Pricing - Tariffs

Pricing Settings - Tariffs 🚚

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Why This Matters to Your Business 💡

Tariffs are essential for companies performing long-distance or weight-based moves. Unlike local rate tables which charge by time, Tariffs charge based on a measurable unit—such as volume (CFT) or weight (LBS)—paired with distance. This provides:

• ✔️ Fair, scalable pricing for interstate and intrastate jobs

• ✔️ Compliance with state-specific regulations and fuel surcharge tracking

• ✔️ Smarter cost breakdowns for customers across different move profiles

Ideal for longer hauls, Tariffs help you automate cost calculation and remove manual guesswork.

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What Tariffs Do 🔍

Tariffs allow you to:

• Define pricing tiers based on Weight (LBS) or Volume (CFT/FT3)

• Apply logic based on distance traveled

• Configure Breakpoints to separate pricing beyond a certain limit

• Add Fuel Surcharge % to account for market variability

You can also import tariff logic using downloadable templates, making this perfect for managing complex pricing schedules at scale.

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How to Add a Tariff ⚙️

1. Navigate to Settings > Pricing > Tariffs.

2. Click the blue + button to create a new tariff.

3. Fill in the Tariff Setup Panel:

   • Tariff Name: Give it a name like "LD Demo 3"

   • Service Type: Choose the category (e.g., Intrastate)

4. Choose a Unit Type:

   • Select Weight if your cost is based on pounds

5. Define the Weight and Distance Ranges:

   • Weight From/To: e.g., 1,000 – 16,000 lbs

   • Increment by Unit: e.g., 1,000 lbs

   • Distance From/To: e.g., 0 – 850 miles

   • Increment by Distance: e.g., every 10 miles

6. Select a Tariff Type:

   • CWT: Cost per hundredweight

   • No Calculation (As Entered): Use if the system should pull the raw value into estimates

7. Use Breakpoints if needed to separate logic blocks within the tariff grid

8. Add a Fuel Surcharge % (optional)

9. Click Add & Download Template to generate a spreadsheet, or just Add to save it immediately.

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How to Upload a Tariff Template 📤

1. After downloading the template, open it in Excel or Google Sheets

2. Copy/paste your pre-calculated pricing values from your existing tariff

3. Save or export the spreadsheet as a CSV file

   • File → Export To → CSV → Include table names → Export

4. Go back to Movegistics CRM > Tariffs

5. Click the upload arrow icon next to the tariff name

6. Select your CSV or Excel file and hit Upload

7. Once you receive the confirmation message, your tariff is ready to go ✅

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How to Test a Tariff 🧪

1. Navigate to the Sales menu > Work Request

2. Open a job and edit pricing

3. Switch from "Hourly Rate Table" to "Tariff" mode

4. Select your uploaded tariff (e.g., LD Demo 3)

5. Input a weight (e.g., 2,500 lbs) and click the green Reset Pricing square

6. Confirm that the pulled rate (e.g., $61.10) matches your configured tariff

7. Verify distance is calculated correctly (e.g., 168 miles falls into the correct tier)

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Pro Tips 🚀

• 🧮 Use CWT for standard long-distance residential tariffs

• 📦 Use No Calculation to override logic with fixed pricing

• 📉 Set breakpoints for tiered cost structures

• 📂 Always export your file in CSV format for smooth uploading

• 🔁 Use the Upload and Download Template options to keep records consistent

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Need help setting up or troubleshooting your tariff uploads? Email us anytime at [e-mail] — we’re happy to assist! 📩

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