Separate customer ownership
Review stock balances without mixing goods belonging to different customers.
Storage & warehousing services
Know what is stored—and how it should be billed.
Storage service providers must distinguish customer-owned goods, receipt and release dates, occupied space, and agreed charges. Connect the stock record with the commercial rules behind each storage agreement.
Built around your business
Turn daily activity into a clearer business view.
Storage businesses manage goods on behalf of customers, so ownership is as important as quantity. Connect inward and outward movements with locations, storage periods, and contractual charging rules to make both the stock statement and the service invoice easier to verify.
Make storage bills explainable
Retain the dates, quantities, and rate rules behind each charge.
Reconcile partial releases
Keep the remaining stock and relevant charging period aligned with movement history.
Solution capabilities to scope
What your storage & warehousing services solution should connect.
Build the scope around the records your team uses, the decisions it makes, and the exceptions it needs to manage.
01 / SOLUTION AREA
Receipts and ownership
Review inward documents, customer or owner references, item quantities, lots, and storage locations.
02 / SOLUTION AREA
Movement and balances
Define the record of internal transfers, outward releases, adjustments, and customer-wise stock balances.
03 / SOLUTION AREA
Storage-charge rules
Discuss the agreed billing basis—such as quantity, weight, occupied space, or time—and any handling or other service charges.
04 / SOLUTION AREA
Invoices and reconciliation
Map periodic billing, release-related charges, customer statements, and checks between stock movements and invoices.
Recommended starting point
ERP & storage workflows
Storage billing depends on your agreements and operating rules. Confirm charge calculations, customer ownership, warehouse interfaces, and any specialized storage monitoring before defining the solution.
Explore the solution approach ↗An example operational workflow
How the work moves from start to finish.
Follow a typical transaction through the business. We adapt the sequence, approvals, and handovers to your operation during discovery.
- 01
Set up customer terms
Agree the charging basis, billing period, handling rates, and any minimum or free-storage terms before receiving goods.
Key record
Storage-rate agreement
- 02
Receive and locate goods
Record customer ownership, item and lot details, receipt quantity, date, and the storage location.
Key record
Customer inward receipt
- 03
Track internal movements
Keep transfers, adjustments, and stock checks against the same customer and lot references.
Key record
Location and stock movement history
- 04
Authorize and record release
Check the release instruction, quantity, and dispatch date, including partial releases that affect the remaining balance.
Key record
Outward release document
- 05
Calculate and reconcile charges
Apply the agreed quantity, weight, space, or time basis; reconcile handling and storage charges with supporting movements before billing.
Key record
Storage calculation and invoice
Reporting priorities
Know what to review.
Know which records support it.
Agree report definitions, date ranges, ownership, and source transactions before implementation. Use these industry-specific views as a starting point for your reporting scope.
- Customer stock by item, lot, and location
- Inward, outward, and transfer register
- Storage ageing and occupied capacity
- Charge calculations and unbilled services
Implementation approach
A practical path from discovery to daily use.
Agree the scope and acceptance criteria first, then prepare the data and people who will run the process.
- 01
Discover the operation
Walk through a real transaction with your operations and accounts teams. Agree the priorities, exceptions, and reports.
- 02
Design and configure
Confirm product fit, responsibilities, approvals, and data fields. Scope any add-ons, custom workflows, and integrations.
- 03
Prepare opening data
Clean and map master records, opening stock, balances, and active transactions. Reconcile the data before migration.
- 04
Test and train
Run representative transactions and exceptions with your users. Verify calculations, reports, access, and operating procedures.
- 05
Go live and review
Agree the cutover plan and support arrangements. Review early transactions and resolve issues with the responsible team.
Before you decide
Your industry questions, answered.
How are partial releases and different storage tariffs handled?
Use worked billing examples to agree how dates, remaining balances, rate slabs, minimum charges, and free periods are calculated. These rules must be validated against your contracts before the billing workflow is accepted.
What determines the implementation scope and cost?
The scope depends on your users, locations, opening data, approvals, reporting, and integrations. We review a representative workflow and agree what uses standard functionality, what needs configuration, and what needs additional development before preparing the proposal.