When you open the exported spreadsheet there are already two options in the spreadsheet. These options are ‘Custom’ and ‘Pickup’, they are there for you to use as a guide.
Keep them in the spreadsheet as you will use these options as well.

Step 2. Filling out the spreadsheet.

The first column in the spreadsheet is ‘Freight Co’ this is the code for the freight company. When you uploaded your freight suppliers they would have been uploaded with a code, we link the freight to the freight company using the ‘Freight Co’ (Freight Company Code). In this example I am using the freight company of Australia Post. (See screen snap below)

The second column in the spreadsheet is ‘Zone Name’ this field is to specify a zone. You can have the zone be anything. In this example the zone is ‘QLD’. (See screen snap below)

The next fields ‘postcode from’ and ‘postcode to’ isn't from ‘you’ to the ‘delivery address’, it is the range that the freight supplier sends to.

The field ‘Courier Name’ is where you enter the name of the courier (Freight Company). In this example it is Australia Post. Remember the ‘Freight Co’ and the ‘Courier Name’ need to match up as it is in the system. (See screen snaps below)

The field ‘Deliver From’ is your postcode where the job is being delivered from, generally your factory’s postcode.

The field 'Delivery Method' is the option that shows for the person quoting when they select a freight option from the dropdown. We recommend keeping this general in nature as adding versions for each freight supplier makes sense when an estimator is quoting but not when a customer or sales rep is quoting. (See screen snap below)

We suggest the following ‘Methods of Delivery’:

Custom –       Enter in a $0 and you would manually add a freight price

Pickup –         Enter in a $0

Standard –     Enter in the supplier pricing that you would use 80% of the time for this method

Priority –         Enter in the supplier pricing that you would use 80% of the time for this method

You can add other delivery methods or a variation on these names but this is the most straight forward setup. In this example we used ‘Standard’ (See screen snap below)

The field ‘base price’ is if you want to use a base price for the pricing. It is the base charge for the delivery. You don’t have to use this. This is just one of the options for pricing the freight.

The field ‘price per kg’ is the additional charge per kg on top of the base charge. You don’t have to use this it is just one of the options for pricing the freight.

The fields ‘Base Kgs’ and ‘Max Kgs’  are Minimum and maximum weights, these are to add in weight ranges if you wish. Setting minimum and maximum kgs for certain couriers and change pricing dependent on postcode ranges as well.

The field ‘TAT’ stands for ‘Turn Around Time’. Add the average number of days the delivery method will take.

The field ‘Markup’ is for adding a percentage mark up to your freight if required.

The field ‘Fuel Levy’ is for adding a percentage mark up for a fuel levy if required.

Step 3. Now that you have completed the spreadsheet, the final field ‘XML’ has a special formula to create the freight pricing into the system. The first two lines ‘custom’ and ‘pick up’ have the formula already built into them. All you have to do is copy the formula and paste it into the new lines that you have created. (Follow screen snaps below)

Step 4. Once all of your lines have the correct XML formula to them you are now able to upload into IQ. Copy all XML lines from the spreadsheet.

Step 5. In the manage freight screen, where you downloaded the spreadsheet template. Click on the upload button.

Paste the copied XML formulas into the upload screen. Please read the warning in red. The warning states the following: ‘You are about to replace all the current freight rules in the system with the ones you have provided, would you like to proceed?’ If yes click save and close. One more warning will pop up at the top of the screen Warning you for the final time that you are about to replace all current freight rules with the ones you have provided. Click OK and the freight pricing will be uploaded into your system.