Pallet costs

Charge your clients a fixed price per shipped pallet.

With pallet costs (Palettenkosten, also called pallet costs for loading) you charge a client a fixed price for every pallet shipped. X-Sitter counts the actual pallets of the client's orders in the billing period.

Screenshot: Pallet Costs (Loading) Templates list with columns Client, Name, Costs and Active

Before you start

Your user needs the permissions for the pallet costs in the cost settings – ask your administrator.
The client's orders are picked as pallets or packed as pallets at the packing station, see Picking, Pallet rides and Packing.
Recommended: Service categories are set up.

Step by step

Open WMS › Settings › Cost settings › Pallet Costs (WMS › Einstellungen › Kosteneinstellungen › Palettenkosten).
Click Create template (Vorlage anlegen).
Section General Information (Allgemeine Informationen): choose the Client (Mandant), enter a Name (Name), optionally a Custom Name (Individueller Name) and a Description (Beschreibung), and choose the Category (Kategorie) and the Itemized statement on the invoice (Detail-Darstellung auf Rechnung).

Screenshot: Section "General Information" of the pallet cost template form

Section Cost settings (Kosten & Einstellungen): enter the Cost per pallet (Kosten pro Palette), tick Active (Aktiv) and optionally set a validity period.
Click Save (Speichern), or Cancel (Abbrechen) to discard.

Screenshot: Section "Cost settings" with Cost per pallet, Active and the validity period fields

Fields and options

Field	Meaning	Required
Client (Mandant)	The client you are billing.	yes
Name (Name)	Name of the item on the statement.	yes
Custom Name (Optional) (Individueller Name)	Text per line in the detailed breakdown, e.g. with `#Auftragsnummer#` (order number), `#Menge#` (quantity) or `#Avisierungsnummer#` (advance notice number).	no
Description (Beschreibung)	Description of the item on the statement.	no
Category (Kategorie)	Service category, see Service categories.	no
Itemized statement on the invoice (Detail-Darstellung auf Rechnung)	No details, As subheadings or Detailed breakdown in the appendix.	no
Cost per pallet (Kosten pro Palette)	Price per pallet.	yes
Active (Aktiv)	Only active templates are charged.	–

How the pallets are counted

X-Sitter takes the client's orders with an order date in the billing period that have pallets.
Pallets registered at the packing station count first. If an order has no pallets registered there, the full pallets picked (status picked, packed or shipped) are counted instead.
The two sources are never added up, so no pallet is charged twice.
The detailed breakdown shows the date, the order number (or your custom name) and the number of pallets.

Screenshot: Client statement appendix with pallet cost lines showing date, order number and number of pallets

Good to know / Troubleshooting

Message	Cause	Solution
The entry has been created / updated / removed	The action was successful.	–
Should the entry really be removed? (Soll der Eintrag wirklich entfernt werden?)	Confirmation before deleting.	Confirm.
Pallets missing on the statement	The order was not picked or packed as a pallet, or the order date lies outside the billing period.	Check the order and the billing period.

Use Duplicate (Duplizieren) in the list to copy a template. The copy is inactive until you activate it.