Applying & updating your indexation/fuel surcharge monthly to your transports takes time, some transports are overlooked ...
No more excel files or manual updates, Dashdoc takes over to assist you faster and further in the application of the fuel surcharge ! 🚀
In your Dashdoc TMS:
Define your fuel surcharges and update your indices when necessary (e.g.: at the end of the month)
Dashdoc then takes over:
🧮 It automatically calculates the new value of the fuel surcharge set, based on the new index or value you entered.
🔄 It automatically applies this surcharge to all the affected transports (depending on the parameters entered: date of application, associated customer, etc.)
⏲️ Time saving and better control of profitability guaranteed! 💰
Find out how to set up and update your fuel surcharges in Dashdoc:
To get started, go to "Tariffs" > "My Fuel Surcharges".
Step 1 : Choose the type of surcharge to be applied
Step 2 : create a fuel surcharge
The information needed is:
a name, to allow easy identification of the surcharge at a later stage (e.g. pallet customer surcharge)
a date type to be used: when you want to update values (e.g. new surcharge value for 2023 negotiated with the customer), the transports will be updated in bulk according to this parameter (in our example, if you select the actual loading date, then transports with actual loading date in 2022 will not be updated, but transports with actual loading date in 2023 will)
an index (to be created if necessary by adding the link to the source, e.g. the CNR site)
an initial date of application of this surcharge
an initial price
the part of the transport
Step 3 : select the customers to whom this surcharge applies, and if necessary set the appropriate accounting product code
Your surcharge is now updated and will be applied automatically to selected clients!
Step 4 : update all your surcharges by updating your indices in 2 clicks
If you update your surcharges regularly (e.g. monthly), you can do so very easily by clicking on "Update indices".
Simply enter the date of implementation and the new index price.
Your surcharges will be automatically updated. 🎉
💡 It is not possible to delete a fuel surcharge. The last surcharge created will always be the last surcharge used. To correct it, simply update it.
Step 5: Choose how your fuel surcharge is displayed on your invoices
When you customize the layout of your invoices, you can choose to display your surcharge by transport or in summary form at the foot of the page.
To do this, go to the details of a draft invoice and click on "Customize":
☝️ The preference is saved according to the customer to be invoiced.
☝️ If you have several fuel surcharges on the same invoice, Dashdoc will display as many lines in the footer as there are surcharges.
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