There are several steps involved with configuring and generating recurring storage charges. This article reviews each step needed to get started with recurring storage charges.

Step 1: Configure customer-level settings in Billing Wizard

The first configuration step is done in the Billing Wizard under System-Calculated Storage and Handling Charge Setup.

Within this setup, there are three separate ways to charge recurring storage rates:

1. Automated recurring storage (under the Recur. Storage tab)
   
   • If you decide that the default settings are sufficient, you must still click Save if you are setting these rates up for a new customer or a customer you have never generated recurring storage for previously.
2. Manual recurring storage (under the Manual tab)
   • These must be manually applied when you confirm the recurring storage charges at the end of the billing period—these apply on top of any automated charges you configure.
3. Location storage (under the Loc Storage Rates tab)
   • If you don't want to configure storage rates by item (reviewed in the next step), you can set a default rate to apply to specific storage locations configured in your warehouse.

Step 2: Configure item-level settings

The second configuration step is done at the item-level under Items > Manage Items.

This method of charging allows you to calculate recurring storage charges based on a number of different inventory counting mechanisms.

Step 3: Confirm recurring charges

Once your recurring storage charges are configured, you must confirm that the charges are accurate via Admin > Recurring Storage Charges.

If you do not use this page to confirm these charges, they do not populate on your customer's invoice.

Step 4: Generate invoices

After your recurring storage charges are confirmed, these storage rates are considered adjustments and included on your customer's invoice once generated under Admin > Manage Invoices.

To search for recurring storage charges, enable the 'Adj. & Storage' search filter and note that the reference numbers are formatted in the data grid with the following metadata: CustomerID^FacilityID^DateTimeChargesWereGenerated-AutoBill.