All Features Module 02

Rate Management System

The financial brain of your quoting operation — enforcing margin thresholds, flagging risky quotes, and keeping your buy/sell rates in perfect sync.

The Problem

Margin Leakage Is a Silent Business Killer

Freight is a margin-thin business by nature. When your buy rates change frequently and your team is quoting from memory or outdated spreadsheets, low-margin or loss-making quotes slip through — and you only discover the damage at month-end reconciliation.

Without a centralized rate control system, your commercial team is flying blind. Different people quote different prices for the same lane. Your star salesperson is winning deals your finance team wishes they hadn't. And leadership has no way to see it happening in real time.

How It Works

From Rate Sheet to Protected Quote in Minutes

Step 01
Rate Upload & Configuration
Upload your carrier tariffs, agent rate sheets, and contract rates. The RMS stores and versions everything centrally with effective dates.
Step 02
Margin Rule Definition
Set minimum margin thresholds by lane, mode, customer type, or freight class. Define who can approve exceptions — and who can't quote below the floor.
Step 03
AI-Assisted Quote Generation
When a quotation is requested, the system retrieves current buy rates, applies your markup rules, and generates a margin-safe selling price automatically.
Step 04
Real-Time Margin Alerts
If a quote is manually adjusted below threshold, an alert fires instantly. Approval workflows route the exception to the right person before it's sent to the customer.
Key Capabilities

Margin Intelligence Built Into Every Quote

Multi-Currency Rate Management

Store rates in any currency with automatic conversion based on your configured exchange rate sources.

Contract & Spot Rate Segregation

Maintain separate rate stacks for contracted customers, spot market, and partner agents — applied automatically at quote time.

Expiry & Validity Alerts

Rate sheets and contracts approaching expiry trigger alerts so your team renegotiates before gaps appear in your coverage.

Approval Workflow for Exceptions

Exception quotes route to a manager for approval with full margin visibility — no back-channel deals get processed.

Quote-to-Job Linkage

Every accepted quote locks in the margin at point of sale. Actual cost is tracked against it throughout the shipment lifecycle.

Profitability Analytics Dashboard

See margin performance by lane, salesperson, customer, and mode. Know who's selling profitably and who isn't — in real time.

Who Benefits

Protecting Margins at Every Level

Sales Team

Quotes confidently knowing margins are protected by the system. No more guessing at rates or second-guessing their own pricing.

Finance Team

Month-end surprises from underpriced shipments disappear. Every job has a documented margin from the moment the quote was accepted.

Management

Real-time visibility into gross margin by business unit, lane, and customer — the commercial data needed to make strategic decisions.

Stop Margin Leakage Today

We'll show you how the RMS enforces margin thresholds across your quoting team — in a demo tailored to your lanes and freight types.

Book a Demo