Premium Services

Premium Services is a configuration tool that allows you to manage premium services and account settings for each OMS client. From this page you can activate or deactivate additional services, configure minimum balances, set shipping accounts, and control advanced features such as lot control, serial numbers, and automation.

This tool is essential for customizing each client’s experience according to their specific needs and the premium services they have contracted. It allows you to manage all account configurations from a single editable table.

Why use Premium Services?

Centralized Configuration

Manage all premium service configurations for all OMS accounts from a single table, saving time and maintaining consistency.

Inline Editing

Edit configurations directly in the table without needing to open separate forms, making changes quick and efficient.

Balance Management

Configure minimum balances and monitor the current balance of each account to maintain financial control.

Premium Service Control

Activate or deactivate premium services such as API, channel automation, dropship, and other advanced services per account.

Feature Configuration

Control advanced features such as lot control, serial numbers, UOM (Unit of Measure), and automation rules.

Data Export

Export current balance records to CSV for external analysis or reports.

Accessing Premium Services

You can access Premium Services from:

1. 3PL Billing Menu: Navigate to 3PL Billing > Premium Services
2. Directly: Access /premium_services.php

Required Permissions

Premium Services requires:

• Warehouse administrator permissions (UserLevel = 2 and UserWH = 1) OR listing permissions
• The 3PL Billing module must be enabled (3pl_billing = 'Y')

Information Shown in the Table

The Premium Services table shows the following columns for each OMS account:

Basic Information

• Account ID: Unique identifier of the OMS account
• Company: Company/client name
• Plan ID: Identifier of the assigned price plan
• Current Balance: Current account balance (calculated from the balance table)

Balance Configurations

• System Fee: System fee (only visible for UserLevel = 3)
• Min Balance: Minimum balance required for the account
• Active Min Balance: Indicates if minimum balance is active (Yes/No)

Cost Configurations (only UserLevel = 3)

• Avg Cost USAorder: Average cost of domestic orders (USA)
• Avg Cost Int Aorder: Average cost of international orders
• Cost Amount: Additional cost amount

Shipping Accounts (only UserLevel = 3)

• UPSAcc: Client’s UPS account number
• FedExAcc: Client’s FedEx account number

Premium Services

• API: Activate or deactivate API access (On/Off)
• Channel Automation: Activate or deactivate channel automation (On/Off)
• Dropship: Activate or deactivate dropship functionality (On/Off)
• Auto-discontinue: Activate or deactivate automatic product discontinuation (On/Off)

Share Percentages (only UserLevel = 3)

• Share Handing %: Percentage to share of handling (0-100)
• Share Software Development %: Percentage to share of software development (0-100)
• Share Storage %: Percentage to share of storage (0-100)
• Share Man Hour %: Percentage to share of man hours (0-100)
• Share Warehouse Services %: Percentage to share of warehouse services (0-100)
• Share Handling Plus %: Percentage to share of handling plus (0-100)

Additional Configurations

• Credit Card Percent Fee: Credit card fee percentage (0-10)
• Ach Status Funds: ACH funds status (Settled/Submitted) - only UserLevel = 3
• WH Customer: Indicates if warehouse customer (On/Off) - only UserLevel = 3
• MyShelf: Activate or deactivate MyShelf functionality (On/Off) - only UserLevel = 3
• Cost My Shelf: MyShelf cost - only UserLevel = 3
• HighRisk: Indicates if high-risk account (Yes/No) - only UserLevel = 3

Inventory Features

• Lot: Activate or deactivate lot control (Yes/No)
• Serial Control: Activate or deactivate serial number control (Yes/No)
• UOM: Activate or deactivate Unit of Measure (On/Off)

Shipping Configurations

• Return Ship Method: Shipping method for returns (selected from available shipping methods)
• Automation Rules: Activate or deactivate automation rules (Yes/No) - requires automation_rules module enabled

Edit Configurations

You can edit most configurations directly in the table:

1. Locate the Account

   Find the OMS account you want to configure using search filters or navigating through the table.

2. Click on the Field

   Click on the field you want to edit. Depending on the field type, you’ll see:

   • Numeric fields: A numeric text box
   • Text fields: A standard text box
   • Yes/No fields: A switch to activate/deactivate
   • Selection fields: A dropdown menu with options

3. Modify the Value

   Enter the new value or select the desired option according to the field type.

4. Save Changes

   Changes are saved automatically when you leave the field or press Enter. You’ll see a confirmation message indicating if the save was successful.

Automatic Validation

The system automatically validates entered values. For example:

• Percentages must be between 0 and 100
• Credit card percentage must be between 0 and 10
• Alphanumeric fields only accept letters, numbers, and spaces

Export Current Balance

You can export current balance records to CSV:

1. Click the Export Button

   Click the Current Balance log button at the top right of the page.

2. Download the File

   The CSV file will automatically download with the name premiumserviceslist.csv containing current balances of all accounts.

Customize Visible Columns

You can show or hide columns according to your needs:

1. Open Column Selector

   Find the multiple selector at the top of the table (labeled as “Show columns” or similar).

2. Select Columns

   Select the columns you want to show. Selected columns will appear checked.

3. Apply Changes

   Changes are applied automatically and the table updates showing only the selected columns.

Saved Preferences

Your column preferences are automatically saved and maintained between sessions.

Validations and Restrictions

The system applies several validations and restrictions:

Required Modules

Some configurations require that specific modules be enabled:

• UOM: Requires that the UOM module be enabled to activate this feature
• Serial Control: Requires that the serials module be enabled
• Automation Rules: Requires that the automation_rules module be enabled

If you try to activate a feature whose module is not enabled, you’ll receive an error message indicating that you must contact Sales to enable the module.

User Permissions

• UserLevel = 3: Can view and edit all columns, including system and cost configurations
• UserLevel = 2 (WMS Admin): Can view and edit basic and premium service columns, but not system columns
• Other levels: Can only view basic columns according to their listing permissions

Summary Information

The table shows summary information at the bottom:

• Accounts with API/Channel Automation active: Number of accounts that have API or Channel Automation enabled
• Accounts without API/Channel Automation: Number of accounts without these services active
• Total balance: Sum of all current balances of active accounts

💡 Best Practices

Review Balances Regularly

Monitor current account balances regularly to identify accounts with low or negative balances that may need attention.

Configure Appropriate Minimum Balance

Set realistic minimum balances for each account based on their operation volume and payment frequency.

Activate Services Only When Needed

Activate premium services such as API or Channel Automation only for accounts that really need them to avoid unnecessary costs.

Verify Modules Before Activating Features

Before activating features such as UOM, Serial Control, or Automation Rules, verify that the corresponding modules are enabled.

Keep Shipping Accounts Updated

Regularly update UPS and FedEx account numbers when clients change their shipping accounts.

Export Data for Analysis

Export balance records periodically for financial analysis and trend tracking.

Troubleshooting

I can’t activate UOM, Serial Control, or Automation Rules

Problem: When trying to activate these features, an error message appears.

Solution:

• Verify that the corresponding module is enabled in system preferences
• If the module is not enabled, contact the system administrator or Sales to enable it
• Required modules are: UOM, serials, and automation_rules

I don’t see all columns

Problem: Some columns don’t appear in the table.

Solution:

• Verify your user level. System columns are only visible for UserLevel = 3
• Use the column selector to show/hide columns according to your preferences
• Some columns may be hidden by default according to your custom configuration

Changes don’t save

Problem: I modify a value but it doesn’t save.

Solution:

• Make sure to leave the field after entering the value (press Tab or click outside the field)
• Verify that the entered value meets validations (numeric range, alphanumeric format, etc.)
• Review error messages that appear to identify the specific problem
• Verify that you have edit permissions for the specific account

I can’t access Premium Services

Problem: I don’t see the “Premium Services” option in the menu.

Solution:

• Verify that the 3PL Billing module is enabled (3pl_billing = 'Y')
• Confirm that you have warehouse administrator permissions (UserLevel = 2 and UserWH = 1) or listing permissions
• Contact the system administrator if the problem persists

Next Steps

• 3PL Billing Overview - Understand the complete 3PL Billing system
• Price Plans - Create and manage price plans to assign to accounts
• OMS Client Prices - Customize specific prices per client
• OMS Accounts - Manage OMS accounts and their basic configurations