Creating and setting up lists of services

Note:

Applies up to and including version 2023-07-01.238. The article is no longer updated.

The service list contains a description of the services offered to the customer. The service list and the services within it can then be linked to price lists and price collections.

Services are used to describe for the company, the driver and the customer what actions are to be performed. Examples of services are “Panic”, “Normal”, “During the day”, “Kilometres”, “Hours”, “Distribution”, “Groupage” and “Part Loads”.

The service list contains basic information about the services, such as names, colours and times. The service list also includes information and settings for vehicle types, surcharge types, zones, and so on.

The information in the service list is used to present the various options in order reception and on the Order page on the customer web.

A service list can be used by several price lists. Zones and services only therefore need to be created once.

Creating a list of services

From 2022.05.00, the service lists have been deleted and the services are in a separate window. Click on Economy > Price lists > Services.

As of 2023.07-01.239, it is no longer possible to create new lists of services. More information on how the services work in the new price list is available in New and old price list editor, comparison.

To create a list of services, proceed as follows:

1. Click on Economy > Price lists.

2. Click on to the left of the List of services folder to open the folder and see what lists of services you already have.

3. Select the List of services folder by clicking on it, and create a new list of services by clicking on .

4. Enter Name and Code for the list of services.

We recommend that you choose a code consisting of 1-2 upper-case letters.

5. Click on to save all changes.

Setting up lists of services

This section provides instructions on how to configure basic settings for lists of services.

Open the list of services by clicking on on the left of the folder.

Price vehicle types

To link your prices and services to price vehicle types, start by creating the price vehicle types.

This can be done as follows:

  1. Click on Economy > Price lists > Price vehicle types and create a new price vehicle type by clicking on .
  2. Fill in Name and Code for the vehicle type.
  3. Go to the Service types tab. If there are services that should not have access to the price vehicle type, deselect these checkboxes.
  4. Click on to save all changes.

Services

If you want your prices to be based on services, and not just price items, create services.

How to create a service:

  1. Click on Economy > Price lists > Services and create a new service by clicking on .
  2. Go to the General tab and enter Name and Code for the service.
  3. If it should not be possible to select the service when ordering via the customer web, deselect the Available for Internet order checkbox.
  4. If you make use of routes and want to be able to use the service for auto dispatching (routing), select the Allow automatic dispatching checkbox and possibly also Allow direct connections (one leg). More information is available in Routes and auto dispatch and Creating and setting up routes.
  5. To exclude one or more vehicle types from the service list, go to the Vehicle types tab and deselect the checkboxes for these.
  6. Click on to save all changes.

Zones

If prices are to be based on zones, two types of zones should be created: price zones and geographical zones.

Geographical zones contain postcodes. Price zones include geographical zones. The price zone is the zone used for price collections, but it must contain geographical zones to work.

It is common to have only one geographical zone per price zone, but it may often be practical in the long run to have several. Contact for more information.

Proceed as follows to create a zone collection:

1. Click on Economy > Price lists > Price zones/Geo-zones and create a new zone collection by clicking on .

2. Configure the settings that apply to the zone collection. For more information, see Geographic zone collections (window).

– Examples of names: Postcode zones and Greater Stockholm.

3. Click on to save all changes.

How to create a geographical zone:

  1. Click on Economy > Price lists > Geo-zones.

    The geographical zones are grouped into zone collections. If there is not already a zone collection to which you want to add the new zone, you have to create a new zone collection by clicking on (New collection of geographic zones) in the toolbar.

  2. Select the zone collection in which the new geo-zone will be included.
  3. Click on (New geographic zone) to create a new geographical zone and give it a name. For more information about the settings, see Geographic zone collections (window).
  4. Click on to save all changes.
  5. Go to the Postcodes tab to specify which postcodes are to be included in the geographical zone. For more information, see Geographic zone collections (window).
  6. Click on to save all changes.

How to create a price zone:

  1. Click on Economy > Price lists > Price zones.
  2. Click on to create a new price zone and enter a name.
  3. Click on to save all changes.

How to add geographical zones in price zones:

  1. Click on Economy > Price lists > Price zones and expand the collection to work on from the list on the left.

  2. Select the price zone in which geographical zones are to be added.

  3. Go to the Geographic zones tab and double-click on the columns in the geo-zones in the Excluded list that you want to add. They are then added to the Included list. To remove a geographical zone from the price zone, double-click on it in the Included list to move it to Excluded.

  4. Click on to save all changes.

Price collection

For information about creating price lists, entering prices and linking them to services, see the Creating and setting up prices guide.

Miscellaneous

In the list of services, it is also possible to configure settings for expenses, sparsely populated areas, tariffs, etc. Contact for more information.

Obs!

Prices for sparsely populated areas are not loaded on the order if no price zone collection has been selected for the list of services used for the order. How to choose a price zone collection for a list of services.

  1. Click on Economy > Price lists and expand Price lists.
  2. Select the price list for which you want to specify a price zone collection.
  3. Go to the Service lists tab and select a price zone collection from the drop-down lists for the list of services on which the price list is used.

See also