Rate Sheets

A rate sheet is a reusable pricing template chrt applies to a shipment. Rate sheets carry per-mile, per-stop, and per-instance rates plus surcharges, and they cover one service kind — ground, flights, or on-board courier (OBC). When you place an order against a provider, the relevant rate sheet drives the line items that appear on the order’s financials.

Before you start

Rate sheets are owned by the org that creates them. A shipper rate sheet expresses the rates the shipper is willing to pay (or has agreed to pay) on shipments to or from a specific provider.
In most flows, the forwarder or courier you work with provides the rate sheet they want to bill against, and you accept it as part of your connection. Some shippers also maintain their own rate sheets for internal costing or for off-platform billing.

1. Open the rate sheets list

Open chrt.com/rate-sheets. The page lists all rate sheets visible to your org, filterable by service kind (Ground, Flights, OBC).

2. Create a rate sheet

Click Create rate sheet and pick the service kind:
- Ground for over-the-road shipments priced by distance.
- Flights for air shipments priced by airline + service.
- OBC for on-board courier hand-carry, priced as a day rate.
Give the rate sheet a clear name (e.g., “ACME → JFK ground”, “Standard OBC day rate”). Add comments for context — the team that uses this sheet six months from now will thank you.
Fill in the fields that apply to your kind (see below).
Save.

Ground rate sheet fields

Field	What it represents
Base mileage	Distance in miles covered by the base rate, and the base rate itself. Shipments under the base threshold are billed at the flat base rate.
Additional mileage	Per-mile rate above the base.
Long-distance surcharge	Optional additional per-mile rate that kicks in after a configurable distance.
Fuel surcharge	Per-mile fuel surcharge.
Wait time	Free wait window (minutes) and the per-minute rate after that.
Extra stops	Per-instance rate for stops beyond the standard pickup-and-deliver pair.
Attempts	Per-instance rate for failed/repeat delivery attempts.
Pick-and-hold	Per-instance rate for hold-at-location workflows.
Dangerous goods	Per-instance surcharge for hazmat cargo.
After-hours, weekend, holiday	Per-instance surcharges for off-hours work.
Cargo types / vehicle types	Restricts which cargo and vehicle types the sheet applies to.

Flights rate sheet fields

Airline name — restricts the sheet to one airline if you need carrier-specific pricing.
Service type name — e.g., “Same day”, “Next flight out”.
Quantity — units sold (e.g., per-kilo, per-piece) depending on the service type.
Rate — USD per unit.

OBC rate sheet fields

Day rate USD — the per-day price for hand-carry service.

3. Edit or archive a rate sheet

Open a rate sheet from the list to see its detail page. From there you can:

Edit any field. Edits apply to future orders that reference the sheet — historical line items already generated against the old version don’t change.
Archive the sheet to hide it from selection on new orders without deleting historical references.

4. How rate sheets drive line items

When a shipment is assigned and a task group runs, chrt looks up the relevant rate sheet (by service kind, by org pairing, and by the rate-sheet ID you’ve attached at the order or task-group level). It then generates a line item group with one line per chargeable rule — base rate, additional mileage, fuel surcharge, wait time, surcharges. Each line shows quantity × rate = amount, plus a comment chrt fills in automatically (e.g., “Additional mileage: 49.74 miles @ $1.75/mile”).

You’ll see these line items on the order page under the Financials tab and on statements in Billing.

Forwarders typically maintain ground, flights, and OBC rate sheets for each shipper they work with. As a shipper, you mostly review and accept what your forwarder configures, but you can maintain your own rate sheets for internal costing or for off-platform billing.

How to know it worked

The new rate sheet appears in the Rate sheets list under the right kind tab.
The rate sheet is selectable on the relevant draft order or task group.
When the order runs, the Financials tab shows line items derived from the sheet’s fields.

If something looks different

You can’t find the kind you need — confirm you’re on the right kind tab (Ground, Flights, OBC) above the list.
Saved fields don’t appear on the order — make sure the rate sheet is attached to the task group. Rate sheets are matched by org pairing and service kind; if no match exists, no line items generate.
Rates look wrong — open the rate sheet’s detail page and check the field values. Edits to the sheet only affect future orders, not historical line items.
Contact hi@chrt.com if you have issues.

Billing — see line items and statements derived from rate sheets.
Cargo types — cargo type can restrict which rate sheets apply.
Creating shipments — where you assign a rate sheet to a task group.