With our Billing function, you can reduce confusion regarding billing and enhance transparency in financial transactions with 3PL clients. Clear billing terms and detailed service descriptions also play an important role in establishing trust and ensuring prompt payments. Read below to learn more about the ins and outs of our Billing module.
Billing Setup/Configuration
Setting Billing Contracts
Warehouse operators can set separate billing contracts for each of their clients.
Billing Frequency
During setup, users can set the billing frequency for automatic calculation.
Frequency Options: Daily, monthly, weekly, bimonthly, semimonthly, and biweekly.
Example: A warehouse can set a billing contract with a monthly frequency, which will generate reports at the end of each month.
For clients needing mid-month insights, we can offer them manual calculation where they can trigger the calculation for a specific time period.
Billing Calculation Options
Automatic Billing
Billing is automatically calculated and billing reports generated based on the contract frequency.
Our default calculation settled up according to the automatic calculation.
Manual Calculation
Users have the option to calculate billing manually for a specific period of time.
Example: If a monthly billing contract is in place, but a client needs mid-month billing insights, the warehouse team can manually calculate billing for a defined time period.
Billing Reports
Types of Billing Reports
Two types of billing reports are available.
The available types are the Detailed Billing Report and Consolidated Billing Report. Learn more about each in the sections below.
Consolidated Billing Report
A summary report for a quick overview of billing. Can be viewed by clicking the name of the billing form, or Show Details.
In the consolidated report, all the information available in the detailed report is summarized.
Example: While the detailed report might show multiple lines for picking transactions for different orders, the consolidated report presents a single line that displays the total amount of picking activity.
Detailed Billing Report
This is a more comprehensive version than a consolidated billing report. Can be viewed by clicking the name of the billing form, or Show Details. Click the Detailed Billing Report button to load it.
The detailed billing report provides detailed information for each transaction, including:
Client / Warehouse
Total Amount
Activity date
Operation type
Fee name
Fee by
Charge by
Pricing details
Referenced PO or SO numbers
VAS (Value-Added Services) notes
Billing Number Assignment
Unique billing numbers are assigned to each report for tracking purposes.
Example: Automatic assignment of billing numbers.
Export and Printing
Both types of reports can be exported to Excel or printed within Logiwa IO.
Integration Limitation
Currently, there is no direct integration with QuickBooks (QB) for automated report sending. Manual export is required for now.
Billing Operations
Operation Types
Various operation types are supported.
Examples: Storage, Receiving, Pick & Pack, VAS (Value-Added Services), Recurring, Shipment
Operation types capture their own transactions.
Examples:
Storage: Monitors inventory transactions.
Receiving: Tracks receiving operations.
Pick & Pack: Checks picking and packing transactions.
VAS Operations
Used for charges not automatically captured by Logiwa IO (e.g., printing product labels).
Example: Logiwa IO cannot automatically track how many product labels are printed; therefore, warehouse operations teams manually enter these charges in the system.
Recurring Operations
Used for fees charged in every billing period.
An option to manage one-time charges is available by clicking the Charge One Time toggle. This can be used for onboarding fees charged at the beginning of integration setup with a client.
Shipment Operations
Monitors shipping transactions.
Can be charge per shipment order, per label, per LP, and per product.
Customized Billing Line Names
Each billing line can be named as per client requests.
Fee and Charge Customization
Fee By and Charge By Options
Each operation type in the billing module has its own designated Fee By and Charge By options. These settings allow for precise customization of how charges are calculated and applied. Each is explained further in the sections below.
Fee By
Fee By determines what Logiwa IO will consider for billing calculations based on the selected operation type.
Examples:
If the operation type is Receiving, users can set the Fee By to Per PO. In this case, Logiwa IO will calculate charges based on the number of received Purchase Orders (POs) during the billing period.
Alternatively, if the Fee By is set as Per LP for the same operation type, Logiwa IO will calculate charges based on the number of Received Pallets (LPs) during the specified billing period.
Charge By
Charge By specifies the criteria used for calculating billing lines.
Example: Say the operation type is Pick & Pack, and the Fee By is set to Per Pick. Users can further define the Charge By as Product or SO (Sales Order).
If Product is selected, the calculation will examine the picking transactions in the billing contract's period and count the number of products picked.
Conversely, if SO is chosen as the Charge By, Logiwa IO will check the picking transactions and count the number of Sales Orders (SOs) that have associated picking tasks.
Custom Conditions
The Add Condition option during billing allows users to specify billing charges under specific scenarios, offering an additional layer of customization.
Example: Say an operation type is Shipment with a Fee By set to Per LP. If users want to specify charges based on the usage of specific LP types, they can add an LP Type condition.
The calculation will first examine the shipping transactions, count the number of shipped LPs, and then filter that information based on the specified LP types.
Pricing Options for Billing
Per Unit Amount
Users have the flexibility to set a per-unit amount for billing.
Example: If the billing contract specifies a per-unit amount of $5, each unit of the billed item incurs a $5 charge.
From Quantity
Users can implement pricing by certain quantities for billing.
Example: Pricing can be structured as follows:
First 1-10 items are charged at $5 per unit.
Items 11-99 are charged at $10 per unit.
Tier-Based
Users can establish pricing tiers based on predefined ranges, and clients are charged based on the tier that the total number of items falls under.
Example:
The user has set the tiers to $1 each for 1-5 units and $2 each for 6-20 units.
If 10 units are processed, they will all be set to the 6-20 tier. The 10 units will be charged at $2 each, equaling a $20 charge.
Billing Configuration Options by Operation Type
Operation Type | Fee By Operations | Charge By Operations | Price Setup Option |
Shipment | Per SO | SO | For Each Unit, From Quantity, or Tier Based |
| Per Label | Label | Flat Charge, Label Charge, Percentage (of label charge), or Label Charge + Percentage |
| Per LP | LP | For Each Unit, or From Quantity |
| Per Product | Product | For Each Unit, From Quantity, or Tier Based |
Recurring | Recurring | Recurring | Per Reoccurrence |
| Recurring | Charge One Time (toggle) | Fixed Amount |
VAS | Operation | Unit related to VAS Type | For Each Unit or From Quantity |
Pick & Pack | Per Picking |
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| Per Packing |
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Receiving | Per Product | Product, Weight | For Each Unit, From Quantity, or Tier Based; per weight unit |
| Per LP | LP | For Each Unit, From Quantity |
| Per PO | PO | For Each Unit, or From Quantity |
| Per SKU | SKU | For Each Unit, or From Quantity |
Storage Options
Storage has an additional option, Fee Calculation Type, that makes it different from other operation types. These variations are shown below.
Fee Calculation Type | Fee By Operations | Charge By Operations | Price Setup Option |
Daily Accumulation |
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At Peak Inventory |
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At Period End |
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Distinct Period Count |
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