Service Configuration
Configure shipping service parameters including taxes, operational costs, pricing tariffs, volumetric factor, default zones, additional services, and additional charges.
What You Can Do
- View tax rules applied to a service based on its country/locale
- Configure operational costs per weight range and zone
- Set pricing tariffs (basic, pro, enterprise, corporate) with margin/markup tracking
- Select the volumetric factor used for dimensional weight calculation
- Assign a default tariff type per shipping zone
- Manage optional additional services (e.g., insurance, extended area)
- Manage mandatory additional charges with activation conditions
Getting There
- Navigate to Services in the main sidebar menu
- Click on any service row to open its detail page (
/services/:id) - The page shows the service header (carrier, service code, status) and 7 configuration sections accessible via the navigation pills at the top
The navigation pills scroll to each section:
| Section | Icon | Description |
|---|---|---|
| Taxes | % | Tax rules by country (read-only) |
| Operational Costs | $ | Cost matrix per zone × weight range |
| Pricing | 📈 | Selling price matrix per tariff type |
| Volumetric Factor | 📦 | Dimensional weight divisor |
| Default Rates | 🗺 | Default tariff type per zone |
| Additional Services | 🧩 | Optional add-on services |
| Additional Charges | 📄 | Mandatory surcharges with conditions |
Common Tasks
Viewing Service Taxes
Taxes are read-only — they are derived from the service's locale (country) and cannot be edited from this screen.
- Scroll to the Taxes section (or click the Taxes pill)
- Each card shows a tax rule: country, concept, application type, and rate (%)
INFO
To modify tax rules, contact the finance team or update them in the Organization Settings module.
Changing the Volumetric Factor
The volumetric factor determines how dimensional weight is calculated: (Length × Width × Height) / Factor.
- Scroll to the Volumetric Factor section
- Select a new factor from the dropdown (e.g., "5000 KG", "6000 KG")
- Confirm the change in the dialog
- The formula example in the subtitle updates immediately
TIP
The available factors come from a system catalog. If you need a new factor value, contact an administrator.
Setting Default Rates per Zone
Default rates define which tariff type (basic, pro, enterprise, corporate) is applied by default to each shipping zone.
- Scroll to the Default Rates section
- Each row shows a zone and its current tariff type
- Select the desired tariff type from the dropdown for each zone
- Click Save to apply changes
WARNING
All zones must have a tariff type assigned before saving. Zones without a selection are highlighted as invalid.
Permissions
| Permission | Access Level |
|---|---|
plans-menu | View all sections (read-only) |
manage-service-costs | Edit operational costs |
manage-service-pricing | Edit pricing tariffs |
manage-service-config | Edit volumetric factor, default rates, additional services and charges |
Frequently Asked Questions
How are the 7 sections related to each other?
Taxes affect the margin calculation shown in the Pricing section (taxes + fuel are added to cost to compute the "graduated cost"). Costs provide the base values that Pricing builds upon. Zones in Default Rates come from the zones defined in the Costs matrix.
Can I configure a service that has no costs yet?
The Pricing, Default Rates, and Zones sections depend on having cost data. If no costs are configured, those sections will show empty states. Configure Costs first, then Pricing and Default Rates.
What's the difference between Additional Services and Additional Charges?
Additional Services are optional — they can be activated or deactivated per shipment. Additional Charges are mandatory — they are automatically applied when their conditions are met (e.g., overweight, oversized packages).
Where does the currency come from?
The currency is determined by the service's locale. When you select a locale in the Costs or Pricing forms, the currency updates automatically to match (e.g., Mexico → MXN, USA → USD).
Related
- Pricing & Costs Guide — How to configure operational costs and pricing tariffs
- Additional Services & Charges Guide — How to manage add-on services and mandatory charges
- Technical Documentation — Architecture, data flow, and database design for developers
