> ## Documentation Index
> Fetch the complete documentation index at: https://help.owlery.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Contract Rates

> Add contract rates manually or by CSV upload, then edit, bulk-update, or delete them.

## Adding Contract Rates

There are two ways: one at a time in the dialog, or in bulk by CSV upload.

<Tabs>
  <Tab title="Manual entry (the + button)">
    Click the **+** icon in the toolbar. This opens a dialog titled **Add Contract Rate** (or **Edit Contract Rate** if you're editing an existing one). Here's what you fill in:

    * **Carrier** *(required)* — Search and select the carrier.
    * **Fuel Charge Table** *(optional)* — Link a fuel surcharge schedule. The dropdown shows each schedule's name, type, and number of tiers. Leave blank for an "All In" rate.
    * **Shipment Mode** — Truck, Rail, etc.
    * **TL / LTL** — Full Truckload or Less Than Truckload. Changes the pricing section below.
    * **Dry Van / Reefer** — Equipment type. Selecting Reefer reveals temperature fields.
    * **Solo / Team** *(TL only)* — Whether the rate is for a solo driver or a team.
    * **LTL Pricing** *(LTL only)* — Choose **Pallets** (quantity-based) or **Weight** (weight-based) pricing.
    * **Currency** — USD, CAD, or MXN.
    * **Rate** *(TL with fixed stops)* — A single line-haul price for the lane.
    * **Rate with accessorials** toggle *(TL with fixed stops)* — When enabled, the Rate field splits into **Line Haul** (base charge) and **Stop Charge** fields. You can add up to 6 stop charges, each with an editable description. The total is shown at the bottom.
    * **Use dropoff candidate pricing** checkbox *(TL only, in dialog header)* — Enables per-stop-count pricing with stop whitelists and tiered ranges. Useful for lanes where carriers charge different rates based on how many stops the load has.

    Then below the pricing section, you define each stop on the lane. Each stop has:

    * A **Stop Address Type** (accessible via the ⋮ menu next to the stop label):
      * **Select an address** — Match by specific facility/facilities. This is the default and most common.
      * **Zip Code/Range** — Match any location within a zip code or zip code range.
      * **Input any address** — Match by specific street address(es).
      * **Any location** — Match any location. Used for catch-all or variable stops.
    * **Live** or **Drop** — Whether the driver waits or can drop the trailer.
    * **Transit Min Hours** / **Transit Max Hours** — Estimated transit time from the previous stop.
    * **Select Facility or Zipcode** — The actual facility or location picker (shown for "Select an address" type).
    * Add/remove stops using the buttons at the bottom of the list.

    Additional settings further down:

    * **Total Distance** — Manually enter the lane's distance in miles (optional).
    * **Open-ended stop** checkbox — For lanes with a variable number of beyond the defined stops.
    * **Set max stop count** — Cap the number of stops this rate matches.

    If **Reefer** is selected, temperature fields appear:

    * **Min temp** / **Max temp** — Temperature range in °F.
    * **Precooling temp** — Pre-cool temperature in °F.
    * **Continuous** / **Cycle-Sentry** — Cooling mode.
  </Tab>

  <Tab title="CSV upload (bulk)">
    Click the **Upload** button (split button with dropdown):

    * **Upload** — Opens the **Upload Contract Rate** dialog where you drag-and-drop a CSV file. On the next step, you'll see a **Confirm Upload Contract Rate** screen with two tabs:
      * **Validation** — Shows how many rows passed validation, contract info (carrier, fuel schedule, dates), and duplicate handling options. If duplicates are found, you pick an **Update Strategy**:
        * **Add as new contracts** — Create new rates, leave existing ones untouched.
        * **Update matching contracts** — Overwrite existing rates that match the same criteria.
        * **Add new and expire old contracts** — Create new rates and expire matching existing ones.
      * **CSV Preview** — See the raw CSV data before confirming.
    * **Download Template** — Downloads a CSV template pre-populated with your existing rates from the current tab. Edit in Excel/Sheets and re-upload. Fastest way to bulk-edit or bulk-add.
  </Tab>
</Tabs>

## Editing and Managing Rates

Each row has a ⋮ menu with:

* **Edit** — Opens the **Edit Contract Rate** dialog with all the same fields described above.
* **Edit Contract Dates** — Set or change the activation and expiration dates. These determine which tab the rate appears in.
* **Delete** — Permanently removes the rate.

In the detail drawer header, there are icon buttons for the same actions plus:

* **Convert to Routing Guide** (up-arrow icon) — Admin only. Promotes the rate to a routing guide entry.

### Bulk Operations

* **Bulk Edit Contract Dates** (calendar icon) — Click to enter selection mode, check rows, then click **Continue Edit** to set/clear activation and expiration dates for all selected rates.
* **Bulk Delete** (trash icon) — Click to enter selection mode, check rows, then click **Continue Delete** to confirm.

Press the ✕ button to exit bulk mode without changes.