Assigning Rates and Rate Sheets to a Customer
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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Overview
This article guides you in assigning rates to customers using different methods.
There are two ways to assign rates:
1. Rate list: refer to the instructions outlined below on how to assign rates and rate sheets from Rates module.Â
2. Customers configurationÂ
Assigning rates from Rate List view
- To assign a rate for a customer from Rate List view, select the desired rate from the list of rates you have and click the Assign Rate to Customer icon as shown below.Â
- Choose between the global rate or custom rate. To understand the difference between these options, refer to our article on Understanding Global Rates vs Custom Rates.
If you selected more than one rate, you won't be able to assign it as a custom rate.Â
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3. Select which customer to assign the selected rate(s) to. Then, click Assign.
Assigning rate sheets
- To assign a rate sheet, navigate to Rates module of Billing Manager. Then click Rate Sheets.Â
- Select which rate sheet to assign. If you have no existing rate sheet yet, refer to our article on Creating Rate Sheets.Â
- Click the Assign Rate to Customer icon as shown below.Â
- Choose between Global Rate Sheet and Singles Rates.Â
Opting for Single Rates will allocate all rates as individual global rates for the chosen customer, rather than assigning them to a combined rate sheet.
- Select which customer to assign the selected rate(s) to. Then, click Assign.
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