009 Tony's Tips // Supplier Rates

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.

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