Creating a Rate for Inbound Receiving Excess Weight Fee
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 offers a step-by-step guide on creating a rate that allows you to capture an excess weight fee for an entire inbound receipt. Follow the instructions to ensure accurate and effective charge calculation. You can also watch the instructional video for guidance.
- Navigate to Rates on left navigation menu.Â
- Then, select Rate List.Â
- Click + Create Rate on the upper right corner.Â
- 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.
- Select Receiving for the Transaction Type and Handling for the Charge Category.
- Click Continue.
- On the Charge Condition section, select the following for each fields:
Conditional Field: Total Weight
Operator: Greater Than or Equal
 -  Indicate the desired weight for the Conditional Value field. In the below example, the value is '25000'.
- Click Next.Â
- On the Charge Method section, select the following for each fields:
Charge Type: Flat
Counting Unit: Transaction
Calculate By: Count
- Click Next.Â
- On the Charge Amount section, enter the desired charge amount. Then, click Next.Â
- A new window will pop up asking if you would like to add another condition, click Yes, Add Condition to add another condition.
- Repeat Steps 9–14.Â
Please note that the Conditional Field is set to Total Weight. Add an additional value for the conditional field different from what you have previously created.
-  Repeat Step 15–16 if you want to add an additional condition. Otherwise, proceed to Step 18.Â
- On Rate-Level Rules section, you can click Skip. There is no need  to group total charges.
- 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.
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