What is Billable Amount Management?

The Billable Amount Management feature offers enhanced flexibility by enabling you to customize margins, discounts, or taxes based on specific companies or groups for freight rates, local charges, or trucking services. 

These adjustable parameters, namely margin, discount, or tax, come with designated effective and expiration dates. They can be defined either as a percentage of the original price or as a fixed amount added to the initial price. 

Let's consider a specific use case: setting up a fixed margin fee of 20 Euros for every shipment departing from Hamburg. To achieve this, we can utilize the billable feature with the following configuration: 

1. Select the origin as "DEHAM" (which represents Hamburg). 

2. Choose the Fee Type as "Rate Adjustment Amount." 

3. Set the value to 20. By applying these settings, every quotation originating from Hamburg will include a margin of 20 Euros.

In addition to the fixed margin example, we can also accommodate scenarios where discounts are applicable to specific companies or groups. Here's how it can be done using the billable feature:

1. Choose the Discount option. 

2. Select the Fee Type as "Rate Adjustment Percentage." 

3. Set the value as 0.05 (which represents a 5 percent discount). With these settings, every quotation generated for the designated company or group will incorporate a discount of 5 percent.

To create a billable amount on Workplace, follow these simple steps:

1. Navigate to the Pricing tab.
   

2. Choose Billable Amount Management from the options.

3. Click on "Create New Billable Amount".

4. Fill in all the required fields with the relevant information.

5. Once you have entered the necessary details, save the billable amount.

Note: List of all billable amount created are displayed in the Billable Amount management tab.