a surcharge group. This key will be used in data exchange with external systems. |
Description | The description of the surcharge. |
Surcharge Type | Choose the type of surcharge:
|
User Input | This field is visible only when the Surcharge Type is Pre-Booking Surcharge. This is used to enable user input for a pre-booking surcharge. For example the user want an next day morning delivery, extra 25 USD will be applicable. Dyspach can give this as an option for the end user to choose. |
Apply surcharge per | Choose the basis of calculation of the surcharge. The calculation can be based on:
|
Type | Choose the next step of calculation of the surcharge based on:
|
Value | The value which needs to be used to complete the calculation based on the two previous fields. |
Minimum Value | Limiting the surcharge to have a minimum value. This will be used if the result of the calculation of surcharge value is less than Minimum Value. |
Maximum Value | Limiting the surcharge to have a maximum value. This will be used if the result of the calculation of surcharge value is more than Maximum Value. |
Plus | Combining another surcharge which was defined earlier in the same surcharge group to have a composite surcharge and the surcharge added in this field will always be applicable when the condition of the current surcharge is valid irrespective of the condition of the chosen surcharge. |
Conditions | Define the conditions under which the surcharge is applicable. There can be multiple condition groups which are applicable together or either based on the operator chosen (AND/OR). |
Apply when | Apply the surcharge based on values of these fields:
|
is | Choose the field to update the expression "apply when" :
The values will depend on the value chosen in field apply when |
Enter value | The value for the comparison from previous field. |
Exclude Rules | If a surcharge has to be excluded, when the current surcharge is applicable, choose the surcharge to be excluded. |
If the above doesn't help, give us a holler and our support team would love to help out.