In a delivery business, we understand pricing isn’t always one-size-fits-all. Different businesses have different pricing requirements. This is why we have built a flexible Rate Card module that allows you to customize different price modifiers to apply the right pricing based on various delivery factors such as quantity, weight, vehicle type and more
There are 4 key steps you the various steps to set up this feature are:
1. Define your pricing rules with price modifiers
Price modifiers are the building blocks of your rate cards. When building a rate card, you can attach 1 or more price modifiers. Here are the various elements that enables flexible pricing in a price modifier:
1.1 Defining the job fields to be used for your pricing
Before setting up rate cards, it's important to define what job fields the pricing is based on.
For this to work, your job file must contain the correct details (weight, quantity, zones, etc.), so the price modifier card can detect the relevant fields and apply the right pricing.
The types of fields you can use are:
- Job level fields: Weight, Boxes, Pallets etc.
- Item level fields: SKU, item description, quantity, actual quantity etc.
1.2 Calculation Logic (Fixed, Overage, Incremental, Tiered Incremental)
After you have selected your desired job field, you can define the calculation logic based on your rules. Here are some common rules we have observed:
Type of Calculation | How It Works | Example |
Fixed Amount | Applies a fixed fee to every job | $5 fuel surcharge on all deliveries ⛽ |
Fixed Overage Charge | Applies an extra fee only after a threshold | First 20kg is free, then $1 per extra kg 📦 |
Fixed Incremental Charge | Applies per unit fee beyond a threshold | First 5kg is $10, then $1 per kg after that 🛣️ |
Tiered Incremental Overage Charge | Applies different per unit fees based on multiple pre-defined thresholds | First 10kg @ $5/kg, next 10kg @ $4/kg, beyond 20kg @ $3/kg 🚚 |
Fixed Percent | Applies a percent surcharge based on the subtotal | If the subtotal is $100, a 5% fuel surcharge will incur an additional $5 |
1.3 Applicable Ranges
Price modifiers only apply when a condition is met. You can define applicable ranges for each price modifier to control when a rate kicks in.
<insert zoomed in version of Applicable ranges>
✅ Example: Item Quantity-Based Pricing
Price modifier 1: If items ≤ 10 → Charge a Fixed amount of $15.
Price modifier 2: If items > 10 → Charge a Fixed incremental overage of $2 per item instead.
Instead of charging extra fees for every job, you can set rules so that modifiers only apply when necessary.
A delivery of 5 items would cost: Fixed amount of $15
A delivery of 20 items would cost: 20 items x $2 per item = $40
We handle this calculation for you so your operations team don’t have to price it manually
1.4. Lookup Multipliers (Zone-Based, Vehicle Type)
If you have a different price based on the delivery location zone or the vehicle type used, you can use a lookup table to apply surcharge based on a multiplier.
Example: Delivery Zones
Zone | Base Price | Multiplier | Zone-based price |
Downtown (Zone A) | $10 | 1.2x | $12 |
Suburbs (Zone B) | $10 | 1.5x | $15 |
Outskirts (Zone C) | $10 | 2.5x | $25 |
A delivery to the Outskirts (Zone C) would have a base price + a 2.5x surcharge applied.
You can setup a look up table via Rate cards > Manage Rates > Lookup Table
In a Lookup table, you can define multiplier values that takes effect if your job fulfils a certain criteria.
Once you have set up your lookup table, you can apply it within a price modifier. Under Calculation Settings, select the lookup table that you have previously created. You can also do test calculations based on a specific value of your lookup table.
1.5. Targeting Criteria
You can design your pricing logic to apply specific pricing only to specific customers or items, or job types.
Some real world examples could be:
Special pricing for fragile Items → Extra $3 per package for item description = "Glass boxes"
Special pricing for selected customer → Apply a reduced overage charge only for ‘Customer ABC’ who has a special partnership discount
You can only choose 1 selection per targeting criteria field. If multiple targeting criteria are chosen, then all of the criterias must be met for the pricing rule to be applied
2. Add your pricing rules into a rate card
A Rate Card is a combination of multiple Price Modifiers, with each price modifier having its defined pricing rules. Once a rate card is set up, it can be attached to jobs to automatically calculate pricing.
For example, a rate card can include:
Price Modifier 1: Fixed overage price for quantity < 10
Price Modifier 2: Incremental overage price for quantity ≥ 10
Price Modifier 3: Fuel surcharge of 5% of the subtotal
To create a Rate Card in Detrack:
Navigate to the Rate Card Section
Go to Rate Cards > Manage Rates > Rate cards
Click ‘Add Rate Card’
Enter Rate Card Name
Example: "Standard Delivery Pricing"
Add Price Modifiers
Select the relevant Price Modifiers that you would like to include in your rate card
Save the Rate Card
3. Attach rate cards to your jobs to apply job pricing
Once a Rate Card is created, it needs to be attached to jobs to apply the pricing.
Navigate to Rate cards > Job Pricing > Jobs
Select the relevant jobs
Click on ‘Attach Rate Card’
The system will calculate the total price based on the pricing rules in your rate card
4. Generate an invoice for multiple jobs based on their job pricing
For jobs that are tagged to the same Rate Card, you can group them together and create an invoice.
Go to the Job List
Select multiple jobs with the same Rate Card
Click ‘Generate Invoice’
Review and confirm the invoice details
