Screen Path: WMS > SetUp > Billing SetUp > Warehouse Contract
To get general information about Logiwa Contract Management, you can read this article
You can create multiple Contracts within Logiwa and use it for multiple clients.
There are 3 main parts of Creating a contract:
1- Contract Setup
There is a predefined Contract within the system to make the Contract creation process simpler. You can Copy that contract and build your pricing details based on that.
- On Warehouse Contract Screen search for 'Sample Contract'
- Click on the Sample Contract line on the grid and then Use the Copy Contract button on the right side of the grid. Give a name to your Contract.
- After creating and finding your contract, Click on the Show Contract Details button. On the next screen you will see all the defined Contract Lines.
- When you click on a Contract Line, you will see the Pricing Details
- You can click on a Pricing and edit the prices by using the update button
- You can also create a new Pricing Line by using the New button. Please keep in mind to always choose the same Line Pricing Type within a Line Calculation.
You can also add a new row in the Show Contract Details.
In this screen, the user create a new Contact line.
Logiwa creates the "Custom Validation SQL" automatically when the contract line type is selected as "VAS". The "Custom Validation SQL" field is hidden in this case.
All other situations, the "Custom Validation SQL" field is visible.
- While Creating a Price Line If you set Start Quantity:0 and Finish Quantity: 99999999, that means each item/LP/Order (whatever you are charging for) will be charged with the same price
- You can also set different prices for different number of operations. For example you can charge 10$ for the first 15 LPs received and charge 9$ for the rest
2- Client Access
Screen Path: Entity > Client Setup
Logiwa enables the usage of a contract by multiple clients. After creating a contract you need to assign it to the clients to be used for.
- On the Search screen use the Search button and click on a client on the grid for the setup
- As a next step click on the Client Contract Setup tab and click on the New button
- Find the Contract you just created (NOT the Sample Contract, your new contract) and click on Save
- Repeat this process for every client that you want to calculate the Contract. Please remember to the same when you create a new client.
3- Period Setup
Screen Path: WMS > SetUp > Billing SetUp > Warehouse Contract Periods
After Creating a Contract, you need to define in what periods you need your contract to be calculated. On that screen you choose the time intervals you need your contracts to be calculated (as every 15 days or monthly) and Periods as Start and Finish dates are created. This information is used while calculating a contract. Each contract has to be calculated based on a Period.
- Start searching with your Contract name and click on Search. This has to be the new Contract Description that you have created, NOT the Sample Contract.
- Click on your Contract on the grid as shown below
- On the New Period Info part, fill in the information:
Start Date: When the system should start calculating the contract. The first day of a period.
Finish Date: When the system should finish calculation of the contract
Duration: In what intervals the contract should be calculated. If you want your contract to be calculated every 15 days, type 15 or every 30 days, type 30
Invoicing Type: If you set this as Automatic, at the end of each Period system automatically creates the billing report. If you choose Manually, you can use the Calculate Contract button on Warehouse Contract screen
Is Create Monthly: If you want the contracts to be calculated at the end of each month, Enable this. When you use this option, you dont need to use Duration field
Example 1: Creating 15 days periods
Example 2: Creating Monthly Periods
- After the Finish Date of the last Period, system doesn't calculate the contract, so you should be creating new Contracts, or create Periods for very long terms as multiple years.
- You can also Delete the Periods created if you create something by mistake, by selecting the periods to be deleted and using the delete Period button
- If you choose the Invoicing Type as Automatic, as a last step, choose the Client and warehouse for auto calculation. Repeat this operation for every Client and Warehouse combination.
This step is not necessary if you choose manual Invoicing Type.
Click to learn about Contract Calculation: Contract Calculation
Couldn’t Find What You Were Looking For?
Write to our support team: firstname.lastname@example.org
Tags: Billing, 3PL, Contract, Calculation, Client