Overview
Setups
Add Setup fields to Company Setup
Field Name | Field Help |
|---|---|
Pallet Received Single SKU Service Rate | Per pallet charge |
Pallet Received Multiple SKU Service Rate | Additional charge per SKU > 1 SKU per pallet |
Carton Received Single SKU Service Rate | Per carton charge |
Carton Received Multiple SKU Service Rate | Additional charge per SKU > 1 SKU per carton |
Floor Loaded Container Received Service Rate | Additional charge for floor loaded container |
B2C Automated Order Service Rate | Per order charge for imported B2C order |
B2C Automated Line Item(s) Service Rate | Additional charge per line for imported B2C order |
B2C Manual Order Service Rate | Per order charge for manually entered B2C order |
B2C Manual Line Item(s) Service Rate | Additional charge per line for manually entered B2C order |
B2C Crowdfunding Additional Upload Service Rate | Additional charge for crowdfunding order upload |
B2B Automated Order Service Rate | Per order charge for imported B2B order, only apply to Breaking Game |
B2B Automated Line Item(s) Service Rate | Additional charge per line for imported B2B order |
B2B Manual Order Service Rate | Per order charge for manually entered B2B order |
B2B Manual Line Item(s) Service Rate | Additional charge per line for manually entered B2B order |
B2B Pallet Service Rate | Per pallet charge |
Transfers, Tradeshows and Removals Service Rate | Hourly rate for time spent on transfer,tradeshow and removal order fulfillment. |
Transfers, Tradeshows and Removals Order Minumum Rate | Minumum rate charged to fulfill transfer,tradeshow and removal order. |
Add New Fields to Whse Receipt
Field Name | Field Help |
|---|---|
Number of Pallets | Use to calculate total charge for signle SKU pallets received. |
Number of Cartons | Use to calculate total charge for signle SKU cartons received. |
Total Mixed Pallet | Use to calculate total charge for mixed SKU pallets received. |
Total SKUs in Mixed Pallet | Use to calculate total charge for mixed SKU pallets received. |
Total Mixed Carton | Use to calculate total charge for mixed SKU cartons received. |
Total SKUs in Mixed Carton | Use to calculate total charge for mixed SKU cartons received. |
Floor Loaded Container | If checked, Additional Floor Load Container Received service charge will applied. |
Add New Fields to Whse Shipment
Field Name | Field Help |
|---|---|
Number of Hours Spent | Record hours spent to fulfill transfer, tradeshow and removal order. |
Data Capture
Warehouse Receipt
Fields will be available for users to capture pallets, cartons, and SKU information in the Warehouse Receipt header.
Warehouse Shipment
Fields will be available for users to capture hours spent on fulfilling the Transfers, Tradeshows, and Removal orders in the Warehouse Shipment header.
New Table - Service Charge Calculation
Field Name | Field Help |
|---|---|
Customer | Lookup to the Account table |
End of Month | Last date of the month |
Year/Month | For example, 2023/08 |
Total Billable Service Charge Amount | Roll-up summary of Amount from Service Charge Calculation Line |
No. of Lines | Number of Service Charge Calculation Lines created |
Table - Service Charge Calculation Line
Field Name | Type |
|---|---|
Service Charge Calculation | Master-Detail(Service Charge Calculation) |
Line No. | |
Service Group | Receiving, Fulfillment |
Description | Service Description |
Quantity | |
Unit Rate | |
Amount | |
Document Posting Date | Posting of the Warehouse Shipment or Warehouse Receipt |
Warehouse Shipment | |
Warehouse Receipt |
Month-End Process Flow
Navigate to the Service Charge Calculation tab
Click the Calculate Service Charge button
Month End defaults to the previous month’s last date.
The system will process the below transactions in the month:
For each Whse. Receipts
Calculate per pallet charge
Calculate additional charge if pallets have more than 1 SKU
Calculate per carton charge
Calculate additional charge for cartons that have more than 1 SKU
Calculate additional Floor Loaded Container service charges if applicable.
For each Whse. Shipments
Determine whether the shipment is B2B or B2C based on the Sales Order Sales Type.
Determine whether an order was manually entered or imported by routines.
Calculate per order charge
Calculate the total line charge
For B2B, calculate per pallet charge if applicable
Calculate B2C crowdfunding additional charge if applicable
Calculate additional Transfer, Tradeshow, and Removal order fulfillment fees if applicable.
Users run reports and review data
Click the “Create Sales Invoice” button to generate Sales Invoices
Open Questions
When generating the invoice, who should be billed?
How can we distinguish between automated and manually entered entries? Should we utilize the existing Sales Order Source field or implement a new checkbox?
What is the method for recognizing Crowdfunding, Transfer, Tradeshow, and Removal orders?
Could you provide information about what constitutes an Allocated Destination? Is it equivalent to the Ship-to address in GF? We require this data to formulate the logic for calculating fulfillment fees for "Transfers, Tradeshow, and Removals."
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Excel Design Doc:
Blackbox Warehouse Service Invoicing Flow Design.xlsx
For Warehouse Receipts, the system will utilize the pallet, carton, and SKU information gathered from the warehouse receipt header. It will then combine this data with the service rates configured in the company setup to compute the total service charge. In cases where a warehouse receipt pertains to the receipt of a floor-loaded container, a flat rate designated for "Floor Loaded Container Received Service" will be applied.
When processing Warehouse Shipments, the system will determine whether the shipment is categorized as B2B or B2C based on the Sales Order Sales Type. Additionally, the Sales Order Source field will be examined to ascertain if an order was manually entered or automatically generated by routines. If the Source field is empty, it indicates manual order creation by the user. The system will then fetch the appropriate rates from the setups to calculate the overall service charge.
B2B Automated Order only applied to Breaking Game. (Sell-to?)
For Transfers, Tradeshows, and Removals orders, the fees will be calculated by multiplying the hours recorded in the warehouse shipment by the "Transfers, Tradeshows, and Removals Service Rate."
Another button, “Create Sales Invoice”, will be added to the Service Charge Calculation list page
An individual invoice will be generated for each of the accounts, and the system will establish a link between the invoice and the corresponding Service Charge Calculation entry.
Receiving
QS: In GF is there a way to differentiate the received package is a pallet or carton?
A checkbox on the warehouse receipt header ‘Floor Loaded Container Received’
Fulfillment
Use Sales Order Sales Type to determine if a shipment is B2B or B2C.
Use the Sales Order Source field to determine if an order is manually entered or automatically created by routines. If the Source field is blank then the order is manually created by the user.
Or Create a new boolean field “Created by System”. All process that automatically creates an order will need to set this field to True, to indicate that the order is automatically created.
Create a picklist field “Special Order Type” with values: “B2C Crowdfunding”, “Transfers”, “Tradeshows”, and “Removals” to identify the following orders
B2C Crowdfunding Additional CSV Upload
Transfers, Tradeshows, Removals
Calculate “B2B Automated Order” only when Division = Breaking Game
Calculate “B2B Automated Line Item(s)” only when Division = Breaking Game
Table - Service Charge Calculation
Field Name | Type |
|---|---|
Customer | Look |
Start Date | Date |
End Date | Date |
Total Billable Service Charge Amount | Currency |
Table - Service Charge Calculation Line
Field Name | Type |
|---|---|
Service Charge Calculation | Master-Detail(Service Charge Calculation) |
Line No. | |
Description | |
Quantity | |
Unit Rate | |
Amount | |
Document Posting Date | |
Warehouse Shipment Line | |
Warehouse Receipt Line |
Flow
The system will loop through the lines
For Receiving (Warehouse Receipt)
If the Warehouse Receipt has the field “Floor Loaded Container” checked then the “Floor Loaded Container Receiving“ service fee setup will be used for fee calculation.
If the Warehouse Receipt only contains one SKU and the package type is Pallet then the “Pallet Receiving - Single SKU” service fee setup will be used for fee calculation.
If the Warehouse Receipt receipt only contains multiple SKUs and the package type is Pallet, then the “Pallet Receiving - Multiple SKU” service fee setup will be applied for fee calculation.
If the Warehouse Receipt receipt only contains one SKU and the package type is Carton then the “Carton Receiving - Single SKU” service fee setup will be applied for fee calculation.
If the Warehouse Receipt receipt only contains multiple SKUs and the package type is Carton, then the “Carton Receiving - Multiple SKU” service fee setup will be applied for fee calculation.
For Fulfillment (Warehouse Shipment)
If Sales Order’s Sales Type = ‘B2C’
AND if Special Order Type = ‘B2C Crowdfunding’, then the “B2C Crowdfunding Additional Order Fulfillment” service fee setup will be applied for fee calculation.
AND if the Sales Order Source is ‘Blank’,
Then the “B2C Manual Order Fulfillment” and “B2C Manual Order Fulfillment - Line Item“ service fee setups will be applied for fee calculation.
The processing fee of the order = Rate setup in “B2C Manual Order Fulfillment” + Total Lines * “B2C Manual Order Fulfillment - Line Item”
AND if the Sales Order Souce is not ‘Blank’
Then the “B2C Automated Order Fulfillment” and “B2C Automated Order Fulfillment - Line Item“ service fee setups will be applied for fee calculation.
The processing fee of the order = Rate setup in “B2C Automated Order Fulfillment” + Total Lines * “B2C Automated Order Fulfillment - Line Item”
If Sales Order’s Sales Type = ‘B2B’
AND if Special Order Type = ‘Transfers’, then the “Transfers Order Fulfillment” service fee setup will be applied for fee calculation.
If Special Order Type = ‘Tradeshows’, then the “Tradeshows Order Fulfillment” service fee setup will be applied for fee calculation.
If Special Order Type = ‘Removals’, then the “Removals Order Fulfillment” service fee setup will be applied for fee calculation.
NOTE: For the above Special Order type, the customer is been charged hourly. How does this type of order get entered? In the current system, how do you capture hours spent?
AND if the Sales Order Source is ‘Blank’
Then the “B2B Manual Order Fulfillment” and “B2B Manual Order Fulfillment - Line Item“ service fee setups will be applied for fee calculation.
The processing fee of the order = Rate setup in “B2B Manual Order Fulfillment” + Total Lines * “B2B Manual Order Fulfillment - Line Item”
AND if the Sales Order Source is not ‘Blank’ AND Sales Order Division is “Breaking Game”
Then the “B2B Automated Order Fulfillment” and “B2B Automated Order Fulfillment - Line Item“ service fee setups will be applied for fee calculation.
The processing fee of the order = Rate setup in “B2B Manual Order Fulfillment” + Total Lines * “B2B Manual Order Fulfillment - Line Item”
NOTE: If shipped using pallets then an additional service fee “B2B Order Fulfillment Pallet Packaging” will also be added to the total order fee.
The processing fee of the order = The processing fee of the order + Rate setup in “B2B Order Fulfillment Pallet Packaging” * number of pallets used.
Create a button when clicking, create Sales Invoices for each customer, and group lines by Service Fee Type.