Creating a Rate for Primary Unit vs Packaging Unit vs Pallet
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 on how to create a rate that allows you to charge for a primary unit vs packaging unit vs pallet unit. You can also watch this instructional video for guidance.
Primary UnitÂ
By selecting 'Primary Unit,' you can calculate only the primary units, excluding those contained within an inner pack, master pack, or pallet.
- Navigate to Rates > Rate List.Â
- Click + Create Rate in the upper right corner.Â
- Â Select the following options as shown below on the Create New Rate window. Then, click Continue.
Automated rate > Simple Rate > Flat Rate
- Provide basic details such as Rate Name, Rate Description, and Charge Label.
- Select Receiving for  Transaction Type and Handling for Charge Category. Then, click Continue.
- Select the following for each field in the Charge Method section. Then, click Next.
Charge Type: Flat
Counting Unit: Primary Units
Calculate By: Count Less Other UOMsCount Less Other Unit of Measures (UOMs) Pre-Condition
To gain a deeper understanding about the usage of Count Less Other UOMs as the method of calculation, read our article on Count Less Other UOMs Pre-Conditions.Â
To understand the difference between Count and Count Less Other UOMs, read our article on Understanding Count vs Count Less Other UOMs.Â
- Enter the desired charge in the Charge Amount section. Then, click Next.Â
- Click Skip on the Rate-Level Rule section. There is no need to group total charges.
- Click Yes, Save to save this rate.
- Select Yes or No as desired if you want to add to a rate sheet.
Packaging Unit
When you choose 'Packaging Unit,' the system will only calculate for complete packages, not individual units.
- Follow Steps 1–6 mentioned under the Primary Unit of this article.
- Select the following for each field in the Charge Method section. Then, click Next.
Charge Type: Flat
Counting Unit: Packaging Unit
Calculate By: Count Less Other UOMsCount Less Other Unit of Measures (UOMs) Pre-Condition
To gain a deeper understanding of the usage of Count Less Other UOMs as the method of calculation, read our article on Count Less Other UOMs Pre-Conditions.Â
To understand the difference between Count and Count Less Other UOMs, read our article on Understanding Count vs Count Less Other UOMs.Â
- Follow Steps 7-10 mentioned under Primary Unit.
Pallet
When you choose 'Movable Unit,' the system will only calculate for pallets.
- Follow Steps 1–6 mentioned under Primary Unit.
- Select the following for each field in the Charge Method section. Then, click Next.
Charge Type: Flat
Counting Unit: Movable Unit
Calculate By: Count Less Other UOMsCount Less Other Unit of Measures (UOMs) Pre-Condition
To gain a deeper understanding about the usage of Count Less Other UOMs as the method of calculation, read our article on Count Less Other UOMs Pre-Conditions.Â
To understand the difference between Count and Count Less Other UOMs, read our article on Understanding Count vs Count Less Other UOMs.Â
- Follow Steps 7-10 mentioned under Primary Unit.
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