Commercial and in Confidence
The information contained in this document is confidential. No part of this document may be reproduced, disclosed to any third party, or issued in any form or by any means without the express written permission of Intersoft Systems & Programming Ltd.
Contents
1 Document Controls
2 Table of Figures
3 Introduction
4 Setting Up an Agent Surcharge
4.1 Adding Other Surcharges to an Agent
4.2 Update Existing Surcharge
4.3 Delete Surcharge
5 View Agent Surcharge in Shipment Pricing
6 Appendix 1 – Glossary
Figure 1: Navigating to the Agent surcharge screen via the Agent menu
Figure 2: Add Surcharge screen of an Agent
Figure 3: Select an Agent to setup a surcharge
Figure 4: List of surcharge type to select from the drop-down
Figure 5: Domestic and International percentage for a surcharge
Figure 6: Apply surcharge within the date range
Figure 7: Add surcharge
Figure 8: Surcharge added successfully
Figure 9: Adding a new surcharge type to the Agent
Figure 10: Adding different surcharge types for the Agent
Figure 11: Error when adding same surcharge for same date range
Figure 12: Select a surcharge to update
Figure 13: Update surcharge
Figure 14: Updated surcharge screen
Figure 15: Delete surcharge
Figure 16: Confirmation screen to delete surcharge
Figure 17: Surcharge screen after deletion
Figure 18: View Agent surcharge in shipment pricing
Agent surcharge is a functionality in Intelligent Shipper that allows System Administrators to set additional charges at Agent level for any surcharges that carrier applies, such as for fuel or handling. When shipments are created for that Agent, any applicable surcharges are added to the Agent cost.
Agent surcharge is a part of the pricing functionality which is explained in the document "View Shipment Screen Manual".
This manual instructs System Administrators on how to setup different surcharges for an Agent, so that it can be included in the shipment pricing automatically.
To setup an Agent surcharge, you must first navigate to the Agents screen via the Maintenance functionality.
To do this:
Figure 1: Navigating to the Agent surcharge screen via the Agent menu
Figure 2: Add Surcharge screen of an Agent
10. Choose the Agent who you want to setup a surcharge for.
Figure 3: Select an Agent to setup a surcharge
Figure 4: List of surcharge type to select from the drop-down
E.g.: If a domestic shipment has an Agent cost of £1 and an Agent surcharge of 10% applied, the surcharge will be calculated as 10% of £1 so the surcharge amount will be 10p, making the total Agent cost £1.10.
Figure 5: Domestic and International percentage for a surcharge
Figure 6: Apply surcharge within the date range
Figure 7: Add surcharge
Figure 8: Surcharge added successfully
Once a surcharge has been added for an Agent, you can also add other surcharge types for the same Agent.
To add new surcharge type:
Figure 9: Adding a new surcharge type to the Agent
Figure 10: Adding different surcharge types for the Agent
Figure 11: Error when adding same surcharge for same date range
Existing surcharges that have been added can be updated when needed. The update can be done on Agent, percentage, date, and type. You can update the future date of an existing surcharge, but not the past date.
To do this:
Figure 12: Select a surcharge to update
Figure 13: Update surcharge
Figure 14: Updated surcharge screen
Figure 15: Delete surcharge
Figure 16: Confirmation screen to delete surcharge
Figure 17: Surcharge screen after deletion
The Agent surcharge that has been setup will be used in pricing of shipments.
To view the Agent surcharge:
Figure 18: View Agent surcharge in shipment pricing
Term | Definition |
---|---|
Agent surcharge | An additional charge set at Agent level and applied to all shipments for that Agent within a specified date range. Separate surcharges can be set for fuel, handling, war, security, or admin, and for each surcharge a separate charge can be set for domestic and international shipments. |
System Administrator User | Administrator who will be setting up and maintaining the system. This user role will not be assigned to a customer account and so will be able to view data for all customer accounts in the system. |