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QuestionAnswer

(1) We have linked a surcharge to (a) customer(s), how can we update this surcharge?

When Surcharges are linked to a Transport Contract, you can update the content of the Surcharge (validity period/amount/percentage). To do this, please follow the following steps:

  1. Open 'All Surcharges' under 'Contracts'
  2. Find and open the Surcharge you want to update
  3. On the bottom tabs, find and open 'Surcharge Validity'
  4. Open the 'Surcharge Validity' you want to update
  5. Modify the 'Valid From' (if applicable)
  6. Modify the 'Valid Till' (if applicable)
    1. With both step 5 and 6 you can set the period this Surcharge is valid
  7. Open the 'Tariff' you want to update
  8. Change the 'Tariff':
    1. Update the 'Percentage' and/or
    2. Update the 'Base Amount' 
  9. Click on 'Save' (on the 'Tariff' menu)
  10. Click on 'Save' (on the 'Surcharge Validity' menu)
  11. Click on 'Save' (on the 'Surchage' menu)

All Transport Contracts linked to this Surcharge are now updated in the period of validity.

(2) How can I add a new 'Tariff' with a different Period of validity?

If you want to have multiple periods (e.g. one from '1/1/2020 till 31/1/2020' and a second from '1/2/2020 till 28/2/2020') you can do so by adding a new Validity period. To do this, please follow the following steps:

  1. Open 'All Surcharges' under 'Contracts'
  2. Find and open the Surcharge you want to update
  3. On the bottom tabs, find and open 'Surcharge Validity'
  4. Click on the (plus) icon under 'Surcharge Validity' to create a new Surcharge period
  5. Set the 'Validity From'
  6. Set the 'Validity Till'
  7. Click on 'Save and Edit'
  8. Click on the (plus) icon under 'Tariffs' to create a Tariff linked to this period
  9. To change the type of Tariff click on the (v) icon after 'Type'
    1. Set it to Amount, External Amount or Percentage
  10. Update the amount/percentage
  11. Click on 'Save' (on the 'Tariff' menu)
  12. Click on 'Save' (on the 'Surcharge Validity' menu)
  13. Click on 'Save' (on the 'Surchage' menu)

All Transport Contracts linked to this Surcharge will have the Tariff applied in the period of validity you have defined in step 5 and 6.