Sale templates and Sale codes. How do I manage them?

Sale templates can be used to two different things.

1st to, in your quotations, be able to add a fixed series of local charges instead of manually creating them each time. 2nd to, in your quotations, show the client various charges all together as a charge.

Lets explore both options:

1. Fixed series of local charges:

Lets say instead of detailing every surcharge the shipping company charges you to the client, you agreed with them on a series of charges. When using a sale template (previously set up) you quotation will show whatever you have added on this sale template

So, how do we do this?

We have two ways to access Sale Templates:

1st, from the menu:

2nd option, from the quotation:

Both options will lead us to the main page:

We have to keep in mind that in order to add a Sale code to a templete we will need to have it created beforehand, so that is the firs this we are doing. We go to Sale Codes page and click on "+Add Sale Code"

A pop up window will show up. We just input the name and the description and click "Save"

The code will now be added

Now we head back to Sale Templates and click on "+Add new"

Input the boxes and click "Save"

We will be now guided to the following page in which we must click on add charge or fill the blank boxes and click on the Check mark ✅

The Sale Code will now be added

Last thing is now head to a quotation to which the Sale template can be applied and select it on there 😊

2. Show the client various charges all together as one charge.

Lets say instead of detailing every surcharge the shipping company charges you to the client, you told them that apart from the freight they must pay the "Origin surcharge" referring to all the Origin local charges as for example VGM, THC, customs, T3... Sale templates are used for this. When using one (previously set up) you quotation will show:

Instead of showing:

We will follow the same steps. In this case we will detail the charges that the Sale code represents

Follow the same steps previously described and add this charge to a Sale template, detailing the cost and our grouped charge will be created. 😊

Extra note! 🌟

We will also use "Sale Codes" to give special names to surcharges. We just need to add the Sale Code and it will be made available in the local charges module "show as"

Remember that in case you are still left with some doubts and remember you can always contact us through the chat or by sending an email to support@cargofive.com ✨🤗