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Please ensure this is TICKED by default and only have this unchecked if you are 100% sure you can raise invoices for your customer without sales tax / VAT. |
Stock Storage Invoice Period
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Detailed Invoice - this will be an invoice with every single line for each charging period shown on the invoice. We would recommend you consider the summary invoice which groups everything.
Summary Invoice - it is advisable that is you are sending the summarised template that you also tick the email csv CSV option as this will generate an excel file for your customer which contains all the dataa file you can open within Microsoft Excel file containing the invoice detail.
Carton Charge
To have a Carton Charge set, the Customer must have 'Bottle Picking' enabled on their account. You can then specify a Carton Charge Per amount which would normally be set to either 6 or 12. Which is the size of the container used for any loose singles on an order.
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The other fields above are explained further in the expansion box below.
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| title | Goods Out fields ...... expand for further explanations. |
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Goods Out Invoice OptionsField Name | Explanation |
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Include VAT | Whether this item will have sales tax applied. | Min Invoice Charge | If the calculated amount of this section of the invoice is below the value shown then this will be the minimum charged value. | Accumulative | This is best explained with an example, imagine there are 18 singles to charge and your charge bands are setup as follows: 1-12 singles = £0.10 per bottle 12-24 singles = £0.09 per bottle | Ignore EDI Band | As part of the charging mechanism you can separate charging for manually entered orders and those which are provided via EDI / VCIS, this allows you to give customers better rates when you are not having to provide resource resource’s to manually enter the orders. | Charge Remainder only | | Info |
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Only available for ‘Case picking’ charges. Designed to be used in conjunction with ‘Pallet picking’. |
If you have 5 pallets and 3 cases picked on a particular day, ‘Pallet picking’ will charge for the 5 pallets (providing you have ‘Round up’ unticked), you can setup ‘Case picking’ with ‘Charge Remainder only’ ticked to charge for the remaining 3 cases. Leaving ‘Charge Remainder only’ untickednot selected, with both ‘Pallet picking’ and ‘Case picking’ charging enabled will result in 5 pallets being charged PLUS the full quantity of cases being charged on top (e.g 5x56 5 x 56 + 3 = 283 cases charged). | Round up | With ‘Round up’ ticked against the ‘Pallet picking’ charge, in the above example 6 pallets would be charged instead of 5. With ‘Round up’ ticked for a ‘Case picking’ charge where you have 7 cases picked and 2 residual singles, this would be rounded up to charge 8 cases. |
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Charging can be separated here for manually processed orders and those which are received via EDI /or VCIS to allow you to encourage customers to send orders electronically.
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Options are the same as the Invoice Terms section above, you can jump there by clicking this please see the following link for more information | Invoice-Terms.
Other Tabs
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