Flexible Billing for 3PL's Made Easy With Optima

Many 3PL's still rely on spreadsheets or manual processes to calculate charges, often pulling data from various systems. It's time-consuming, error-prone, and often dependent on one team member who "knows the process". When that person is away, billing can grind to a halt.

That's why we have developed a powerful, highly flexible Invoicing Module within Optima WMS, designed specifically to handle the complex and varied billing needs of modern 3PL's.

Built to Handle Real-World Scenarios

We've worked closely with our customers to understand the most common (and uncommon) billing challenges. Our new functionality can now accommodate scenarios such as :

• Different charging rules for B2B and B2C orders, within the same account
• Tiered Charging structures - e.g. £ X for the first item, £ Y for 2–5 items, £ Z thereafter
• Pallet-based charges - e.g. £ X for receipts with fewer than 5 pallets, £ Y for more than 5 pallets
• Unit of Measure (UOM) based pricing, adaptable to virtually any metric
• Location-based charges, including surcharges for specific postcodes or zones like the London Congestion Zone (ULEZ)
• Percentage-of-sale-value billing, ideal for high-value goods or commission-based models
• Optional charges that can be toggled on or off depending on the task, like reworking, kitting, or special handling
• Flexible rental charges, such as:
  • Per Pallet per week (or part thereof)
  • Product-specific rules - e.g. "only charge if product code = SPECIFIC"

Custom Logic

Optima WMS now includes advanced configuration tools that let you define complex billing logic, whether it's a rule we've seen before or a completely unique pricing model, our system is designed to support it.

So if you're tired of wrestling with spreadsheets, chasing down data, or worrying about billing errors, it might be time to look at a better way that can transform your invoicing processes. With Optima WMS flexible billing module, you can look forward to:

Comprehensive Charge Management:

Easily configure and automate billing rules for any type of charge, from storage to value-added services.

Flexible Rate Structures:

Set customer-specific pricing models, allowing for variable rate calculations.

Accurate & Transparent Billing:

Reduce disputes with detailed, auditable invoicing that clearly breaks down all charges.

Automated Invoice Generation:

Save time and eliminate manual errors with seamless invoice creation and integration into accounting systems.

Customisable Reporting:

Gain insights into revenue streams, client profitability, and billing trends.

The Business Impact

Here's what you can expect by adopting Optima's Invoicing Module:

• Faster Payments
  Clear, accurate invoices means fewer disputes and faster processing.
• Increased Revenue
  Capture every charge you're entitled to with precise invoicing.
• Improved Customer Satisfaction
  Transparent billing builds trust and enhances client relationships.
• Operational Efficiency
  Reduce administrative overhead and free up resources to focus on growth.

Let's Talk

If you need a more efficient, accurate, and scalable way to manage your invoicing, our Sales team would love to show you what Optima WMS can do.

Schedule a call today and discover how easy it can be to take control of your billing.

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