When you update the tariff on an existing opportunity, or rerate the opportunity using a different tariff, SmartMoving updates the job’s pricing, materials, and carrier packs based on the new tariff. This article explains how this process works, what is supported, and what to watch out for.
What Is Rerating?
Rerating is the process of recalculating an opportunity using a different tariff. You may rerate an opportunity when:
You duplicate an estimate and want to compare tariffs
A job switches branches (each with different tariffs)
You updated or corrected tariff settings
You want to apply a different pricing model mid-way through the estimate
When rerating, SmartMoving must realign Materials and Carrier Packs from the original tariff to the new one.
How Materials Migrate When You Change Tariffs
When rerating between unmanaged (user-configured) tariffs, SmartMoving will automatically:
Match materials by name
Transfer quantities from the original tariff’s materials to the new tariff’s equivalent
Recalculate totals using the new tariff’s rates
Prevent duplicate materials appearing in Job Materials or Pack by Container
This ensures a smoother and more predictable experience when switching between tariffs with similar structures.
When Material Migration Works (Successful Scenarios)
Material migration succeeds when:
You are switching between unmanaged tariffs
Both tariffs include the same materials with identical names
The underlying carrier pack or material list is aligned
Example:
Tariff A and Tariff B both contain:
Dish Box
Large Box
Mattress Bag
Carrier Pack – Wardrobe
If you rerate between these tariffs, SmartMoving will carry over the quantities correctly.
Scenarios That Still Cause Sync Issues
You may continue to see an Inventory Out of Sync or mismatched items if:
The new tariff does not include the same materials
Material names differ even slightly
Example: “Dish Box” vs. “Dish Pack Box”
You rerate to or from a managed tariff
The opportunity includes items not present in the new tariff
In these cases, SmartMoving cannot match items by name and will flag the mismatch.
Behavior With Managed Tariffs
Material migration currently applies only to unmanaged tariffs.
Managed tariffs, including the SM-100 managed tariff, continue to behave as before:
Materials are not automatically migrated
Rerating may require manual review and correction
Out-of-sync messages may appear
If your workflow frequently involves switching between managed and unmanaged tariffs, be prepared to manually update materials after rerating.
What “Inventory Out of Sync” Means
You’ll see this banner when the inventory or materials on the opportunity do not match the materials available on the new tariff.
This happens when SmartMoving cannot align materials or carrier packs from the old tariff with those on the new one.
You should review and adjust materials to ensure the estimate is accurate.
Best Practices for Rerating Opportunities
To avoid errors or mismatches:
Keep materials consistent across tariffs
Use identical names when building multiple unmanaged tariffs.
Only rerate between tariffs that share the same material list
This ensures automatic migration succeeds.
Review materials anytime the destination tariff differs
Especially when switching from or to a managed tariff.
Duplicate opportunities before rerating for compariso
This preserves the original and avoids accidental data loss.
Need More Help?
If materials aren’t behaving as expected after rerating, or you’re unsure whether your tariffs are aligned, contact SmartMoving Support for assistance.