You can create groups of services for local charges in order to keep track of and group services together using WebCargo’s groups of services tool.
Grouping services together will allow the system to automatically calculate these services when quoting instead of having them separately on the quotation. The grouped amount will be shown on the quotation that’s sent to the customer.
Find out how you can use this tool in this article.
1. Create your group of services
Firstly, navigate to the Settings tab, then Local charges, then select Groups of services from the dropdown. Here you’ll be able to view any and all of the groups of services if you have previously created them. Click on the plus symbol to start adding your group.
2. Choose the name of your group
A pop-up will appear asking you to enter a name and a code for the group. Enter the name of the group as well as the code which can be a combination of letters and numbers. Then click Add.
Your new group of services will be added to the list and can now be used for the creation of local charges.
Important: The group that you’re creating is the line item charge that will actually appear on the quote the customer receives, instead of seeing multiple local charges on single lines.
3. Deleting your group of services
You can delete your group of services at any time by clicking on the red rubbish can. You do not have the option to edit the name and code so be careful when entering your information. Also, be aware that after clicking the red rubbish can the group of services will be removed.
4. Uploading groups of services using a template
In order to use the group of services you’ve created, you’ll next need to create a group template. To do this, go to Settings, Local charges, then select Group templates from the dropdown.
Click on the plus symbol to create your template name and whether this template should be applied to import or export, then click Add. A list of services will appear which can be selected to be grouped together with the previously created Group of services.
Select which charges should be added and click Save. When you’re creating a quotation, this group of services will now be available to select with the previously indicated charges now applied.