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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 FieldA flat rate per unit of measure

Example: Per unit charge $0.50

TimerNot yet Supported


Sliding ScaleBanded 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:

SituationDefaultCharge Base Unit Of Measure
Put 1 carton into a locationCharge a carton put-awayCharge a carton put-away
Put 1 pallet into a location (ie: A product which is measured in pallets)Charge a pallet put-awayCharge 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-awaysCharge 10 carton put-aways
Put 48 cartons into one location, and there's a conversion where 48 cartons = 1 palletCharge a pallet put-awayCharge 48 carton put-aways
Put 47 cartons into one location, and there's a conversion where 48 cartons = 1 palletCharge 47 carton put-awaysCharge 47 carton put-aways
Put 49 cartons into one location, and there's a conversion where 48 cartons = 1 palletCharge 1 pallet put-away + 1 carton put-awayCharge 49 carton put-aways
Put 49 cartons into one location, and there's no conversion from cartons to palletsCharge 49 carton put-awaysCharge 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 MeasureIntelligently Charge Pallet Picks Where PossibleCharge Pallet Picking Per Location
Picking 1 carton from one locationCharge a carton pickCharge a carton pickCharge a carton pickCharge a pallet pick
Picking 1 pallet from one location (ie: A product which is measured in pallets)Charge a pallet pickCharge a pallet pickCharge a pallet pickCharge 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 picksCharge 10 carton picks
Will anything be left in the location after picking?Charge
No - the whole pallet can be moved for pickingCharge whichever is less expensive, either 10 carton picks, or 1 pallet pick
Yes - the whole pallet cannot be moved for picking, individual carton picks must occurCharge 10 carton picks
Charge a pallet pick
Picking 48 cartons from one location, and there's a conversion where 48 cartons = 1 palletCharge a pallet pickCharge 48 carton picksCharge a pallet pickCharge a pallet pick
Picking 47 cartons from one location, and there's a conversion where 48 cartons = 1 palletCharge 47 carton picksCharge 47 carton picks
Will anything be left in the location after picking?Charge
No - the whole pallet can be moved for pickingCharge whichever is less expensive, either 47 carton picks, or 1 pallet pick
Yes - the whole pallet cannot be moved for picking, individual carton picks must occurCharge 47 carton picks
Charge a pallet pick
Picking 49 cartons from one location, and there's a conversion where 48 cartons = 1 palletCharge 1 pallet pick + 1 carton pickCharge 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 palletsCharge 49 carton picksCharge 49 carton picks
Will anything be left in the location after picking?Charge
No - the whole pallet can be moved for pickingCharge whichever is less expensive, either 49 carton picks, or 1 pallet pick
Yes - the whole pallet cannot be moved for picking, individual carton picks must occurCharge 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


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