Skip to content
  • There are no suggestions because the search field is empty.

Bulk Charges Report

Table of Contents

Purpose

The Bulk Charges Report allows Administrator users (who can view charging information) to create and export reports containing charging data for a specified date range, entity (Sale Order, Purchase Order, Storage Period and/or Consignment) and for selected customers. The Bulk Charges Report is designed to allow for more granular analysis of charges, facilitating better financial oversight and decision making. In addition, the report can be run via the API. See here for more information. 

How to run the report

Note: data from all warehouses will be included in the export and the report limit is 20,000 rows. 

Note: only charges that have been generated against an order will show on the report. If the charges against an order haven't yet been generated they will not appear on the report. 

  • Click Reports > Bulk Export Charges.

  • Select a Date Filter. Select to filter the report by either the Created Date, Invoice Date or Activity Date of the related entity to the charge. 

    • Created Date: Works off the Sale Order/Purchase Order/Consignment/Storage Period created date. 

    • Invoice Date: Works off the invoice start/end dates and will also include invoices that overlap the supplied date range. 

    • Activity Date: Works off the date an activity took place, which includes:

      • Sale Order: The date the order was packed.

      • Consignments: The date the Consignment was delivered. 

      • Purchase Order: The date the Purchase Order was allocated.

      • Run Sheet: The delivery date for the Run Sheet.

      • Manifests: The date the Manifest was added.

  • Select a From and To date. This date and time is respective to your local time zone. 

  • Select the Customers you wish to include in the Report (only active customers will be visible here) or leave blank to export all.

  • Select the Applies to you wish to include in the report or leave blank to export all. You can choose Consignment, Manifest, Sale Order, Purchase Order, Storage Period or Run Sheet.

  • Click Export Excel. 

  • Download the report from the notification bar in the top right corner. 

 

Columns of the report

Column heading Description
Id Id of the charge
UUID UUID of the charge
Created Date Date the related entity was created
Customer The Customer the charge relates to
Parent Entity  The related entity, for example, Sale Order 
Parent Reference The reference for the related entity
Parent Id

Id of the related entity 
Parent UUID UUID of the related entity 
Invoice Id Invoice Id of the invoice related to the charge
Invoice Internal Reference The CartonCloud internal invoice reference, e.g W.E 11/02/25 (CartonCloud: 4775) 
Invoice External Reference  The CartonCloud external invoice reference, e.g INV-4372
Invoice Start Date Invoice start date of the related invoice to the charge 
Invoice End Date Invoice end date of the related invoice to the charge 
Type The type of charge
Automatic If the charge is applied automatically
Fee Category Fee category of the charge 
Account The account the charge sits on in terms of the invoice 
Description Description of the charge
Qty

The number of times the Ad-Hoc Charge or Item Charge is applied to the related order. 

The number of pallets being charges for per pallet qty storage charges 
Charge The charge amount 
Warehouse Name What Warehouse the charge relates to
Activity Date If the report is run by Activity Date, the date the activity occurred

 

Example report