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New matrix

Module: Rates · For: Carrier users · Page address: /carrier-portal/rates/matrices/new/edit

Rates → Rating Matrices → New matrix

Needs: Create permission on the Rates module.

Seat Can open it
Owner / Admin Yes
Manager Yes
User Yes

Actions on this page and the permission each needs

Section titled “Actions on this page and the permission each needs”
Action Permission Notes
Cancel Delete on Rates Must be granted on its own (not part of Manage)
Create matrix Create on Rates Manage also grants it
Add rate Create on Rates Manage also grants it

New matrix

  • Matrix
  • Rates
  • Rate matrix card — Draft
  • New rating matrix
  • Cancel
  • Create matrix
  • Hide preview
  • Add rate
  • Matrix number
  • Matrix name
Field Required Type Example
Matrix number Yes spinbutton
Matrix name Yes textbox Zone Cwt
Rate method Yes combobox Zone → Zone
Rate type Yes combobox Per hundredweight
Side No combobox Sell
Currency Yes combobox USD
Effective date No textbox
Expiry date No textbox
Active No checkbox
  • “No zones available yet — a zone → zone matrix prices from your Reference data zones catalog”
  • “- row “No rates yet”:”
  • “- cell “No rates yet”:”
  • “No rates yet”
Dropdown-Status state

dropdown-status state

Loading state

loading state

Popover-Guide state

popover-guide state

Tooltip state

tooltip state

Last updated 2026-10-27