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Creating a Rate for Total Kits Created in an Assembly Using Standard Tiering
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 rate to charge for the total kits created in an assembly using a standard tiered rate. For further guidance, Â you can also watch the instructional video here.Â
Start by learning about Standard Tiering.
For a deeper understanding of the tiered rates, please refer to our article on Understanding Standard vs Volume Tiering.
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- Navigate to Rates in the left navigation menu.Â
- Next, select Rate List.Â
- Then, click + Create Rate on 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 Assemblies for the Transaction Type and Handling for the Charge Category. Then, click Continue.
- In the Charge Method section, select the following for each field:
Charge Type: Flat
Counting Unit: Total Kits
Calculate By: Count
- Click Next.Â
- Then, select Standard Tiering in theTiers 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.Â
In the example below, we will charge $1 per kit for 10 or fewer units, $0.75 per kit for 11 to 20 units, and $0.50 per kit for more than 20 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.