This article offers a step-by-step guide to creating a custom rate that allows you to create a promotional insert fee based on a unique SKU for a particular customer. You can also watch the instructional video for guidance.

Sample scenario: Create a charge for a particular type of SKU during receipt for a specific customer.

1. Navigate to Customers on the left navigation menu. 
2. Select a customer from the list. This will open the Settings windows for this particular customer as shown below.
   
3. Click + Create Rate in the upper right corner. 
   
   A new window will pop up to confirm your action of creating a custom rate specifically applicable to the selected customer. 
4. Click Yes, Next to proceed. 
   
5. Select the following options as shown below on the Create New Rate window. Then, click Continue. 
   
    Automated > Smart Rate > Flat Rate
   
6. Provide basic details such as Rate Name, Rate Description, and Charge Label. You have an option to not add a GL Account # at this point.
7. Select Shipping for the Transaction Type and Special Charges for the Charge Category. Then, click Continue.
   
8. Select the following for each field in the Charge Condition section. Then, click Next.
   
   Conditional Field: SKU
   Operator: Contains
   Conditional Value: (Enter desired value i.e., 'promo’)
   
9. Select the following for each field in the Charge Method section. Then, click Next.
   
   Charge Type: Flat
   Counting Unit: SKU
   Calculate By: Count
    
10. Enter the desired charge in the Charge Amount section. Then, click Next. 
    
    A new window will pop up asking if you would like to add another condition, you can click No if you don't need to add an additional condition.
11. Click Skip on the Rate-Level Rule section. There is no need to group total charges.
12. Click Yes, Save to save this rate.
13. Select Yes or No as desired to add to a rate sheet.