Video Transcription

 

Hey Guys, Tony here from CartonCloud with Tony's Tips.

 
What I wanted to talk about today was just a really simple version of setting up a supplier, which looks after reverse billing or RCTI. A lot of the times when people think about setting up a supplier is they get a bit overwhelmed because you've got to build complete rate cards with income and expense, and all of these sorts of things. It can be a little bit daunting when you've already had all of your income rates all set up.

But here's a really simple way of doing it, which a lot of transport companies will do something along the lines of yes, we will give the driver 65%, or our subcontractor, 65% of whatever our income is. The way we can do that is if I was to go over to the more button and I was to go to customer charges. If I was to add a new customer charge, and I could say that this one was say, 55% of income.

If we scroll on down here, what we've got here is we've got consignment charge schemes. So at the moment, it's set for use rates, which is the default, but I can also change it to percentage of income. So I can click on that percentage of income and down here where it says consignment charge percentage, I can put that in at 55. I can scroll on down the bottom and hit save. Any supplier which I now have which is pointing towards this percentage of income rate card will calculate virtually exactly that from the percentage of the income.

So if I go over here into a supplier, so this is a supplier I've set up called Harold Highpants. Harold is a driver for me. What we do is we link Harold in as a driver, and we've got Harold linked down here. You can see that Harold's a driver. We go back to the basics and what I've got is any consignment which I have going to the majority of all my customers, it will say point it towards the driver rates based on 60%, is this one.

Then I have an exception where I've got Byron's Burgers. It might be because I've given Byron's Burgers a cheaper deal. I can't afford to give Harold 60%, so I'll give him a deal. I've set that one up as different. I can actually point different customers towards different rate cards for the suppliers. We can go in there.

So then whenever we create a consignment, we put Harold Highpants on as the driver. It will automatically point to the expense rate of 60% and calculate a bill. It's very simple. It can be a little bit daunting at the beginning, but if you guys need any help, please reach out to us here at CartonCloud and we can lead you in the right direction.

 

Another ones of Tony's Tips!