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Creating a Base Charge Rate for Less Than Truckload (LTL) Orders Going to Various Retailers
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 base charge for Less Than Truckload (LTL) orders destined for various retailers. For further guidance, you can also watch the instructional video.
- Navigate to Rates > Rate List.Â
- Click + Create Rate in the upper right corner.Â
- Select the following options as shown below on the Create New Rate window. Then, click Continue.Â
Automated rate > Smart Rate > Flat Rate
- Provide some basic details such as Rate Name, Rate Description, and Charge Label.
- Select Shipping for the Transaction Type and Handling for the Charge Category. Then. click Continue.
- Â Select Carrier as the conditional field in the Charge Condition section. Then, select Equals as the operator and LTL for the conditional value.Â
- Add a condition by clicking the + button.
-  Select Ship to Company as the conditional field. Then, choose Contains as the operator and specify the company's name in the Conditional Value field for the destination. In the example below, the company name is ‘Bobs Camera’.Â
- Select the following for each field in the Charge Method section. Then, click Next.
Charge Type: Flat
Counting Unit: Transaction
Calculate By: Count
- Enter the desired charge amount. Then, click Next.Â
- Â Click Yes, Add Condition to add another condition.
- Â Select Equals as the operator and LTL as your conditional value for the first condition in Charge Condition section.
-  Choose Contains and specify the company's name in the conditional value for destination for the second condition.  In the example below, the company name is ‘City 7-11’.Â
- Follow the same charge method used in Step 9.Â
- Enter the desired charge amount. Then, click Next.Â
- Â Click Yes, Add Condition to add another condition.
-  Follow Steps 12-13 to add the third condition of this rate. In the example below, the company name is ‘Bushes Market’.Â
- Â Follow the same charge method used in Step 9.Â
- Enter the desired charge amount. Then, click Next.Â
- Click Yes, Add Condition to add another condition. Select No if you're done.Â
- (Optional) Add a total rate minimum in the Rate Level Rules section or click Skip.
- Click Yes, Save to save this rate.
- Select Yes or No as desired to add to a rate sheet.