Create service types and rates

Vonzu offers a simple pricing module for companies that need to issue some invoices to their customers based on the shipments they make for them. 

To access the Types of Service section, go to “Settings” and (coin symbol) “Types of Service”. Here we can see two tabs: List of Types of Service and List of Rate Zones. 

List of Types of Servicewe see the types of service that we have created and by clicking on each one we see the Detail of the type of service. Within the detail of the Type of service we can find general data and a Rates that shows a summary of the active/inactive rates and a list of cost and income Rates. Each Rate always has, by default, a General Detail, which contains the description of its concepts and expected delivery date (if any). 

To understand the nomenclature, we define the following:

• The Type of service is the modality or type of delivery that is offered. For example: Deliveries in Barcelona, 24-hour service, Bulky... 

• Details of Type of service

• The rate is the price charged for the same service. We can define a rate based on different parameters: service, distance, weight, time to dedicate, etc. We can configure a base rate and various exceptions. For example: type of service "24h service" with a base rate of €3 per service but, for customer A we create an exception in which we are going to charge based on the distance, €1 per km traveled. 

• We Rate details: 

  • distinguish two types:

1.- General rate: According to its geographical application (applied by default)
2.-Exception: Applies to a specific geographical area 

In each rate you can define an expected delivery date and a prices

Create Types of service

To create a Type of service follow these steps:

1. Go to the section of “Settings” 

2. Click on “Types of service ”

3. Click on “ currency symbol +” at the top 

4. Fill in the fields with an asterisk*

   1. Name: the name of the service, which is how you will see it in Vonzu

   2. Code: the code must be alphanumeric, without strange characters

   3. Description: free text field where we can detail what the

   4. Tax service consists of: select the type of tax to apply 

5. Click on “Create” 

Once the type of service has been created, a base rate . We can edit this rate as appropriate, by clicking on the 3 points of the rate (...) in the upper right corner < Edit.

Detail of types of service

We can access the details of each type of service by clicking on the name of the type of service.

In the detail you will be able to

1. View and edit service type
2. Deactivate a type of service
3. View a summary of active/inactive and the list of Cost Rates (Used by retailers) and Rates Revenue (used by logistics operators).
4. See the list of Rates associated with a type of service 
5. Create a rate or Duplicate it to make the pertinent modifications quickly
6. Edit and disable a rate 

1. How to view and edit Service Type data? 

Approach the cursor to the data you want to edit and a pencil will appear to edit the following fields: 

 2. How to delete a Type of service?

At the top of the "Type of service" detail you will find, in the upper right corner, a button with 3 dots (...) with the option to delete that Type of service.

3. See summary of the rates associated with a type of service: 

We can have a general view of the rates applied to a type of service.” blockRates Summaryare:

• Number of active: (Costs / Income)

• Number of inactive 

4. See the List of rates associated with a Type of service 

Two tabs: “Costs” and “Revenues” 

The corresponding rates are listed in each tab.

The order we see is by date of creation (the first is the oldest).

By default, each list always has a base rate (one for costs and one for income), which is shown in the first position of the list and cannot be deleted, but can be edited as needed.

In addition to this base rate, we can create as many exception rates as necessary by modifying the client or the billing criteria (eg: service, distance, # of packages, etc.)

5. How to create/duplicate a rate?

Within the rate we see:

1. Base rate with all assigned Clients (default) 

2. Undefined billing criteria

3. Tax 

4. Zone pairs 

Create rate

Dinside the corresponding tab (Costs or Income):

1. Click on “+”. (A pop-up will open)

2. Fill in the fields “Rate Name” and “Linked Customer/Logistics Operator”

3. Click on “create”. 

Until all the fields have been completed with the correct information, the blue confirmation button will be disabled/invalid. 

Let's see an example with a rate of the Income type (how much I earn for making the distribution of X client). 

[Video]

Duplicate a rate 

This Duplicate option is used to speed up the creation of a new rate similar to one already created in order to make the pertinent modifications quickly, without having to create it from scratch.

1. Click on “...” 

2. Click on the “Duplicate” option (an identical pop-up opens, except for the name and the confirmation button) 

3. Fill in the necessary fields

4. Click on “create”

When the process is finished process of Creating an exception rate or Duplicate rate, the new rate created is shown in the last position of the list.

6. How to edit and disable a rate? 

You can do soby clicking on the name of the rate or on the three dots (...) on the right. 

1. Click on the action you want to do:  

   1. Edit 

   2. Duplicate 

   3. Disable/Enable 

   4. Delete (The base rate cannot be deleted)
      Remember that you will not be able to delete rates linked to an expedition so as not to lose the data history. 

If you have clicked on “Edit”, you will be redirected to the detail of a rate from where you can make the pertinent modifications. 

If you have clicked on “Disable/Enable”, the list will be updated. 

We can always view the deactivated rates from the “Show inactive” list.