Creating Rates to Charge for a Partial Pallet Based on Movable Unit Type
0.9 min read
|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 provides a step-by-step guide on how to create a rate that enables you to capture a charge for a pallet that will be returned to stock. You can also watch this instructional video for guidance.
Movable Units Pre-Condition
Before you proceed with creating the rate, review this help article: Understanding the Use of Movable Units as Counting Units in Rate Creation.
Sample Scenario: Pallets will be counted and charged based on the primary units. A fractional fee will be applied to pallets that haven't been used in full.
- Navigate to Rates on the left navigation menu.
- Next, select Rate List.
- Then, click + Create Rate in the upper right corner.
- On the Create New Rate window, select the following options as shown below. Then, click Continue.
Activity > Auto > Simple Rate > Flat Rate
- Provide basic details such as Rate Name, Rate Description, and Charge Label.
- Select Returns for the Transaction Type and Handling for the Charge Category. Then, click Continue.
- On the Charge Method section, select the following for each field:
Charge Type: Flat
Counting Unit: Movable Units
Calculate By: Count
- Click Next.
- On the Rate-Level Rules section, you can click Skip. There is no need to group total charges.
- On the ‘Would you like to save this rate’ window, click Yes, Save.
- You will get a message stating ‘Complete.’ On the same window, a prompt asks if you would like to add this to a rate sheet. Select Yes or No.