Billing Manager

Updated on January 21st, 2025

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  • Help Center
  • Billing Manager
  • Using Billing Manager
  • Rates
  • Transaction Minimum / Markup Rates
  • Rates
    • Understanding Rates
        • Understanding Global Rates vs Custom Rates
        • Creating, Duplicating, and Deleting a Rate
        • Understanding Default Assigned Rate vs Assigning Rate per Warehouse Facility
        • Assigning Rates and Rate Sheets to a Customer
        • Understanding Standard vs Volume Tiering
        • Understanding Count vs Count Less Other UOMs
        • Creating a Rate Sheet
        • Count Less Other UOMs (Unit of Measures) Pre-Condition
        • Understanding the Use of Movable Units as Counting Units in Rate Creation
        • Common Terminologies in Rate Creation
        • Reassigning Rate Sheet from Customer Settings
        • Understanding Units of Measure (UOM) Count Rate
        • Unassigning a Rate From a Customer
        • Duplicating a Rate Sheet
    • Return Transaction Rates
        • Creating a Rate for Return Fee
        • Creating a Rate for Returned Primary Units on a Tiered Unit Basis
        • Creating a Custom Rate for a Return Process of a Specific Customer
        • Creating a Rate for Returning Packages
        • Creating Rates to Charge for a Partial Pallet Based on Movable Unit Type
    • Receiving Transaction Rates
        • Creating a Rate for After-Hours Receipt of Devan Inbound 20' Containers
        • Creating Rates for Inbound Devanning: 20', 40', and 45' High Cube Containers (Multiple Conditions)
        • Creating a Rate for Inbound Receiving Excess Weight Fee
        • Creating a Rate Based on Unique Lot IDs
        • Creating a Rate Based on Unique SKUs Shipped
        • Creating a Rate Based on Unique Location
        • Creating Rate Based on Quantity of Lot with Volume Tiered Rate
        • Creating a Rate Based on Quantity of Location with Standard Tiered Rate
        • Creating a Rate for Storage Upon Receipt per Carton Using a Split Rate
        • Creating a Smart Rate for Devan Inbound 20’ Container
        • Creating a Standard Warehouse Inbound Receipt Rate
        • Creating a Weekend Receipt Charge Rate
        • Creating a Rate for Inbound Pallet Fee Based on the Number of Pallets
        • Creating a Rate to Charge for a Partial Pallet Based on Movable Unit Types
        • Creating a Rate for Primary Unit vs Packaging Unit vs Pallet
        • Creating a Rate for Inbound Pallets with Multiple Movable Unit Types: Rounding Up Movable Units by Quantity
        • Creating a Rate for Movable Units Based on the Number of Pallets
        • Creating a Rate for Storage Upon Receipt by Movable Units Using a Split Rate
        • Creating a Rate Based on Total Weight
        • Creating a Rate for an Inbound 20' and 40' Floor Loaded Containers Based on Carton Count
        • Creating a Standard Tiered Rate for Each Pick
        • Creating a Rate for Inbound Pallet Fee based on Unique Movable Unit
        • Creating a UOM Count Rate for a Receipt or Shipment
    • Shipping Transaction Rates
      • Special Charges
          • Creating a Custom Rate to Implement Unique SKU-Based Promotional Insert Fees for Your Customers
          • Creating Customized FBA Prep Fees for Customers Including Carton Labeling
          • Creating a Special Charge for Will Call Fees
        • Creating a Rate for Order Processing Fee
        • Creating a Package Materials Fee and Small Parcel Shipping Label Fee
        • Creating a Handling Oversized Shipment Surcharge Rate (Over 40 lbs)
        • Creating a Shipping Oversized Pick Surcharge Fee (Over 20lbs)
        • Creating an FBA Prep Carton Label with Standard Tiered Fee
        • Creating a Rate for Pick-and-Pack Fee with Amazon Item Classification
        • Creating a Fragile Package Handling Rate
        • Creating a Promotional Rate Based on SKU for a Specific Customer
        • Creating a Rate for an Outbound Pick Fee with a Minimum Base Charge
        • Creating a Pick Fee Rate Based on Business to Business Order
        • Creating a Minimum Order Charge Rate Based on Total Weight
        • Creating an Inner Case Pick Rate Using Standard Tiering
        • Creating a Base Charge Rate for Less Than Truckload (LTL) Orders Going to Various Retailers
        • Creating a Base Charge Rate for Orders That Exceed 5 Cartons Shipped
        • Creating a Case Picking Rate Using Volume Tiered Fee
        • Creating a Rate for an Outbound Picking Fee Based on Individual Units
        • Creating a Rush Fee Rate
        • Creating a UOM Count Rate for a Receipt or Shipment
        • Creating a Rate Based on Shipping Destination
    • Transaction Minimum / Markup Rates
        • Creating a Transaction Minimum Receiving Rate
        • Creating a Transaction Markup Rate
        • Creating a Category Markup Rate for Handling Based on Item Classification (Smart Rate)
        • Creating a Category Minimum Receiving Handling Rate
    • Storage Rates
        • Confirming Recurring Storage and Reviewing in Billing Manager
    • Warehousing Services / Adjustments / Assemblies Rates
        • Creating a Tiered Rate for Adjustments per SKU
        • Creating a Tiered Rate for Adjustments Counting Total Quantity
        • Creating a Tiered Rate for Assembly Kitting Component Fee (Total Count)
        • Creating a Rate for Adjustment by Unique Location
        • Creating a Rate for an Adjustment Based on Total Volume
        • Creating a Rate for Assembly Kitting Component Fee by SKU
        • Creating a Custom Rate for Adjustments per Unique SKU
        • Creating a Tiered Rate for Assemblies (Total Kits Fee)
        • Creating a Rate for Total Kits Created in an Assembly Using Volume Tiering
        • Creating a Rate for Total Kits Created in an Assembly Using Standard Tiering
        • Creating an Assembly Per Kit Fee Rate with a Minimum Charge
      • List of How-to Guides for Creating Rates

Creating a Transaction Markup Rate

Sample scenario: Create a markup rate of 15% for shipping type of transactions.

  1. Navigate to Rates > Rate List. 
  2. Click + Create Rate in the upper right corner. 
  3. Select Transaction Markup on the Create New Rate window. Choose between Simple Rate or Smart Rate in Advanced options. Then, click Continue. 

  4. Provide basic details such as Rate Name, Rate Description, and Charge Label.
  5. Select the desired Transaction Type and Charge Category type. Then, click Continue.
  6. Select between Transaction Markup or Category Markup.

    This refers to the type for which we want to apply the markup rate. In the image below, if you select Transaction Markup, it pertains to shipping transactions. Alternatively, if you choose Category Markup, it applies to the combination of transaction and category. In the example below, this applies to Shipping and Handling. 

     
  7. Specify the markup percentage you want to charge for each shipping transaction. In the above example, we applied a 15% markup amount.
  8. Click Next. Then, click Save. Optionally, you can skip adding it to a rate sheet.

    You can always review the Rate Summary shown on the right side of the page. 

    What does the above Transaction Markup rate mean in the above example?

    Any rate that you have applied to a customer as a shipping type of transaction will incur an additional supplemental charge of 15%. The qualifying rate will generate a charge that is marked up based on the set percentage.  

     

Applying the Transaction Markup Rate to a Customer

  1. Apply this Transaction Markup rate to a customer by clicking Customers on the left navigation menu.
  2. Select the customer from the list or use the Search function. In the below example, let's select the company name, Toys R Us.
  3. Click Edit on the right-hand side of the page. Click Yes, Continue to modify the customer settings. 
  4.  Click the add icon next to Single Rates. 
  5.  Search for the Transaction Markup Rate you just created. Then, click Choose. 

    For this scenario, in the Shipping Rates section of Customer Settings, you will find this rate added, along with all other rates applied to this customer with a transaction type of Shipping. You can also click on each rate to open the rate summary, providing additional details and information.

    In the example above, there are two rates in conjunction. The first one is the Outbound transaction type of rate, which is a shipping type of rate based on a flat transactional fee of $10.00, and the other one is the transaction markup rate of 15%. This will result to a single charge of $11.50. This is a combination of the actual transactional charge for $10 and the markup charge of $1.50 to meet the 15% markup rate. 

    The qualifying rate will generate a charge that is marked up based on the set percentage.  
minimum receive transaction rate

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  • Creating a Custom Rate for a Return Process of a Specific Customer

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