Troubleshooting tips for confirming consignment pricing
Consignments unpriced or incorrectly priced
Sort the Unrated tab by Price (ascending) to view unpriced consignments.
1. Check for Notes and Error Messages
- If a Pricing Note exists on a consignment, this will be denoted by a 🗒️icon. Hover over this icon to view a tooltip with the note details.
- Open the impacted consignments to view any error messages related to pricing attempts. Depending on the issue, this may provide clues to assist with investigation.
2. Ensure Consignment Details were entered correctly
If the consignment was entered manually, there is a chance of human error. If you have access to the data originally provided by the customer, open the consignment page and check that the following information has been entered correctly:
- Invoice Account
- Requesting Site
- Service Type
- Sender and Receiver sites or addresses
- If any of the above are incorrect, click Edit to open the consignment's Edit mode, and update the relevant fields.
- Freight Items, Weight and Volume
- If these are incorrect, open the Freight tab to edit the freight lines.
2. Check for missing Rates
- Check the Organisation's Rate Card in Hitrak for a rate matching the consignment's freight, service type and other details.
- If there is no rate configured in Hitrak, check your internal pricing documentation.
- If pricing exists in your internal documents, use these rates to apply a Price Override via the consignment's Pricing and Rating tab.
- For Zone or Distance Pricing Rates, get in touch with Hitrak support to add the rate(s) for future consignments.
- For Site Group Pricing, update the Rate Card for future consignments.
- If there is no pricing available to apply to the consignment, check with the person responsible for setting the customer's rates.
3. Check the Sender and Receiver are configured correctly
- For Site Group Pricing: In the relevant Organisation's Pricing Setup tab, check the correct Site Group links are in place for both the Sender and Receiver.
- For Zone Pricing:
- In the customer Organisation's Pricing Setup tab, check the Requesting Site is linked to the correct Pricing Area and Rate Card.
- In the documentation provided to Hitrak on setup, or any changes following, check the Receiver suburb belongs to a Zone in the relevant Pricing Area.
Consignment not Auto-Rating
- Check the Organisation Service Type Settings tab.
- Under Rating, check that Auto-rate on delivery is set to True.
Consignment not in the Rating Page list
- Check the Invoice Account linked to the consignment.
- Search and select the customer Organisation in Administration>Organisations.
- Click the Accounts tab to view the consignment Account, and confirm it is set up as an Invoice Account, i.e., the To be included in Invoices box has been checked.
- If the Account is not set up as an Invoice Account:
- Contact the customer's Account Manager or the person responsible for managing your Organisations, to follow up on the correct account to be invoiced for the consignment(s).
- If the account is the correct one, but it was configured incorrectly, this can be corrected by ticking the To be included in Invoices checkbox.
- If the consignment should be linked to a different Account which already exists for the Organisation, open the consignment Edit screen, and update the Charge Account field to the correct customer.