Once you have Global rates, contracts, and/or Fuel surcharge (FSC) plans added to Turvo, you can then rate and apply them to your shipments and orders. Below are the steps to rate and assign an existing Global rate or contract to an existing shipment.
Important note: The instructions and images in this article display the process for rating a shipment. The process for rating an order is identical. For steps one and two, navigate to Order > Details > Overview > Costs to begin.
This article provides the information on:
- How to add a customer rate
- Managing rates added to the shipment
Protip: To learn more about creating global rates, contracts, and FSC plans, review the following articles in Help Center:
How to add a customer rate
- Navigate to a shipment that needs to be rated and select the Details tab.
- Next, locate the Customers block of the shipment, then click to expand the Costs segment.
- Once expanded, click RATE.
Note: If you have automatic global rating enabled for your tenant, Turvo will automatically assign the lowest matching global lane rate to the shipment. Rates added via automatic rating will have it noted in the Note field of the Costs segment. To enable automatic global rating to your tenant, reach out to your Turvo representative.
- The Select rate modal appears with three options: Contract, Global rate, and Fuel surcharge plan.
- The modal defaults to the Contract tab, unless no matching contract is available and a global rate is. Select the tab that you wish to use for rating.
- For more information on the contract or Global rate, click More details.
- Note: Available FSC plans do not have a More details option.
- To assign a contract, Global rate, or FSC plan to your shipment, hover over the row and click the blue SELECT button that appears.
- Once you’ve selected the contract, Global rate, or FSC plan, and confirmed this is the rate you’d like to apply to the shipment, click SAVE to save your changes.
Managing rates added to the shipment
Once the rate is saved to the shipment, you can view the details under the Costs segment of the Customer details block. Depending on the type of rate added, the cost may be added as a contracted cost or non-contract contracted cost item. Rates can also be updated using the RE-RATE function.
Note: If a carrier has been assigned by assigning a rate in the shipment’s Carriers tab, the Costs segment of the Carriers block can also be managed using the processes listed below. See our article, How to assign a contracted carrier rate to a shipment, to learn more about assigning a contracted carrier rate to the shipment.
Any rate added from the Contract or Global rates tab appears at the top of the Costs segment.
If you need to change or release one of these rates in the future, click the Change contract button to update to a different rate using the Select rate modal, or remove the rate entirely by clicking the Release contract button.
If you added a Global rate to your shipment, a note indicating as such will automatically populate in the Note field of the cost.
Automatic contract and global rate application for customers and carriers
Turvo provides methods of automating the application of contracts and global rates to your customers’ costs upon shipment creation and to your carriers’ costs upon assigning them to a shipment.
For customer costs, Turvo’s Autopilot feature can be used to create automatic billable rate application rules. Upon creation of a shipment that matches the rule’s parameters, Turvo checks for contracts and global rates for that shipment’s customer(s). If there is an applicable rate (or rates), Turvo will automatically apply it to the customer’s Costs segment in the shipment’s Details tab.
See our article, Autopilot: Automatically apply your customer’s billable rates to shipments, to learn more about configuring this Autopilot rule.
For carrier costs, configurations for automatically applying payable rates to shipments upon carrier assignment to the shipment can be found in the Admin console > Rules > Shipments > Rating segment. Once applied, Turvo will calculate contracted carrier rates when assigning carriers, allowing you to view rates before a carrier is even assigned. Additionally, after assigning the carrier, that rate will be automatically assigned to the carrier’s payable costs in the shipment’s Details tab.
See our article, How to assign a contracted carrier rate to a shipment, to learn more about manually and automatically assigning carrier rates to shipments.
Allocated customer costs
If you regularly combine multiple orders into a single shipment or split a single order into multiple shipments using the Order-to-shipment planning feature, Turvo’s cost allocation feature can automatically calculate and allocate your billable customer costs from the order(s) to each shipment. When enabled, the cost allocation feature determines the billable customer costs associated based on your preferred factor such as the weight, volume, and the distance traveled to more accurately bill customers and determine margins for your shipments.
Protip: Turvo also supports creating shipment-to-order cost allocation, allowing you to determine margins on your customer orders by allocating shipment carrier costs to an Allocated costs section in their associated customer orders.
See our Order-to-shipment planning - Allocate costs article to learn more about the cost allocation feature.
Any FSC plans you add from the Select rate modal and any other cost items that are manually added to the shipment appear under the non-contracted costs.
Note: Fuel surcharges that are added by selecting an FSC plan do not indicate that they were created from the FSC plan.
FSC - fuel per mile
If the FSC plan is a fuel per mile plan, Turvo creates a Fuel - per mile or Fuel - per kilometer cost item, depending on your configuration, that uses the distance of the shipment as the Quantity, then applies the per mile/kilometer surcharge rate for the FSC plan’s fuel cost range that matches the current index price. The total surcharge is shown in the Amount field.
FSC - percent of freight
If the FSC plan is a percent of freight plan, Turvo creates a Fuel - percent of freight cost item. Turvo checks for the FSC plan’s fuel cost range that matches the current index price, and applies the appropriate percentage to the total amount of Freight cost items in the carrier's or customer's Costs segment where the FSC plan is applied.
The percentage is applied in the Quantity field and the amount of the freight cost being charged for appears in the Price field. The Amount field shows the total amount that equals the percentage of the freight cost.
Manually added items
If needed, you can add additional items that are not in the contract or global rate by clicking + Add item. You can also add an item to offset a cost. For example, perhaps the contracted lane rate includes an accessorial cost that ends up being waived. You can add an item with a negative cost and add a note saying why the fee was waived.
If a lane rate or Global rate is edited, the shipments that already have that rate assigned do not automatically update. If a change to a rate needs to be applied to the shipment with that contract already assigned, click RE-RATE to apply the change.
Note: RE-RATE does not update FSC plans applied to shipments. To recalculate the fuel surcharge, remove the cost item and use the Select rate modal to reapply the surcharge.
Automatically re-rate orders
If your organization’s workflow includes applying customer rates to orders, Turvo’s Autopilot feature can be leveraged to automatically rate and re-rate customer billable costs on orders, including fuel surcharges created via FSC plans applied to global rates and contracts.
See our Autopilot: Automatically rating billable customer orders article to learn more about configuring automatic rating and re-rating rules for orders.
Protip: Depending on your configurations for automatic rating for billable customer orders and the contract items you have in place for your customers, Turvo can also convert payable carrier costs on shipments into billable customer costs on the transportation order(s) the shipment was created from. See our article on Automatically adding carrier payable shipment costs as customer billable costs on associated orders to learn more.