Billing Manager

Updated on August 2nd, 2024

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  • Help Center
  • Billing Manager
  • Using Billing Manager
  • Rates
  • Understanding 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

Count Less Other UOMs (Unit of Measures) Pre-Condition

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.

 

This article outlines the steps to create a rate that distinguishes and charges separately for primary, packaging, and pallet units of measure. For instance, within the item setup, if a Package Unit of Measure Quantity is defined as '12 Eaches Per Package,' this rate will differentiate between the total number of Eaches and the total number of packages in the transaction. It will then charge for each unit type separately, with distinct charge amounts.

Utilizing the 'Count Less Other UOM' Calculate By method necessitates defining all Unit of Measure Quantities for each Item Setup. This includes:

  • Secondary UOM Qty (if being used)
  • Packaging UOM Qty
  • Movable Unit Qty.

The rationale behind this is that when a transaction is finalized and forwarded to Billing Manager for charging, the Total Transaction Quantity is employed to compute each Unit of Measure based on the Item Setup.

Example:
Consider the following Item setup:

  • Secondary UOM Qty = 6 Primary Units
  • Packaging UOM Qty = 24 Primary Units
  • Movable Unit Qty = 1,200 Primary Units

If the Total Receipt Qty is 1,233, then the Units of Measure counted will be as follows:

  • Pallet count = 1 (Accounting for 1 pallet quantity of 1,200, leaving a remainder of 33)
  • Package count = 1 (Sufficient for 1 package quantity of 24, with a remainder of 9)
  • Secondary count = 1 (Covering 1 inner pack quantity of 6, with a remainder of 3)
  • Primary count = 3 (The remaining quantity that doesn't form a complete inner pack).

Primary UOM

Secondary UOM

Packaging UOM

Using the example above:  

Given the following Primary, Secondary, and Package Count Less Other UOMs rates are added as Receiving-type transactions and assigned to a customer.

However, the Movable Unit Count Less Other UOM rate IS NOT added

The result remains as follows:

  • Package count = 1 (Sufficient for 1 package quantity of 24, leaving a remainder of 9)
  • Secondary count = 1 (Sufficient for 1 inner pack quantity of 6, with a remainder of 3)
  • Primary count = 3 (The remaining quantity that doesn't constitute a complete inner pack).

Reason: The Movable Unit Qty is accounted for separately and is deducted from the total available quantity before allocating to other Units of Measure. Consequently, the Movable Unit Qty of 1,200 is not considered as part of the Secondary or Packaging Units of Measure.

uom pre-condition measure count

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Related Articles

  • Creating, Duplicating, and Deleting a Rate
  • Understanding Global Rates vs Custom Rates
  • Creating a Rate Sheet
  • Assigning Rates and Rate Sheets to a Customer

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