Rate Type Setting

The Rate Type parameter defines the freight rate calculation method applied to a bill of lading (BL) line item. It is used when calculating the freight invoice amount. Rate Type determination supports three modes: manual, semi-automatic, and automatic.

Manual Rate Type Setting

Manual assignment of the Rate Type is available through the following options:

  • Via the BL List Context Menu
    The action applies the selected Rate Type to all line items of the selected bills of lading.

  • From the Freight Invoice Card
    The Rate Type can be modified directly within the bill of lading line item section.

Semi-Automatic Rate Type Setting

Semi-automatic assignment is triggered by pressing the button while editing a Freight Invoice.

Rate Type Matching Logic

For each bill of lading line item, the system evaluates conditions in the order listed below and applies the first matching Rate Type.

Priority

Rate Type

Conditions

1

Boxes (208)

  • BL type = Boxes

  • Boxes count > 0

  • Pallets count > 0

  • Containers count = 0

  • Cargo description contains 208

  • Client rate Boxes (208) > 0

2

Boxes (mini)

  • BL type = Boxes

  • Boxes count > 0

  • Containers count = 0

  • Cargo type is defined in Cargo Rates for Boxes (mini)

  • Client rate Boxes (mini) > 0

3

Pallets (mini)

  • BL type = Pallets

  • Boxes count > 0

  • Pallets count > 0

  • Containers count = 0

  • Cargo description contains small pallets

  • Client rate Pallets (mini) > 0

4

Tons

  • Cargo type is defined in Cargo Rates for Tons

  • Client rate Tons > 0

5

M2

  • Cargo type is defined in Cargo Rates for M2

  • Client rate M2 > 0

6

Colli

  • Cargo type is defined in Cargo Rates for Colli

  • Client rate Colli > 0

7

M3

  • Cargo type is defined in Cargo Rates for M3

  • Client rate M3 > 0

8

Boxes (bulk)

  • BL type = Boxes

  • Boxes count > 0

  • Pallets count = 0

  • Containers count = 0

  • Client rate Boxes (bulk) > 0

9

Boxes (pallets)

  • BL type = Boxes

  • Boxes count > 0

  • Pallets count > 0

  • Containers count = 0

  • Client rate Boxes (pallets) > 0

10

Boxes (40)

  • BL type = Boxes

  • Boxes count > 0

  • Containers count > 0

  • Client rate Boxes (40) > 0

11

Pallets

  • Option A:

    • BL type = Pallets

    • Pallets count > 0

    • Containers count = 0

    • Client rate Pallets > 0

  • Option B:

    • BL type = Pallets

    • Containers count > 0

    • Cargo ≠ banana

    • Client rate Pallets > 0

12

Containers

  • Containers count > 0

  • Client rate Boxes (40) = 0

  • Client rate Containers > 0

Automatic Rate Type Setting

Automatic Rate Type assignment occurs during client detection in the following cases:

  • During bill of lading creation, based on Client Detect rules.

  • When setting the ‘Client’ manually in the Bill of Lading card.

  • When applying the action from the context menu in the BL list.