Handling fees, charges for Stock going in and out of the warehouse, are applied to both Purchase Orders and Sale Orders.
CartonCloud has a number of different ways in which Handling fees can be calculated for Sale Orders.
Purchase Orders, however, only have a single algorithm which works the same as the Default Sale Order Algorithm.
This also controls what stock is selected for orders - particularly in the case of Intelligent Pallet Picking.
How to setup Handling Charges
Enter 'Customer Charges' in 'Search for Anything' and select the Rate Card you would like to add Handling Charges for. From here select 'Handling Charges' then 'Add Handling Charge'
You will need to select the unit of measure that the charge applies to (always best to start with your base unit of measure)
The 'Question Type' is the charge scheme you would like to apply;
| Text Field | A flat rate per unit of measure | Example: Per unit charge $0.50  |
|---|---|---|
| Timer | Not yet Supported | |
| Sliding Scale | Banded rates for variations in quantity | Example: Per 1-10 units charge $0.50 / For 10+ units charge $0.45
|
You can now replicate the same process for the 'Outbound Charge'
Purchase Order Handling Fee Algorithm
CartonCloud features a number of different ways in which Putaway fees can be automatically calculated.
The method which is used can be configured within Customer Charges. Simply edit the Customer Charge, scroll down to the Purchase Order section and there's an option: "Putaway Charge Option".
The following table explains the difference between each of the two methods:
| Situation | Default | Charge Base Unit Of Measure |
|---|---|---|
| Put 1 carton into a location | Charge a carton put-away | Charge a carton put-away |
| Put 1 pallet into a location (ie: A product which is measured in pallets) | Charge a pallet put-away | Charge a pallet put-away |
| Put 10 cartons into one location, with no conversion to pallets Put 10 cartons into one location, which are 2 different products. Put 10 cartons into one location, which are the same product, but 2 different batches | Charge 10 carton put-aways | Charge 10 carton put-aways |
| Put 48 cartons into one location, and there's a conversion where 48 cartons = 1 pallet | Charge a pallet put-away | Charge 48 carton put-aways |
| Put 47 cartons into one location, and there's a conversion where 48 cartons = 1 pallet | Charge 47 carton put-aways | Charge 47 carton put-aways |
| Put 49 cartons into one location, and there's a conversion where 48 cartons = 1 pallet | Charge 1 pallet put-away + 1 carton put-away | Charge 49 carton put-aways |
| Put 49 cartons into one location, and there's no conversion from cartons to pallets | Charge 49 carton put-aways | Charge 49 carton put-aways |
Sale Order Handling Fee Algorithms
CartonCloud features a number of different ways in which Picking fees can be automatically calculated.
The method which is used can be configured within Customer Charges. Simply edit the Customer Charge, scroll down to the Sale Order section and there's an option: "Picking Charge Option".
The following table explains the difference between each of the three methods:
| Situation: | Default (Scale to Highest Unit of Measure) | Charge Base Unit Of Measure | Intelligently Charge Pallet Picks Where Possible | Charge Pallet Picking Per Location | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Picking 1 carton from one location | Charge a carton pick | Charge a carton pick | Charge a carton pick | Charge a pallet pick | ||||||
| Picking 1 pallet from one location (ie: A product which is measured in pallets) | Charge a pallet pick | Charge a pallet pick | Charge a pallet pick | Charge a pallet pick | ||||||
| Picking 10 cartons from one location, with no conversion to Pallets Picking 10 cartons from one location, which are 2 different products. Picking 10 cartons from one location, which are the same product, but 2 different batches | Charge 10 carton picks | Charge 10 carton picks |
| Charge a pallet pick | ||||||
| Picking 48 cartons from one location, and there's a conversion where 48 cartons = 1 pallet | Charge a pallet pick | Charge 48 carton picks | Charge a pallet pick | Charge a pallet pick | ||||||
| Picking 47 cartons from one location, and there's a conversion where 48 cartons = 1 pallet | Charge 47 carton picks | Charge 47 carton picks |
| Charge a pallet pick | ||||||
| Picking 49 cartons from one location, and there's a conversion where 48 cartons = 1 pallet | Charge 1 pallet pick + 1 carton pick | Charge 49 carton picks | Charge 1 pallet pick + 1 carton pick | Charge a pallet pick | ||||||
| Picking 49 cartons from one location, and there's no conversion from cartons to pallets | Charge 49 carton picks | Charge 49 carton picks |
| Charge a pallet pick |
Notes:
- Location based is based on the locations for the whole order - i.e. will consolidate order lines to per location per order only.
- For Bulk Locations (Multiple Pallets), the charging and allocation is based off the Pallet ID's that are created when allocating purchase order stock to bulk locations.
Manually adjusting Handling Charges
One picking fees have been calculated you can then make further changes, this is done directly from within the Purchase Order and/or Sale Order.
Simply go to the Charges tab within the Sale Order / Purchase Order, make changes to the "Item Charge Data", and then click "Save" down the bottom.
If you want to reset the charges back to what was originally calculated by the charging algorithm, click "Reset".
Enable Charging based on provided Sale Order Product Units of Measure
Enabling this option will result in item charges being calculated when a Sale Order is imported. The charges will be calculated based on the Unit of Measure provided in the Sale Order Products being parsed from the file. Eg. If a Sale Order requested 4 unit of Product 1 and 2 cartons of Product 2 then the item charges would show: - 4 x Product 1 charge - 2 x Product 2 charge