Managing 3PL Billing

Managing 3PL Billing

At Packiyo, our goal is to build 3PL billing features that make it easy to define rules and rates, and track them through every billing cycle for every client. We're always adding new features and capabilities as we hear feedback from clients and keep refining our WMS.

Packiyo 3PL Billing Overview

Packiyo offers 3PLs these billing capabilities:

  • Ability to create and manage rate cards that can be applied to one or multiple clients.

  • Rate types for Storage, Picking, Shipping and Ad hoc activities.

  • Easy invoice creation for clients, along with CSV and PDF export.

What's coming:

  • Tiered pricing for shipped orders.

  • Reconciliation for carrier bills. Original rate adjustment if adjustments are made in a current billing cycle.

  • Quickbooks integration.

Types of Rates

Rate

Description

Fee Options

Storage

Rate options for storage of client goods based on storage types and length of time goods are stored.

  • Fee Assigned by Location Type.

  • Billing Cycle (Daily, Weekly, Monthly)

Picking

Flexible rate options for picking orders, including first pick, first different SKU pick, pick ranges and order or SKU tag filters.

  • Base fee for any picked order.

  • First pick fee.

  • Custom pick ranges with fees.

  • Remaining picked items fee.

  • Option to apply or ignore fee for products with specific tags.

  • Option to apply or ignore fee for orders with specific tags.

Shipping

Flexible rate options for order shipments, including fixed and variable fee options.

  • Base fee for any shipped order.

  • Percentage of shipping label fee.

  • Option to fee based on shipping carrier and services.

  • Option to apply or ignore fee for orders with specific tags.

Ad hoc

This allows the creation and billing for any action or service provided that is not available as a defined rate type. An example of an ad hoc rate could be SKU prep or inspection.

  • Ad hoc fee.

  • Charged by (Hourly, Orders, Purchase Orders, Manual Entry)

Understanding Rate Cards

Rate Cards give you a flexible way to define rates and billable actions, and apply them to one or multiple clients. Each client can have two Rate Cards applied:

Primary Rate Card

This is the main set of rates used when generating a client's invoice — typically your standard rates and fees.

Secondary Rate Card

This one overrides any rates already defined in the primary Rate Card. It's especially handy when you've negotiated special rates with a specific customer..

Creating Rate Cards

You can create as many Rate Cards as you need, each with a unique name and rates built from the available rate types and options. You've got two options: create a new blank Rate Card, or duplicate an existing one.

To create a new Rate Card

  1. Click the Settings icon in the bottom left of the Packiyo Web dashboard.
  2. Click Billing.

Billing has two main sections:

  • Clients — manage assigned Rate Cards and invoices.
  • Rate Cards — manage rates and how they're applied.
  1. Click Rate Cards. You'll see any existing Rate Cards listed here.
  2. Click the New Rate Card button, in the top right of the page.

Notes
💡 Rate Card names need to be unique. We'd recommend keeping them readable, so they're easy to reference once you've got a few in play.

To duplicate a Rate Card

Duplicating is a great shortcut when you want a new Rate Card that already has rates in place — most commonly used to spin up client-specific Rate Cards from a template.

  1. Click the duplicate icon on the Rate Card you want to copy.
  2. Once created, the new Rate Card is ready to edit.

Managing Rate Card Rates

Rate Cards organize a set of rates and related fees, and can be applied to one or many clients. Each client is assigned a primary Rate Card, and optionally a secondary one.

  • Primary Rate Card — typically your master Rate Card, with the standard set of rates applied by default.
  • Secondary Rate Card — overrides any matching rates from the primary, and can add extra rates specific to that client.

Adding or Editing Rates on a Rate Card

  1. Open the Rate Card you want to edit.
  2. Toggle between the available rate types to quickly view existing rates.
  3. Review and make any changes needed.

To add a new rate:

  1. Click the New Rate button, in the top right of the page.
  2. Select the rate type you want to add.

Notes💡 Each rate type comes with its own rules, options, and fee structure. Check out Rate Types to see what each one offers.

Creating & Exporting Invoices

Client invoices pull in any matching rates from their assigned Rate Cards, plus any additional ad hoc rates applied once the invoice is created. Invoices can be exported as:

  • CSV — for import into QuickBooks
  • PDF — ready to send directly to the client

To create a new invoice

  1. Click the Settings icon in the lower left of the page.
  2. Click Billing.
  3. Select the client you want to invoice.

You'll land on that client's invoices page, where you can view previously generated invoices or create a new one.

  1. Click the New Invoice button, in the top right of the page.
  2. Select the date period for the invoice.
  3. Click Save.

Packiyo will generate the invoice based on the client's assigned Rate Cards and the date period you selected.