Record accessorial quantities on wholesale orders in 3PL Billing Alpha to track work that is billed separately from the order’s standard rate. You can add quantities from the order’s Accessorial charges tab on desktop or from the Accessorial charges screen in ShipHero Mobile.
To add accessorial charges to an inbound shipment instead, see How to Add Accessorial Charges to an Inbound Shipment in 3PL Billing Alpha. For a one-time charge that an accessorial rate does not cover, see How to Create Ad Hoc Charges in 3PL Billing Alpha.
Before You Begin
- 3PL Billing Alpha access: Your account must have access to 3PL Billing Alpha. To ask about joining the alpha group, contact ShipHero Support.
- Accessorial rate: The client must have an accessorial rate for the Wholesale Order transaction type assigned to them.
- Mandatory entries: Every mandatory charge needs an entry before the wholesale order can be fulfilled. A quantity of 0 counts as an entry.
New to 3PL Billing Alpha? Start with Overview: 3PL Billing Alpha in ShipHero.
Table of Contents
- Enter Accessorial Quantities on a Wholesale Order in 3PL Billing Alpha
- Enter Accessorial Quantities in ShipHero Mobile for 3PL Billing Alpha
- Complete Mandatory Accessorial Charges in 3PL Billing Alpha
- Review Wholesale Accessorial Charges on the Billing Tab in 3PL Billing Alpha
Enter Accessorial Quantities on a Wholesale Order in 3PL Billing Alpha
The Accessorial charges tab on a wholesale order lets you review charges and record the quantity completed by each worker.
- Open the wholesale order.
- Select the Accessorial charges tab.
- Find the accessorial charge you want to record. Use the search field to find a charge by name.
- Select Add for that charge.
- Enter the quantity for the worker who completed the work.
The table shows the Type, Mandatory, and Quantity for each charge, and the Worker who recorded it. Each worker’s quantity appears on a separate line.
Enter Accessorial Quantities in ShipHero Mobile for 3PL Billing Alpha
The Accessorial charges screen in ShipHero Mobile lets you record quantities during the wholesale picking workflow. If an order has Packer notes, the Accessorial charges icon appears next to the Packer notes icon.
- Open the wholesale order in ShipHero Mobile and begin picking.
- Select the Accessorial charges icon to open the charges screen.
- Review Mandatory charges, then review Other charges.
- Set each quantity with the plus or minus control. You can also tap the quantity and enter a number with the keypad. Enter 0 when no billable work was completed for a mandatory charge.
- Select Submit charges to save your entries and continue.
ShipHero Mobile can prompt you to review charges before you finish picking a wholesale order. If you are picking and packing, the prompt appears at the end of the workflow. If you are picking only, it appears before the completion screen.
Complete Mandatory Accessorial Charges in 3PL Billing Alpha
Mandatory charges are accessorial rates that must have an entry before the wholesale order can be fulfilled. ShipHero enforces this on desktop and in ShipHero Mobile. On desktop, ShipHero prompts for these charges when you try to fulfill the order. In ShipHero Mobile, complete the mandatory charges at the end of picking before you finish the workflow.
A quantity of 0 counts as an entry when no billable work was completed. If a mandatory charge is blank, complete it in the Accessorial charges tab or the Accessorial charges screen, then try to fulfill or finish the order again.
Review Wholesale Accessorial Charges on the Billing Tab in 3PL Billing Alpha
The Billing tab on a wholesale order shows its billing details. Before fulfillment, the tab can show simulated charges. After fulfillment, it shows the actual charges.
To review and invoice charges, see How to Manage Charges and Invoicing in 3PL Billing Alpha.