How do I update a Rate Card?

Created by Sebastian Enguidanos, Modified on Thu, 10 Sep at 1:02 PM by Sebastian Enguidanos

Rate Cards can be updated to reflect changes or adjustments in pricing, service details, or other relevant information. Follow the steps below to edit an existing Rate Card and ensure all updates are properly saved before submission.

Steps to Edit a Rate Card

  1. Go to My Services located on the left side of the screen.
  2. Select the Rate Card you want to update.
  3. Open the Rate Card to view its details.
  4. Click Edit Rate Card Pricing.
  5. Update your rates and any other relevant information as needed.
  6. Save each update before moving to another section.

After saving each update, the changes will be automatically applied to the Rate Card.

Checking a revision against an earlier one

The Rate Card's summary view can show you what your edits actually changed. On a Port-to-Port card, the lane table carries a Comparing to: picker listing the card's earlier submissions. Choose one and the table diffs the current lanes against it, ordering the changed lanes to the top.

A draft that has never been submitted has nothing to compare against, so the picker does not appear and the lanes are shown without a diff.

Reviewing and comparing now happen in the same place. Ports are summarised in a rollup, and selecting a port shows its fees inline rather than moving you to a separate screen.

Accessorials have their own comparison alongside the lane table. See Pricing accessorials on a Rate Card.

Getting your revision to partners

Editing a card does not change what your partners are pricing against. Each Forwarder keeps the version they published until they publish the new one. To send a revision out, share the card again from the Shares tab; see How do I publish my Rate Card to a Partner?.

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