Transport Tariff Master – User Manual

Transport Tariff Master – User Manual

πŸ“˜ Transport Tariff Master – User Manual

Version: V.1.0.27.1
Prepared by: Ramya R
Date: 12/04/2025

πŸ“‘ Table of Contents

  1. Introduction
  2. System Requirements
  3. Logging In
  4. Main Features and Functions
     4.1 Create a New Transport Tariff Entry
     4.2 View, Edit, Copy, Download, and Upload Entries
  5. Troubleshooting
  6. FAQs
  7. Support

1. πŸ” Introduction

The Transport Tariff Master screen is used to pre-define transport tariffs before creating a Transport Rate Request. It allows users to set charges in advance based on a variety of combinations such as agency, service type, route, vehicle type, and more β€” making the rate request process faster and error-free.

2. πŸ’» System Requirements

  • Browser: Chrome 90+ or Firefox 85+
  • User Role:  Admin

3. πŸ” Logging In

  1. Open the Transport Management System login page.
  2. Enter your username and password.

  3. From the dashboard, select Transport Tariff Master under the Transport module.


4. βš™οΈ Main Features

4.1 Create a New Transport Tariff Entry

  1. Navigate to:
     Transport Tariff Master > Create New


  2. Fill in the required fields:

πŸ”Έ Mandatory Fields:

Field

Description

Charge Category

Select either Revenue or Cost. When Revenue is selected, the Is Invoiceable field is auto frozen to "Yes".

Charge Type

Choose from Fuel, Toll Fee, or Others.

Charge Code

Select a charge from the Charge Master with the "Transport" role.

Is Invoiceable

This field is automatically frozen (non-editable) when Revenue is selected in Charge Category.

Basis

Choose from: PER TRIP / PER TON / PER KM / PER HOUR / PER DAY / FIXED.

Currency

Select from Currency Master.

Amount

Enter the charge amount to be used in the Transport Rate Request.

Status

Set to Active or De-Active.

Valid From / Till

Define the tariff's validity period.


πŸ”Έ Optional but Important Fields:

Field

Description

Agency

Assign the tariff to a specific agency.

Service Type

Example: Trucking, etc.

Transportation Type

Example: HIRE TRUCK, OWN TRUCK

Truck Category

Choose truck type if applicable.

Route Code

Select from Transport Routing.

Remarks

Add any notes for internal reference.

Customer

Link to a specific customer (if needed).

Vendor

Link to a specific vendor (if needed).

βœ… Once all fields are filled, click Save/Submit to create the tariff.
✏️ Entries can be updated using the Edit icon.


πŸ“‹ Use the copy icon to duplicate an existing entry.


πŸ“₯ All entries can be downloaded using the Download option on the main screen.
πŸ“€ Bulk uploads can be performed using the Upload button available on the main page.

4.2 View, Edit, Copy, Download, and Upload Entries

  • All created entries are listed on the main page for a quick overview.

  • You can use the Edit icon to modify any record.
  • Use the Copy icon to duplicate entries and save time.
  • To extract all entries, click Download.
  • To bulk import entries, use the Upload button and follow the upload format/template.
  • Data can be filtered by using the filtered icon available from the main page.

5. πŸ› οΈ Troubleshooting

Issue

Solution

Tariff not showing for a specific agency

Check if the Agency is correctly updated in the tariff.

Not visible by service type, transport type, etc.

Verify that Service Type, Transportation Type, Vehicle Category, Route Code, Charge Category, Customer, and Vendor are correctly selected.

Error while saving

Make sure all mandatory fields are filled.

Can't find charge code

Confirm the charge is available in Charge Master with the "Transport" role.

βœ… All these can be corrected using the Edit icon on the main screen.

6. ❓ FAQs

Q: Can I use the same tariff for multiple agencies?
Yes, but you need to create separate entries per agency.

Q: What happens if a tariff expires?
It will not appear in the Transport Rate Request after the validity ends.

Q: Why can’t I edit the β€˜Is Invoiceable’ field?
If Revenue is selected in Charge Category, the field is auto frozen.

Q: Can I upload multiple entries at once?
Yes, use the Upload button to perform a bulk import.

Q: Can I export all tariff entries?
Yes, click the Download button on the main screen to export entries.

7. πŸ†˜ Support

Need help? Contact the IT Help Desk:
πŸ“§ Email: helpdesk@aggrandizeventure.zohodesk.in


 


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