PULPO WMS offers its 3PL customers the option to use data from PULPO WMS to create invoices for their merchants without additional effort and manual calculations.
The 1st version of the billing includes inbound operations only.
The result of the calculation is a downloadable CSV file containing the data about warehouse operations within a certain month, their price and quantity, and can be used to create an invoice for the related period of time (month).
Accessing the billing functionality
You can open the invoicing functionality by clicking "3 dots" next to the Merchant name and clicking "Merchant billing".
As a result, the Invoice creation dialogue opens.
Initially, the dialogue is empty and requires adding the line items for services and warehouse operations.
Adding the warehouse operations to the invoice
There are several ways to add warehouse operations to the invoice.
By selecting them from the list and adding the price per operation
By uploading a CSV file containing a list of operations and the related costs
Possible options that can be added/calculated (click to expland)
Possible options that can be added/calculated (click to expland)
Per Accepted SKU / Tag
Per Rejected SKU / Tag
Per received quantity (item)
Per received quantity / Tag (item)
Per accepted quantity / Tag (item)
Per accepted lot
Per accepted serial
Per rejected lot
Per rejected m³ / Tag
Per accepted kg
Per accepted kg / Tag
Per rejected kg
Per rejected kg / Tag
Per received Purchase Order
Per created Incoming Good
SKU quantity rejected goods
SKU quantity rejected goods / Tag
Free cost
Accepted quantity includes only accepted items.
Received quantity includes both accepted and rejected items.
Adding the operations manually
You can add the operations to your invoice template manually by selecting them from the list.
To do so:
Click the Add Cost button
Select the operations from the dropdown list
Select the tag (optional, only required if operations are related to product tags)
Add the cost per operation
Save the data (click OK - Add Cost)
The cost item will be added to the invoice, and you can proceed with adding other processes.
Use the Free Cost option to add the line items and quantities that can not be calculated in PULPO WMS automatically (for example, usage of pallets or scanners).
The quantities related to the processes for all items except for the Free Cost items will be calculated automatically
Adding the operations via CSV upload
PULPO WMS offers you the option to upload a CSV file with warehouse operations (including free warehouse operations), their names and costs.
To upload a CSV file, click the Update Costs via CSV button and upload a CSV file containing the related costs. The sample format can be downloaded directly from the upload screen or from here.
Billing data upload CSV File format
Column name | Description | Is mandatory |
process | designation of the process. The full list of processes can be found here | ✅ |
cost | Cost of the process unit. Use the "." as a decimal separator. | ✅ |
product_category_name | A tag that is used to calculate tag-related processes | ❌ Only required if the tag-related operations are used |
custom_name | Description of a related Free Cost (free_cost) process | ❌ Only required for the free_cost operations |
quantity | The quantity of operations to be added to the invoice | ❌ Required in 2 cases: - you would like to avoid automated calcualtions |
Below you can see an example of a billing data upload CSV file with regular costs, free costs, and tag-based operations.
Saving the Billing Template
After adding or uploading the lines to the invoice, you will see a screen with all related operations to be included in the invoice.
You can save a billing template by clicking the SAVE BILLING TEMPLATE button.
The next time you open the billing screen, the selected and previously saved lines will be available immediately, so there will be no need to rebuild the report.
Templates are saved at the merchant level, so each of your merchants can have their own template based on the provided services and individual costs.
Generating the invoice
After adding or uploading the lines to the invoice, you will see a screen with all related operations to be included in the invoice.
To download the invoice, select a month from the dropdown and click Generate Report. The report will be prepared for download and will become available in the Merchant Billing Reports tab of the merchant information screen.
The tab contains all previously generated billing reports for the selected merchant and allows you to access them easily.