Overview of Inland Freight
Inland freight rates can be stored in cieTrade, then applied to future transactions. This is great for companies that have a standing contract with freight companies.
Users can store inland freight rates in cieTrade.net to pull onto Brokerage and Shipping worksheets.
Storing Inland Freight Rates
1. Start by clicking Freight on the left-hand side menu> Inland Freight> +New Rate
2) Select a Freight Carrier. This list of counterparties is restricted to Counterparties that are set to or include 'Freight Vendor' relationships.
3) The Reference field is required and is a writable field. This is how the Freight Rate will be referenced on a Worksheet to apply the rate.
4) The Effective Date field is the date that this freight rate starts. The Expiry Date is the date that it will expire or longer be applicable.
5) Under Pick up From, enter the City, Region, Postal Code, and Country. This is the initial starting point for the truck.
6) Under Deliver To, enter the City, Region, Postal Code, and Country. This is the destination of the truck.
7) The Equipment Type is populated from Settings>Common Information> Equipment Types
8) The Milage is the number of miles between the Pick up from to the Deliver to address.
9) The Base Rate is multiplied by the Milage plus the Surcharge to generate a total Amount. You can either enter the separate fields for cieTrade to calculate, or you can just enter the Amount manually.
10) The Instructions are for the freight company and will appear on required documentation.
11) Click Save.
Applying Stored Freight Rates
1) On a Brokerage or Shipping Worksheet, under Expenses, click + Add Freight.
2) The Customer and Supplier City, State, and Postal Code will automatically be pulled in. Or you can clear them out and search for all Freight Rates by clicking Search.
3) Apply the correct freight rate by clicking on it.
4) It will pull onto the Worksheet as an expense. If you need to edit it to change the rate, expense account, or enter a chargeback, click on the expense line on the Worksheet.
5) Click Save on the Worksheet. The Freight will now create an expense on the Expense tab of the Worksheet.
How to Import and Update Rates
cieTrade allows users to import new rates at once to make initial set up easier. Additionally, rates can be updated in bulk to ensure that maintaining accurate rates is seamless.
Importing New Rates
1) Navigate to the Inland Freight module under Freight > Inland Freight.
2) Click on the Import button.
3) Go to Actions > Download Blank Template. This will provide you with an empty Excel file to fill out.
4) Once you've added all details for the NEW contract rates you need onto the Excel file, go back to the Import tool in cieTrade.
5) Click on Open Template to select the updated file from your computer. Once a file is selected, the details will populate within the grid in the tool.
6) When you're ready click Upload Rates. The tool will validate the data and if everything has been entered properly, you'll get a green bar confirming that it's complete and the details will now be loaded into the Inland Freight module.
Exporting Existing Rates to Update
1) Navigate to the Inland Freight module under Freight > Inland Freight.
2) Click on the Import button.
3) Filters can be used on the left-hand side to export ONLY contracts that you need. Clicking 'Go' will update the details that appear in the grid view of the tool. This is what will be included in the Excel file export.
4) Users can update the information on the tool itself, or use Actions > Download Data to export to Excel.
5) Once you've added all details for the EXISTING contracts you need onto the Excel file, go back to the Import tool in cieTrade.
6) Click on Open Template to select the updated file from your computer. Once a file is selected, the details will populate within the grid in the tool.
7) When you're ready click Upload Rates. The tool will validate the data and if everything has been entered properly, you'll get a green bar confirming that it's complete and the details will now be loaded into the Inland Freight module.
If you have additional questions, please contact the Support Team via email to support@cietrade.net.