How do I Create a Rate Table?
Summary
The following article explains how to create a rate table in Logistics Management.
More Information
Go to " Logistics Management Maintenance Options Rate Table Amendments".
- In the "Table" field, enter in a code for the new table and then press <Shift+F10> to enable you to add a description to the code.
- Select the [Settings] tab.
Rate tables can be automated. If automated, the table may itself select the appropriate line or column used dependent on information entered. This selection to line or column may be linked to any of three aspects of a logistics job (area, text or quantity) or to carriage charges for quantity only in stock control.
- If automation is required, select the appropriate drop down box in "Line" and "Column".
- Select the appropriate block and line for the text in the drop down boxes.
- Specify how you want to search for matches between the text block on the job and the search words on the rate table.
- "Alphabetically" will search through the rate table in alphabetical order until it finds the first match for your text.
- "Sequentially" will search through the rate table for an exact match between the defined search words and the first word of the text block line. If you choose to use 'All' of the text block, this mode will look for a match on line 1 first, then line 2 and so on. This mode is useful when using numbers in your search text.
- "For Postcode" will look at the end of the text block or text lines and look for the best match in the search words.
- When finished, press <Esc> and <Accept>.
Now the table is created, Line and Column details need adding to make up the table.
- Press <F5> to amend Line Details.
In the "Line Descriptions" box that pops up, enter the required information:
- "Brief Description" : Give a brief description for the information in the cell.
- "Detailed Description" : Give a more detailed description for the cell.
- "Upper Limit" : This is concerned with the automatic operation of the table. Enter the amount that is the upper quantity limit to be valid in this cell. This may be a quantity (e.g. Kilos for carriage charges) or a distance depending on how your business operates.
- "Value Type" : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either 'R' or 'T' here as appropriate for your needs.
- When finished, press <Esc> and <Accept>.
- Press <F6> to amend Column Details.
In the "Line Descriptions" box that pops up, enter the required information:
- "Brief Description" : Give a brief description for the information in the cell.
- "Detailed Description" : Give a more detailed description for the cell.
- "Upper Limit" : This is concerned with the automatic operation of the table. Enter here the amount that is the upper quantity limit to be valid in this cell. This may be a quantity (e.g. Kilos for carriage charges) or a distance depending on how your business operates.
- "Value Type" : Each cell in the rate table contains a value. This value may either represent the rate for the job or the total price of the job. You may enter either 'R' or 'T' here as appropriate for your needs.
- When finished, press <Esc> and <Accept>.
Once you have finished amending the Line and Column details, press <Esc> and <Accept> to save the table.
See also
- Entering Logistics Management Jobs
- How do I Edit a Rate Table?
- How do I Use Rate Tables in Logistics Planning?
