How to mass update local charges

How to mass update local charges

This article shows you how to carry out a mass update of specific types of local charges and avoid manually updating one by one. Certain limitations apply to this function, as a massive upload of local charges for those Classified as “Manual – Fixed Price” makes sense as these can vary.

A charge categorised as either a "flat fee per shipment" (AWB, etc.) or a "per kilo rate" is unchanging and therefore always the same.

For these charges a variety of different calculation formulae apply; this can include a flat fee per shipment, a price per kg, or per document, etc. A user can also create different calculation basis when a customised formula is needed as opposed to options already available in the system.

Any charges(s) based on breakdown, per km, or by zip code can not be updated through the "Mass Update" function, as these need to be treated and managed individually.

*note: the functional basis of this feature depends on the services having previously been created. 

Firstly, create a service. To do this, open the side menu, click on Rate management, Local charges, and select Services from the dropdown. 



Here you can find the complete Services list available for local charges if created these before. If you have a multinational account,


You can add or delete any services from the list by clicking on the pencil symbol to edit, or the trash can to delete.



Click on the Add new service button to add a new service for local charges. 

 

Next, you will need to create a code for your local charge service. A pop-up will appear with a blank section for Code along with sections where you can add the name of the code for different languages. The different languages are used in case you are quoting in different languages. 



You must add a code to be associated with the charge. As a best practice, this code should be the same used for any internal accounting or operating system so when synchronising quotes within the two systems, the charge codes will match up accordingly. Once you have entered the Service information, click Save.


How to download all services

You can download an excel file with all current local charges services (including ALL local charges) to be applied, and then upload the changes.

Click on -> download excel icon

4. Mass Update

Now, to modify by means of a mass update a user needs only to work through the original Excel; ie. by working on the first sheet (ie. WCN COSTS) and making the necessary changes here, by editing the prices or adding the new charges by filling in all the columns while the subsequent modifications are automatically translated onto any linked sheets.

A user need not delete all the other sheets on the Excel file as the system will not consider any changes made on them.

To upload the file just click on -> Import file icon, see below.

*note: Here a user will be able to decide whether keep established local charges saved, or delete all data and keep only the local charges added to the new Excel.

IMPORTANT FYI: If a user chooses to delete all info, ALL the local charges, including pickup and delivery charges will be deleted. Inversely, by choosing to keep the data, the system will just add the new charges and / or edit the changes made.


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