Billing Module Enhancement: User Manual

                               

We are excited to announce a new customisation in our WMS that enhances the storage charges configuration, allowing for more accurate and customisable billing for customers. This update introduces new tabs and parameters that provide greater flexibility in defining charges based on various criteria. Here are the key features and improvements:

We believe that these enhancements will greatly benefit our users, enabling them to provide more transparent and accurate billing for their customers

Define Packaging Material Charges

1. Introducing the ability to define separate packaging material costs for each packaging material. 
2. Users can set different costs for each packaging material, providing more accurate billing. 
3. Two options are available: "Fixed" for common costs across all materials, and "By material type" for specific costs. 
4. The "Fixed" option displays standard packaging material charges in the billing type and charges column. 
5. "By material type" offers an auto search mechanism for selecting packaging materials, ensuring accuracy. 
6. A minimum of three characters is required for suggestions to appear, showing active and chargeable materials.

Define storage charges by Volume, Weight and Category

WMS upgrade brings advanced configuration options, including CBM, location, weight, and category-based charges for Storage. 

User Guide:

1. Upon logging in, users are directed to the Dashboard as the default landing page. From there, navigate to the "CUSTOMERS" section.

2. To edit customer details, click on "Edit details" next to the respective customer. Alternatively, click on "Add New Customer" to create a new customer entry.

 3. Go to the "Warehouse Configuration" tab and select "Billing Parameter".

4. Click on "Storage Charges".

1. User can define the storage charges by Volume, Location, Weight and Category.

        b. Choose slabs such as "By Volume", "By Location", "By Weight", or "By Category".

        c. Users can add charges in the desired slab.

        d. After adding the charges, click on "Next" to save the charges.

Define Inbound/B2C/B2B Charges by Slab

Users can configure billing charges per slabs for Inbound order processing and B2C order Picking and Packing. This feature enables users to set different pricing structures based on specific slabs defined by quantity, volume, category, or weight.

With this enhancement, the system will calculate the charges for Purchase orders and B2C sales orders based on the configured slab pricing. Users will be able to view and track these charges in the billing report, providing transparency and accuracy in billing calculations.

Ex: If the user defines a slab for picking charges as 1 to 4 items at $10. With this configuration, the system applies a flat charge of $10 for the first 4 items in the slab. However, for any additional items beyond the fourth, separate charges will be automatically calculated, ensuring accurate billing down to the item level. 

1. Under "Inbound Billing charges", click on "Inbound Processing Charges".

2. Choose whether to configure fixed charges or charges by slab. For slab-based charges, click on options such as "By Volume", "By Quantity", "By Weight", or "By Category". This will provide an option to enter the minimum and maximum slab values along with the corresponding charges.

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3. Users can add multiple slabs by clicking on the "Add" button.

4. Slabs can be deleted by clicking on the "Delete" button next to the respective slab.

5. Similarly, charges can be added for "B2C Picking and Packing" under "B2C Order Charges".

6. After adding the charges, click on "Next" to save the changes.

7. Based on the charges setup, billing report will be calculated for Inbound and B2C picking and packing.

Storage Charges based on the shelf utilized per day

1. Calculate storage charges for the Picking location or Pallet Location. 
2. Enhance storage charges configuration with new tabs and parameters. 
3. Display Charges based on criteria such as CBM, Location, Weight, and Category. 
4. Customize charges for categories using CBM, Location, and Weight criteria. 

Key Features:

1. By CBM Charges: We retain the existing charges configuration through the "By CBM" tab, ensuring a seamless transition.
2. By Location Charges: The new "By Location" tab revolutionizes billing by allowing separate charges for pick face and pallet face locations. Occupied shelf count is used for accurate billing.
3. By Weight Charges: Our "By Weight" tab factors in the weight of stored items, offering equitable charges based on each item's weight.
4. By Category Charges: Introducing the versatile "By Category" tab, which lets administrators tailor charges using subtypes like "By CBM," "By Location," and "By Weight" for different product categories.

User Guide:

1. Click on "Storage Charges".

2. Choose a storage type such as 

            Standard storage charges for pick location

            Standard storage charges for pallet location

            Temperature Controlled Storage Charges for pick location

            Temperature Controlled Storage Charges for pallet location

3. Choose slabs such as "By Volume", "By Location", "By Weight", or "By Category".

4. Users can add charges in the desired slab.

5. After adding the charges, click on "Next" to save the charges.

Define handling charges for B2B order.  

During the packing process, system automatically identifies the number of cartons added, while user can manually input the number of processed pallets. This captured carton and pallet information is utilized to accurately calculate handling charges, which seamlessly integrate into the billing report within the B2B billing module.

In addition, we have further enhanced the B2B order creation process by introducing a feature to capture container details on order creation. These parameters align with the ones collected during inbound billing. We've made this field optional, ensuring flexibility during order creation. User have the freedom to select the suitable container details for an order, with the corresponding amount seamlessly integrated into the B2B billing charges. This results in precise tracking of container-related costs throughout the billing process.

1. Enable a Warehouse level setting to ‘Capture Pallet and Loose Pieces’ 

2. Create B2B Order ( Bulk Upload and Order creation ) : Define Consignment Size

3. Packing: While adding the carton’s user can define the No. of Pallets and Loose Pieces

4. Billing Module B2B Order Section : User can define the consignment size charges. 

5. Based on the No. of pallets/ carton / Loose pieces added, billing report will be Generated for B2b orders.

Released Version:

Web WMS Version : v 3.0.0 

We hope this feature contributes to an effortless user experience for you.  

In case of any queries, please reach out to us through any of our Helpline Channels.    

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