Warehouse storage Calculation and Invoicing User Manual

Warehouse storage Calculation and Invoicing User Manual

Storage Calculation and Invoicing User Manual
Version: v.1.0.30
Prepared by: Issac
Date: 2025-06-19


Table of Contents

  1. Introduction

  2. System Requirements

  3. Logging In

  4. Main Features and Functions
        o 4.1 Setting Up the Storage Contract
        o 4.2 Calculating Storage Charges
        o 4.3 Finalizing and Submitting the Invoice

  5. Troubleshooting Common Issues

  6. FAQs

  7. Support


1. Introduction

The Storage Calculation and Invoicing screen is where the magic happens—calculating storage charges for products based on warehouse storage contracts and generating corresponding invoices. If you've received goods, signed a contract, and left them in storage… guess what? Now it's time to charge for it. You're basically the warehouse version of a landlord. But with more spreadsheets.


2. System Requirements

  • Browser: Chrome 90+ or Firefox 85+

  • User Role: Finance Executive, Warehouse Manager


3. Logging In

  1. Log into Zealit

  2. From the dashboard, navigate to Warehouse Module.


4. Main Features and Functions

4.1 Setting Up the Storage Contract

  1. Before calculating storage, ensure that a Storage Contract exists for products received via GRN.

  2. Create entries in the Warehouse Storage Contract (Storage Master).

  3. Ensure correct Charge Code, Rate, and Duration are configured in the contract.

4.2 Calculating Storage Charges

  1. Navigate to the Warehouse Invoice Entry screen.

  2. Click the Calculate Storage button.

  3. Select the Charge Code (as defined in the storage contract).

  4. Enter the Till Date up to which storage should be calculated.

  5. Click Calculate.

  6. Charges will be calculated and auto-added to the charge grid along with charges fetched from GRN (Goods Receipt Note) and GDN (Goods Delivery Note).

4.3 Filtering and Finalizing Charges

  1. Use the Charge Code column filter to isolate only storage charges (or any other charge you want to inspect).

  2. Select specific charges you wish to include in the invoice.

  3. If Tax is configured for the charge code, it will auto-apply.

  4. If not, add tax manually:

    • Click the Blue Action Button (three dots) → Select Add Tax → Choose applicable tax.

  5. If currency is different from the base currency, ensure an Exchange Rate is set up in the Daily Exchange Rate screen.

  6. Once all details are verified, click Submit to generate the invoice.


5. Troubleshooting Common Issues

IssueSolution
Storage not calculatingEnsure storage contract exists and charge code is selected.
No charge appearing in gridCheck that GRN and GDN are properly linked and within date range.
Tax not applyingEither define tax for the charge or add manually using the blue action button.
Exchange rate missingUpdate the rate in the Daily Exchange Rate screen.

6. FAQs

  • Can I calculate storage for multiple GRNs together?
    Yes, as long as valid storage contracts exist for each product.

  • What if the charge code is missing from the dropdown?
    Check your storage contract configuration. It must be assigned there first.

  • Can I change the calculated amount?
    Only by adjusting the storage contract or manually editing the rate/quantity before submitting.

  • What if no tax is fetched?
    That means no tax was defined for the charge. Use the blue action button to add it.

  • How often should exchange rates be updated?
    Daily. Hence the name. Otherwise your invoice might make your accountant cry.


7. Support

If this all gets too "Oh my God, could this be any more complicated?"
📧 helpdesk@aggrandizeventure.zohodesk.in

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