Rate Management

Article information

Audience: Pricing Manager, Sales Ops, Booking Officer, Operations Manager

Estimated time: ~3 minutes to select the right article; rate entry time is covered in the detail article.

Outcome: Users know where to start when they need to enter, update, or verify freight rate cards.

Rate cards are the foundational data for the sea cluster: Sales uses them when quoting, Booking/Ops uses them when selecting a carrier or vendor, and Accounting/Management uses them when verifying Charges and shipment gross profit.

By task

Task	Article	Role
Enter a new rate card from a carrier or vendor.	Rate Card Management	Pricing Manager
Investigate missing Charges prices or incorrect profit.	Charges and Profitability	Ops / Accounting
Use rates to prepare a customer quotation.	Freight Quotation	Sales Ops
Apply rates in a sea export booking.	Carrier Booking (Sea)	Booking Officer

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Quick checkpoint: If a sea shipment already has a booking but the Charges tab shows no Ocean Freight price, or gross profit is incorrect, check in this order: rate still valid, correct carrier/vendor, correct lane, correct container/load type — then re-examine the charge line.

Common scenarios

Situation	How to handle
Not sure where to enter rate cards.	Start with Rate Card Management.
Rate is entered but the shipment still shows no price.	Re-check validity period, carrier/vendor, lane, and container type in the rate card article, then inspect the Charges tab.
Sales needs to quote but is unsure whether the carrier has a schedule.	Use the rate as a price reference, but confirm ETD/ETA with the carrier before committing to the customer.
Shipment profit does not match expectations.	Open Charges and Profitability to verify Cost Price, Unit Price, currency, and surcharges.

• Rate Card Management