How can we set up inventory par levels for a customer and bill them accordingly based on those levels?
1. Login to your Admin Dashboard - https://www.linentech.net/admin
2. Click on "All Reports" in the left-hand column of your screen.
3. Click "All Reports"
4. Click "Inventory"
5. Click "Run" button under Par Level / Max Quantity.
6. Click the three dots under the Action button and select "Edit."
7. Select the appropriate part level and click the "Save" button once you have completed your changes.
8. Additionally, there are specific settings that apply to inventory par levels in the customer's settings.
9. You can choose the appropriate billing procedure based on your needs:
- Bill for Items Delivered – Select this option if you want to charge for the items that have been delivered.
- Bill for Inventory Par Level – Choose this if you’re charging based on the inventory par levels you maintain with the customer.
- Set Minimum Billable Item Quantities – Select this option if you want to charge for the minimum quantities of items you’ve set for the customer.
- Bill on Order Quantity – Choose this if you only want to charge for the quantity the customer orders.
10. The billing period determines how often invoices are generated for a customer based on their deliveries. Since a customer may have multiple manifests (shipments) in a single day, week, or month, the billing period helps define how those manifests are grouped for invoicing.
Per Delivery
Each time a manifest (shipment) is created, an invoice is generated for that specific delivery.
Useful for customers who prefer to be billed per shipment rather than grouped invoices.
Per Week
All manifests (shipments) within a week are grouped into a single invoice.
Reduces the number of invoices for frequent deliveries while maintaining a structured billing cycle.
Example: If a customer has 10 deliveries in a week, they receive only one invoice summarizing all those deliveries.
Per Month
All manifests (shipments) within a month are consolidated into a single invoice.
Best for customers who prefer a monthly billing cycle instead of frequent invoices.
Example: If a customer has 30 deliveries in a month, they receive just one invoice covering all deliveries.
11. Delivery Document is a document that lists the items being delivered, including details like quantity
- If you want to send a delivery note/manifest with each delivery, select Delivery Manifest.
- If you want to create and send an invoice along with the delivery, select Invoice as the delivery document.
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