The pricing grids allow you to automatically apply a price to transport based on the type of goods, the pick-up and delivery location, and the customer.
Thanks to a quick parameterization, your recurring prices contracted with your customers will be added directly to your transports.
A real time-saver when processing your transport orders! ⏱️ 🎉
Your pricing grids can be modified and deactivated at any time according to your needs.
There are 2 types of tariff schedule in Dashdoc:
Sales tariff grid, which apply to the transport you carry out with your own fleet.
Purchase tariff grid, which apply to charters that you subcontract to a carrier.
Application Scope
For a tariff grid to be offered on a transport, it must meet the following criteria at the time of creation:
Shipper for sales tariff grids/ Carrier for purchasing tariff grids
Loading/unloading corresponding to the tariff grid
Loads that correspond to the tariff
A label, part of a group of labels - For sales price lists only, optional
Requested vehicle - For purchase grids only, optional
When a shipment is entered, the price taken from the grid detected is displayed in the form as soon as the criteria are met. This price can still be modified, and you can choose whether or not to apply the grid detected.
For mileage range grids, the distance is only estimated in Dashdoc once the transport has been created.
The grid will therefore be displayed in the creation form, but the price will not be calculated until we can estimate the mileage.
Complex transport (several pick-up and/or delivery logistics points)
The tariff grids also work for complex transport. For this, Dashdoc will apply rates according to the "Delivery / goods" pairing. In this way, several tariff grids can be applied to the same transport.
Examples:
✅ Transport 1 : Nantes to Bordeaux with 5 parcels and 3 pallets.
If you have configured a Nantes/Bordeaux grid for your parcels and a Nantes/Bordeaux grid for your pallets, you will be able to apply these two grids to the transport.
✅ Transport 2 : Nantes to Bordeaux and Angers with 5 parcels and 3 pallets for Bordeaux and 3 pallets for Angers.
In this case, Dashdoc will ask you to enter three tariffs if you have set up a Nantes/Bordeaux grid for parcels, a Nantes/Bordeaux grid for pallets and a Nantes/Angers grid for pallets.
👆 When a complex transport is created, tariff grids are automatically applied if 100% of the "Goods/Delivery" pairs correspond to a single tariff grid.
Create a tariff grid
Click "+ Create a tariff grid"
In the window that appears, enter :
a name
the load category
the step unit
the line type (mileage range or geographical area)
Click on Confirm
Tariff grid by area
1 - Origin/Destination
Start by determining whether your grid is based on a single point of origin or a single point of destination, top right.
You can reverse the direction of your grid depending on its construction.
You can choose a department, a town or a site from your address book.
2 - Lines
Choose to add a department, town or site from your address book to your lines.
💡 If you're mixing addresses and/or cities and/or departments within the same grid, there are some best practices to be aware of:
Dashdoc, applying the first corresponding line of a grid, it's very important to prioritize your lines by geographic precision: from the most precise to the most extensive, so that the right pricing applies :
3 - Columns
Create your bearings according to the unit you have chosen.
💡 Bearings are placed in ascending order, so if you forget one, it will automatically move into ascending order.
4 - Invoicing item for sales grids only
💡 If your Dashdoc account is linked to a billing account, you can link your grid to a billing product.
5 - Clients or Carriers
💡 For purchase pricing grids, you can choose to apply a grid to one, several, or all of your carriers.
6 - Labels - For sales grids only
This field is optional:
Choose one or more labels belonging to a label group to categorize this pricing grid and make its application more precise. If no label is provided, the grid will apply by default.
The grid will apply if any of the selected labels are applied to the transport or to any of these items.
7 - Requested vehicle - For purchase grids only
This field is optional:
If no requested vehicle is provided, the grid will apply by default.
If a requested vehicle is provided, the pricing grid will only apply if the specified vehicle type is mentioned in the transport order
Tariff grid by mileage ranges
1 - Origine/Destination
Start by determining whether your grid is based on a single point of origin or a single point of destination, top right.
You can reverse the direction of your grid depending on its construction.
You can choose a department, a town or a site from your address book.
2 - Lines
Choose to add on your mileage levels.
3 - Columns
Create your bearings according to the unit you have chosen.
💡 Bearings are placed in ascending order, so if you forget one, it will automatically move into ascending order.
4 - Invoicing item for sales grids only
💡 If your Dashdoc account is linked to a billing account, you can link your grid to a billing product.
5 - Clients or Carriers
💡 For purchase pricing grids, you can choose to apply a grid to one, several, or all of your carriers.
6 - Labels - For sales grids only
This field is optional:
Choose one or more labels belonging to a label group to categorize this pricing grid and make its application more precise. If no label is provided, the grid will apply by default.
The grid will apply if any of the selected labels are applied to the transport or to any of these items.
7 - Requested vehicle - For purchase grids only
This field is optional:
If no requested vehicle is provided, the grid will apply by default.
If a requested vehicle is provided, the pricing grid will only apply if the specified vehicle type is mentioned in the transport order
⚠️ Remember to Save before leaving the page!
The tariff grid functionality allows you to reproduce in Dashdoc the pricing grids in Excel or PDF.
Once you have created your pricing model, you can integrate your pricing data.
If you have a tariff grid in Excel format, you can simply copy and paste the grid. For other formats, you must complete the grid by hand.
Select and copy the corresponding cells of your Dashdoc grid into your Excel file
Paste the price data in the 1st cell on the top left of the grid.
The grid is filled in automatically!
With the options "use variable prices" or "use fixed prices", you will have the option to decide whether your prices are tiered (variable) or flat rate (fixed).
Choose the client and activate the grid
The last step is to choose the client(s) to whom the grid applies.
Click "modify" and choose your ordering party from the drop-down list
Click "Save changes" (blue button at bottom right).
Finally, you can determine whether the grid is active immediately or whether it remains inactive for the moment
Your grid is now complete and will fill in the appropriate price in new transport. Here is an example of an automatically achieved price:
Details of use
In the general menu "my pricing grids", you can manage the grids from the general tier.
You have an overview of each created grid and its activation
With the 3 vertical dots, you can easily rename, duplicate or delete your grids
Duplication: you can choose to duplicate the grid with all the prices or only the structure of the grid with the tiers and destinations
How to update your grid
You can add a percentage increase or decrease en masse to your grids, with an application date.
To do this, go to your tariff grids and click on the grid to be updated, then at the bottom right on the + Create a new version button.
Next, choose the type of date to be used for applying the grid: scheduled, real loading or unloading date, etc.,
As well as the date to which your new version should apply.
You can then use the Apply an Increase or Decrease buttons to choose the percentage to be used so that we can automatically calculate the new rates.
Finally, if you don't use percentages, you can copy and paste the new rates from an Excel file directly into your Dashdoc tariff grid.
Not a customer yet?
If you would like a demo and trial of paperless transport documents with Dashdoc, please let us know here: