Customer Movement Rates
In WMS, movement rates help to calculate the prices of any Stock movement from Warehouse.
To see the Customer Movement Rates page, go to Finance > Configuration and Setup > Rate Cards, click on Customer Movement Rates tab, the Customer Movement Rates page will display as shown below.
1. On Customer Movement Rates page, you can Create/Add a new rate, can edit or delete the existing rate card.
To add New Rate
1. To add a new rate, on Customer Movement Rate page, click on New Rate, a pop-up Create New Rate will display as shown below.
2. On create new rate screen, use the dropdown button to select the Customer to whom rate will be assigned. and once customer is selected, click on Create, the newly added rate will be display on the Customer Movement Rate list as shown below.
The Orange color shows that this rule is not yet active.
3. Now, select the added rate, the detail of selected rate will be display on the right side of the screen as shown above.
4. On rate card info screen, you can edit the details as below:
a Rate Card Title: This field used to update the title of rate card
b. Enable Rate: Use toggle to Active/Inactive the rate card.
c. Memo: This field used to add any additional info in Memo field.
d. Default Rate Card: Use toggle to make the rate card as default rate card.
5. On Rate card info screen, if you wish to assigned particular customer then use the expand icon and then click on Plus Icon, a pop-up to add Additional Customer/Suppliers pop-up will be displayed as shown below.
6. On Add Additional Customers/Suppliers pop-up, use drop-down button and select the applicable Customer/Supplier from the list.
7. If you wish to remove any Customer/Supplier from the list, click on Cross Icon a confirmation screen will display, here click on Yes, the applicable Customer/Supplier will be removed from the list as shown below.
8. Once new rate has been added, now setup a rate card against this rate, to do so, on Rate Schedules section, click on Effective date, the rate screen will be display as shown below.
Set-up Rate on Rate Card
1. On Rate Card Setup screen, it is categorised in four different steps as below.
a. Movement Type
b. Stock UOM
c. Select Warehouse
d. Add/Edit Rating Details
2. To setup the rate, you have to complete all four steps i.e., First select the movement type, secondly select the Stock UOM and then select the Warehouse from the warehouse list and then finally Add/Edit the Rating details.
3. On Add/Edit Rating screen, you can add the different charges as describe below:
a. Flat Rates: These rates will apply once for each connote and would be your basic charge on an order & kilo rate setup.
b. Quantity Rates: These rates will apply for each item based on the quantity of items entered against the order.
c. Service Min Charge: These rates are based on the entire charge of the consignment including all of the above charges and can be set to allow for small charges based on few items in orders.
d. Service Max Charge: These rates are based on the entire charge of the consignment including all of the above charges and can be set to allow for maximum charges based on few items in orders.
Extra Information
1. If you wish to add multiple quantity charge, this can be done by click on plus icon (+) as shown below.
2. One you click on the plus icon, another field will create and so on, as shown above.
3. Once done, click on Update button to save the changes.
As you can see above, if there is 1 item, then it will be charged as $2.00, from 1 to 2 items will be charged as $3.00 each and so on, as shown above.
4. If you wish to export the rate, on top of the page, click on Export Rates, the selected rate will be downloaded in the Excel format.
The Export Rates has limited to 5 price breaks for Quantity Rates category. If there are more than 5 different rates in this category, then use the Advanced Export Rates option to export all the details related to the rate card.
Extra Information
Create a Rate Schedule
Initially you will have a rate schedule that is created when you create the rate card, but you can create a rate schedule.
1. To create a rate schedule, click on the Plus button as shown below.
2. A pop-up to add a new rate schedule will be display as shown below.
3. Now, select the "New Schedule Effective Date" using the Calendar. This date allows, when the new rate will be applied to the rate card.
You can select the previous, current or future dates.
4. If you want to apply new rate card to this schedule then select the Copy Rate Card with the help of drop-down, select the applicable rate card.
If you want to keep current rate card for this schedule, then select Current Rate Card in the Copy Rate Card field.
5. If necessary, you can also add a percentage in the percentage field during this duration.
This feature allows the rate card to either be increased or decreased based on the percentage value you enter.
6. Once all the details filled, click on Create to add new schedule.
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