How to create a Price Bundle?
Here you will be able to create bundles according to your company needs. Your clients will be able to ask for quotes or bookings from prices that already exist, those can be from a contract or not. Click on the button “+ New Bundle” to start creating it, the system will take you to a new view.
In this window you will be adding information for sections. Fill the first fields: Bundle Name, Effective Date, End Date, Main Transport (Ocean, Air), Type of Movement (Port to Port, Port to Door, Door to Port, or Door to Door) and currency. Afterwards, click on “Save”.
Then, you can go to Bundle Prices Variables section and click on the button “+ Unit Type”.
A new modal window will open. Select one of the unit types from the list (Container, Kg, M3, Shipment, Bill of lading), you can add as many as you need by clicking on the button “+ Add New”. Then click on “Save”.
You will see a new option to add the ranges to assign different prices to different numbers of units. Click on “+ Add” to start the process.
A modal window will open. Add Min Range and Max Range. The ranges here are according to the unit type you have selected before. If you select CONTAINER, it means a range of containers. You can add as many ranges as you require. After that, click on “Save”.
You will see the ranges added, so click on the drop-down arrow and then select “+ Add” to add prices.
A modal window will open. Select the option “create a new price”.
Then select the line item from the list and add value. You can also add a profit. Then click on “Save”.
You will see a list of prices and you can add as many as you need in order to create a bundle for your clients.
Now you can add conditions that are included in this bundle. Click on the button “+ Add Conditions”.
You will see a modal window so you can select a type of condition from the list. If you select Free days at container yard you need to add number of days. If you select free drop off days you need to add number of days. If you select Other conditions a text box will appear and you will be able to set any condition you decide.
You can add as many conditions as you need by clicking on the button “+ Add Condition”. You can edit or delete them if needed.
The last part of creating a bundle is adding a client. However, adding a client is not a requirement. When a client who is already added to a Price Bundle requests a quick shipment will get the prices already created for this specific bundle.
Select the button “+ Add Clients”.
You will see a modal window, where you will select a client from the list and one of the contracts that you have with them. You can add as many clients as you need.
Once you click on “save”, you will see the information and have the chance to add or delete more clients that you have already set.
Click on the button “Update” and later click on “Back” to see the Price Bundle you have created.
This is how it will look after you create it. You can edit, duplicate or delete it.
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