Manually calculate rates in a few simple steps.
If rates are entered after a vehicle is put in the system, you will have to manually calculate the rates before invoicing.
From the Dashboard Menu on the left, select Invoices.
There is a Reconcile Vehicles button that will allow you to add and edit the rates on the vehicle before even invoicing them. Here you can verify the rates and prices on the vehicles are correct.
**Please note, rates are calculated PER VEHICLE, not per load.**
Clicking on the Reconcile Vehicles will bring you to this screen:
You can search for your vehicles several different ways. The best way is to select the customer, check the blue Not Delivered? and yellow Sales? buttons and click the green Search button.
・ The blue Not Delivered? check box will display everything associated with the selected customer, that has a price, but no invoice.
・ The yellow Sales? button will display each vehicle, associated with the selected customer, with a $0 amount.
This will display the results for your query.
You can select the boxes next to the vins to select which vehicles you would like to rate, or you can check the box next to the Vehicle header to select all that are shown.
Once you have your vehicles selected, press the yellow Calculate Rates button.
・ Select OK when prompted if you are sure you want to calculate rates.
You will receive a message to notify you that the rates are being calculated.
Once the rates have been calculated, you can verify quickly by researching the customer to see if the prices are correct on the vehicles. You can quickly just click on the green Search? button again.
Continue this process to rate or re-rate any vehicles (if your rates have changed AFTER the vins were entered).
Contact support with any questions.