|
The Eagle 9.9 introduces a new set of tools to define the freight amount and manner in which freight charges are applied to your orders/invoices. This is accomplished by creating rules. Freight rules take your list or custom rates and change the freight you charge to customers based on financial system data or carrier system shipment fields, so freight charges will always automatically comply with your business rules.
Freight rules can define the freight charge in a variety of ways. Freight can be bound by a maximum or minimum amount, increased or decreased, set to a fixed amount, or be determined by package or shipment options.
You can also specify conditions that must be met in order for rules to be applied. Rules can be configured at the package or shipment level, allowing you to be as precise as possible when creating your customized rules. This means, for example, that you can base a rule on a package level option so that one package in a shipment can be treated differently than another.
Finally, The Eagle lets you control the order in which freight rules are processed. If the conditions for a rule are met, then the rule is applied and no further rules are processed. |
The freight that is written back is based on a default value, giving you an additional level of management over how freight is applied to your orders/invoices. This default value can be the List rate, or the Custom rate that you've set in The Eagle's Rate Utility. You can also choose to add a handling fee to both of these values:
When freight rules are applied, you can view how the freight charge was generated, the rule(s) used, and the associated values, right from the shipment itself. The Applied freight charge column in the Shipping window give you access to both package level and shipment level Freight Rules information. The Eagle will even alert you if there has been an error in the freight calculation and allows you to view the error so you can fix it.
|
Examples
Here are a few practical ways that you can use freight rules:
Add a handling fee to freight charges: The handling
fee can be a flat fee that is applied on a shipment or package basis.
It can also be a percentage bound by a maximum and/or minimum limit.
Example
Another option, using a condition, is to create a handling fee that
varies the freight charge for different classes of customers.
Example
Implement a freight plan based on the order total:
Set up a freight rule that charges a flat amount for each order total
range; for example, orders totaling up to and including $25.00 are charged
$6.00 freight; from $25.01 – 50.00, the freight charge is $8.00, etc.
Example
By adding conditions, you can charge a base amount for Ground service
and then increase that charge based on the actual service; for example,
you can have The Eagle add $15.00 for Next Day service, and so on.
Example
Increase or decrease the fees charged for shipment
options such as COD or insurance: In some cases, you may not want to charge
the COD fee to encourage customers to select the COD payment option. So,
you would set up a rule where a discount is applied under the condition
that the COD flag in the
carrier system is selected.
Example
Control whether freight is written back to your
financial system: This allows your order entry personnel to quote freight
for some orders before they ship,
and apply actual freight for other orders.
Example
Add a handling fee only for certain packages in
a shipment, based on a selected Package Option.
Example