This resource is an overview on how to carry out a mass update of specific types of local charges, so as to avoid the necessity of manually updating one by one. Certain limitations apply to this function, as a massive upload of local charges for those Classified as “Manual – Fixed Price” makes sense as these can vary.

A charge categorised as either a "flat fee per shipment" (AWB, etc.) or a "per kilo rate" is unchanging and therefore always the same.

For these charges a variety of different calculation formulae apply; this can include a flat fee per shipment, a price per kg, or per document, etc.  A user can also create different calculation basis when a customised formula is needed as opposed to options already available in the system.
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Any charges(s) based on breakdown, per km, or by zip code can not be updated through the "Mass Update" function, as these need to be treated and managed individually. 

 *note: the functional basis of this feature depends on the services having previously been created. 

1. Create a Service

Go to Settings –> Local Charges –> Services

From this screen locate the pre-determined list of services, or those having been previously created; the user may also add or delete a service from the list. To add a new item, simply click -> Add+ icon on the right of the screen.

2.  Assign a Code

Within the next screen, a code to be associated with the charge item must be assigned. As a best practice, this code should be the same used for any internal accounting/operating system so that when synchronising quotes within the two systems, the charge codes will match up accordingly.
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3. Assign Service name/language

Next, enter the name of the service in the corresponding language. If quoting in multiple languages, be sure to include the translation of the service into the other languages to be quoted in.

When completed – click on -> SAVE  at the bottom of the page.

The next step is to download the excel file with the current local charges (including ALL local charges) to be applied, and then upload the changes.

Click on ->  download excel icon 

4. Mass Update

Now, to modify by means of a mass update a user needs only to work through the original Excel; ie. by working on the first sheet (ie. WCN COSTS) and making the necessary changes here, by editing the prices or adding the new charges by filling in all the columns while the subsequent modifications are automatically translated onto any linked sheets. 

A user need not delete all the other sheets on the Excel file as  the system will not consider any changes made on them. 

To upload the file just click on -> Import file icon, see below.

*note: Here a user will be able to decide whether keep established local charges saved, or delete all data and keep only the local charges added to the new Excel. 

IMPORTANT FYI:  If a user chooses to delete all info, ALL the local charges, including pickup and delivery charges will be deleted. Inversely, by choosing to keep the data, the system will just add the new charges and / or edit the changes made.