Tariffs (setup & creation)¶
Tariff Profiles hold the storage-and-gate rates that price real customer billing — flat rates (handling, one-off charges) and slab/day-band rates (storage, priced differently depending on how many days a container has dwelled). This page covers creating and publishing a profile; how the platform actually picks which profile and rate apply to a given charge is a separate, deeper topic covered in Tariff resolution — read that once you understand the basic shape here.
Before you start¶
- Charge codes must already exist — every rate in a profile references one.
- Tax components should exist if any rates need tax applied.
Walkthrough¶
Tariffs live at Billing → Tariffs, under the Storage & Gate sub-tab (the other sub-tab, Repair Rates, is covered separately in Repair rate books).
Creating a profile¶
Click New Profile:
- Name (required)
- Description
- Set as default checkbox
- Tax Components — defaults applied to rates in this profile unless a rate overrides them
- Effective From / Effective To — optional date range
New profiles start in Draft status.
Adding rates to a profile¶
Open a profile to see its detail page. While the profile is Draft, click Add Rate:
- Pick a Charge Code. Whether the code is slab-rated determines the rest of the form.
- Optionally restrict by Container Sizes (ISO size/type chips) — leaving none selected applies the rate to all sizes not covered by a more specific rate or slab group.
- For a flat-rate charge code: set Rate, Min Charge, Free Days, and optionally a Shipping Line to scope the rate to one line only (default: "Any"). Tax Components can be overridden here too.
- For a slab-rated charge code: set Slab #, Day From, Day To (leave blank for an open-ended final slab), Rate/Day, Min Charge, and Free Days. Slabs within the same group (same charge code + sizes + shipping line) must be contiguous — day ranges can't have gaps or overlaps. The form pre-fills the next slab's Day From from the previous slab's Day To, and a conditions editor lets you attach applicability conditions to the whole group.
- Use the group's Add Slab button (from the slab group view) to continue an existing slab sequence without re-entering the charge code, sizes, or shipping line each time.
Publishing¶
A profile only prices real charges once it's Published — while Draft, rates can be freely added/edited but nothing bills against them. Click Publish on the profile detail page; a Published profile's rates lock, and you'd need Revert to Draft to edit them again (which un-publishes it in the process).
Draft vs Published matters everywhere downstream
Invoice generation, previews, and reports that resolve a tariff all skip Draft profiles entirely. If billing looks wrong or a preview shows no rate found, check whether the intended profile is still sitting in Draft.
Related pages¶
- Tariff resolution — the full algorithm for how a profile and rate get selected for an actual charge
- Repair rate books — the equivalent setup flow for repair pricing
- Invoicing
- Charge codes & tax components
Who can access this¶
Requires billing access. Admin has full access; Billing has full read/write access; Manager has read access to billing generally. Gate Operator, Yard Operator, and Viewer cannot see this page (see Logging in & roles).