Step-by-Step Workflow

 1. Rate Entry (Manual or Bulk Upload)

Manual Entry:

• Navigate to Rates > Add New.

• Select mode (FCL, LCL, Air, Truck, Rail).

• Input Origin, Destination, Container type.

• Define charge items: freight, local, surcharges.

• Assign carrier/vendor and validity dates.

Bulk Upload:

• Download Freightek’s Excel Template.

• Input route and rate details in the correct columns.

• Upload and review flagged errors.

• Validate after system import.

✅ Tip: Use templates for co-loader, airline, and vendor seasonal uploads.

2. Markup Management

Pricing can define company-wide or client-specific markup structures:

• % markup or fixed amount per charge

• Special markups for key clients (VIP, large volume)

• Automatic markup on quote generation

✅ Example: Apply +8% markup on base airfreight for all quotes from Vietnam to the US.

3. Charge Grouping and Standardization

To ensure consistency, pricing should define:

• Standard charge names (e.g., THC, BL Fee, Seal Fee)

• Default currency per charge

• Units: per KG, per CBM, per Container, per Shipment

✅ Use "Pricing Master Data" in Settings to maintain naming conventions.

4. Rate Version Control

Freightek keeps a log of historical rates:

• View previous versions for audit or negotiation

• Mark expired or outdated rates

• Clone old rates for new contracts

✅ Helps you manage seasonal updates or vendor disputes.

5. Quotation Support

While sales creates the quotes, pricing:

• Supports cost verification for high-value or complex jobs

• Reviews profit margins before quote is sent (optional approval workflow)

• Maintains templates for sales to use

6. Vendor Rate Analysis

Use Freightek to compare vendors by:

• Cost efficiency (average cost per mode)

• Profit margin impact

• Response time and availability

✅ This supports procurement decisions and strategic partnerships.

? Internal Collaboration