Service categories

Group your warehouse cost items into categories such as storage, handling and shipping for the client statement.

Service categories (Leistungs-Kategorien) group the cost items on your client statement, for example "Storage", "Handling" or "Shipping". On the statement, every category gets one total line, and the individual items appear in the itemized list below it. Categories are set up per warehouse.

Set up your categories first – almost every cost template asks for a Billing Category (Abrechnungs-Kategorie).

Screenshot: Service categories list with a few example categories (Storage, Handling, Shipping) and the "Create Category" button

Before you start

Your user needs the permissions for the cost settings and the service categories in the rights tree – ask your administrator.
Select the warehouse you want to bill for in the warehouse drop-down at the top right. Categories always belong to the selected warehouse.

Step by step

Open WMS › Settings › Cost settings › Service Categories (WMS › Einstellungen › Kosteneinstellungen › Leistungs-Kategorien).
Click Create Category (Kategorie anlegen).
Enter a Name (Name) and, if you like, a Description (Beschreibung).
Click Save (Speichern). You see the message "The category has been created".

Screenshot: Form "Create category" with the fields Name and Description filled in

Assign the category in your cost templates via the field Billing Category (Abrechnungs-Kategorie), for example in Order costs or Storage space costs.

Edit a category: click the pencil button in the list, change the name or description and save.

Delete a category: click the trash can button and confirm the question "Are you sure you want to delete this category?" (Soll die Kategorie wirklich entfernt werden?).

Screenshot: Category list row with the pencil and trash can buttons highlighted

Fields and options

Field	Meaning	Required
Name (Name)	Name of the category. It appears as a total line on the client statement.	yes
Description (Beschreibung)	Internal description for you and your team.	no

How categories appear on the statement

Each category gets one total line with the note "See the detailed list in the appendix" (Siehe Einzelaufstellung im Anhang).
Below the summary, every category has its own Itemized list (Einzelaufstellung) with all cost items of that category.
Cost items without a category are collected under Other (Sonstiges).

Screenshot: Client statement preview showing one total line per category and the itemized list of the category "Storage"

Good to know

Use a name containing "Versand" (shipping) for your shipping category: when you import shipping costs into the Shipping cost matrix, new entries are automatically assigned to the category whose name contains "Versand".
Before you delete a category, reassign the cost templates that use it to another category. Otherwise their items may end up under Other.
Recording VAS and VAS templates also use these categories.

Message	Cause	Solution
The category has been created / updated / deleted	The action was successful.	–
A cost item appears under "Other"	The cost template has no category.	Open the template and choose a Billing Category.