Creating a Rate for Movable Units Based on the Number of Pallets
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 on creating a rate to capture charges for a particular movable unit type, determined by the number of pallets entered into an override receipt unit. You can also watch this instructional video for guidance.
- 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:
Conditional Field: MU Type
Operator: Equals
Conditional Value: 1XPallet
- 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, you can click No if you don't need to add a condition.
- On the 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.
The Counting Unit selected, “Number of Palletized” refers to the Number of Palletized field in the Override Receipt Units section when creating a Receipt.