Creating a Rate for an Adjustment Based on Total Volume
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.
Â
This article provides a step-by-step guide on how to create a special charge for an adjustment based on the total volume.Â
- Navigate to Rates on the 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 Adjustment for the Transaction Type and Special Charges for the Charge Category.
 - Click Continue.
- In the Charge Condition section, select Total Volume as the conditional field.Â
- In the Charge Method section, select the following for each field:
Charge Type: Flat
Counting Unit: Transaction
Calculate By: Count
 - Click Next.Â
- Â In the Charge Amount section, indicate the amount you want to charge for any adjustment to the total volume that is equal to or less than 50.
- Â On Would you like to add another condition to this rate prompt?, you can click Yes, Add Condition to add another condition.Â
In the example below, the second condition indicates that for any adjustment to the total volume equal to or greater than 51, the system will generate a charge of $100
- Â If you are satisfied with the previously set conditions, you can click No when asked, 'Would you like to add another condition to this rate prompt?
- Optional: In the Rate Level Rules section, indicate the minimum amount you want to charge.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.