In Logistiqo, surcharges and discounts are maintained as master data and can then be used in shipments.
Typical examples are diesel surcharges, energy surcharges, toll charges, waiting time, transport insurance, or customer-specific discounts.
A surcharge increases the shipment amount. A discount reduces the shipment amount. The same function can be used for both, depending on whether you enter a positive or negative amount or percentage.
Opening Surcharges and Discounts
Go to Master Data > Surcharges/Discounts.
The upper table shows all existing surcharges and discounts.
Select an existing entry or click New to create a new one.
Creating a Surcharge or Discount
Click New and enter the basic information.
The most important fields are:
Code: Internal code of the surcharge or discount.
Name: Name shown to users when selecting the surcharge in a shipment.
Description: Optional description for internal clarification or document output, depending on configuration.
After entering the required data, click Save.
Amount and Percentage Fields
A surcharge or discount can be calculated as a fixed amount, as a percentage, or by using a rate table.
Flat-Rate: Fixed amount that should be added to the shipment.
Percent: Percentage that should be calculated on the relevant shipment amount or selected services.
Minimum Charge: Minimum amount that should be charged, even if the calculated percentage would be lower.
Maximum Charge: Maximum amount that should not be exceeded.
Insured Amount: Can be used for value-based surcharge logic, for example when a surcharge is related to the value of the goods.
For a discount, use a negative value, for example -20.00 or -20.00%, depending on whether the discount is a fixed amount or a percentage.
Included Services / Charges
The section Included Services / Charges defines which shipment services are included in the calculation of the surcharge or discount.
This is especially important for percentage-based surcharges.
Example:
If a diesel surcharge should only be calculated on Freight costs, select the freight cost service in Included Services / Charges. The percentage surcharge is then calculated based on that selected service instead of unrelated services.
If a surcharge should only apply to certain services, select only those services. This keeps the calculation clear and avoids applying the surcharge to amounts that should not be included.
Settings
The settings define how the surcharge or discount behaves in shipments.
Override Revenue Account: Allows a separate revenue accounting template to be selected for this surcharge or discount.
Accounting Templates Revenue: Defines the revenue accounting template if the revenue account is overridden.
Allow Changes: Allows users to change the surcharge or discount in the shipment.
Allow Adding and Deleting: Allows users to manually add or remove the surcharge or discount in the shipment.
On Goods Value: Can be used when the surcharge should be related to the value of the goods.
With surcharge rate table: Activates a time-based rate table below the main settings.
Only activate the settings that match your process. For example, if users should always use the predefined diesel surcharge without changing it manually, Allow Changes should not be used.
Using a Surcharge Rate Table
If With surcharge rate table is activated, an additional table is shown below the surcharge master data.
This table can be used to define different values for different time periods.
The most important fields are:
Valid From: Start date of the surcharge value.
Valid To: End date of the surcharge value.
Flat-Rate: Fixed amount valid for this period.
Percent: Percentage valid for this period.
Minimum Charge: Minimum amount for this period.
Maximum Charge: Maximum amount for this period.
This is especially useful for diesel surcharges, because diesel surcharge percentages often change monthly depending on fuel prices.
Example:
A diesel surcharge can be maintained with a different percentage for each month. When the surcharge is used in a shipment, Logistiqo can apply the value that is valid for the relevant period.
The same principle can also be used for other surcharges or discounts that change over time.
Making the Surcharge Table Available in Shipments
If you have not used surcharges and discounts before, the surcharge table may not yet be visible in the shipment entry screen.
In that case, it must first be enabled for the relevant shipment type.
Go to Settings > Shipment > Shipment Type.
Select the shipment type where surcharges and discounts should be available, for example DIRECT.
Open the Tables tab and activate Surcharge / discount table.
Then click Save.
This setting controls whether the surcharge table is displayed in the shipment screen. If a shipment type does not use surcharges or discounts, the table can remain hidden so that the shipment screen does not become unnecessarily overloaded.
Using Surcharges or Discounts in a Shipment
After the surcharge table has been enabled for the shipment type, open a shipment under Shipments > Shipment.
In the shipment entry screen, the Surcharge table is shown below the service section.
Select the surcharge or discount in the surcharge row.
Depending on the master data setup, Logistiqo can then apply the stored values such as:
- fixed amount
- percentage
- minimum charge
- maximum charge
- valid rate table value
If Allow Changes is active, the values can be adjusted in the shipment. If it is not active, the surcharge or discount should follow the stored master data.
Typical Use Cases
Diesel surcharge: Often maintained with With surcharge rate table, because the percentage can change monthly.
Toll charge: Can be maintained as a surcharge if toll costs should be added separately.
Waiting time: Can be maintained as a fixed surcharge or adjusted manually in the shipment.
Transport insurance: Can be maintained as a surcharge, especially if it is calculated based on value.
Customer discount: Can be maintained as a negative percentage or negative fixed amount.
Common Issues
If a surcharge or discount does not appear or does not calculate as expected, check the following:
- Is the surcharge or discount saved under Master Data > Surcharges/Discounts?
- Is the Surcharge / discount table activated for the relevant shipment type?
- Is the surcharge table visible in the shipment?
- Is the correct surcharge selected in the shipment?
- Are the relevant services selected under Included Services / Charges?
- Is a Percent or Flat-Rate maintained?
- If a rate table is used, is there a valid row for the relevant date?
- Are Minimum Charge or Maximum Charge affecting the result?
- Is Allow Changes needed for manual changes in the shipment?
Summary
Surcharges and discounts are maintained under Master Data > Surcharges/Discounts.
They can be used as fixed amounts, percentages, discounts, or time-based rate table values.
For percentage-based surcharges, Included Services / Charges is important because it defines which services the surcharge is calculated on.
If the surcharge table is not visible in the shipment, activate Surcharge / discount table under Settings > Shipment > Shipment Type > Tables for the relevant shipment type.
Once configured, surcharges and discounts can be selected and calculated directly in the shipment.