Creating an Assembly Per Kit Fee Rate with a Minimum Charge
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 on how to create a rate that will allow you to charge a per-kit fee when creating an assembly. For further guidance, you can also watch the instructional video.
- Navigate to Rates on the left navigation menu.Â
- Next, select Rate List.Â
- Then, click + Create Rate in the upper right corner.Â
- On the Create New Rate window, select the following options as shown below.
Activity > Auto > Simple Rate > Flat Rate
 - Afterwards, click Continue.Â
- Provide some basic details such as Rate Name, Rate Description, and Charge Label.
- Select Assemblies for the Transaction Type and Special Charges for the Charge Category.
- Click Continue.
- On the Charge Method section, select the following for each field:
Charge Type: Flat
Counting Unit: Total Kits
Calculate By: Count
- Click Next.Â
- Â Enter the desired charge amount for each kit created.Â
- On the Rate-Level Rules section, add the minimum amount you want to charge for the assembly transaction that you closed.Â
- On the 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.