Accessorials
Extra handling and charges, and the service catalog
5 articles
Accessorials and extra charges
What an accessorial is, how the accessorials catalog is set up field by field (price, required photo, supervisor only, which jobs it applies to, extra fields) and how its charge reaches the invoice.
Capture an accessorial
Step by step to record an extra service: from the operator app when finishing the job, from a receipt, shipment or cross-dock detail, with an evidence photo, which document and client it is charged to, and how to correct or delete a wrong one.
Service catalog
The master list of what the warehouse bills: how to add and edit services, what each field, rate basis and charge moment means, exclusive services, currencies, and what happens when you deactivate or delete.
Services charged automatically at receipt or shipment
How to make an additional service (unloading, seals, trailer stay) bill automatically on every receipt or shipment of a client: what quantity it takes by rate basis, what is left as a charge to capture, and how the per-day stay is calculated.
At-cost and cost-plus services
Bill what a third party cost you (duties, freight, paperwork) as is or with a markup: how to set up the service, how to enter the cost on the invoice, what happens with a negotiated rate and how it looks on the PDF and in QuickBooks.