Warehouse rate functionality works very similar to the transport rates functionality.
To get to your rates go to Finance > Configuration and Setup > Rate Cards.
There are two types of rates in the warehouse module:
1. Customer Movement Rates
2. Customer Storage Rates
We are going to begin by looking into the Customer Movement Rates.
Customer Movement Rates
Anytime you move a product from one point to another within a warehouse it would usually have a cost (depending on your internal pricing).
We are going to be focusing on a simple rate structure which covers all aspects of a warehouse, if certain functions do not apply, just skip them in this case.
Creating your Rate Card
To create the movement rate card simply select the
You will now get a popup to apply this to one of your customers, you do not have to select a customer, however it is suggested that you do.
If you are setting up a default rate card that applies to all customers you can leave the customers assigned section blank and simply turn on the default rate card toggle.
In this example case, we will be applying our rate card to a specific customer, in this case, Creative Essence.
Now we want to setup our new rate schedule located on the bottom right hand corner:
In this article we will focus on the detailed rates, you should have an initial schedule here, yet you can add another by selecting the green plus.
We will now click into our rate schedule, which will display a page like this:
This page may look like a lot, however once we break it down it starts to make a lot of sense.
Step 1 - Movement Types
In step 1 you have movement/charge types, now these can be customised to your business if required however for this examples sake we will focus on the defaults available.
As you can see we have:
- Internal Bin Movement: This would be the charged used for any movements within your warehouse, such as a break down of a pallet, moving between bins etc.
- Manual Adjustment: Any manual adjustments to the units within the bin locations.
- Movement In: Importation of stock to your warehouse, inbound movements.
- Movement Out Manual: Moving stock to the outbound location without an order.
- Movement out Order: Outbound movement of stock via a sales order.
- Stock take: Movement of stock via a stock take/manipulation or adjustment via stock take.
These default movements can have additional service charges specific to them by selecting the drop down button and then selecting
You can also add multiple contained service levels via the plus button so that they are under the umbrella of your movement title.
Step 2 - Stock UOM
As you would know from your initial setup, you have multiple types of units, you can have Bin, Case, Pack, Unit.
These again can be adjusted if required however they can be left as default.
You can add these items to have contained freight items such as carton, pallet or skid etc.
You have several options here to set up:
- Default Cubic Multi
- ProRata Weight
- ProRata Height(m)
- ProRata Area LxW(m2)
- Default Freight Item
You also have the option to setup overrides, this would allow the system to automatically price based on the parameters you put in place.
Step 3 - Warehouse Zones
You can select a warehouse for these rates to apply to, if you only have the one warehouse setup, it will default, no setup is required here.
Step 4 - Rating Details
Here is where you add in your prices, you have the option of:
Each rate works on a different basis and only five of the above are applicable.
Flat Rates - A basic flat charge that applies to a sales order, if you place $50, it will place a $50 charge everytime it applies
Quantity - We charge per item on the movement, so for example if you put in $20 and had 2 pallets, it would charge $40
Weight Rates - You can set per kilo rates here, for example, charging 10c per kilo on each carton, each carton in a movement weighing 10kg, 15kg and 20kg equating to $1, $1.50, $2.
Service Min/Max: You can set a minimum charge per movement here, so if your weight does not reach a certain dollar value or exceeds a dollar value, it can be defaulted to either the min or max.
Customer Storage Rates
Customer storage rates work very similar to the above, instead of tracking movements, this is just based on how long you store an item for as well as allowing you to specify the where and how.
The only real difference in the setup is step 1 which determines your "Service Level" as a time frame, so you can determine what to charge for certain time periods:
The rest is similar to the above rate set up.
As you can see, setting up a rate card is very similar to the rest of TransVirtual, this can be beneficial because as long as you know how the rates apply, you can enter the rates for every part of TransVirtual.