Service Charges play a crucial role in efficiently managing financial transactions within our Warehouse Management System (WMS). Whether you need to apply charges to specific contracts or establish global charges applicable to all contracts, our system provides a flexible and user-friendly interface for configuring Service Charges and their schedules.
Create a new service charge
To initiate a new service charge, navigate to the plus symbol in the top left corner of the interface. This action opens a dedicated screen where you can input the necessary details. Each service charge requires a unique code, and its name can either match or differ from the code for easy identification.
General details
- Contract - Specify the relevant contract if the charge is exclusive to them, or leave it blank for a global application.
- Active - Toggle between "Yes" and "No" to activate or deactivate the charge..
- Start Date-Set the initiation date for the service charge (backdating is not supported)
- Finish Date - Optionally set an end date or leave it blank for manual deactivation.
Financial
- Nominal code - Determine whether the service charge is taxable by assigning an appropriate nominal code.
- Charge - Define the amount to be charged at specified intervals if this is an interval auto charge.
- Interval - Set the intervals at which the charge should be applied.
Rolling Back a Service Charge
In the event of an error in a service charge calculation discovered after its interval has passed, you have the option to roll back the charge. Right-click on the charge and select "ROLL-BACK." Subsequently, edit the charge amount and save. You can review the quote to ensure the accuracy of the corrected charges..
Next edit the charge amount save. you can check the quote to make sure the charges are correct.
Applying New Charges
Once everything is in order, apply the new charges. These revised charges will now be reflected in the upcoming invoices, ensuring accurate and transparent billing for your contracts.
Creating an Adhoc Service Charge
In addition to scheduled charges, our system allows you to create adhoc service charges, providing flexibility for on-the-spot requirements. These adhoc charges can be conveniently input using the Scanner app or directly in the main WMS under the "Create Charge" section. Whether you need to scan the created charge QR code or manually input details, our system seamlessly integrates adhoc charges into your workflow.
Our WMS system empowers you with the tools to manage service charges seamlessly, allowing for precision, flexibility, and ease of use in your financial processes.