Knowledge base

3PL billing

Turning warehouse activity into invoiced revenue: tariffs, billing runs, the daily storage ledger, and which clients actually pay.

5 topics Direct link per topic
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Tariff master
Admin → Tariff Master

Tariffs define what a storer is charged for and at what rate — handling, storage and the ad-hoc activities a 3PL bills separately. Rates are held per storer, which is what allows two clients in the same building to be billed on different commercial terms.

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Storage ledger
Billing → Storage

Storage is measured daily rather than estimated monthly. The ledger holds a row per day per storer carrying occupied area, so a client who took space for nine days of a month is billed for nine.

A billing month is selected, the ledger is generated against the storer's tariff, and an opening figure can be seeded or overridden where a client is being onboarded mid-period.

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Billing jobs
Billing → Jobs

A billing job is one run for one storer over one period. It gathers the chargeable activity, prices it against the tariff, and produces the detail behind each line so a query from the client can be answered at transaction level rather than argued at total level.

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Customer profitability
Billing → Profitability

Revenue alone does not tell a 3PL which accounts are worth keeping. This view plots each storer's transaction volume against revenue over a chosen period and places them in four quadrants:

QuadrantReading
High valueHigh volume, high revenue
Low effortLow volume, high revenue
BleedingHigh volume, low revenue
Low priorityLow volume, low revenue

The point of the bleeding quadrant is that it is otherwise invisible — a busy account that consumes labour and returns little looks healthy on a revenue report. Output exports to a spreadsheet.

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Finance integration
Settings → Finance Integration

Billing output can be pushed to an external finance system. Integration is configured per business unit, each with its own connection settings, so one installation can post to more than one finance back end.