Overview
The per pallet unit storage method uses similar logic to the simple per unit method: Per Unit Storage Charging.
It works well for situations where Location IDs cannot be easily used (i.e. items are stored/stacked on the floor) and where products are stored/stacked on pallets in uniform quantities.
The system will divide the total units of stock available for a product by its pallet size to get the number of pallets available e.g. there are 15,000 units in stock for a product & its pallet size is 130 - so there are 115.38 pallets in stock of this product.
This number will automatically round up to 116 pallets as it's assumed full pallets are always wanting to be charged for. The calculation will then be repeated for all products.
Prerequisite - Adding Pallet Sizes to products
The crucial part of this storage method is applying a pallet size to each product, the easiest way to do this is by Updating Products in Bulk, to add this to each product individually, please do the following:
Click Products then Overview.
Find the product you want to update.
Click Actions then Edit.
Within the Edit Product screen click the Extra Details tab.
Enter the Sizes into PalletSizes.
The Pallet Size field is essentially how many units of that specific product fit onto one pallet. You can have multiple different Pallet Sizes. When charging the system will use the largest Pallet Size first, the remainder would then go into the smaller Pallet Size.
Finally, click Save.
Pallet Sizes Example
Per Pallet Unit Type
To set up PerPalletUnit on a per-client basis, please do the following:
Click Client then Overview.
Search for the client.
Next, click Actions then Edit.
Within the client details click the Storage Costs tab.
Select the Storage Cost Frequency.
Select PerPalletUnit for the StorageType.
Turn Automatically Calculate & Invoice Storage Costs according to frequency to ON.
Click Save.
Automatic Invoicing
To ensure storage costs are invoiced automatically, please enable Automatic Invoicing within the Customer Account Settings:
Click Settings then Customer Account Settings.
Click the Automation tab.
Enable Auto Invoice (Despatched Orders, Booked ASNs, Booked Collections & Confirmed Returns).
Click Save.
Unit Storage Fee - Per Client
Now you can set a default storage unit charge for the client:
Click Client then Overview.
Search for the client.
Next, click Actions then Edit.
Click the Defaults tab.
Enter a value in the Default Unit Storage Fee.
Click Save.
Unit Storage Fee - Per Product
If you wish you can select certain products to have a higher or lower storage unit amount than the default (if the products are much bigger or smaller than the normal size for that client).
To represent a true storage charge in relation to the size of the products - you can set up a different unit charge for every product if you want to. To do this:
Click Products then Overview.
Search for the product.
Click Actions then Edit.
Within the product details, click the Picking / Storage Cost tab.
Enter a Storage Unit Price.
Click Save.