In the web-based logistics software Logistiqo, price lists are created and managed in the menu under “Master data> Price lists”. The function is used to create price lists as matrices, consisting of graduations in the distance and the unit of measurement and consequently in the price. The price lists can be deposited with one or more customers or can generally be selected for a shipment.
If fixed prices or services are used, usually no price list should be created, but services should be created.
Structure of the price list
|Green area||In the green area you can see the price lists that you have already created.|
|Blue area||In the blue area you can see all versions of the price list with the validity date. Click on a desired version to open it. By clicking on the “New Version” button, you create a new version.|
|Pink area||The table shows the different zones in the price list (from-to-kilometers or postcode areas). Clicking on a zone opens the price scales for the zones in the yellow area. To create a new zone, click on “New Zone”.|
|Red area||The header of the price list and the basic settings or the basic configuration.|
|Yellow area||Input and defining the zone and the associated tariffs or tiered pricing.|
Create a new price list
- Go to “Master data>Pricelist” in the menu. At the bottom of the table you can see all the price lists that have already been created.
- Click “New” in the toolbar.
- The header or the description of the new price list opens:
|Name and description||Enter the name and description of the price list as free text.|
|Price divisor and quantity divisor||Price divisor and quantity divisor divide the entered price or quantity by the selected value.|
|Default rate unit||In the “Default price unit” field, enter the price unit that should appear in the lines when creating the graduations, so that they do not have to be selected each time.|
|Selection criterion||Choose how or with which unit of measure the price list should be staggered.|
|Manifest pricelist||The check mark at “Manifest pricelist” means that the pricelist applies to manifests/tours instead of to individual shipments.|
|Override Revenue Account||Check the box to be able to select a booking template other than the standard booking template in the drop-down field “Booking template revenue”.|
|Without a geographical relation||Checking “Without a geographical relation” means that no distance scales (tariff area or kilometers) are used in the price list, but only a service scale.|
|Calculate distance||The distance is calculated automatically when a shipment is saved. Checkmark is mandatory if the price list is staggered according to kilometers. Not necessary if the price list is staggered according to tariff areas.|
|Subcontractor pricelist||The price list only applies to the determination of costs to the subcontractor and not to the determination of the price to the customer.|
- In the “Version” line you define the name of the version (e.g. “Version1”) and you define the validity date of the version. You can have several versions with different prices within a price list. You can also enter a “Min. Price” for the price list in the line. If the calculated price is below the minimum price, the minimum price always applies.
- After the basic configuration of the price list has been entered, new zones can now be created and defined. To do this, click on “New Zone” in the table with the zones (pink). The zone definition now opens in the yellow area.
In the “Zone” and “Description” fields, enter a name for the zone and a description.
- You will now see two tables. Click the plus sign on the far right of the table to add new rows:
- Geographic relation: In this table, you specify the geographic data for which the zone and the price scale should apply. I.e. you choose either from and to rate areas or from and to KM. In the “From rate area” and “To rate area” fields you can select previously defined rate areas or postcode areas or countries. Usually you only need one geographical relation for a zone, but it is also programmatically possible to specify several relations, e.g. one line 0 km to 100 km and another with 600 km to 700 km.
- Rate: The table shows the scale of the unit of measure and the price scale. The following table explains the columns in the rate table:
|Vehicle type||For which vehicle type should the line or the price be valid? The standard is “All vehicle types”.|
|Delivery type||For which type of transport the line or price should be valid. The modes of transport are fixed and cannot be changed.|
|Unit||For which unit the line or the price should be valid.|
|Selection criterion (To kg, to LDM, etc.)||The column (up to kg, up to LDM, etc.) that you previously selected in the “Selection criterion” field is always displayed here, see above. Here you determine when the line or price is valid.|
|Min.Price||If the calculated price is below the minimum price, the minimum price for this row always applies.|
|Fixed amount||Flat rate for the line.|
|Price per Unit||Unit price per X (see next line) for the line.|
|Per||Select the unit of measurement with which the unit price should be multiplied.|
|Per stop||Price per stop in the shipment.|
- Create all price scales for the zone in the table.
- You can then create the next zone and define the price scales in the zone, etc.