Creating a custom activity rate for a shrink wrapping service.
If you have arranged with a client to shrink-wrap pallets on outwards consignments and need to charge for this service you can create a custom activity rate. This particular setup will allow you to charge for each pallet shrink-wrapped on a consignment.
To get started you will need to create a custom unit type. Custom Unit Types are created on the Partner detail tab. First find Partners on the left hand menu bar in the Consignly web portal and click to open. Locate the partner in the Partners index by scrolling to navigate to it enter the client name in the search bar. Next, open the Partner Profile and find the card called Custom Unit Types. Click Create Unit Type.
Next, enter a name to represent the shrink wrapping service such as 'Shrink-Wraps' and click Create Unit Type to Add the Unit Type to the partner.
To help identify the category of activity the service falls under you need to define an Activity Charge Type. Activity charge types are managed in the Organisation Settings Menu. Locate the menu on the left hand menu bar and expand it. Click on Activity Charge Types to open the Activity Charge Types Index. Click on the Add Button to create a new Activity Charge Type. Enter a name for the charge type such as 'Transport Prep'. Click Create Charge Type to complete.
Now that you have a Custom Unit Type and an Activity Charge Type for the service its time to define the charge to client for performing that service; the activity rate.
While still in the Partner Profile, click on the Activities tab and Create Rate.
In the Consignment Type field enter Outwards, select the Activity charge type you just created and enter in a description that details the activity that is being charged for. Next, in Metric Type select Per Custom Unit. This will expand to show another field for the Custom Unit Type - select Shrink-Wraps.
Now you need to define a charge for the service. To charge for individual shrink wrapping events you can leave Base Charge and Minimum Charge fields empty. Select No for Breaks and enter the value of your charge in the Charge field.
You have now setup the rate.
Charging for Shrink Wrapping
When you have shrink wrapped outgoing goods you can record this event and therefore charge for it from either the web portal or the warehousing app.
Via the Warehousing App
Load up the app and navigate to the Pick Consignment page. Next, click on the action menu and select Metrics. Find 'Shrink Wraps' and tap on the icon to edit the field. Enter the number of times the service was provided for the client on this consignment. Click Save Changes to complete.
Via the Web Portal
Navigate to the consignment via the consignments index. Find the Metrics card on the Details tab. Click Edit Metrics. Under 'Shrink-Wraps' click on the refresh icon to unlock the field and enter the number of times the service was provided for the client on this consignment. Click Save Changes to complete.
When the consignment is closed and charges are raised a charge will be incurred to the client for each shrink wrapping event that was recorded.