There are going to be times when surcharges have been agreed with clients that are different from the normal set of rules usually used. It may be the case that you also have different tariffs depending on different groups of customers.

For example, with one customer, you may have special agreed handling, pick up and customs fees. Or perhaps when quoting within your own network to agents you use one set of surcharges, while when quoting to a shipper, you use a different set of fees.

To manage these easily in WebCargo, the best option is to create Sales Profiles so that these charges can be easily applied when you are quoting without having to enter them every time.

Create a Sales Profile

Firstly, navigate to Settings, then Local Charges, then Sales Profiles.

From here you can see current profiles you have created, add new profiles, or edit and delete existing profiles by clicking on the pencil and paper symbol, or the red rubbish can next to each profile.

To add a new profile, click on the + symbol.

You can then add the Profile name and, if the profile is associated with any preexisting ones, you can select it from the dropdown. Also, if you want to share this profile within your account, click on Shared with me.

Once you’ve entered this information, click on Save. Your newly added sales profile will now appear within the list. When adding clients and specific profits for weight breaks, you can now use this profile.

Read this article to find out how to add clients, add conditions and profits as well as weight breaks depending on the client.