introduction

Any number of price lists can be created per client in wemalo. Price lists are divided into 8 categories, which are shown below.

Price lists are created via the client master ->Client – > Config-Tab Accounting– > Submenu item Price lists.

categories

The available categories are:

• Received goods
• warehouse
• dispatch
• Shipping B2B
• packaging material
• return
• lump sums
• services

Received goods

Includes billable goods receipts.

• Number of cartons: is entered manually for inbound deliveries and is the sum of the cartons received.
• Number of pallets: is entered manually for deliveries and is the sum of the received pallets.
• Number of goods received: scanned goods in pieces.
• Number of unique SKUs: scanned goods grouped by SKU (each product has its own SKU).

storage

Contains the occupied storage volume and storage locations.

• Number of parking spaces: the number of different parking spaces occupied during the accounting period.
• Number of shelving racks: only the number of normal parking spaces occupied during the accounting period.
• Number of pallets: the number of pallets occupied in the billing period.
• Storage charge (per m³): the sum of the occupied storage volume in the settlement period calculated using the shipping dimensions in the product master data.

dispatch

Determines the shipping costs (pick, pack, shipping) for normal shipping.

• Number of sent orders: Displays the number of sent orders in the settlement period.
• Number of sent packages with threshold: the number of sent packages in the accounting period with number of parts below the defined threshold.
• Number of packages sent with threshold: as before, but can be used to define a second threshold value. For the previous position, the threshold < 2 (i.e. all packets with one piece) and the threshold < 5, for example, could be stored here. All packages containing between 2 and 4 parts would be listed here.
• Each additional article: all articles exceeding the second threshold are listed here. In the above example, if a package contains 5 parts, the package will be listed with 4 parts in the previous position and an additional part in that position.
• Parcels per country: List of parcels shipped to their destination countries together with their weight. This setting is only suitable for clients in which the target countries are restricted and the package weights are relatively the same. Otherwise the listing will quickly become confusing and the shipping matrix would have to be used.
• Total Items: the total number of items shipped. It should be noted that the sum of the items sent may differ from the sum of the picked items. This is the case, for example, if picked goods can no longer be packed in time before the parcel service picks up the parcels. Thus, the packed goods could only be completed and dispatched the following day. If there is a billing period change between the two days, the picked goods are billed in the previous period and the shipped goods in the new period.
• Pick category: wemalo distinguishes between up to 10 different pick categories. Different pick prices can be displayed depending on dimensions and weight. It is important to note that a pick category must always be set up as a collecting basin in which the max dimensions and max weights fall.
  No container picks are listed in the pick category. If there are also container picks for a client, the corresponding position container unit must also be defined.
• Shipping costs: determines whether the shipping costs are to be calculated on the basis of the shipping costs matrix.
• Fast Send: if fast send is used, the billing can be analogous to the pick categories (i.e. also according to dimensions and weight).
• Container unit: if container unitsare used, the containers can be billed separately. Container-picks are not issued in the pick category.

Shipping B2B

The content of B2B shipping does not differ from that of normal shipping from the point of view of the items. However, other prices can be stored for B2B. For this purpose, a distinction must be made in the outgoing goods orders between B2B and normal shipping.

packaging material

Consists of a list of packaging materials available to the client.

return

Returns processing is recorded in a separate price list category.

• Number of return orders: The sum of the return orders. Each returned package will most likely result in a return order, whereby theoretically several packages could belong to one return order (rather unlikely).
• Number of returned items: the actual quantity of returned items in units.

lump sums

Flat rates such as warehouse flat rates, IT flat rates, administration flat rates etc. can be stored here.

services

A distinction is made here between product services, goods receipt services, goods issue lines and form services.

settings

In order to be able to use all price list items, various settings must be made. The available options are explained in this section. These include

• packaging material
• shipping profiles
• shipping matrix
• Product services in the client base
• form services
• WE and WA services

packaging material

Configuration- >Packaging material is used to store packaging that the packer can use when packing the package. There the settlement price of a package can be indicated directly.

All packaging used and available is listed in the invoice.

shipping profiles

If shipping profiles are to be taken into account in billing, the Relevant to price lists flag must be set.

shipping matrix

Using the shipping costs matrix, you can maintain the prices per shipping profile, recipient country and weight in an Excel file. See also shipping costs matrix.

Product services in the client base

The so-called product services can be activated via the client master. It can be set whether employees are requested to maintain missing weights, product dimensions or EANs in goods receipt.

form services

Via Assign Services – > Select Client – > Goods Issue – >Create Matrix – > Form Services you can store special services that are executed during packing and billed separately.

This includes printing invoices, delivery notes, packing lists, etc.

WE and WA services

The GR services are assigned via Assign services – >Select client – >Assign goods receipt. wemalo distinguishes between product-specific and client-specific services.

WA services can be assigned using services – >Select client – >Define goods issue, whereby the distinction just mentioned also exists here.

The flag “Add to invoice output” must have been set for services to be listed in invoices.

Generate Billing

The settlements are generated via the client master – >Client – >Config-Tab Settlement– >Submenu item Settlement.

Only activated price lists can be used to generate a settlement. To do this, the price list must be activated in the price list overview.

After selecting the start and end date, the settlement can be generated. The figures are determined and an Excel file is generated (the download takes place immediately).

Using the shipping costs matrix, the shipping costs for each parcel are stored in the client master according to recipient country, weight and shipping service provider, so that exact shipping prices can be determined during billing generation.

Template per client

A template for each shipping service provider can be downloaded from the client master under Accounting – >Shipping Costs Matrix. All shipping service providers that have been set up for the client are displayed to the user.

Template at warehouse level

At warehouse level, you can store a template that is used for dispatches that have not been defined via the client.

Specification

MatchingID;Dispatcher;Product;Comments;Country;Country DE;Country Code;ZIP;BasePrice;KiloPrice;Weight;Price

• The values are separated by a semicolon.
• It is to be paid attention to the correct order and the file must be coded as UTF-8.
• There is one file per shipping company.
• The matching ID is required so that who can assign a profile to an entry in the CSV file during price determination. This includes a combination of service provider, product and optional additional services (such as surname).
• The Dispatcher column contains the shipping service provider (should always be identical for a complete file). The shipping product is entered in the Product column.
• A meaningful name for the price list item can be stored in the Comments column. The entry in this column is included in the price calculation in the settlement.
• The columns Country, Country DE and Country Code describe the recipient country (English and German designation, as well as the international matching code).
• ZIP contains the postal code (not used in the first version of the matrix).
• BasePrice can be used to enter a base price, which is extended by KiloPrice per kilo. This is not applied in the first implementation version of the matrix.
• The two columns relevant for price determination are Weight and Price. Weight specifies the weight limit up to which the respective row is relevant. The template is structured in such a way that each combination of shipping product and country is listed with the weights 1KG to 40KG. If a package weighs 39.5 KG, the price for 40 KG is used. If it weighs 38,9KG, the price at 39KG is decisive etc. In the column Price the shipping price is indicated in Euro, whereby the input of . as a separator for decimal places is preferable (but not mandatory).

Create Matrix

To create a matrix for a client, you can build on a template. For this purpose, templates can be stored for each shipping service provider per warehouse. The client can also be used to download a template file tailored to the shipping profiles set up for the client.

Overview of the shipping matrices stored so far

Display of a stored matrix as HTML view

Download as CSV

View after CSV export

shipping profile

• In the shipping profile, you can specify whether the profile is to be taken into account when prices are generated.
  

Apply Matrix

• The option “Shipping costs” must be activated in the shipping area of the price list.
  

If a new client is set up in the system, a number of settings must be made. These include

• Creating the client in the client master (see also Creating Clients)
• Storage of shipping profiles (see also Creating Shipping Profiles)
• If necessary, create packaging material (see also Creating Packaging Material).
• Configure clients in the client master: store characteristics and return reasons, activate services, settings, picking, shipping, and documents if necessary. Under Shipping, for example, you must activate all shipping profiles that are to be taken into account during automatic selection of the shipping profile.
• The data exchange must be set up: this takes place either in Wemalo via the data exchange (Plentymarkets, Magento, WooCommerce) or via wemalo-connect (Shopware, Shopify, REST-API). The client ID and warehouse ID are required for wemalo-connect.
• The authorization for the client must be stored with the relevant users.

Article characteristics can be created in the client master. The standard feature is intended for determining the condition, such as 1st choice, B-goods etc.. In addition, there is a characteristic Packaging to indicate the state of the packaging and a characteristic function, which can be set after a function test.

The standard feature is set directly when returns are accepted. It can also be changed during stock transfer and can be seen in the stock views.

The packaging and function features can be seen and changed via a special refurbishment mask. A technical employee can use this screen to set the corresponding characteristics and store a comment. The packaging feature can be set when scanning a return if the user is assigned the refurbishment module. However, it is not displayed in the position, but exclusively via the refurbishment mask.

The individual characteristic groups can be set via a corresponding selection box. The characteristics are all displayed in a mask for the client, but they are displayed grouped according to group in the table.

Each group can have a standard feature.

You can assign documents, such as barcode forms, to a client using “Master data >form master data”.

First, change by clicking on the blue “Client” button to the client mask.

You must then select the client to which you want to assign forms.

In the following list, you can store documents for each “template type” with the “Upload file” button.

Select the appropriate file from your file system.

The newly uploaded documents are listed in the “Uploaded” column after the respective template type.

Please note that uploading a file may take some time. In the lower left corner of the browser window you can see the progress bar during the upload.

Via “Master data- >Client master data” a list with all known clients is loaded.

In the client list, there is a “Edit” button in the “Actions” column. Here you can optionally store additional data for the respective client.

The field “Barcode” is filled automatically when creating a new client, but can be adjusted manually.

Finally, click on “Save” to save the changed data record.

Via “Master data- >Client master data” a list with all known clients is loaded.

You can use the “Filter” function to restrict the list displayed.

With the button “New” you can add a new client to the list.

All you have to do is enter a company name in the field provided.