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Repair rate books

Repair Rate Books price the labour, materials, and margin on repair operations — the "how much does this repair cost" side of the Work Order / estimate flow. A rate book is structurally the same kind of object as a storage Tariff Profile (Draft → Published → Archived, per-operation rates, effective dates) but it lives under its own Repair Rates sub-tab because its rates price repair operations rather than storage/gate charges.

Before you start

  • Charge codes & tax components should exist, since repair rates can attach tax components the same way storage rates do.
  • The repair catalogue — Damage Codes, Repair Codes/Operations, and the Damage Matrix — should exist under Settings → Work Orders → Repair, since each repair rate is tied to a specific repair operation defined in that catalogue.

Walkthrough

Repair Rate Books live at Billing → Tariffs → Repair Rates, with three sub-tabs: Rate Books, Customer Overrides, and Price Preview.

Creating a rate book

From the Rate Books tab, click New Rate Book:

  • Name (required)
  • Description
  • Set as default checkbox — the default book is the last resort that prices any repair no other book or customer override covers. Only one book can be default at a time, and it must stay Published.
  • Effective From / Effective To — optional date range

New rate books start in Draft.

Adding rates

Open a rate book and click Add Rate (only available while the book is not locked, i.e. still Draft):

  • A catalogue item (the repair operation being priced) is selected as the base of the rate
  • Shipping Line — optional scope
  • ISO Size Types — optional container size restriction
  • Man Rate — the labour rate applied
  • Man Hours Override — optional override of the operation's default hours
  • Mat Cost — material cost component
  • Margin %
  • Tax Components — optional override of defaults
  • Active checkbox

Status lifecycle: Draft → Published → Archived

  • Draft — editable; does not price real repairs yet.
  • Published — rates lock; eligible to price real repair estimates. Click Publish to move a Draft book here.
  • Archived — no longer prices anything; use Restore to Draft to bring it back into rotation. A Published (non-default) book can be archived directly; a Draft book cannot skip straight to Archived.

An empty rate book is not a safe placeholder

A rate book with zero rates in it will fail every repair priced against it rather than defaulting to zero — this is deliberate (see Hard Rule 6 in the platform's billing engine). Add at least the rates you expect to use before publishing, or before making a book the default.

Customer Overrides and Price Preview

  • Customer Overrides — set a customer-specific rate that takes priority over any rate book for that customer's repairs.
  • Price Preview — pick a customer, container size, and repair operation to see exactly which rate would apply and why, before committing to a real estimate. The resolution order is: customer+size override → customer override → rate book → default book. If nothing matches at any level, estimate generation is refused outright rather than pricing at zero.

Who can access this

Repair rate books use the same access as Work Orders, not the general billing/tariffs access. Admin has full access. Manager and Viewer both have Work Orders access and can view this page (Manager can also edit; Viewer is read-only throughout the product). Gate Operator, Yard Operator, and Billing do not have Work Orders access and cannot see this page, even though Billing otherwise owns tariffs (see Logging in & roles).