Creating a Rate for Storage Upon Receipt by Movable Units Using a Split Rate
This article is about the Billing Manager app, not the Billing Wizard in 3PL Warehouse Manager. To learn about the Billing Wizard, please refer to the articles in the Billing Setup.
This article offers a step-by-step guide to creating a rate for storage upon receipt fee for a particular pallet type using a split rate. You can also watch this instructional video for guidance.
Sample scenario: Charge a full-rate fee if the receipt is made on or before the 15th of the month, or charge a half-rate if the receipt is made after the 15th of the month.
- Navigate to Rates on the left navigation menu.
- Then, select Rate List.
- Click + Create Rate in the upper right corner.
- On the Create New Rate window, select the following options as shown below.
Activity > Auto > Smart Rate > Flat Rate
- Afterwards, click Continue.
- Provide some basic details such as Rate Name, Rate Description, and Charge Label.
- Select Receiving for the Transaction Type and Handling for the Charge Category.
- Click Continue.
- On the Charge Condition section, select the following for each field:
Note: Click the + button to add another condition.
1st Condition
Conditional Field: Confirm Date
Operator: Less Than or Equal
Conditional Value: (Day of Month) 15
2nd condition:
Conditional Field: MU Type
Operator: Equals
Conditional Value: 1XPallet
- Then, click Next.
- On the Charge Method section, select the following for each field:
Charge Type: Flat
Counting Unit: Number of Palletized
Calculate By: Count
- Click Next.
- On the Charge Amount section, enter the desired charge amount. Then, click Next.
- A new window will pop up asking if you would like to add another condition, click Yes, Add Condition.
- On the Charge Condition section, select the following for each fields:
1st Condition
Operator: Greater Than
Conditional Value: (Day of Month) 15
- Repeat Steps 10-13.
- A new window will pop up asking if you would like to add another condition, you can click No if you don't need to add a condition.
For this scenario, we don't need to add a condition.
- On the Rate-Level Rules section, you can click Skip.
- On Would you like to save this rate window, click Yes, Save.
- You will get a message stating ‘Complete.’ On the same window, there is a prompt asking if you would like to add this to a rate sheet. Select Yes or No
The Counting Unit selected, “Number of Palletized” refers to the Number of Palletized field in the Override Receipt Units section when creating a Receipt.