Set up price configurations

A price configuration holds your rate agreement with one or more customers. It consists of price modules (the rate rules, such as a price per kilometre or a fixed fee) and VAT rules. Transportial uses enabled configurations to calculate the revenue of orders and trips, and to create invoices at the moment you choose.

Open the price configurations

1. Open the side menu (☰, top right).
2. Choose Prices. The Price configuration list opens.
3. Search by name.
4. Optional: filter on Target entity type, Trigger type, Activated, Direct, Self-bill (credit nota), Combine per customer, customer or administration.

The columns are Name, Businesses, Target entity type, Trigger type, Currency, Activated, Made on and Updated on. The Price variables button at the top opens the variable indexes (see Variable price indexes).

Create a price configuration

1. Click + Create price configuration.
2. Enter a Name, for example "Rates Jansen Logistics 2026".
3. In Select price context entity type, choose what is priced and invoiced: Transport order, Trip, Consignment, Vehicle, Fleet vehicle, Chauffeur or Means of transportation.
4. In Select price trigger type, choose when invoices are made (see the table below).
5. Choose the customers this configuration applies to, and the currency.
6. Set the switches Direct and Combine per customer (see below).
7. Under Modules, click a module block to set it up, or Add price module to add another. See Price modules explained.
8. Under VAT rules, click Add VAT line to decide which tax rate applies. See Tax rates and VAT rules.
9. Switch Off/On on to activate the configuration.
10. Click Save.

Trigger types

Trigger type	Invoices are made
End of trip / End of transport order	As soon as a trip or transport order of one of the customers is finished.
End of week, End of month, End of quarter, End of year	After the calendar week (Monday to Sunday), month, quarter or year has closed, for the work done in that period.
End of week or month	At the end of the week or the month, whichever comes first.
Monthly from start date, Quarterly from start date, Yearly from start date	Every month, quarter or year counted from the start date instead of the calendar boundary.

Switches

• Direct: for vehicle, fleet vehicle and driver pricing, invoices go straight to each customer for the completed trips, without going through transport orders. When on, choose the Administration the invoices are issued from. Direct configurations are not used to calculate order revenue.
• Self-bill (credit nota): shown with Direct. The amounts are made negative, so the document is a credit note you issue on behalf of a supplier.
• Combine per customer: invoices created in the same run for the same customer and administration are combined into one invoice.

Which configuration is used

When Transportial prices a transport order, it looks for an activated configuration in this order:

1. The price configuration of the contract the order is linked to, when that contract is valid on the order's date.
2. Price configurations linked to the customer directly.
3. The price configuration of a contract with the customer that is valid on the order's date.

The order's date is the earliest planned time of its stops, or the day the order was created when no times are planned. Configurations that are switched off are skipped. Contracts and their price configuration are set up under the customer; see Contracts.

Let AI draft the modules

1. In the Modules section, click Generate with AI.
2. Describe the rates in Pricing Description, for example "€1.20 per km, €50 per hour waiting time, 10% fuel surcharge".
3. Optional: add rate cards or contracts under Documents (optional).
4. Click Generate Modules, then check every generated module before you save.

Edit or remove

Click Edit at the end of a row to change a configuration, or Remove to delete it. To pause a configuration without losing it, edit it and switch Off/On off.