Billing with the rate refactor

Before covering this section on billing, it is important to understand how the service types and rates work in Vonzu. 

From Configuration > Service Types, in the "Service Type List" tab we can see the list of the service types configured in our domain.

By clicking on each one of them we can access the Service Type Detail. In the detail we can see:: 

1. General data: Name and code of the type of service and its description.

2. Summary of Price Rates: Rates linked to the type of service. A summary of the active/inactive rates and 2 lists differentiating cost and revenue rates are displayed.
   If you have created logistics operators (retailer) in your domain, the cost sub-tab will appear. If you have customers created (logistics operator), you will see the revenue tab. If you have both (mixed domain), both sub-tabs will appear.

3. The base price rate together with the exception price rates (all those that apply when the general criteria established in the base tariff does not apply):

4. Once the type of service is created, a general base price rate is automatically created (this can always be edited). 

5. We can create as many exception rates as necessary. These specific rates are exceptions to the criteria applied in the generic base rate. We can create as many specific price rates as we need according to: 

6. Different billing criteria

7. Specific assigned customers 

8. Different billing zone pairs

Each tariff is linked to a type of service, you can create as many exceptions to the general tariff as you want.

In the detail of a price rate we can see:

1. General information

2. Clients or Logistics Operators assigned

3. Details

3.1 Expected delivery date

3.2 Billing criteria (price rates)

3.3 Billing pair zones where the price rate applies to (general or exception)

When creating a new specific tariff, it appears below the general one with the billing criteria undefined (as this is defined in the tariff detail).

If we duplicate a tariff, the duplicated information within the tariff appears in a duller color. New or updated information or parameters appear in a brighter color.

If you want to know how to duplicate a tariff click here. 

1. General information

   1. Price rate name

   2. Billing criteria
      May be defined by::

      1. Billing parameters: for example, fixed cost of service or by weight

      2. Volumetric factor: Calculates the maximum price between volume and weight. For example, if we have a package of 0.1m3 but weighing 15kg, we will charge based on weight, but if we have a package of 2m3 weighing 0.5kg, we will charge based on volume. We always choose the maximum price between both parameters. 

      3. Total sum: Calculates the sum of the prices established in the billing parameters.
         We can parameterize by service, weight, number of packages, volume, distance, number of floors to be climbed, package removals, time spent on the shipment, according to the reimbursement or based on the insured value of the shipment.

   3. Tax

The billing criteria and tax applies to all details of this price rate.

 We can also edit the billing criteria by clicking on the 3 dots in the top right corner (...), under Details. 

2. Assigned clients or logistics operators

The list of customers (revenue rates) or logistic operators (cost rates) assigned to that tariff will be displayed on the right side. You can add as many customers or logistic operators as you need. These will generally apply to all rates within the service type and from there you can create as many exception rates per customer or logistic operator as needed.

3. Details

1. Expected delivery date

2. Parameters

3. Billing zone pairs

3.1 Expected delivery date

We have the option to set a target delivery date applicable to the tariff. This means that all shipments that have this tariff assigned to them will be delivered in the range of days preset in the tariff, e.g. between 3 and 5 days. There is the possibility to exclude Saturdays and Sundays. 

We can edit the expected delivery date whenever necessary. The changes will be applied to shipments that are imported into the system after the change is applied, i.e. it is not retroactive.

3.2 Parameters 

By clicking on the three dots in the upper right corner in the Details section, we can edit the pricing criteria from the pop up that appears. 

On the left are the parameters that we can edit to define the prices and on the right is a summary of the applied tranches or added parameters.

The different parameters can be defined:

1. Service: Closed price for the service rendered.

2. Weight: We can set a price per kilogram or parameterize a series of prices per tranche. Range 1: Min 0 kg - max 3 kg will be priced at 5
   Range 2: Min 3,01 kg - max 6 kg will have a price of 7€.

3. Quantity: We can set a price per package or parameterize a series of prices per tranche. 

4. Volume: We can set a price per cm3 or parametrize a series of prices per tranche. Range 1: Min 0 cm3 - max 5 cm3 will have a price of 12
   Range 2: Min 5,01 cm3 - max 10 cm3 will have a price of 15€.

5. Distance: We can set a price per kilometer or parameterize a series of prices by sections. 

6. Floors: We can set a price per floor or parameterize a series of prices by sections 

7. Withdrawals: We can set a price per package to be withdrawn or parameterize a series of prices by sections. 

8. Dedicated time: We can set a price per hour or parameterize a series of prices by tranches. 

9. Reimbursement: We can set a fixed price on the reimbursement or a percentage to be applied on the value to be reimbursed (there is the option to set a minimum and maximum amount). 

10. Insured value: We can set a fixed price or a percentage to be applied on the insured value of the shipment (there is the option to set a minimum and maximum amount).

3.3 Billing pair zones

A billing zone is an area defined by a series of zip codes or zip code ranges where all shipments that are geolocated within them will be assigned to the corresponding billing zone. 

Billing zones are used to apply certain billing criteria or others based on these zones or billing pairs, which are the link between one billing zone and another. For example: it is not the same to transport a package from Madrid to Zaragoza (billing pair 1) as from Madrid to Barcelona (billing pair 2), you may want to rate them by different criteria, one by kilometers traveled and the other by weight to be transported.

How to create a new billing zone?

1. Go to the "Configuration" section.

2. Click on "Service types".

3. Click on the second tab "Tariff zone list" at the top of the page.

4. Click on the icon to create a new zone

5. Fill out the creation information in the pop-up

   1. Name of the rating zone

   2. Country in which this new zone is located

   3. Applicable postal codes

   4. Exception postal codes

You can create as many rate zones as necessary and edit them from the detail of each one by clicking on its name or by using the 3 dots (...) in the upper right corner and clicking on "Edit".

Once we have created the tariff zones, we can create tariff pairs, linking one zone to another. 

Within each tariff, we can create the rate zones and rate pairs we need by clicking on the "Add rate zone" button. 

A pop-up will open where we can select from which zone to which rate zone we want to create the pair. We can configure as many rate pairs as we need.

In this way, we can apply the rates in a general way, applied only to a customer or logistic operator, to a zone or to a rate pair. We can create as many exceptions to the general tariff by zones and pairs as necessary, thus differentiating a customer's tariff with different prices depending on the geographical area.