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Rates

View, add and edit rates.

Rates are optional, however are required for customer and supplier invoices (RCTIs).

Choose the Master files menu option from the left hand menu, then click Rates to access the Rate register.

On mobile, first click the hamburger menu icon Menu in the top left of your screen then follow the instructions above.

Rate filters​

Click the filter icon on the upper right of the screen to display the Rate filters.

The following filters are available for a rate:-

  • Project
  • Source
  • Sub-contractor
  • Destination
  • Entered by
  • Show closed

Additional filters​

Additional filters are also available in the title area of the Rate register.

  • All: If no filter selected Payloader will search a range of key data fields (eg ID, name, notes etc)
  • Source
  • Sub-contractor
  • Driver
  • Vehicle
  • Vehicle type
  • Document ID

Adding a new rate​

See Adding a rate in the getting started section.

Rate details​

Click on the corresponding rate in the rate register to open the rate details screen.

Alternatively, click the menu icon dots-v at the end of the corresponding rate and select View details.

Editing a rate​

When in rate details, click on the pencil icon ✏️ in the top right of the screen to open the Edit rate dialog.

Alternatively, click the menu icon dots-v at the end of the corresponding rate and select Edit.

Modify the rate details as necessary :-

  • Project: You must select a project for each rate.
  • Pick-up: Optionally, select a source if this rate applies to a specific pick-up location or warehouse.
  • Delivery to: Optionally, select a destination if this rate applies to a specific delivery location or warehouse.
  • Vehicle type: Optionally, select the vehicle type or types this rate applies to.
  • Item: Optionally, select the item or items this rate applies to.
  • Cost price and unit: Used in supplier invoice calculation (RCTI).
  • Sell price and unit: Used in customer invoice calculation.
  • Alternate rate trips: The number of trips on a docket before using the alternate rate (see below).
  • Admin fee required: Add an admin fee to RCTIs created from this rate (see sub-contractors for admin fee percentage).
  • Use vehicle tonnage: Force docket lines to calculate tonnage at the maximum vehicle tonnage (see vehicle for maximum tonnage)
  • Notes
  • Sunday rate: Cost price and unit, sell price and unit
  • Alternate rate: Cost price and unit, sell price and unit
  • Sunday alternate rate: Cost price and unit, sell price and unit
  • Night rate: Cost price and unit, sell price and unit
  • Active / inactive

Click UPDATE to save your changes.

Delete a rate​

Click the menu icon dots-v at the end of the corresponding rate and select Delete.

You will be asked to confirm your choice.

More information​

Rates can be configured to handle comprehensive pricing matrices. Below are some examples configurations.

  • Item standard price: Set a retail sell and cost price and for all customers.
  • Sunday rate pricing.
  • Night rate pricing.
  • Mixed units: e.g. sell by tonnage, cost by hour.
  • Break-over by number of deliveries: e.g. first X deliveries costed by hour, remainder of deliveries costed by tonnage.