Commercial and in Confidence
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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

Table of Figures

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

Introduction

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.

Setting Up an Agent Surcharge

To setup an Agent surcharge, you must first navigate to the Agents screen via the Maintenance functionality.
To do this:

1. Navigate to the "Maintenance" on the left pane menu.

2. Click "Maintenance"

3. Click "Add" button of the Agent Surcharge from the menu

1. An Agent surcharge setup screen will be displayed as below.

10. Choose the Agent who you want to setup a surcharge for.

1. Choose a surcharge type fuel, handling, war, security, or admin from the list.

1. A separate surcharge must be provided for domestic and international shipments.

2. To add this, enter the surcharge value in percentage in domestic or international fields. Agent surcharge will be calculated using the percentage for the type of shipment (Domestic or International). The surcharge amount will be calculated as a percentage of the Agent cost before the surcharge is applied, then the total Agent cost will include the surcharge amount.

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.

1. A date range must be set for the surcharge. The surcharge will only be applied to shipments created with a shipment date within this date range.