This page is designed to assist you in troubleshooting your common Storage Charge Errors found in your invoices.
Most of the errors occur because the product or customer does not have the Storage Charge rate set up, meaning CartonCloud cannot find any charge to apply for the storage of product in a location.
Lets take a look at the concept of Storage Charging
Storage Charging starts at the Product Type of which the total of this product type for a storage period are multiplied against the value stored against the product type in the customer charge
Location of Product Type:-
How to identify your Storage Charge Error
Step 1 To View your storage error follow these steps - Click on Invoices>select the Invoice with the charge error (YES)
Step 2 - Next select Storage Periods Tab (should have a number in circle indicating error exists)>click on view
Step 3 - To look at the error message select Charges> Charge Errors as per below:-
Common Storage Charge Errors
To resolve an error you will either have to go to the Customer, Customer Charge or Product settings. Below you will see the most common Storage Charge errors and a resolution to these
No General Per Pallet Qty rates loaded
|Add General + Per Pallet Qty to the Customer Storage Charges Tab|
No Frozen Per Pallet Qty rates loaded
|Add General + Per Pallet Qty to the Customer Storage Charges Tab|
No Per-Location Charges exist
|Look at Charge Product Type Option it will be Product or Location, add a Storage Charge for Per Location or Product|
No Standard Pallet Volume rates loaded
Add Standard Pallet rates to the customers charges
Error calculating charge for product id (1077). Oversize unit not defined
Product ID 1077 - set up to charge per location
Also in your Product>Edit Product Unit of Measure> Oversize Warning change to yes
N.B. If you want your product to charge per pallet qty you must state how many units are on a pallet i.e. 256 per pallet or 126 per pallet - see Product set up.
Once you have actioned the error message, click re-calculate invoice button. If error still occurs repeat the investigation until error is removed.
Storage & Invoice periods are not aligned
Suggestion is "make sure your storage info matches your invoice info: Organisation Settings → Invoice Tab → Check if your "Default Next Invoice Date" and "Default First Day Of Week" match your "Storage Starts On" date. Also the Default First Day of Week should match the Storage Starts On, i.e. in this case both are Monday, if these are different then the storage periods won't sync with the invoices."
Customers who want to know how the Storage Charging works in CartonCloud, below is a very simple summary that you can send your customer
System charges per week or part thereof. Easiest way to visualise this is
Opening Balance + Stock received during the storage period = Billable quantity
The Invoice Summary is not stock on hand report
My pallet location is charging twice even though I have selected 'Per Location' charging
By default newly received product is always charged as 'new' storage even if added to a location already containing product. If you do not want new storage charged turn off the 'Double Charge Storage' in customer charge\detail
Storage has not been charged for backdated Purchase Orders
|By default the system will always generate the Storage Period charge based on the "Date Added" for the purchase order. This means that if you have back dated the purchase order to be "Date Allocated" in the week previous, the Storage Period will need to be manually created and added to your invoice. If the invoice has already been approved and sent to the customer, you can still create Storage Periods manually and add these to a new invoice to calculate the extra revenue.|
No Product Type Charge for Non Dangerous Goods
In the Customer Charges, check the Storage Charge set up for "Charge Product Type Option". If this is set to "Warehouse Location", the charge will be built using the location type, which often "Non Dangerous Goods".
You can learn more about these charges in our webinar
No Product Type Charge for (General, Bottle, Keg etc) which is currently being stored in the Warehouse
To resolve this issue, go to:
If this product type should not be in use or if you want to check which products are using this product type, you can review the products by Exporting and Importing Products
Changing Storage Settings within Invoice Period
If you have changed the Storage Settings for a customer within a Storage Period, you need to manually create a Storage Period and re-calculate your invoice totals to reflect the change.
For example, you now wish to charge your customer for Daily Storage, where previously they were on a weekly storage invoice. As this is during the current invoice period, the system will no longer automatically generate the invoice for the previous weekly charge and in this case, hasn't yet reached the schedule to start the daily storage creation. Follow the steps above to create the missing storage periods for each day (Daily Charging) and then go into your invoices and add these periods in. Once you have completed this, you will need to re-calculate the totals to reflect the additional days.
Daily Charged Storage is not generating for each day of the week, only for the first day.
In CartonCloud there are two settings that determine when and how the Storage Charges are calculated in WMS:
(Some tenants of CartonCloud may have this set to "7" by default. If you do not wish to charge storage periods less than weekly, you do not need to change this)
It is at the Customer Charges level that you will be deciding how you wish to charge Storage for your customer (Storage Charge Days set to 1 = Daily or 7 = Weekly)
If you wish to have a customer on daily storage charging, you need to make sure that you have updated the Organisational Settings for the Default Storage Days to =1, so that the system knows to generate the storage periods on a daily basis.
Storage Periods are not attaching themselves to the invoice (They have to be manually added)
This is because the Storage Periods and the Invoice Periods are not aligned.
You can update this by going to:
Organisation Settings → Invoice Tab → Check if your "Default Next Invoice Date" and "Default First Day Of Week" match your "Storage Starts On" date. Also the Default First Day of Week should match the Storage Starts On, i.e. in this case both are Monday, if these are different then the storage periods won't sync with the invoices."
If the generating days are not aligned and you need to update this, once you have aligned them, there are two options to correct this for the current period:
Stock Report defined:-
If the customer has a pallet that comes in halfway through the storage period and then it leaves it won't show up on the stock report on 8th of April, it will still show as a pallet in the storage period for that week
If you download the stock report for each day of that storage period you will find that the number of pallets changes throughout the week.
However, the storage period for that week will charge for every pallet present during that week, even if its only for a day
This is how to add a storage charge.