Record VAS

Record value-added services you performed for a client, e.g. 1.5 hours of repacking, so they appear on the next statement.

Warehouse staff record value-added services (VAS) directly for a client – for example 1.5 hours of repacking for a certain order. The price is calculated automatically from the VAS template and appears on the next client statement.

Screenshot: Form "Record performance" with Client, VAS Activities (Template), Quantity, Billing Category, Comment and Date of service

Before you start

Your user needs the permission to record VAS – ask your administrator. The same permission allows deleting recorded services.
At least one VAS template exists for the client, or a global template, see VAS templates.
The client is an active client of yours, see Clients.

Step by step

Open WMS › VAS Entry (WMS › VAS Erfassen). You can also click Record service (Leistung erfassen) in the list of recorded VAS.
Choose the Client (Mandant). The field VAS Activities (Template) (VAS Tätigkeit (Vorlage)) then loads the matching templates – the client's own templates and the global ones.

Screenshot: Client selected and the drop-down "VAS Activities (Template)" opened with client-specific and global templates

Choose the activity under VAS Activities (Template).
Enter the Quantity (Menge) – in steps of 0.25, minimum 0.25 (e.g. 1.5 for one and a half hours).
Optionally choose a Billing Category (Abrechnungs-Kategorie) – otherwise the category of the template is used – and enter a Comment (Bemerkung), e.g. the order number or advance notice number.
Check the Date of service (Datum der Leistung). The default is today.
Click Save (Speichern). You are taken to the list VAS Services Recorded (Erfasste VAS Leistungen).

Fields and options

Field	Meaning	Required
Client (Mandant)	The client the service is charged to.	yes
VAS Activities (Template) (VAS Tätigkeit (Vorlage))	The activity with its standard cost.	yes
Quantity (Menge)	Number of units, e.g. hours or pieces. Steps of 0.25.	yes
Billing Category (Abrechnungs-Kategorie)	Overrides the category of the template.	no
Comment (Bemerkung)	Appears as the reference in the detailed breakdown of the statement.	no
Date of service (Datum der Leistung)	Decides in which billing period the service is charged.	yes

How the price is calculated

Total costs = standard cost of the template × quantity. The template name is used as the item name; the template description appears on the statement.
When you edit a recorded service and save it again, it is recalculated with the current template price.
On the statement, each service appears as its own line; services with the same name and unit price are combined.

Screenshot: Client statement appendix with VAS lines showing date, comment (order number) and quantity

Good to know / Troubleshooting

Message	Cause	Solution
The entry has been saved / The entry has been updated	The service was saved.	–
Error: Template not found (Fehler: Vorlage nicht gefunden)	The template was deleted or not selected.	Select a template again or create one in VAS templates.
The template list is empty	No client selected yet, or no template exists for the client and no global template exists.	Select the client first; create a template if necessary.
A service is missing on the statement	The Date of service lies outside the billing period.	Correct the date or check the billing period.

Tip: always enter the order or advance notice number in Comment. Your client then sees in the detailed breakdown which order the service belongs to.