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1. Why should we set up an Auto rating in Cargowise?
Auto rating is a pricing system that enables personalized pricing standards to ensure fair, transparent, and flexible pricing mechanisms for different types of practices, enabling companies to meet customer needs and achieve sustainable growth.
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We can apply auto rating either at the Shipment levelLevel
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Or apply auto rating in Consol. If we click ‘Auto rate Costs and Revenue’ in Consol, all the shipments attached with the Consol will behave WIP & ACR populated automatically
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For a Detailed overview of using the Auto Rating Function please click here to download the SOP
2. What are Company Tariffs, Client Rates, and Supplier Costing Tariffs?
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Company Tariffs:
Base Company Tariff: Standard origin/destination charges tariff offered to clients who do have specially agreed contract terms (Most Spot / Transactional clients). This in essence refers to the minimum charges for a particular charge code we will charge as a standard. It helps to auto-create WIPs on any file based on Mode, and Direction on either a company or a Location (Port/ Airport) basis. These tariffs must be published by every country within the SEKO Network globally.
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Important Note
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Establishing a Company Tariff only generates WIP Revenue as a minimum, when actually billing the customer we encourage operators to continue to maximize revenue with clients on the final invoice being raised .to become final REV on the file
Client Rates: This refers to specific selling rates (contracts) with a client that is greater than 1 month in validity ( for ATA or PTP Freight) or if Freight continues to be Spot then with specially agreed local land side charges that differ from the base company tariff
Global Client Rate: This function is used when SEKO offers an RFQ / Tender Rate to a Controlling Customer and applies to Origin/ Destinations in multiple countries within the SEKO Network. The request to create a Global Client Rate should be raised by the Key Account Manager, CSG, or from our Global Tender Team as part of the implementation of the award process or onboarding of a large client meeting the aforementioned criteria
Supplier Costing: This refers to our Purchase / Buying Contract agreements per local vendor (can be Ocean Carrier local charge costs, Airline Local handling costs, Trucking vendors, Customs Brokerage companies etc)
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Global Shared Service Center (GSSC) is a centralized team that will manage the update & maintenance for all customers, companies & Supplier costing tariffs within CargoWise. Once the GSSC is live they will be the only parties able to create new tariffs within CargoWise Globally within SEKO, as local permissions will be removed to ensure Data Quality & aligned rules on rating globally. The process below shows how you need to engage with the GSSC and request an update accordingly
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4. What
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YOU need to do to request
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tariff updates from the GSSC?
4.1 Prepare Your Data & Template
Prepare your Data by downloading the relevant templates
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and completing them in order to submit the same to the GSSC Team from below.
Description | Link to Resource in BOX.COM |
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Standard Company Tariff (Min Standard Local charges billed to Clients) | |
Cost Data from Venors with whom tariffs or local charges are agreed / Published (Ocean & Air Carriers) | |
Multi country (Origin & Dest) Tender Rates agreed for a length of Time including freight ( Air & Ocean) (Do not use this for multiple Origin to single destination Agreements) . These are based on Controlling customer Globally | |
Agreed Client Sell rates (Can be Origin, Dest only or incl of Freight (valid longer than 1 month). Will be based on local client within your company (Multi origin to single destination (Ex: FOB) or Single Origin to multiple destination (Ex. CFR, DAP etc) | |
Reference list of Global Charge Codes to be used for Auto Rating (will help also during Auto Intercompany Invoice posting goes live) |
4.2 Raise your Ticket
Raise a ticket via the Global IT Helpdesk & select GSSC to set up Company Tariffs
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4.3 Select the correct Request Type for your Ticket
Select the type of Request you are submitting:
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4.4 Complete Ticket Form Header details accurately & Upload Template
Fill up data in JIRA ticket header and upload the related forms with sufficient and correct information. Below are the examples of how to fill up data in JIRA header and Forms
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Forms:
Form Type | Example |
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Standard Company Tariff (Revenue) | 
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Supplier Costing | 
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Global Client Rate | 
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Local Client Rates |   |
Search for your charge description from the breakdown list, dropdown list and select the correct description. The Global charge code will pop up automatically. Only Global Charge code codes can be used. If there is any charge item can not be found from the breakdown list, please liaise Please liaise with your regional team for support Before apply auto rating in CW1, please ensure all the necessary information entered under Shipment and Consol level. eg. ETD/ETA, Origin/Destination, Shipper, Consignee, Local Client, Carrier, Incoterm, Container Type, number of containers, Gross Weight, Volume etcin case of any clarifications on Global Charge Codes
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For more details |
on using Company Tariffs, Client Rates, and Costing, please refer to the |
User SOP Available at User_Auto_Rating_SOP |