Creating a Promotional Rate Based on SKU for a Specific Customer
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.
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This article provides a step-by-step guide to creating a custom rate that allows you to create a promotional insert fee based on a unique SKU for a particular customer. You can also watch this instructional video for guidance.
- Navigate to Customers on the left navigation menu.Â
- Next, select a customer from the list. This will open the Settings windows for this particular customer as shown below.
- Then, click + Create Rate in the upper right corner.Â
- A new window will pop up to confirm your action of creating a custom rate specifically applicable to the selected customer. Click Yes, Next to proceed.Â
- On the Create New Rate window, select the following options as shown below.
Activity > Auto > Smart Rate > Flat Rate
- Afterwards, click Continue.Â
- Provide some basic details such as Rate Name, Rate Description, and Charge Label. You have an option to not add a GL Account # at this point.
- Select Shipping for the Transaction Type and Special Charges for the Charge Category. Then, click Continue.
- On the Charge Condition section, select the following for each field:
Conditional Field: SKU
Operator: Contains (You can select other operators aside from contains)
Conditional Value: (Enter desired value i.e., 'promo’) - On the Charge Method section, select the following for each field:
Charge Type: Flat
Counting Unit: SKU
Calculate By: Count
- Click Next.
- Â On the Charge Amount section, enter the desired return label application fee. Then, click Next.
- 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.
- On the Rate-Level Rules section, you can click Skip.Â
- 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.