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Centralized Rate Set Management

Control your entire rate lifecycle from import to distribution. Create, approve, and assign rate sets across your organization with complete visibility and control.

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Rate Approval Status

Rate Activation Status

Comprehensive tools for managing your shipping rates

Import and Customize

Create rate sets from carrier contracts or build custom rate sets

Control Activation

Manage rate set approvals, reviews, and activation

Assign Access

Assign rate sets and access across your sub-accounts

How Rate Management Works

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Step 1
Import Rate Sets
  • Upload carrier contract files or create custom rate sets using our rate builder. Support for multiple file formats ensures easy onboarding.
Step 2
Configure and Customize
  • Fine-tune your rate sets with customization tools. Add surcharges, adjust margins, or create special rates for specific customers or groups.
Step 3
Review and Approve
  • Implement your approval workflow to ensure accuracy and compliance. Designated approvers can review and validate rate sets before activation.
Step 4
Set Activation Schedule
  • Schedule rate set activation dates to align with contract terms. Manage effective dates and expiration to ensure rates are always current.
Step 5
Assign Access
  • Control rate set visibility and access across your organization. Assign rate sets to specific sub-accounts, teams, or individual users.

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Take control of your rates

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Rate Management FAQs

Questions about managing your shipping rates?

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Our sub-account system provides flexible rate management across your organization:

  • Primary Account: Manage master rate sets and global settings. Upload carrier rates, approve rate changes, and control which rates are active for sub-accounts.
  • Sub-accounts: Create dedicated rate configurations for clients, each with their own unique shipping rate structure.
  • Rate Configuration: Sub-accounts can leverage global rates from the primary account as their baseline. Clients with negotiated carrier contracts can implement their own custom rates when needed.
  • Access Management: Control rate availability across sub-accounts to ensure each client operates with their appropriate rate sets.

Our platform provides centralized rate management:

  • Multi-carrier Interface: Manage rates for all your shipping carriers in one central location, with support for both standard and custom carrier integrations
  • Account-Based Structure: Control carrier rates at the main account level with flexibility to manage availability across all your sub-accounts
  • Rate Customization Tools: Upload, customize, and maintain rates through our import functionality with options to mark up or discount rates for competitive pricing scenarios

Rates change for several reasons:

  • General Rate Increases: Annual carrier rate changes are implemented as announced
  • Contract Updates: When your negotiated carrier rates change
  • Carrier Modifications: Any time carriers update their base rates or surcharges
  • Custom Changes: When you need to modify your own custom rates

Our platform offers flexible pricing adjustments:

  • Markups and Discounts: Apply percentage or flat-rate adjustments to shipping rates
  • Rate Charge and Surcharge Customization: Modify base rates and accessorial charges that meets your needs
  • Shipment Variables: Create rate sets based on service level, weight, zones, and package dimensions or volume

Our platform provides several ways to compare and evaluate rate sets:

  • Side-by-Side Comparison: Compare rate sets with detailed views of amount and percentage differences
  • Rate Impact Analysis: Evaluate exactly how rate changes affect your shipping costs
  • Version Comparison: Compare current rates against previous versions or alternate rate scenarios
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