If you operate in a 4PL scenario, you may need to calculate expenses on warehouse operations (Sale Orders, Purchase Orders and Storage).


This article will cover how to load expense rates and bill your customer's for 3rd party Warehouse Operations. 

Enabling Warehouse Expenses

To begin, you will need to enable Warehouse Expense Charges.

To do this, select More in the main menu, followed by Organisation Settings in the drop-down.

Once there, select the Features & Options tab.

Then scroll down to the section named Charges Configuration, and turn on Enable Warehouse Expense Charges

Scroll to the bottom of the page and select Save.

Create a Supplier for a Warehouse

You will now need to create a supplier. This Supplier is the Warehouse carrying out the work you will be billing. For assistance with this see the Suppliers article.

Before proceeding to use the Supplier it is important to ensure the following step is followed.

On the Linked To tab of the Supplier, you must ensure the Supplier Type is set as Warehouse. Then link the supplier to the Warehouse you want to calculate charges for. In some cases, you may name the Warehouse the same as the Supplier.

Assistance on creating new Warehouses can be found here if required.

Finally, select Link and it will be saved as displayed in the example below.

Provided you have linked the Supplier to its correct rates in the Basics tab you are now finished and ready to begin using the Supplier within CartonCloud. 

The Supplier will begin to generate Bills for work it completes so you are able to track expense and income.

Loading Expenses against Sale Orders, Purchase Orders and Storage Periods

The rates loaded into the Supplier's Charge card for picking, packing and storage are used when calculating the expenses.

In addition, Item Charge Data and Adhoc Charges can be modified independently for both Income and Expense: