Price Plans

Price Plans are pricing templates that define base rates for different warehouse services. You can create multiple price plans with different cost structures and assign them to different OMS accounts, allowing you to customize billing according to each client’s needs.

This tool is essential for 3PL administrators who need to establish consistent and reusable pricing structures. Price plans are assigned to OMS accounts and used to automatically calculate billing charges.

Why use Price Plans?

Reusable Templates

Create pricing templates once and assign them to multiple OMS accounts, saving time and ensuring billing consistency.

Centralized Management

Manage all your price plans from a single place, facilitating updates and rate maintenance.

Inline Editing

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

Customized Billing Cycles

Define specific billing cycles for each plan (daily, weekly, monthly, etc.) to adapt to each client’s needs.

Visibility Control

Control which price plans are visible during the new account registration process to guide new clients.

Complete Cost Structure

Define costs for all services including handling, storage, man-hours, bins, and special services.

Accessing Price Plans

You can access Price Plans from:

1. 3PL Billing Menu: Navigate to 3PL Billing > 3PL Prices > Price Plans
2. Directly: Access /Pricingplanlist.php

Required Permissions

Price Plans 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 Price Plans table shows the following columns for each plan:

Basic Information

• ID: Unique identifier of the price plan
• Plans: Name of the price plan

System Costs

• Cost Fee System: System fee (required)
• Cost Fee Warehouse: Warehouse fee (required)

Service Costs

• Cost Minimum Handling: Minimum handling cost (required)
• Cost Man Hour: Cost per man hour (required)
• Cost Box: Cost per box (required)
• Cost Qty: Cost per quantity (required)
• Cost Sku: Cost per SKU (required)

Storage Costs

• Cost Bin: Cost per standard bin (required)
• Cost Top: Cost per top bin (required)
• Cost Floor: Cost per floor bin (required)
• Cost Bin Pallet: Cost per pallet bin (required)
• Cost Bin Especial: Cost per special bin (required)

Additional Services

• photo: Photography cost

Billing Configuration

• Billing Cycle: Billing cycle in days (required)
  • Selected from the cost_cycle_bill table that contains predefined descriptions
  • Common examples: 7 days (weekly), 15 days (bi-weekly), 30 days (monthly)
• First Billing Day: First billing day

Visibility

• Vissible Signup: Indicates if the plan is visible during the new account registration process (Y/N)

Create a New Price Plan

1. Activate Add Mode

   Click the Add button or navigate to an empty row at the end of the table and click the edit icon.

2. Complete Required Fields

   Enter the following mandatory fields:

   • Plans: Descriptive name of the plan
   • Cost Fee System: System fee
   • Cost Fee Warehouse: Warehouse fee
   • Cost Minimum Handling: Minimum handling cost
   • Cost Man Hour: Cost per man hour
   • Cost Box: Cost per box
   • Cost Qty: Cost per quantity
   • Cost Sku: Cost per SKU
   • Cost Bin: Cost per standard bin
   • Cost Top: Cost per top bin
   • Cost Floor: Cost per floor bin
   • Cost Bin Pallet: Cost per pallet bin
   • Cost Bin Especial: Cost per special bin
   • Billing Cycle: Select the billing cycle from the dropdown menu
   • Vissible Signup: Select Y or N according to whether you want it visible in registration

3. Complete Optional Fields

   If necessary, enter:

   • photo: Photography cost
   • First Billing Day: First billing day

4. Save the Plan

   Click Update to save the new price plan.

Automatic Validation

The system automatically validates that all required fields are complete and that numeric values are valid before allowing save.

Edit an Existing Price Plan

1. Activate Edit Mode

   Click the edit icon (pencil) in the row of the plan you want to modify.

2. Modify the Fields

   Update the fields you want to change. All fields are editable except the ID.

3. Save Changes

   Click Update to save the changes.

Impact on Billing

Changes to price plans can affect billing of accounts using that plan. Changes apply according to the configured billing cycle.

Assign Price Plans to Accounts

Price plans are assigned to OMS accounts through the cost_general table. To assign a plan:

1. Go to OMS Client Prices

   Navigate to 3PL Billing > 3PL Prices > OMS Client Prices (/PriceListlist__.php).

2. Select or Create a Price List

   Create a new price list or edit an existing one for the OMS account.

3. Select the Plan

   In the Plan ID field, select the price plan you want to assign from the dropdown menu.

4. Save the Assignment

   Save the price list. The price plan will be assigned to the account.

Active Plan

Only one plan can be active per account at a time. When you assign a new plan, the system may generate an invoice if there are differences in the billing cycle.

Billing Cycles

The Billing Cycle field defines how frequently accounts using the plan are billed:

• 7 days: Weekly billing
• 15 days: Bi-weekly billing
• 30 days: Monthly billing
• Others: You can define custom cycles according to your needs

The billing cycle is combined with First Billing Day to determine when the first invoice and subsequent invoices are generated.

Visibility in Registration

The Vissible Signup field controls whether the plan appears as an option during the new account registration process:

• Y (Yes): The plan will be visible and selectable during registration
• N (No): The plan won’t appear as an option during registration (can only be assigned manually)

Public vs Private Plans

Use signup-visible plans for standard plans you want new clients to be able to select. Use non-visible plans for customized or special plans you only assign manually.

Cost Structure

Each price plan defines costs for different types of services:

Base Costs

• Cost Fee System: Base system fee
• Cost Fee Warehouse: Base warehouse fee

Costs Per Service

• Cost Minimum Handling: Minimum charge per handling order
• Cost Man Hour: Cost per hour of work
• Cost Box: Cost per processed box

Costs Per Unit

• Cost Qty: Cost per quantity of units
• Cost Sku: Cost per unique SKU

Storage Costs Per Bin Type

• Cost Bin: Standard cost per bin
• Cost Top: Additional cost for bins in top locations
• Cost Floor: Additional cost for floor bins
• Cost Bin Pallet: Cost per pallet bins
• Cost Bin Especial: Cost per special bins

Additional Services

• photo: Cost per photography service

Search Price Plans

You can search plans using search filters:

1. Open the Search Form

   Search fields appear at the top of the table.

2. Enter Search Criteria

   You can search by:

   • ID: Plan number
   • Plans: Plan name (partial search)
   • Any specific cost field

3. Apply the Search

   Click Search or press Enter to apply the filters.

Sort the Table

You can sort the table by clicking column headers:

• Click once to sort ascending
• Click again to sort descending
• Arrow icons indicate the current sort direction

Related Links

At the top of the page you’ll find links to:

• Price List: Direct access to OMS Client Prices to assign plans to accounts
• Handling Tiers: Configure handling levels (tiers) for price plans

💡 Best Practices

Descriptive Names

Use clear and descriptive names for your plans (e.g., “Basic Plan”, “Premium Plan”, “High Volume Plan”) to facilitate identification.

Standard Plans First

Create common standard plans first and mark the most popular as visible in signup for new clients.

Document Differences

Maintain documentation about what makes each plan unique and when to use it to facilitate correct selection.

Review Billing Cycles

Make sure billing cycles are appropriate for the type of client and operation volume.

Test Before Activating

Before assigning a new plan to multiple accounts, test first with a test account to verify that calculations are correct.

Update Regularly

Review and update price plans periodically to reflect changes in operating costs or pricing strategies.

Troubleshooting

I can’t save a new plan

Problem: When trying to create a new plan, a validation error appears.

Solution:

• Verify that all required fields are complete
• Make sure all numeric values are valid (positive numbers or zero)
• Verify that the Billing Cycle field has a selected value
• Verify that Vissible Signup has a selected value (Y or N)

Changes don’t apply to accounts

Problem: I modify a plan but accounts continue using old values.

Solution:

• Changes to price plans only affect accounts when a new invoice is generated according to the billing cycle
• If you need to apply changes immediately, you can create a new price list for the account with the updated plan
• Verify that the plan is correctly assigned in OMS Client Prices

I don’t see the plan in registration

Problem: A plan doesn’t appear as an option during new account registration.

Solution:

• Verify that the Vissible Signup field is configured as “Y” (Yes)
• Only plans with Vissible Signup = ‘Y’ appear during registration
• Plans with Vissible Signup = ‘N’ can only be assigned manually

I can’t access Price Plans

Problem: I don’t see the “Price Plans” option in the 3PL Billing 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
• OMS Client Prices - Assign price plans to specific OMS accounts
• Premium Services - Configure additional premium services per account
• Service Summary - See how price plans affect billing