Activity Rates are used to capture charges on activity on a consignment. Activity charges are resolved by looking at the metrics on the consignment and inspecting the Activity Rates created for the Client Partner that the consignment is for.
Product Unit Conversions may impact consignment metrics.
Manually overriding metrics via the Metrics card, or by under- or over-receiving or under- or over-picking product will also affect consignment metrics.
Creating an Activity Rate
Visit the Client Partner and navigate into the Activity tab.
Create a new rate by choosing the Create Rate button.
General
Enter the following:
- Activity Charge Type (required)
- Consignment Type (required)
- Warehouse (optional)
- Particulars (required)
Start by selecting the Activity Charge Type. When a charge is raised based on consignment metrics, the charge will carry this Activity Charge Type to help your Client Partners understand the charge.
The Consignment Type determines which consignments this charge will apply to. Options are:
- Inwards
- Outwards
- Point to Point
The Warehouse can be set if you want to raise different charges for consignment activity out of different warehouses.
The Particulars describes the charge and is what flows through into the charge, transactions, and ultimately the schedule that the Client Partner may receive.
Accounting
Next fill out the Accounting Card to set the Tax and optional Revenue Account and Cost Centre assignment. Learn more about the Accounting Card.
Charges
Define the charges that will be calculated for the rate.
Charges are calculated using the following fields:
- Metric Type
- Metric Rounding
- Base Charge (excl Tax, for non-container charges only)
- Minimum Charge (excl Tax, for non-container charges only)
- Rate Breaks
- Charge Rate(s)
The Metric Type defines which metric will be used in calculating the rates. There are several options:
- Quantity
- The number of goods on the consignment.
- Tonne
- Cubic Metre
- Container
- Optional container size
- Optional container type
- Virtual Pallet
- The number of virtual pallets calculated on the consignment metrics
- A virtual pallet calculation may be impacted by Product Unit Conversions
- Virtual Pallet (Or Part Thereof)
- The number of virtual pallets calculated on the consignment metrics, where each product's part pallets are rounded up to the nearest whole pallet
- A virtual pallet calculation may be impacted by Product Unit Conversions
- Item
- The number of stocked unit values calculated on the consignment metrics
- An item calculation may be impacted by Product Unit Conversions
- Custom Unit
- The number of this type of custom unit calculated on the consignment metrics
- A custom unit calculation may be impacted by Product Unit Conversions
- Task
- The number of this type of task calculated on the consignment tasks card
The Metric Rounding has two options:
- None
- Round Up
No rounding will result in calculated values.
Round Up will take whatever value is calculated, and round it up to the nearest whole number and use this metric to calculate the charge.
The Base Charge field allows you to set a base charge, and then calculate further charges on top of it using the metric and Charge Rate calculations.
The Minimum Charge field allows you to set a minimum value for the charge. If the calculated charge is less than the minimum charge value, the amount charges will reflect the minimum charge.
Use Rate Breaks allows you to define metric breaks, and offer different charge rates depending on the amount of the metric. You may like to offer discounted rates on larger metrics, for example.
Setting this to Yes will open up a form to set the different rate breaks and charges at each break.
This illustrates different charge rates for different metric values. The last entry showing that anything above 10 items will result in a charge of 5.00 per item.
The Charge Rate field allows you to enter a single charge for the metric being assessed.