Creating a Rate Based on Unique Lot IDs
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 charge by the unique number of Lot IDs that we receive into the warehouse on a receipt transaction. 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
- 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 Receiving for the Transaction Type and Handling for the Charge Category.
- Click Continue.
- On the Charge Method section, select the following for each fields:
Charge Type: Flat
Counting Unit: Lot
Calculate By: Count
- Click Next.Â
- On the Charge Amount section, enter the desired charge amount. Then, click Next.Â
- On Rate-Level Rules section, you can add on your rate minimum. In below example, the rate minimum is ‘5.00’
What does Total Rate Minimum mean in above example?
Regardless of the quantity of Lot IDs you bring in, a minimum total rate of at least five dollars will be applied.
 - Click Next.
- 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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