Warehouse storage billing
Set up storage-rate profiles per client and warehouse, then run, preview, execute, and approve storage-billing runs.
Warehouse → Billing — "Warehouse Billing", "Manage billing profiles and run storage billing for clients" — is where you charge clients for keeping their cargo in your warehouse. It has two tabs: Profiles (the rate agreement per client) and Billing Runs (the calculated charges for a period). This screen is English-only today, and only owners and admins can execute or approve a run.
1. Create a billing profile
A profile fixes the rates for one client at one warehouse.
- On the Profiles tab, select Create Profile.
- Choose the Account and enter the Warehouse (both are locked once saved).
- Set the Storage Rate Type — Per Pallet / Day, Per CBM / Month, Per Sq Ft / Month, or Per Piece / Day — and the Storage Rate.
- Add Handling In Rate, Handling Out Rate, Free Time (Days), Billing Frequency (Weekly, Monthly, or Anniversary), Minimum Monthly, and Currency.
- Select Create Profile. Edit it later with the pencil (this reads Update Profile).
Each account-plus-warehouse pair can have only one profile.
2. Run storage billing
- On the Billing Runs tab, select Run Billing.
- Pick the Billing Profile and set Period Start and Period End.
- Select Preview for a dry run — it shows the per-commodity storage, handling, and accessorial totals with nothing saved. Any minimum-monthly top-up is called out here.
- When the numbers look right, select Execute Run. This saves a run in DRAFT, captures an inventory snapshot per commodity, and attaches any loose accessorial charges from the period. A run for the same profile and period can only be executed once.
3. Approve the run
On a DRAFT run, select Approve (the check icon in its Actions column) to move it to APPROVED. An approved run is the one that can be turned into an invoice — the invoice itself is raised in Accounting, which flips the run to INVOICED. Runs move through DRAFT → APPROVED → INVOICED (or VOIDED).