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Billing Overview

A summary of our billing feature.

Updated today

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

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

VAS Operations

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

  • The system calculates the total quantity of related records for the entire billing period and applies a single price per item based on which tier that total quantity falls into. In this model, a higher total volume results in a different per-item rate for every item processed during that period.

    • Example:

      • The user has set:

        • Tier 1 (1-50 items): $1.00 per item

        • Tier 2 (51-200 items): $0.80 per item, for receiving.

      • Over a one-month billing period, you receive a total of 120 items for a client across multiple purchase orders.

      • Calculation:

        1. The system totals all received items for the period: 120 items.

        2. This total falls into the Tier 2 pricing range (51-200 items).

        3. Therefore, the rate for all 120 items is $0.80 per item.

        4. Total Charge = 120 items * $0.80/item = $96.00

Tier Order Based

  • Unlike the standard method, Tier-Order-Based charging calculates fees on a per-order basis. The total number of orders within the period determines the price tier per product for that period.

    This option is specifically available for the Pick & Pack operation type when Fee By is "Per Picking" and Charge By is selected as "Per Product (Pack Quantity)."

  • The total quantity of the orders within the defined period determines the per-product price.

Example: Per Picking pricing tiers for a pick & pack fee:

  • Tier 1 (1-50 orders): $1.00 per product

  • Tier 2 (51-200 orders): $0.80 per product

Scenario: During the billing period, a total of 120 orders were picked for the same client. These orders contained a total of 200 products.

Calculation: 120 orders fall under tier 2, so $0.80 charge per product will be taken into account.

  • Total Charge = $0.80 x 200 = $160

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

  • Product

  • SO

  • SKU

  • Product: For Each Unit, From Quantity, Tier Based, or Tier Order Based

  • SO: For Each Unit, From Quantity, Tier Based, Tier Order Based

  • SKU: For Each Unit, From Quantity

Per Packing

  • Product

  • SO

  • SKU

  • Product: For Each Unit, or From Quantity

  • SO: For Each Unit, or From Quantity

  • SKU: For Each Unit or From Quantity

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

  • Location

  • LP

  • Product

  • Total Volume

  • Location

  • LP

  • Product

  • Volume

  • Location: For Each Unit, or From Quantity

  • LP: For Each Unit, From Quantity, or Age

  • Product: For Each Unit, From Quantity, or Age

  • Volume: For Each Unit, From Quantity, or Tier Based

At Peak Inventory

  • Location

  • LP

  • Product

  • Total Volume

  • Location

  • LP

  • Product

  • Volume

  • Location: For Each Unit, or From Quantity

  • LP: For Each Unit, From Quantity, or Age

  • Product: For Each Unit, From Quantity, or Age

  • Volume: For Each Unit, From Quantity, or Tier Based

At Period End

  • Location

  • LP

  • Product

  • Total Volume

  • Location

  • LP

  • Product

  • Volume

  • Location: For Each Unit, or From Quantity

  • LP: For Each Unit, From Quantity, or Age

  • Product: For Each Unit, From Quantity, or Age

  • Volume: For Each Unit, From Quantity, or Tier Based

Distinct Period Count

  • Location

  • LP

  • Location

  • LP

  • Location: For Each Unit, or From Quantity

  • LP: For Each Unit, From Quantity, or Age


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