When searching for static rates, you may want to apply specific client conditions or profiles for repeat quotes. You can add and select specific client conditions depending on weight breaks, services and more without having to enter this information every time.

Find out in the below video how you can add your Client information.

Or continue reading.

Firstly, navigate to Settings and then Clients and click on Clients from the dropdown. This first part will focus on the client’s personal information, not weight breaks and other conditions.

If you have previously uploaded clients to your account, they will be visible on this page. However, if you have not, you have two ways to upload client information, you can click on the + symbol to add the client details or import an excel file. In this article, we’ll focus on adding individual clients.

You will then be redirected to a page where you can enter all of the information relevant to your client. These include fields such as Company, Code, any Group, or Sales Profiles added for local charges, that the client is associated with, the language their quote should be in, and contact information.

Find out how to add Client Profiles in this article.

Make sure if they have any local charges profiles associated with their account to select this from the drop-down as well as any indoor and outdoor salesperson information.

When you’ve entered your information, click Add. You’ll be redirected to a page where you’re asked to add a Master Condition. You need to do this to add Sales Conditions for this client profile. Here is where you can add specific profits to weight breaks. Click on the + symbol to begin this process.

You can now start to add information about applied profit and weight breaks. You can choose the type of profit (KG or %), the currency the profit should be calculated in, add more breakpoints, and enter your profit depending on these weight breaks.

You should enter the profit in the Suggested row. This can be amended during the quotation process. In the situation that you want to add specific limitations like a minimum value you cannot go below or a maximum profit, fill in the Min and Maximum corresponding lines.

If you want to add more breakpoints columns, click on the dropdown menu, find the amount and then click on the + symbol. Another column will be added for this breakpoint. The maximum breakpoint you can add is 10,000KG.

Click Add. These will then be saved as the Master Condition for this client which you’ll see within the list. You cannot delete this set of conditions, but you can choose to duplicate or edit them at any time if conditions change.

Now, add more Sales conditions by clicking on the + symbol. This will bring up a more in-depth description box to add the customer’s profit conditions.

You’ll now be able to add more conditions for the sales profile such as any Branches, Traffic (Import, Export or both), origin and destination, the suppliers of the rates and any Products that they are frequently shipping.

Then add the weight breaks in the same way as was mentioned earlier. Once these have been added, click on the Add button.

This set of conditions will be added to the list. Edit these at any time by clicking on the pencil and paper symbol or delete them by clicking on the red rubbish can.

You can now continue by adding any users with these conditions and any addresses that should be associated with these sales profiles.

Click on the + symbol in either of the tabs to add additional information. Clicking on + on users will open up a new window where you can add user information, set privileges, and all other conditions.

Click Save when you’ve made your edits and changes. Click Save when you’ve made your edits and changes. This client profile with all applied profits and conditions will now be available when making a static rate search.

In order to select a client or profile, click on the Air tab. Enter your search information to make a rate search. When you’re adding parameters, you can choose your client profile by clicking on Customer and entering the name of your client and selecting it from the dropdown.

Select a client and the conditions you added to your client will be applied to the rate search.

After your search results have loaded, you’ll be shown rates that indicate if Sales conditions have been applied. Look for the blue banner at the top of the results which states that they have.

And that’s how you add Clients to your WebCargo account. Find out how to add Client Profiles by clicking on this article.

And that’s how you add Clients to your WebCargo account. Find out how to add Client Profiles by clicking on this article.