Import carrier contracts and rate cards, set the margin, and assign a rate set per account or client. Model a rate increase before the date, put the change through approval, and activate the new rates on schedule.
Import the contract, set the margin, approve the change, and let it activate on the date.
Rate Import Progress
FedEx_2024_Contract.xlsx
Step 1
Load the carrier contract in the carrier's own format or CSV. The mapper reads services, zones, weight breaks, and surcharges, and validates them before anything saves.
Rate Configuration
Adjust margins to customize your rates
| Zone | Base Rate | Margin | Final Rate |
|---|---|---|---|
Zone 1-3 | $8.50 | 0% | $8.50 |
Zone 4-5 | $12.75 | 0% | $12.75 |
Zone 6-8 | $16.25 | 0% | $16.25 |
Step 2
Mark up the base rate by percentage or flat amount, and set a different margin by carrier, service level, or customer tier.
Rate Change Approval
UPS Ground 2025 Rate Set
| Zone | Current Rate | New Rate | Change |
|---|---|---|---|
Zone 1-3 | $8.50 | $9.78 | +$1.28+15.1% |
Zone 4-5 | $12.75 | $14.66 | +$1.91+15.0% |
Zone 6-8 | $16.25 | $18.69 | +$2.44+15.0% |
Step 3
Route the change to the approvers, who see the new rates beside the current ones before approving.
Rate Set Schedule
Manage activation and expiration dates
| Rate Set | Status | Activation | Expiration |
|---|---|---|---|
UPS Ground 2024 UPS | Active | Jan 1, 2024 | Dec 31, 2024 |
FedEx Express Q1 FedEx | Expired | Jan 1, 2024 | Mar 31, 2024 |
USPS Priority 2025 USPS | Draft | — | — |
Step 4
Set the effective and expiration dates on the rate set, aligned to the carrier contract renewal or a promotional window.
Assign Rate Set Access
UPS Ground 2025 Rate Set
Rate Set Details
ActiveStep 5
Assign the rate set to a sub-account, and that sub-account sees only the rates you assigned, at the margins you set.
We'll import a rate card, mark it up, and model a general rate increase against your rates. Or get access and load a rate card yourself.
