Sharing static rates with other agents or freight forwarders helps you secure more quotes and boost sales. It streamlines communication across regions and even lets you customize settings to add profits.

Read on to learn how to set up and start using rate sharing.

Important: You must be a Super Admin user to set up rate sharing with offices or agents in another country.

First, open the side menu, go to the Rates section, then click Rate management.

After clicking on Rate management, go to the Rate sharing section at the bottom of the list, then click on Static rate sharing.

Once you get to the Rate sharing page, you can view all Foreign agents you share rates with, as well as Foreign agents that share rates with you.

To start sharing rates, you need to select a forwarder from the Forwarder directory to be an agent. To do this, scroll to the Forwarders directory section.

If you want to select a forwarder from a specific country or country, use the search option. Select the country from the dropdown, enter the company name if you know it, then click Search.

Once you have found the freight forwarder you want to assign as your agent, click on the star symbol located to the right of the details.

The freight forwarding company will be added to a section called Your Agents.

This means this customer is now set up to receive shared static rates from you. If at any point you want to remove the freight forwarder as an agent, click on the highlighted star.

Next to the star under My agent, there’s another option under the Actions column to Share rates. Click on this to add the rate information you want to share.

You’ll now need to set up the corresponding filters, based on how rates are to be shared, with whom if they are local or international, what the agent should be able to see, and any profit for weight breaks that should be added to rates shared.

Important: numerous combinations of conditions and criteria can be applied, so make sure that they align with established business practices.

You can find explanations to what each section means below.

Basic Information

Share: choose what kinds of rates to share (General, Promo, Contract etc).

What to include: decide whether to share "all surcharges and fees", only Freight + Fuel + Risk, or another combination available in the respective country of origin or destination.

Airlines: choose which airlines’ rates you allow to be shared, including if you have added rules for preferred carriers.

Share with: choose whether you want the rates shared to specific people within the company, or to everyone.

Airlines to share/block: enter the name of airlines you do or do not want appearing when rates are shared.

Geographic Restrictions: This section allows you to configure restrictions and access to rates by origin, destination, airport, or country.

Profit: Under the profit section, add profits per weight breaks. Leave the fields blank if you want to share your net rates. You can add a markup using these boxes to add the value to be applied to the shared rate.

Important: The agent that rates are shared with will NOT see the markups applied. They will only see the final sum of the rate + any profits added.

Other data

Contact Person: select the person to appear as the primary contact on these rates for your agent.

Local Charge Profile: leave this blank if you do not wish to provide with the rates (Handlings, Docs, DG Fees, etc).

Terms and Conditions: If you have any specific terms and conditions when sharing rates, make sure to add them here.

When you’ve checked all the information for the customer you want to share the rates to, click Share.

You will see the agent you’re sharing rates with within a new list called Your agents.

If you click on the pencil and paper symbol underneath the Actions column which says Edit sharing options you’ll be able to see the status of the sharing.

Important: the configuration will not come into effect immediately. A member of the WebCargo team will receive an alert indicating that a share request has been initiated. We will then reach out to the person who has shared to check all is correct and enable the sharing option.

If your rates are still awaiting confirmation, a message will show to contact your administrator, along with a button to stop sharing.

Once the rate sharing tool is live, you will see this confirmed on the same page. We will contact you to let you know it is live.

Once activated, you can make any changes to the sharing options at any time, including stopping the option to share. Enter any date into the form, then click Save.

In order to edit or stop sharing rates with a particular agent, open the side menu, then click on Rate management, then within Rate Sharing section, select Static rate sharing.

Find the agent you want to edit within the Foreign Agents with whom you share rates section. Click on the pencil symbol located to the right of the user information.

You will be able to see an option to Stop sharing the rates with the freight forwarder. Click on this button and the freight forwarder will be removed from the list.

Important: if you choose to stop sharing rates with a freight forwarder and later choose to re-establish the connection, this will again need to be approved by WebCargo.

Editing rate sharing information

If you make any changes to the rate information, access the sharing options the same way shown earlier. Any time you make a change, click Save.

You will not have to wait for confirmation from WebCargo to save any changes you make to the rates being shared.

Finally, if you have access to the statistics tool, you will also see 2 other icons within each user row.

Clicking on the icon of the person will open up the user reporting history, with the number of queries per user, and their name and email address.

Clicking on the pie chart icon will open up the Statistics section. Here you can view the top origin and destination pairs for static rate quoting through the shared agent.

Use the From and To dropdowns to see specific origin and destination activities.