BP-02 · ILLUSTRATIVE SCENARIO
Billing a 3PL client for every activity
A third-party logistics operator stores and ships for several clients, each with its own rates for storage, receiving, picking and special handling.
This is an illustrative scenario written by SALES TEC to show our approach. It is not a description of a real client, and it contains no results.
§ 01The problem
Billable activity is tallied from spreadsheets at month end. Small services go unbilled, storage is estimated, and disputes take days to settle.
§ 02How we would approach it
- 01Capture billable events in the warehouse as they happen, tagged by client and rate card: receiving, pick, pack, labeling and accessorial charges.
- 02Take a daily on-hand snapshot per client for storage billing, on the client's anniversary or calendar period, with minimums and volume tiers.
- 03Hold each rate card as dated data, add pass-through carrier charges with markup, and price time-based labor from recorded hours.
- 04Generate draft invoices with a line-by-line event trail the client can open in a portal, lock the billing period once approved, and issue credit memos for corrections.
§ 03How we would measure success
Measures of success
- Share of activity captured as billable
- Days from period end to invoice
- Number and age of billing disputes
- Client portal usage
Industry
Logistics & 3PLStart here
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