Pricing Matrix Configuration
I. Overview
The Pricing Matrix Configuration feature is used to manage carrier pricing matrix data — the input for freight calculation, including scope of application, conditions, base freight unit rates, and surcharges. Once the transport plan is created and the details of each trip are determined, the Pricing Engine uses these configurations to automatically calculate the corresponding transport cost for each trip.
Multiple freight calculation methods are supported: per trip, distance, weight, volume, delivery stop, vehicle type, surcharges, etc. The Pricing Engine automatically applies the correct pricing matrix once order optimization is complete. This ensures consistent pricing results, reduces manual calculation, and supports reconciliation and payment.
II. Pricing Matrix Configuration
2.1. Add a New Pricing Matrix
| Step | Action |
|---|---|
| 1 | Select 'Pricing Matrix Configuration' to open the 'Carrier Pricing Matrix Configuration' screen |
| 2 | Click 'Add New Pricing Matrix' to open the 'Add New Pricing Matrix' screen |
| 3 | Enter the information: Pricing Matrix Name (Required), Service Code (Required), Subject (Required) — select carrier or customer, Carrier/Customer (Required), Transport Mode (Required), Contract, Appendix, Effective From (Required), Effective To (Required), Notes |
| 4 | Click 'Save' to save the information and go to the pricing matrix configuration screen |
| 5 | Click 'Cancel' to cancel the action |
Pricing matrix configuration list screen
Add New Pricing Matrix screen
2.2. Configure the Pricing Matrix
2.2.a. Configure Base Freight
| Step | Action |
|---|---|
| 1 | After adding a new pricing matrix, in the 'Freight Charges' section, click 'Add Freight Charge' to create a freight charge |
| 2 | Select the unit of measure for the freight charge: Trip/Km/Kg/Cubic Meter/Pallet |
| 3 | Select the pickup - delivery location type: Warehouse/Store/Area |
| 4 | Select the unit rate type: Fixed Rate/Rate per Unit (depending on the freight charge type) |
| 5 | Click 'Download Template' to download the Excel template |
| 6 | Enter the information in the Excel template: Component Code (optional), Pickup Location (required) — pickup Warehouse/Store/Area, Delivery Location (required) — delivery Warehouse/Store/Area, Vehicle Type (required), Goods Type (required), Rate Range From - To (required), Unit Rate (required), Multiplier (optional, defaults to 1 if not specified) |
| 7 | Click 'Upload Excel' to open the 'Upload Excel' popup |
| 8 | Click 'Choose File' to upload the Excel file created in step 5 |
| 9 | After a successful upload, the system validates the uploaded Excel file; if there are errors, the system reports them so you can correct the Excel file and re-upload the corrected file |
| 10 | Click 'Confirm' to complete the file upload |
| 11 | After creating base freight and surcharges for the entire pricing matrix, click 'Save' to save the pricing matrix, or click 'Cancel' to cancel the configuration |
2.2.b. Configure Surcharges
| Step | Action |
|---|---|
| 1 | After adding a new pricing matrix, in the 'Surcharges' section, click 'Add Surcharge' to create a surcharge |
| 2 | Select the surcharge type: Extra Stop, Relay, Loading/Unloading, Re-inspection, Storage, Vehicle Waiting Fee, Fuel Fee, Delivery Fee |
| 3 | Select the unit of measure for the surcharge: Stop/Occurrence/Km/Kg/Cubic Meter/Pallet/Minute/Hour (depending on the corresponding surcharge type) |
| 4 | Select the pickup - delivery location type: Warehouse/Store/Area |
| 5 | Select the unit rate type: Fixed Rate/Rate per Unit/% of Base Freight (depending on the surcharge type) |
| 6 | Click 'Download Template' to download the Excel template |
| 7 | Enter the information in the Excel template (depending on the surcharge type): Component Code (optional), Pickup Location (required) — pickup Warehouse/Store/Area, Delivery Location (required) — delivery Warehouse/Store/Area, Vehicle Type (required), Goods Type (required), Rate Range From - To (required), Unit Rate (required), Multiplier (optional, defaults to 1 if not specified) |
| 8 | Click 'Upload Excel' to open the 'Upload Excel' popup |
| 9 | Click 'Choose File' to upload the Excel file created in step 7 |
| 10 | After a successful upload, the system validates the uploaded Excel file; if there are errors, the system reports them so you can correct the Excel file and re-upload the corrected file |
| 11 | Click 'Confirm' to complete the file upload |
| 12 | After creating base freight and surcharges for the entire pricing matrix, click 'Save' to save the pricing matrix, or click 'Cancel' to cancel the configuration |
2.2.c. Configuration Rules
- A pricing matrix can have multiple base freight charges configured; each freight charge can have multiple rate tables (click 'Add Rate Table for Freight Charge')
- A pricing matrix can have multiple surcharge types configured; each surcharge type can only be configured once per unit of measure. Each surcharge can have multiple rate tables (click 'Add Rate Table for Surcharge')
- Pickup Location/Delivery Location:
- Store/Warehouse: enter the
store_idvalue, which must be in the correct character format - Area: enter the value as 'Province/City', or 'Ward/Commune, Province/City', or 'House Number, Street Name, Ward/Commune, Province/City'
- If the location does not matter, enter
ALL
- Store/Warehouse: enter the
- Vehicle Type/Goods Type: enter values based on the data in the Excel template; if the vehicle type/goods type does not matter, enter
ALL
2.2.d. Enable/Disable a Pricing Matrix
When a pricing matrix should not be applied for a certain period within its effective period, you can enable/disable the pricing matrix.
Pricing matrix configuration screen
Screen when configuring freight charges and surcharges
Screen when adding a rate table for freight charges/surcharges
Upload Excel file popup
2.3. Edit a Pricing Matrix
| Step | Action |
|---|---|
| 1 | In the pricing matrix configuration list, click the quick 'Edit' button on the pricing matrix tab, or select the pricing matrix to edit to open the pricing matrix detail screen |
| 2 | On the detail screen, click 'Edit' to open the edit pricing matrix screen |
| 3 | Change the information to be edited |
| 4 | Click 'Save' to save the changes |
| 5 | Click 'Cancel' to cancel the action |
Pricing matrix detail screen
Edit pricing matrix screen
2.4. Delete a Pricing Matrix
| Step | Action |
|---|---|
| 1 | In the pricing matrix configuration list, click the quick 'Delete' button on the pricing matrix tab, or select the pricing matrix to delete to open the pricing matrix detail screen |
| 2 | On the detail screen, click 'Delete' to open the delete confirmation popup |
| 3 | Click 'Confirm' to confirm the deletion |
| 4 | Click 'Cancel' to cancel the action |
Delete pricing matrix confirmation popup
III. Pricing Formulas
3.1. Base Freight Pricing
| Price Type | Unit of Measure | Unit Rate | Pricing Formula |
|---|---|---|---|
| Base Freight | Trip | Fixed rate per trip | Fixed rate per trip x Multiplier |
| Base Freight | Km | Fixed rate | Fixed rate within the rate range x Multiplier |
| Base Freight | Km | Rate per km | Rate per km within the rate range x Total trip km x Multiplier |
| Base Freight | Kg | Fixed rate | Fixed rate within the rate range x Multiplier |
| Base Freight | Kg | Rate per kg | Rate per kg within the rate range x Total kg of goods x Multiplier |
| Base Freight | Cubic Meter | Fixed rate | Fixed rate within the rate range x Multiplier |
| Base Freight | Cubic Meter | Rate per cubic meter | Rate per cubic meter within the rate range x Total cubic meters of goods x Multiplier |
| Base Freight | Pallet | Fixed rate | Fixed rate within the rate range x Multiplier |
| Base Freight | Pallet | Rate per pallet | Rate per pallet within the rate range x Total pallets of goods x Multiplier |
3.2. Surcharge Pricing
| Price Type | Unit of Measure | Unit Rate | Pricing Formula |
|---|---|---|---|
| Relay | Per occurrence | Fixed rate per occurrence | Fixed rate per occurrence x Multiplier |
| Relay | Km | Fixed rate | Fixed rate per km within the rate range x Multiplier |
| Relay | Km | Rate per unit | Rate per km within the rate range x Total km of the relay trip x Multiplier |
| Relay | Kg/Cubic Meter/Pallet | Fixed rate | Fixed rate per unit within the rate range x Multiplier |
| Relay | Kg/Cubic Meter/Pallet | Rate per unit | Rate per unit within the rate range x Total units of goods x Multiplier |
| Relay | Km/Kg/Cubic Meter/Pallet | % of base freight | % value within the rate range x Total base freight x Multiplier |
| Extra Stop | Stop | Fixed rate per stop | Fixed rate per stop x Multiplier |
| Extra Stop | Kg/Cubic Meter/Pallet | Fixed rate | Fixed rate per unit within the rate range x Multiplier |
| Extra Stop | Kg/Cubic Meter/Pallet | Rate per unit | Rate per unit within the rate range x Total units of goods x Multiplier |
| Loading/Unloading Fee | Per occurrence | Fixed rate per occurrence | Fixed rate per occurrence x Multiplier |
| Loading/Unloading Fee | Kg/Cubic Meter/Pallet | Fixed rate | Fixed rate per unit within the rate range x Multiplier |
| Loading/Unloading Fee | Kg/Cubic Meter/Pallet | Rate per unit | Rate per unit within the rate range x Total units of goods x Multiplier |
| Re-inspection Fee | Per occurrence | Fixed rate per occurrence | Fixed rate per occurrence x Multiplier |
| Re-inspection Fee | Kg/Cubic Meter/Pallet | Fixed rate | Fixed rate per unit within the rate range x Multiplier |
| Re-inspection Fee | Kg/Cubic Meter/Pallet | Rate per unit | Rate per unit within the rate range x Total units of goods x Multiplier |
| Storage Fee | Hour/Day/Kg/Cubic Meter/Pallet | Fixed rate | Fixed rate per unit within the rate range x Multiplier |
| Storage Fee | Hour/Day/Kg/Cubic Meter/Pallet | Rate per unit | Rate per unit within the rate range x Total storage units of goods x Multiplier |
| Vehicle Waiting Fee | Minute/Hour | Fixed rate | Fixed rate per unit within the rate range x Multiplier |
| Vehicle Waiting Fee | Minute/Hour | Rate per unit | Rate per unit within the rate range x Total vehicle waiting units x Multiplier |
| Fuel Surcharge | Km | Fixed rate | Fixed rate per km within the rate range x Multiplier |
| Fuel Surcharge | Km | Rate per unit | Rate per km within the rate range x Total trip km x Multiplier |
| Fuel Surcharge | Km | % of base freight | % value within the rate range x Total base freight x Multiplier |
| Delivery Fee | Per occurrence | Fixed rate per occurrence | Fixed rate per occurrence x Multiplier |
| Delivery Fee | Kg/Cubic Meter/Pallet | Fixed rate | Fixed rate per unit within the rate range x Multiplier |
| Delivery Fee | Kg/Cubic Meter/Pallet | Rate per unit | Rate per unit within the rate range x Total units of goods x Multiplier |
3.3. Pricing Rules
- If the pricing matrix has more than 1 base freight charge: Total base freight = Freight charge 1 + Freight charge 2 + ...
- Some surcharges are calculated automatically: Relay, Extra Stop, Fuel Surcharge, Delivery Fee
- Some surcharges must be requested additionally, declared during order optimization, or entered after the trip is created: Re-inspection, Storage, Loading/Unloading, Vehicle Waiting