Rate Management

The Latest Revision

Revise The Create Rate Card Flow
Organize section tab in Add Rate Card
Simplify the relationship between matrix table and calculator

What is the Rate Card

A rate card is a pricing feature in logistics software. It applies to one or more clients, routes, or areas based on specific matching criteria. However, when the rate card setting becomes too complicated, it can cause frustration for the user. Therefore, we have improved the system's flow to address this issue.

Define the existing
UX problem

The equal level of three parts in the Add Rate Card

Users get confused with Rate Table when it displays in the same level with Matching Criteria and Calculator. However, Rate Table is not a necessary part of Rate Card, and it linked with one calculator at least.

The Calculator list display

Despite the previous improvement, the table view fails to display all the details of the calculators. Users are compelled to click and view details whenever they want to see the exact price.

Calculator Tab - Rate Table not link 1.jpg

The new solution

We have recently introduced changes to the relationship between the rate table (matrix grid) and the calculator. This change entails establishing a direct connection between the two, thus preventing users from switching between different rate tables. This decision was based on customer feedback, which indicated that this option was rarely utilized.

UX flow

From the flowchart, we can see the process of creating rate card has to go to two mandatory steps: Matching Criteria and Calculators. Therefore, we convert them into two main tab content in adding rate card flow.

Step 1:
Fill up Criteria Matching

The condition to apply rate card. User can monitor whom and when applying rate card.

Step 2: Add calculator

The list of all pricing method uses in this rate card. User can add conditions that each calculator applied

Step 3:
Setting Calculator

User has to choose calculator type which is the method to set price. There are five types: flat, unit, percentage, sum, and rate table Each type has its own parameters
Charge Code: User define charge code in other setting. Charge code helps to map the calculator with it function

Step 4:
Calculator's Parameters

Users have to fill up parameters such as base amount, unit type, unit of measurement depending on selected calculator.

Step 5 - 1:
Calculator's Condition (optional)

The Condition is optional for each calculator. We keep the frontend library of add and grouping these parameters.

Step 5 - 2:
Calculator's Condition (optional)

The Condition is optional for each calculator. We keep the frontend library of add and grouping these parameters.

Step 5 - 3:
Calculator's Condition (optional)

The condition can be Weight, Max Weight, Volume, Damage, etc.

Step 5 - 4:
Calculator's Condition (optional)

Every condition type has different requirement inputs.

Step 5 - 5:
Calculator's Condition (optional)

The conditions are connected by default with the "or" statement. This means that if any one of the conditions is fulfilled, the entire statement is considered to be true. However, when we group these conditions, they only apply when all of the conditions are qualified. In other words, only when each condition is met, the entire statement is considered to be true.

Step 6:
Back to Calculator List

After saving the calculator, the user will be back to the calculator list in the Add Rate Card. Users can continue adding more calculators or save the rate card.