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World first · Excel rate templates priced live by your rate engine

Keep your Excel rate templates.
Now priced live by your rate engine.

The air, FCL and LCL sheets your team built over the years stay exactly as they are. The Logistics ERP Excel Add-in links their price cells to your rate contracts, so every figure is today's buy rate with your margin and the client's discount already in it.

HOW IT WORKS
Air · Ocean FCL · Ocean LCL Margin per rate, discount per client Included in the €95 user licence
FCL_Rates_RTM-PUS.xlsx · ExcelYour own template
HomeInsertFormulasDataLogistics ERP
Rate
management Exchange
rates E-mail
report AI
agent Signed inYour Company · Rotterdam
B9fx=ERP.RATE("HAPAG/RTM-PUS/FRT/40HC")
ABCDEF
1FCL dry · Rotterdam → BusanUSD per 40'HC
2ClientYour client · tier BUpdated16.Oct.2026
3CarrierOcean freightEBSLSSTotalTransit
4HMM1,480.00120.0040.001,640.0038 d · direct
5ONE1,520.00150.0035.001,705.0036 d · direct
6Maersk1,400.00140.0020.001,560.0044 d · via TPP
7Yang Ming1,450.00140.0030.001,620.0043 d · via KHH
8Hapag-Lloyd · spot rate fetched 06:00 today
9Hapag-Lloyd1,410.00160.0050.001,620.0041 d · via SIN
10
Ready · 25 cells linked to the rate engine1 changed · Refresh
Cell B9 · amber corner06:02
Hapag-Lloyd 40'HC: 1,410.00 → 1,380.00 in the rate engine

This morning's spot rate, your margin, the client's discount. One click on Refresh and the cell, the total and every report follow.

The problem

Your Excel templates are good. Filling them in is the problem.

Forwarders keep their pricing in Excel for a reason: the layout fits their lanes, their team knows it and their clients recognise it. What eats the day is keeping it current: every rate looked up, every surcharge added, every margin and discount worked out, every currency converted, by hand, for every client.

Old style · one rate report by hand

Copy and paste
Open five carrier rate sheets and portals, find the lane25 min Copy 30 prices: freight, EBS, LSS, 20' and 40' per carrier20 min Add Rotterdam THC, ISPS, documents, customs10 min Your margin, then this client's discount10 min Convert USD to EUR, at whatever rate is in the sheet5 min Paste into an e-mail, fix the layout, check it twice15 min One client, one lane≈ 85 min
Sent 17:42 · RE: Rates Rotterdam → BusanSorry, the LSS for Hapag-Lloyd in my previous e-mail was last month's. Corrected rates below.

Slow, so the report goes out late, and manual, so sooner or later a wrong surcharge or an old rate goes out with it.

New style · Logistics ERP Excel Add-in

Live prices
Same template, price cells linked to the rate enginelive
Today's contract and spot rates, surcharges included06:00
Your margin per rate, the client's discountper client
Currency converted with the ERP's FX tableEUR.USD
Quote compare per carrier, best and fastest markednew
Pick the client · Create email≈ 1 min

The same report, with prices nobody typed, ready while the client is still waiting for an answer.

Times are an example for a five-carrier report on one lane. Your own numbers will differ; the copying is what the add-in removes.

A world first: your own Excel templates, priced live by your own rate engine. Only in Logistics ERP.

See how it works
The concept

Your rate engine underneath. Your Excel on top.

The add-in does not copy prices into your sheet. It links cells to them. A linked cell holds a formula that names the rate, so it always shows what the rate engine says now, priced for the client you picked.

1Logistics ERP

The rate engine

Everything you buy and how you sell it, kept once for the whole company.

  • Rate contracts, every carrier and vendor
  • Spot rates from the Carrier Data Fetcher
  • Margin per rate
  • Discount per client
  • Exchange rates
2Excel Add-in

Linked cells

Drag a rate from the pane onto a cell, or type the formula. The cell now reads the engine.

=ERP.RATE("HAPAG/RTM-PUS/FRT/40HC")
=ERP.RATE("ECU/RTM-CGP/OFR/WM", WM)
=ERP.FX("EUR.USD")
3Your workbook

Your templates

Air, FCL and LCL sheets, local charges, quote compare lists: your layout, your formulas, your formatting.

  • Pick a client: every cell shows their price
  • Refresh: every cell shows today's price
4Your client

Rate report or quote

The E-mail report turns the marked parts of the sheet into an e-mail, with your text, in about a minute.

  • The client sees sell prices only
  • Values in the e-mail, never links
Read the sheet at a glance Linked, current Changed in the engine since your last refresh Typed by hand, never refreshed Input: containers, weight, CBM Rate no longer exists

Refresh is a deliberate click, never automatic on opening, so a quote you sent last week can still be opened exactly as it was sent.

1 · Your rate templates, live

Air, Ocean FCL and Ocean LCL. In the layout you already use.

Every service prices differently, and so do your templates. Air works in weight breaks, FCL per container and carrier, LCL per W/M with minimums. The rate keeps its own rule; your sheet passes the weight, the containers or the W/M, and the cell returns the price.

Air_export_AMS-ICN.xlsx · ExcelYour own template
HomeInsertFormulasDataLogistics ERP
C7fx=ERP.RATE("KE/AMS-ICN/BAS/+300")
ABCDEFGH
1Air export · Amsterdam → Seoul ICNEUR per kg
2Chargeable weightCW320PiecesPCS4StackableY
3
4CarrierRATES+100 kg+300 kg+500 kgF/SS/SRoutingTotal 320 kg
5Korean Air1.951.721.601.450.18direct · day 3, 71,072.00
6KLM Cargo2.051.801.661.380.15direct · daily1,065.60
7Qatar Airways Cargo1.701.521.411.550.14via DOH1,027.20
8Lufthansa Cargo1.981.751.621.520.16via FRA1,097.60
9
10Export local charges AMSLOCALSBasisSourceEUR
11Airwaybill feeper shipmentrate45.00
12Export customs clearanceper declarationrate55.00
13Screeningper HAWBrate39.00
14Pick-up Schiphol area0.19 per kg + 50.00rate110.80
15Fuel on pick-up24.5 % of pick-upformula27.15
16Local total276.95
Logistics ERP Rate management
Your clienttier A
Client prices
Air freight−3 % on carrier rates
Local charges+8 % margin
Linked cellsas of 06:02
31linked
1changed
0missing
Pick-up · per kg0.19 0.21 H14
Refresh
Weight breaks stay the airline's: the +300 kg column is used because CW is 320.Fuel on pick-up stays your own Excel formula.Amber: the trucker raised pick-up to 0.21 per kg; Refresh applies it.
  1. 1

    Open your own sheet

    Nothing to rebuild. Lanes, columns, colours and formulas stay yours.

  1. 2

    Link the price cells

    Drag a rate from the Rate management pane onto a cell. The cell gets =ERP.RATE(…) and a green corner.

  1. 3

    Pick the client

    Every linked cell shows that client's price: your margin per rate, their discount.

  1. 4

    Refresh when you quote

    Amber corners show what changed in the engine. One click and the sheet is today's.

3 service typesair, ocean FCL and ocean LCL templates
Your formatkept, not replaced
Live linksto rate contracts, spot rates and FX
0 stale copiesevery sheet reads one rate engine
Quote compare list NEW

Send your client a decision, not a rate list.

Most forwarders send rates: a table of freight, surcharges and local charges per carrier, and the client adds it up. Few send a quote compare, because building one by hand takes too long. With every price linked, it takes one sheet: each carrier all-in, in the client's currency, best price and fastest marked.

Quote_RTM-PUS_2x40HC.xlsx · ExcelQuote compare
HomeInsertFormulasDataLogistics ERP
Rate
management Exchange
rates E-mail
Agent E-mail
report AI
agent Signed inpricing@your-company.com · Rotterdam
I6fx=G6*QTY_40HC/ERP.FX("EUR.USD")+H6
ABCDEFGHI
1Quote compare · Rotterdam → BusanEUR, all-in
2ClientYour client40'HCQTY_40HC2EUR.USD1.139016 Oct 09:12
3
4CarrierOFFERSRoutingTransitValid fromValid toSourceUSD / 40'HCOrigin EURAll-in EUR
5MaerskBest pricevia TPP44 d13 Oct24 Novspot · 06:001,560.00704.003,443.24
6Hapag-Lloydvia SIN41 d16 Oct24 Novspot · 06:001,590.00704.003,495.92
7Yang Mingvia KHH43 d01 Oct17 Novcontract1,620.00704.003,548.60
8HMMdirect38 d06 Oct17 Novspot · 06:001,640.00704.003,583.72
9ONEFastestdirect36 d13 Oct30 Novspot · 06:001,705.00704.003,697.85
10Freight incl. EBS and LSS, sell prices for this client · origin: THC, ISPS, documentation, export customs
Logistics ERP Rate management
Your clienttier B
Offers read from the sheetOFFERS · 5
Lowest all-inMaersk · 3,443.24
FastestONE · 36 days
Spread254.61 EUR
Linked cellsas of 09:12
36linked
0changed
0missing
CurrencyEUR.USD 1.1390
RefreshE-mail report
RatesQuote compareLocals RTMAir AMS
What clients usually get · a rate list34 numbers
Freight per carrier, per containerUSD · freight, EBS, LSS · 20' and 40'5 × 3 × 2
Local charges, separatelyEUR, per container and per B/L+ 4
Currency, validity, routingsomewhere in the footnotes?
The client adds it upand calls you to ask which one is cheapestwork
With the add-in · a quote compare5 answers
Maersk · via TPP · 44 daysAll-in, origin charges included€ 3,443.24
Hapag-Lloyd · via SIN · 41 daysAll-in, origin charges included€ 3,495.92
ONE · direct · 36 daysFastest on the lane€ 3,697.85
The client choosesprice or speed, and booksdecide
01

Built on your template

The compare list reads the carrier rows of your FCL, LCL or air sheet. Add the origin charges once, convert with ERP.FX, and every carrier is all-in.

One extra sheet, not an extra hour
02

Priced for this client

Pick another client in the pane and the whole list reprices with their margin and discount. The best price and the fastest are marked by your own formulas.

The same list for every client, each with their price
03

Straight into the e-mail

Mark the compare list as a section of an E-mail report. It goes to the client as a clean table, exactly as the sheet shows it.

A quote that sells, sent in a minute

Carriers, routings and prices are examples. Which carriers you can fetch spot rates from depends on what each carrier publishes and on your own contract with them.

2 · Rate reports and quotes in a minute

Build the report once. Send it to every client in a minute.

The E-mail report keeps a report inside your workbook: which parts of the sheet go in, in which order, with which text. Pick a client and every linked price becomes theirs. Create email, and it is ready to send. Nobody checks a rate sheet, because nobody copied one.

  1. 1

    Mark the sections

    Select a range, Add selection and name it: the price table, the quote compare, the local charges, the terms. Each marked range is a section of the report.

  2. 2

    Write the text once

    An opening, a closing, the validity line. Placeholders fill themselves in: {ClientName} {Date} {Report} or any cell such as {=Rates!C3}.

  3. 3

    Pick the client

    The pane's client sets every linked cell to their prices: your margin per rate and their discount. The report is stored in the workbook, so it is there next week too.

  4. 4

    Preview, then Create email

    The preview shows the e-mail as the client will see it, with your number formats and layout. Create email and it is ready to send. Next client: pick them, Create email again.

Logistics ERP E-mail report
E-mail report
Your clienttier B
Weekly rates · Rotterdam → Asia+ New
Ocean FCL rates Rotterdam → Busan · {Date}
Sections · 5drag to reorder
Dear {ClientName}, please find our current rates…
Quote compareQuote!A4:I9
Local charges RotterdamRates!A13:K18
Air AMS → ICNAir!A4:H8
Rates valid until {=Rates!E5}, subject to space…
Text
Dear {ClientName},
please find our current rates for Rotterdam → Busan below, as of {Timestamp}.
{ClientName}{Date}{Timestamp}{Report}{=Sheet!A1}
Updated 09:12PreviewCreate email
Next clientsame report
Pick them in the pane. Create email.

Their discount, their prices, your text. The next report takes as long as choosing a name.

INSTANT RATES

The weekly rate update

Your lanes and carriers, refreshed on Monday morning with this week's spot rates, sent to each client with their own prices. The report that used to take an afternoon per client.

Current prices in front of every client, every week
QUOTES

The answer to one shipment

A client asks for 2 × 40'HC to Busan. Enter the containers, check the quote compare, Create email. Priced, compared and on its way while a competitor is still opening rate sheets.

First to answer, with the full picture
30 pricesin a five-carrier report for one lane (example)
≈ 85 minutesto look them up, price and format them by hand
≈ 1 minutepick the client, refresh, Create email
0 retyped pricesevery figure read from the rate engine

Example figures, as in the comparison above. The e-mail carries the values the sheet shows, as plain tables that render in any mail program, never a link back to your data.

3 · Margin, discount and exchange rates

The rate engine's controls, open next to your sheet

The pricing manager does not need to leave Excel to change a margin. The Rate management pane is the ERP's own rate contract screen, with the client discount and the exchange rates beside it. What you save there is saved in the ERP, so everything that prices follows.

  • Carrier rates and local charges per lane, carrier and service
  • Cost, Margin, Discount and Sell views, per client, with an EUR switch
  • Margin per rate: a percentage or an amount, on every line
  • Client discount set once, used by every sheet, Quick Quote and the portal
  • Exchange rates from the ERP's FX table, with a live rate in one click
  • Drag any value onto a cell to link it
  1. 1

    Open Rate management

    Pick service, mode, from, to and carrier. Get rates fetches a carrier's spot rates with your own carrier login.

  2. 2

    Change margin or discount

    A click on a row opens the rate editor: Buy, Margin, Sell, then the client's Discount and Sell adjusted.

  3. 3

    Update

    Saved to the ERP. Linked cells re-read it, and so do Quick Quote, the Client Portal and the next offer.

Logistics ERP Rate management
Rate management
Carrier rates 3Local charges 7CostMarginDiscountSell
Ocean · FCL
Rotterdam (NLRTM)
Busan (KRPUS)
Your client
ChargeBoundCur20'DC40'HCValid
Hapag-Lloyd Rotterdam → Busan · client discount
OFTOcean freightFreightUSD20.0030.0016 Oct – 24 Nov
EBSEmergency bunkerFreightUSD0.000.0016 Oct – 24 Nov
LSSLow sulphurFreightUSD0.000.0016 Oct – 24 Nov
Ocean freight · 40'HC · four views of one rateUSD
Cost (buy)1,300.00
Margin+ 110.00
Sell1,410.00
Discount− 30.00
Sell adjusted1,380.00
Your client · tier BUndoUpdate
Logistics ERP Exchange rates
FX code ▲Rate1 / RateLast update
EUR.GBP0.85621.168016 Oct 06:00
EUR.KRW1,619.400.000616 Oct 06:00
EUR.USD1.13900.878016 Oct 09:12
Dragged onto H2 =ERP.FX("EUR.USD")
Your buy rates stay yours. Cost and Margin are views in your pane, behind your own ERP sign-in. The sheet you mark for a client shows sell prices, and the e-mail carries values, never links to the rate engine.
4 · AI agent

Start from the client's e-mail. The AI agent reads the shipment.

Requests arrive as free text: four IBCs, a weight in the third paragraph, a town instead of a port. Paste the request into the AI agent tab and it reads cargo, containers and route, the same way the Quick Quote AI agent in the ERP does. You check it, correct it, and copy the summary into the template that prices it.

Logistics ERP AI agent
AI agent
Best Client BV09:12
✓Request2Shipment data
Summary
Cargo1 / 1Clear all · Add
PackageCommodityQtyGross weightVolumeL | W | H
IBC (Intermediate Bulk Container)THEO Powermix 510044,680.00 kg5.568 cbm120 | 100 | 116
Container0Add
No containers found in the text
Route7 / 7Clear all
ModeOcean LCLIncotermFCA
FromNetherlandsToKorea, Republic of
POLRotterdam (NLRTM)PODBusan (KRPUS)
Pick-upVenlo
Saved on this PCBackUndoUpdate
Summaryready to copy
Ocean LCL · FCA
Netherlands → Korea, Republic of
POL Rotterdam (NLRTM) · POD Busan (KRPUS)
Pick-up Venlo
4 × IBC · 4,680.00 kg · 5.568 m³
  THEO Powermix 5100 · 120 × 100 × 116 cm
Total 4 packages · 4,680.00 kg · 5.568 m³
Copy
  1. 1

    Paste the request

    The client's e-mail, a WhatsApp message, a booking note. Paste, Next, Generate. The pane's client is the session's client, so the reading uses what the agent has learnt about them.

  2. 2

    Check what it found

    Cargo, containers and route, one line each, with a tick to keep or drop it. Mode, countries and incoterm are lists; a port with several matches lets you choose; a place it cannot find says so.

  3. 3

    Correct any line

    Open a cargo or container line and edit it with the Quick Quote's own fields and checks: package, quantity, weight, dimensions, dangerous goods; container type, oversized, food grade, SOC. Add a line the AI missed.

  4. 4

    Summary, copy, price

    Summary turns the ticked lines into a short text with totals. Copy it into your template's inputs and the linked cells price the shipment. Then the quote compare, then the e-mail.

Same readingas the Quick Quote AI agent in the ERP
Every line editablewith the Quick Quote's fields and required checks
A session per requestlinked to its client, reopened on the latest one
On your PC onlythe 100 newest sessions, never synced or sent

From the client's e-mail to a priced quote compare without leaving Excel.

See what it costs

The AI agent reads requests; it does not create a quote or an order in the ERP. Readings use AI Credits: the AI Credits plan includes 3,000 credits a month. Opening a saved session selects its client in the pane, so Rate management and the E-mail report follow.

Compare

A spreadsheet next to a rate tool is not the same thing

Forwarders who have a rate tool still keep their Excel templates, because the tool cannot produce what their clients expect. So the prices get copied from one into the other, and the time the tool was meant to save goes into the copying.

Excel on its ownTemplates filled by hand Rate tool + ExcelPrices exported, then copied Logistics ERP Excel Add-inTemplates linked to the rate engine
Your own templatesYesKept on the side, copied intoYes, unchanged, cells linked live
Prices currentAs current as the last copyAfter an export, if someone runs itRefresh: today's contract and spot rates
MarginPer operator, per sheetIn the tool, lost in the copyMargin per rate, one policy
Client discountRemembered by the operatorManual adjustmentPick the client, every cell is theirs
Exchange ratesTyped into a cell, months agoWhatever the export usedThe ERP's FX table, live rate in one click
Quote compare per carrierToo slow to build by handRarelyOne sheet, all-in, best and fastest marked
Rate report to a clientCopied into an e-mailCopied into an e-mailE-mail report: pick client, Create email
Client requestsRead and retypedRead and retypedAI agent reads cargo, containers and route
Time per rate reportAn hour or moreLess, plus the copyingAbout a minute
CostHours every weekSubscription, plus the hoursIncluded in €95 per user / month

The middle column describes a category of setup in general, not a specific product. Times are examples.

Questions forwarders ask

Do I have to rebuild my templates?

No. You link the price cells of the sheets you have. Everything else in the workbook, your layout, your own formulas, colours and notes, stays as it is.

Does a quote I sent change when rates change?

No. A linked cell keeps its value until you click Refresh, and a changed rate shows an amber corner until then. A quote opened next month still shows what you sent.

Can my client see my buy rates or margins?

No. Cost and Margin are views in your own pane, behind your ERP sign-in. The client receives the values the sheet shows, in an e-mail, never a link to your data.

What happens to prices I type myself?

They stay typed, in blue, and are never refreshed. That is the right choice for a temporary surcharge you do not want in the rate engine.

Which rates can a cell link to?

Any rate in your rate engine: rate contracts, spot rates from the Carrier Data Fetcher, local charges and exchange rates. If a rate no longer exists, the cell says so instead of showing an old number.

Does the AI agent need anything extra?

AI Credits. The AI Credits plan is €50 a month with 3,000 credits included; everything else on this page is part of the user licence.

Pricing

The Excel Add-in is not an add-on

Linked templates, the quote compare, the E-mail report, Rate management and Exchange rates come with every Logistics ERP user licence, together with the rate engine they read and the full ERP behind it.

  • Copying rates from carrier sheets into your templates
  • A margin sheet per operator
  • Working out client discounts by hand
  • Retyping prices into client e-mails
  • Giving up the Excel templates your clients know
  • You need: a Logistics ERP user licence, Microsoft Excel on Windows, and your ERP sign-in with a passkey.
User Licence · Excel Add-in included
€95per month, per named user, excl. VAT
  • Air, FCL and LCL templates, linked live
  • Quote compare per carrier
  • E-mail report: rates and quotes
  • Rate management pane
  • Margin per rate, discount per client
  • Exchange rates pane
  • Rate engine and Quick Quote
  • Full ERP, updates and support

Spot rates from carriers come from the Carrier Data Service.

For the AI agent · per company
€50per month · AI Credits plan, 3,000 credits included

AI agent readings in Excel and in Quick Quote use AI Credits. Credits included in the plan lapse at the end of each month; packs top it up when you need more.

Bring your own Excel template. Send your next rate report in a minute.

Start a free trial, enter the rate contracts of your busiest lane, link your template's price cells and send your first quote compare from Excel.

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