Difference between revisions of "How do I set up warehouse charging?"
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== Summary == | == Summary == | ||
| − | This article explains how to configure charges per storage owner and storage type e.g. charge per pallet, container, rack etc. | + | This article explains how to configure charges per storage owner and storage type, e.g. charge per pallet, container, rack etc. |
== More Information == | == More Information == | ||
| Line 8: | Line 6: | ||
=== Stock Item Charges === | === Stock Item Charges === | ||
| − | Go to {{Menu | + | Go to {{Menu|{{ST}}|Add or Edit Stock Items}}. |
* [[Do I have to remember all these Stock Codes?|Find]] the stock item to configure. | * [[Do I have to remember all these Stock Codes?|Find]] the stock item to configure. | ||
* Click {{Button|Edit}}. | * Click {{Button|Edit}}. | ||
* Select the {{Tab|{{WH}}}} tab. | * Select the {{Tab|{{WH}}}} tab. | ||
| − | * Select the {{DataPrompt|Storage unit}} to apply to the item from the drop down menu. | + | * Select the {{DataPrompt|Storage unit}} to apply to the item from the drop down menu. |
| − | ** If you need to add new {{DataPrompt|Storage unit}} | + | ** If you need to add a new {{DataPrompt|Storage unit}}, click {{Button|Add}}. |
| − | ** Enter a 3 character {{DataPrompt|Storage Unit}} code e.g. {{DataValue|PAL}}. | + | ** Enter a 3 character {{DataPrompt|Storage Unit}} code, e.g. {{DataValue|PAL}}. |
| − | ** Enter a {{DataPrompt|Description}} for the storage unit e.g. {{DataValue|Pallet}}. | + | ** Enter a {{DataPrompt|Description}} for the storage unit, e.g. {{DataValue|Pallet}}. |
| − | ** Select the {{Tab|Settings}} tab and enter a default daily charge for this type e.g. {{DataValue|£0.25}}. | + | ** Select the {{Tab|Settings}} tab and enter a default daily charge for this type, e.g. {{DataValue|£0.25}}. |
** Click {{Button|Done}} and {{Button|Accept}}. | ** Click {{Button|Done}} and {{Button|Accept}}. | ||
| − | {{Information|text=If, on the storage owners account, you do not specify a charge for this unit type then the default charge will be applied.}} | + | {{Information|text=If, on the storage owners account, you do not specify a charge for this unit type then the default charge will be applied.}} |
| − | * Enter the Storage {{DataPrompt|Owner}} i.e. the customer for whom you are storing the items. | + | * Enter the Storage {{DataPrompt|Owner}}, i.e. the customer for whom you are storing the items. |
** [[Do I have to remember all these customer and supplier codes?|Search]] for the account code for an existing customer or [[Creating a new customer or supplier|create]] an account for a new customer. | ** [[Do I have to remember all these customer and supplier codes?|Search]] for the account code for an existing customer or [[Creating a new customer or supplier|create]] an account for a new customer. | ||
* You may enter the {{DataPrompt|Ideal quantity}} for this product. This can be used to calculate how efficiently stock is stored in the warehouse. Set to {{DataValue|1}} if no other value is required. | * You may enter the {{DataPrompt|Ideal quantity}} for this product. This can be used to calculate how efficiently stock is stored in the warehouse. Set to {{DataValue|1}} if no other value is required. | ||
| − | * Click {{Button|Done}} and {{Button|Accept}} the settings for this item. | + | * Click {{Button|Done}} and {{Button|Accept}} the settings for this item. |
Repeat these steps for each item to be stored in the warehouse. | Repeat these steps for each item to be stored in the warehouse. | ||
| Line 33: | Line 31: | ||
* Click on the {{DataPrompt|Charge in}} field. | * Click on the {{DataPrompt|Charge in}} field. | ||
* Press {{KeyPress|F6}}. | * Press {{KeyPress|F6}}. | ||
| − | * Enter the Storage unit {{DataPrompt|code}} to apply to the owner e.g. {{DataValue|PAL}}. | + | * Enter the Storage unit {{DataPrompt|code}} to apply to the owner, e.g. {{DataValue|PAL}}. |
| − | ** You may press {{KeyPress|C-F1}} then click {{Button|List}} to view a list of storage units. | + | ** You may press {{KeyPress|C-F1}} then click {{Button|List}} to view a list of storage units. |
** Select the code from the list and click {{Button|Choose}}. | ** Select the code from the list and click {{Button|Choose}}. | ||
| − | * Enter the {{DataPrompt|Charge}} per day for this type | + | * Enter the {{DataPrompt|Charge}} per day for this type for this owner, e.g. {{DataValue|£0.40}}. |
{{Tip|text=This will override the default for the storage unit type.}} | {{Tip|text=This will override the default for the storage unit type.}} | ||
* Repeat to add any codes and charges applicable to this owner and the goods held for them. | * Repeat to add any codes and charges applicable to this owner and the goods held for them. | ||
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ESC}}. |
| − | * If applicable, specify a {{DataPrompt|Charge in}} and {{DataPrompt|Charge out}} value for this owner. This is usually a flat fee for moving items into or out of the warehouse. | + | * If applicable, specify a {{DataPrompt|Charge in}} and {{DataPrompt|Charge out}} value for this owner. This is usually a flat fee for moving items into or out of the warehouse. |
* Press {{Button|Done}} and {{Button|Accept}} to save the changes. | * Press {{Button|Done}} and {{Button|Accept}} to save the changes. | ||
| Line 47: | Line 45: | ||
* [[Creating a new customer or supplier|Creating a new customer]] | * [[Creating a new customer or supplier|Creating a new customer]] | ||
* [[Creating a stock item]] | * [[Creating a stock item]] | ||
| + | * [[How do I generate warehouse invoices?]] | ||
{{KB_Tags|warehouse charges, storage owner, storage type, storage unit, pallets, crates, racks, charge in, charge out, batch}} | {{KB_Tags|warehouse charges, storage owner, storage type, storage unit, pallets, crates, racks, charge in, charge out, batch}} | ||
| − | {{KB_WH}} | + | {{How}}{{KB_WH}} |
Latest revision as of 22:50, 18 December 2019
Summary
This article explains how to configure charges per storage owner and storage type, e.g. charge per pallet, container, rack etc.
More Information
There are two steps to creating your storage charges; per stock item and per storage owner.
Stock Item Charges
Go to " Stock Control Add or Edit Stock Items".
- Find the stock item to configure.
- Click [Edit].
- Select the [Warehousing] tab.
- Select the "Storage unit" to apply to the item from the drop down menu.
- If you need to add a new "Storage unit", click [Add].
- Enter a 3 character "Storage Unit" code, e.g. 'PAL'.
- Enter a "Description" for the storage unit, e.g. 'Pallet'.
- Select the [Settings] tab and enter a default daily charge for this type, e.g. '£0.25'.
- Click [Done] and [Accept].
 | If, on the storage owners account, you do not specify a charge for this unit type then the default charge will be applied. |
- Enter the Storage "Owner", i.e. the customer for whom you are storing the items.
- You may enter the "Ideal quantity" for this product. This can be used to calculate how efficiently stock is stored in the warehouse. Set to '1' if no other value is required.
- Click [Done] and [Accept] the settings for this item.
Repeat these steps for each item to be stored in the warehouse.
Storage Owner
Either press <Shift+F10> from the "Storage owner" field on the stock item or go to " Sales Ledger Customer File Maintenance Add or Edit Customers".
- Search for the customer and click [Edit] to amend their account.
- Select the [Warehousing] tab.
- Click on the "Charge in" field.
- Press <F6>.
- Enter the Storage unit "code" to apply to the owner, e.g. 'PAL'.
- You may press <Ctrl+F1> then click [List] to view a list of storage units.
- Select the code from the list and click [Choose].
- Enter the "Charge" per day for this type for this owner, e.g. '£0.40'.
 | This will override the default for the storage unit type. |
- Repeat to add any codes and charges applicable to this owner and the goods held for them.
- Press <Esc>.
- If applicable, specify a "Charge in" and "Charge out" value for this owner. This is usually a flat fee for moving items into or out of the warehouse.
- Press [Done] and [Accept] to save the changes.
See also
- Getting started - Warehousing
- Creating a new customer
- Creating a stock item
- How do I generate warehouse invoices?
