Creating a Pick Fee Rate Based on Business to Business Order
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 pick fee based on Business-to-Business (B2B) orders. Additionally, the article distinguishes between each pick and full-case pick scenarios, as well as between less-than-case and full-case picks. You can also watch this instructional video for guidance.Â
Note: This will consist of two separate rates: one for each pick and another for a full-case pick.
Individual Each Pick
- Navigate to Rates on 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 > Smart Rate > Flat Rate
 - Afterwards, click Continue.Â
- 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.
-  In the Charge Condition section, the conditional field is 'Reference Number.' In the example below, the operator used is ‘Begins with’ and the conditional value is ‘B2B.’ This indicates that the rate will be triggered whenever a reference number starts with ‘B2B’.
- In the Charge Method section, select the following for each fields:
Charge Type: Flat
Counting Unit: Primary Units
Calculate By: Count Less other UOMs
With the above method, the system will only charge for individual each picks.
 - Click Next.
- On the Charge Amount section, enter the desired charge amount. Then, click Next.Â
- When prompted with 'Would you like to add another condition?', click No.
- On the Rate-Level Rules section, you can click Skip.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.
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Full Case Pick
- Â Follow Steps 1 to 8.
- Â In the Charge Method section, select the following for each field:
Charge Type: Flat
Counting Unit: Packaging Units
Calculate By: Count Less Other UOMsÂ
To learn more about the difference between ‘Count’ and ‘Count Less Other UOMs’, read this article: Understanding Count vs Count Less Other UOMs -  Follow Steps 10 to 15.Â