Setting Up 3PL Billing Rate Cards

Setting Up 3PL Billing Rate Cards

A billing rate cards is a pricing template that defines how you charge clients for warehouse operations. The 3PL assigns a rate card to a client or group of clients and you can create as many rate cards as needed, each having a unique name and set of rates. 

What You Need

1. Defined pricing for services (shipping, storage, etc.)
   

Create A Rate Card

1. Navigate to the Settings icon ⚙️
   
2. Select Billing
   
3. Select the Rate Cards tab
   
4. Click New Rate Card
   
5. Enter a name for the rate card & indicate the 3PL
   
6. Click Save
   

Add Billing Rates

1. Open the rate card from your Rate Cards tab by clicking the Edit icon ✏️
   
2. Click New Rate
   
3. Select a Rate Type:
   
1. Ad Hoc- Applies to any custom or one-off charges that do not fall under the below standard operational types
   
2. Shipping - Applies to order shipments/shipping labels
   
3. Picking - Applies to item selection from warehouse locations during order fulfillment
   
4. Storage - Applies to inventory stored in the warehouse over a billing period, calculated by Location Type
   
5. Packaging - Applies to packaging used for shipping
   
4. Enter pricing details based on the selected type
   
5. Click Save
   

Log Work Feature

The Log Work Feature works hand-in-hand with the Ad Hoc rate type. Once you've added all Ad Hoc rate types to your rate cards, you can log each job in your Log Work feature as they get completed.

You can find the Log Work feature at the top of every page in Packiyo, so these jobs can be recorded at any time.

Logging Your Work in Packiyo

1. Click Log Work at the top of your Page
   
2. Enter the Date the job is/was completed on
   
3. Select a Client from the dropdown
   
4. Select a Job from the dropdown
   
1. Heads up: Jobs will only appear on this dropdown once they've been added as Ad Hoc charges in your rate cards
5. Enter a Quantity for the job based on the Ad Hoc rate's "charged by" indication (how the rate is applied)
   
6. Leave notes if necessary
   
7. Click Save

All jobs recorded using Log Work can be found under the Reports tab, in the Work Activities report.

Assign Rate Cards

After your rate cards are created and ready to be assigned to the child accounts, please reach out to the Packiyo support team (support@packiyo.com) with assignment details including each child account name and the rate card that should be assigned to each. 

The same rate card may be applied to as many child accounts as needed.

Completion & Confirmation

Once a rate card has been successfully assigned, you will be able to view the assigned card in the Customers tab on your main Billing page:

Related Articles/Helpful Links

1. Generate, Recalculate & Finalize Invoice