Understanding Default Assigned Rate vs Assigning Rate per Warehouse Facility
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.
The Default Assigned Rates assigned to a customer mean that all their warehouse facilities will use the same set of rate sheets and single rates at the default level.
Go to Customers > Select a customer from the list > Click Edit > Rates tab
Assigning a rate per warehouse facility allows you to customize the rates assigned for a specific warehouse for this customer. To do this, follow the steps below:Â
- From the dropdown list, select a warehouse facility.
- Turn on the ‘Use Additional Rates’ toggle. This will enable you to assign additional rate sheets and single rates that will apply to this specific warehouse facility, in addition to the default rates and rate sheets.Â
 - Assign the desired rate sheets and single rates by clicking the + button. Â
- Select from the list of available rates or rate sheets. Then, click Choose.Â
You will notice that a rate has been added on the Edit Assigned Rates page for a specific warehouse.Â
In the example below, the 'Fulfillment' rate sheet has been added. This means that this rate sheet will only be applied to the Chicago Warehouse of this customer, in addition to the default assigned rates.
- Click Done.Â
Configure default rates and rate sheets at a facility levelÂ
To configure the default assigned rate or rate sheets for a specific warehouse on one of your customers, you can do so by clicking the pencil icon next to the Use Additional Rates toggle. The pencil icon is shown in the image below and is the Configure Defaults button that will allow you to make changes.Â
Make sure to select the desired warehouse first in order for this icon to appear.
 In the example below, you can disable the rate sheet named ‘Standard Receiving Fees’ for this warehouse by switching the toggle to off. After that, click Save. This change means that the only default rate sheet that will be active for this specific warehouse is the 'Standard Shipping Fees' rate sheet.