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Under certain circumstances it is possible to have Storage Charges which don't match Stock Movement Reports. This can make it tricky for clients to determine why they have been charged storage for items.

This disconnect is caused by specific customer configuration, and Sale Orders being left in a "Packed" (rather than Dispatched) status or Purchase Orders being left in a "Received" (rather than Allocated) status.


The primary reason for this difference in reports, is that internally CartonCloud uses two date fields to populate the data that is shown on the Stock Movement Reports and the Storage Charges for Invoicing.

Purchase Orders 

Determining date fields for Purchase Orders are:

Received 

  1. When a Purchase Order was received, 'status changed from Not Yet Received to Received', is shown on the Stock Movement Report

Allocated

  1. When a Purchase Order was allocated, 'status changed from Verified to Allocated', is used for calculating the Storage Charges.


In the case where a Purchase Order is left at "Received" status, the quantity will appear on the Stock Movement Report for the "received" date, however charges for Storage will not apply until the Purchase Order status is changed to "Allocated".


Sales Orders

Determining date fields for Sales Orders are:

Packed 

  1. When a Sale Order was packed, `finish_pack_time`, is shown on the Stock Movement Report

Depleted

  1. When a Sale Order was dispatched, `dispatched_datetime`, is used for calculating the Storage Charges.

There is also an option within the Customer settings as to when Storage Charges should Stop on Stocks. This can be configured as either when Packed or Dispatched.
For more information on this option please see: Customer Settings

In the case where the customer is configured to charge storage until the order is marked Dispatched, Sale Orders which are in Packed status will continue to charge storage, while showing as having been packed in the Stock Movement Report.

This disconnect between the Storage Charges and Stock Movement Report will compound as more orders are left in "Packed" status (and as Sale Orders are left in Packed status for longer periods of time).


In short, to avoid this situation, regularly check that you have not left Sale Orders in "Packed" status for long periods of time.


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