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Rate Management

VelocityOS Freight Rate Management Software for Forwarders

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Fedex
UPS Airlines
DHL
CMA CGM
Cargowise
Salesforce
Hubspot
Zoho
Cosco
United Airlines
MSC
Yang Ming logo
OOCL
ONE
Zim
Emirates
Etihad
EVERGREEN
Air India
HAPAG_LLOYD
Delta
Fedex
UPS Airlines
DHL
CMA CGM
Cargowise
Salesforce
Hubspot
Zoho
Cosco
United Airlines
MSC
Yang Ming logo
OOCL
ONE
Zim
Emirates
Etihad
EVERGREEN
Air India
HAPAG_LLOYD
Delta
Fedex
UPS Airlines
DHL
CMA CGM
Cargowise
Salesforce
Hubspot
Zoho
Cosco
United Airlines
MSC
Yang Ming logo
OOCL
ONE
Zim
Emirates
Etihad
EVERGREEN
Air India
HAPAG_LLOYD
Delta

Quick Overview


Bring your pricing workflow into VelocityOS. Manage contract and spot rates, connect supported carrier sources, standardize charge names and apply customer-specific pricing rules from one shared rate foundation.


Help pricing and sales teams prepare consistent freight quotes with clearer visibility into rate versions, validity and charge conditions.


How VelocityOS Rate Management Works


VelocityOS rate management brings uploaded rate sheets, spot offers and supported API rates into a shared pricing workflow. Teams can organize rates by lane, mode, supplier and validity, standardize charge categories, and apply configured selling rules.


The structured rate data can then feed VelocityOS quote management, helping teams maintain a consistent cost breakdown when preparing customer proposals.


Carrier connectivity and implementation scope depend on the sources and systems included in your setup.

Centralize Rates and Quote Faster

What Rate Management Replaces (and Why It Matters)?

When different teams use different rate files, a quote can inherit an outdated price, a missing surcharge or an unclear service assumption. VelocityOS gives pricing and sales teams a common place to manage the rate information used in their quotes.

  • Bring contract sheets, spot offers and connected rate sources into one workflow.
  • Organize rates by the shipment details and validity conditions that matter.
  • Use consistent charge categories while checking each supplier’s charging basis.
  • - Connect pricing decisions with the customer quote instead of rebuilding them in a separate file.

VALUE PROPOSITION

Why Use Velocity’s Rate Management System?

A purpose-built solution for freight forwarders to reduce manual effort, gain real-time visibility, and improve pricing accuracy across global freight operations.
Settings

One Place for Your Rate Sources

Manage uploaded contract sheets, spot offers and supported API rates within a shared pricing workflow.

Explore rate management in VelocityOS
Reduce Time

Less Wwitching Between Rate Files

Find relevant pricing information without repeatedly searching separate spreadsheets, email attachments and carrier sources.

See supported rate types and modes
Network

A Connected Rate-to-quote Workflof

Use structured rate data in quote management to prepare customer proposals with consistent charges and selling rules.

Explore VelocityOS quote management
Rate Upload

Upload Rate Sheets and Manage Revisions

Import Excel or CSV rate sheets into a structured workflow. Maintain rate updates and version history so your team can identify the pricing information behind a quote.

    Quote Card

    Connect supported Carrier Rate Sources

    Use supported carrier and supplier APIs alongside uploaded and negotiated rates. Confirm which sources, transport modes and data fields are available for your lanes, including rate validity and any service conditions returned by the provider.

      Charge Breakdown

      Standardize Charge Names for Clearer Comparisons

      VelocityOS uses AI-assisted charge normalization to map inconsistent supplier labels into common categories. This helps teams compare cost components more clearly. Before treating two offers as equivalent, check their currency, charging basis, inclusions, validity and service scope. Similar charge names can still have different commercial conditions.

        Custom Margin

        Apply Customer, Service and Route Pricing Rules

        Configure markups and margin rules for the customers, services and routes your team handles. Apply consistent selling logic while managing permitted exceptions within your pricing workflow.

          Who is This for?

          Rate Management for Pricing, Sales and Operations Teams

          Pricing Teams


          • Maintain contract and spot rate libraries by lane, service, equipment, and validity

          • Standardize charge structures so quotes compare across carriers and vendors

          • Publish pricing rules that protect margin without slowing down quoting

          Operations Teams


          • Reduce booking errors caused by outdated or inconsistent rate data

          • Align what was sold (charges, terms, service) with what gets executed

          • Resolve exceptions faster by tracing the rate version and charge logic behind a quote

          Sales Teams


          • Find and compare valid options quickly (contract vs spot vs live)

          • Send consistent, defensible quotes with clear line-item breakdowns

          • Avoid rework caused by missing surcharges or mismatched assumptions

          Management


          • Enforce pricing governance (who can upload, approve, and publish rates)

          • Improve consistency across branches and teams with one source of truth

          • Reduce margin leakage driven by manual overrides and spreadsheet drift

          90% +

          REDUCTION IN MANUAL WORK

          300% +

          FASTER CARRIER ONBOARDING

          100% +

          NORMALIZED DATA

          Turn Managed Freight Rates into Customer-ready Quotes


          Managing rates is the first step. Your team also needs to turn the selected supplier costs into a clear customer proposal.


          Connect VelocityOS rate management with quote management to carry structured pricing into the quote workflow. This helps pricing and sales teams work with the same charge breakdown and configured selling rules.


          Bring a representative rate sheet and shipment scenario to your demonstration. Review the path from source data to customer quote, including surcharges, validity and a customer-specific pricing rule.

          VelocityOS rate management FAQs

          Can I upload my existing rate sheets to VelocityOS?

          VelocityOS supports Excel and CSV rate-sheet uploads. Your files need to be mapped to the relevant rate fields so the shipment details, charges and validity conditions can be used consistently. See how to upload rate sheets.

          Can VelocityOS manage contract, spot and API rates together?

          VelocityOS supports uploaded contract rates, spot offers and supported API rate sources within its rate-management workflow. Which live sources are available depends on the carrier connections and implementation scope.

          Which freight modes can VelocityOS support?

          VelocityOS describes rate-management support for FCL, LCL, air freight, road and courier services. Confirm the required rate structures, supplier sources and mode-specific calculations during your demonstration.

          How does VelocityOS normalize freight charges?

          VelocityOS uses AI-assisted mapping to organize inconsistent supplier charge labels into common categories. Pricing teams still need to check whether charges share the same basis, currency, inclusions and applicability before comparing totals.

          Can I configure customer-specific markups and margins?

          VelocityOS supports pricing rules by customer, service type or route. Review how your markup and margin policies, permitted overrides and approval requirements should work in the configured workflow.

          Can VelocityOS connect rate management with my existing systems?

          VelocityOS offers TMS integration and CRM integration capabilities. The required data exchanges, connector availability and configuration should be confirmed for your specific systems.

          What should I bring to a rate management demonstration?

          Bring a typical rate sheet, a sample shipment, an offer with included and additional surcharges, and a customer-specific pricing rule. These examples help you evaluate how VelocityOS fits your team's actual rate-to-quote workflow.

          See VelocityOS Rate Management with Your Own Shipment Scenario

          Review how your team could manage rate sources, standardize charges and prepare a customer quote in one connected workflow. Bring your files, pricing rules and integration requirements to a scoped demonstration.

          Velocity color Logo

          Velocity is the all-in-one digital operating system built to power smarter, faster global freight forwarding. Tailored for freight forwarders and moving companies, Velocity streamlines quoting, rate management, shipment tracking, CRM, and business intelligence - all through a single, intuitive platform.

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