Creating a Tiered Rate for Adjustments Counting Total Quantity
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 special charge for an adjustment counting the total quantity using a tiered rate. You can also watch the instructional video for guidance.
- 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 > Simple Rate > Tiered 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.
- On the Charge Method section, select the following for each field:
Charge Type: Flat
Counting Unit: Qty
Calculate By: Count
- Click Next.Â
- Then, select Standard Tiering in the Tiers section. Click Next.Â
To learn more about the difference between Standard and Volume Tiering, read our article on Understanding Standard vs Volume Tiering.
 - Specify the number of units and amount for each tier. Then, click Next.
In the example below, we will charge $5 per unit for five or fewer units, $3.5 per unit for more than five units.
- On the Rate-Level Rules section, you can click Skip.
- 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.