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Customer Rate Tables

What are Customer Rate Tables?

Customer rate tables store the negotiated pricing you've agreed to with specific customers for defined freight lanes. Each rate table links to a customer account and contains lane-specific rates showing what you charge for freight movement between origin and destination points. These rates can be flat per-load charges, minimum/maximum rate ranges, or more complex structures based on weight brackets or other dimensions. When your team quotes or books freight for that customer on a covered lane, the system automatically references the rate table and applies the correct pricing.

This eliminates rate lookup friction and pricing inconsistency. Sales reps don't dig through old emails or spreadsheets trying to remember what you charged this customer six months ago. The agreed rate lives in the system, applies automatically, and ensures you're quoting what you actually negotiated rather than accidentally underpricing or creating customer disputes by charging more than agreed.

How Customer Rate Tables work:

  1. Navigate to the Rating module and select Customer Rates. From the main menu, click "Rating" then choose "Customer Rates" from the submenu. This opens the customer rate tables board showing all existing rate agreements organized by customer.
  1. Click "Create Rate Table" to start building a new table. The creation interface opens where you'll define which customer this rate table applies to and the general parameters like effective dates, equipment types covered, and whether fuel surcharges apply.
  1. Select the customer for this rate table. Use the customer search field to find and select the customer account. You can create multiple rate tables for the same customer if you have different pricing for different service levels, equipment types, or time periods.
  1. Define the rate table parameters. Name the rate table descriptively (e.g., "XYZ Corp - Q1 2025 Contract Rates" or "ABC Logistics - Dry Van Rates"). Set effective start and end dates if this is a time-limited contract. Specify the equipment type (dry van, reefer, flatbed) if rates vary by equipment.
  1. Choose whether to include fuel surcharges. If this customer's rates include a fuel surcharge component, select the fuel surcharge table to apply. The system will add the calculated surcharge to the base rate automatically when quoting or rating loads.
  1. Add lanes to the rate table. Click "Create Lane" to add specific origin-destination combinations. For each lane, enter the origin city/state/ZIP and destination city/state/ZIP. You can create broad zones (Chicago area to Dallas area) or specific point-to-point rates depending on your pricing structure.
  1. Enter the rate for each lane. For each lane, input the customer rate. You can set a flat rate ($2,500 per load), a rate range with minimum and maximum ($2,200-$2,800), or more complex structures using weight breaks or distance tiers depending on your rating engine configuration.
  1. Set minimum and maximum transit times if needed. Some rate agreements include service level commitments. Add minimum and maximum transit times (in hours or days) to the lane definition so the system can calculate whether proposed pickup and delivery dates meet the service commitment.
  1. Save and activate the rate table. Once you've added all lanes and rates, save the rate table. The system validates that you have all required fields and confirms the table is active and available for quotes and orders.
  1. Apply the rate table to quotes and orders. When creating a quote or order for this customer, the system automatically searches for applicable rate tables based on the customer and lane. If a matching rate exists, it pre-populates in the quote or order with margin calculation showing the difference between customer rate and carrier cost.

What it means for you:

Sales and operations work from the same pricing. When a sales rep quotes Chicago to Dallas for ABC Company, they see the same $2,400 rate that dispatch will use when booking the order and that accounting will reference when generating the invoice. This consistency prevents pricing errors, customer disputes about "but you quoted me $2,200," and margin leakage from mismatched rates between departments.

The time savings add up quickly. A rep who used to spend 10 minutes hunting through old quotes or calling dispatch to ask "what do we charge ABC for this lane?" now gets an instant answer from the rate table. Multiply that across dozens of quote requests daily and you've freed up hours for actual selling instead of rate archeology.