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Rate Management

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Summary

The Rate Card is part of Rate Management. This function supports users in setting up selling prices and also the cost for the logistic system

This is the first part of the redesign flow and UX for rate management. 

Rate

Rate Card List 1.png

The current structure

  • Besides the Rate Card, users can control Charge Code in other flows. The Charge Code indicates the charge category. For example, logistics usually have handling fees, fuel fees, tax fees, etc.

  • Users do not control calculator type.

Rate Card Relationship
RateCard Create Flow-Entity relationship Diagram (ERD) - RateCard.jpg
Rate Card Flow
RateCard Create Flow-Flowchart.jpeg
Charge Code

The Charge Code is the list of code name. Users create these codes to manage and categorize their applying fees

Rate Card

The set of prices apply to partners or customers. Users can set up multiple calculators in one ratecard.

Billing Table

The digital entry booking, which is an in-app charge table, shows the costs based on order.

Invoice

The exporting PDF shows billing cost and sends to clients.

The First Improvement

Sympathize

  • At the first time, 90% of users cannot understand the Rate Card system. The customer success team usually spends more time on this section to support clients.

Define

  • The page is too much information

  • The user does not know where to begin

  • System respondent does not work well. It does not provide enough guidance or action that indicates to users what they should do next.

Ideate

  • We separate flows into three main tabs

  • Users do one task at the moment, and after they complete it, the system will provide the next step.

  • We hide all unnecessary information by breaking them down into steps or setting up a tooltip

Prototype

The Tabs

Matching Criteria

The basic information that tells Dispatcher:

  • What kind of this Rate Card?

  • To whom does this rate card apply?

  • When will this rate card be active and deactivated?

Sell 1.png
Calculator List

We show as many as possible calculator details on this page.

  • This tab list all operations details.

  • Different Calculator type has different parameters.

  • The Rate Card needs at least one calculator.

Calculator Table 2.png
Rate Table

There are several types of calculations available on the Calculator, including a special one called Rate Table. Each calculator with a rate table type must be linked to a matrix grid for pricing. However, this layout does not address the issue when users need to create multiple tables to link with various calculators.

Rate Table 04 1.png

The Tabs

Calculator Paramenters

Each Calculator has its own set of parameters. In addition, users are able to set conditions applying to each calculator.

Calculator Conditions

Users are able to set up multiple conditions, they also have options to group them together.
This function allows the system to apply a calculator if all conditions are satisfied

Calculator Conditions.png

The Second Improvement

Sympathize

Since we implement the User role in management, we have to separate add flow, view flow, and edit flow.

Users still confused with the new flow:

  • As Rate Table displays separating in one tab, they don’t understand the relationship between Rate Table and Calculator

  • When the rate card has more than one rate table, the current UI does not support showing the number of rate tables.

Define

The Calculator Tab and Rate Table do not show the link between them.

Each flow of creating, editing, or viewing should be separate not only for implementing the role but also for easily maintaining

Ideate

We have made some improvements to the rate table creation process, including cleaning up the Calculator Tab and adding a link to the applied rate table. Additionally, we have split the process to accommodate different user roles. We have also redesigned the rate table tab to display more tables.​

 

Prototype

The Tabs

Calculator List

We have excluded some data and only display essential information that every calculator should have. Additional details can be found in the pop-up's detail view. We also provide links to related rate tables.

 

Calculator Tab - Rate Table not link 1.png
Rate Table List

Instead of showing all information of single table, we change this page into a table list.

 

Manage Rate Table Tab 1.png
Rate Table Detail

The matrix table shows when users click on the table name.

 

Rate Table View 1.png

Create Rate Table

Table info

  • We improved some steps and layout of creating rate table flow.

  • We applied the progress bar and enhance the process by auto-save.

  • We showed the link calculator next to the table name, and revise the message so that users can recognize the link between them.

Create Rate Table 1.png
Table Dimension

  • Users can set up to four dimensions (two for each direction)

  • The default table sets at one vertical dimension and one horizontal dimension

Create Rate Table 3.png
Table Value

  • Users input data to the matrix grid.

  • Users can add more dimensions, or edit other information before saving the rate table.

Create Rate Table 4.png

End of part 1

This is the key feature to achieve the all - in - one app strategy. Please view the final revision in the next update

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