Eshopbox shipping billing automation

Eshopbox will divide the shipping fee into three parts:

• Forward shipping fee: This fee will be associated with the order as soon as the order is marked ready to ship from the fulfilment location.

• Failed delivery return fee: This fees will be associated with the order once RTO is confirmed by the courier.

• Customer return fee: This fee will be associated with the order as soon as the return is created and tracking is assigned from the customer location.

Eshopbox shipping invoicing frequency:

On Eshopbox workspace, we have an admin setting, where the Eshopbox team can configure the invoicing frequency for each workspace. On selecting the invoicing frequency, next invoice genrationg date will also be visible.

Possible invoicing frequency:

• Weekly on ______ (All seven days visible)

• Once every Month on _______ (Date 1 to Last day)

• Twice every Month on _____ and ______ (Date 1 to Last day)

Shipping Invoices

Eshopbox will fetch the orders eligible for invoicing based on below filter: (assuming we are doing at a particular frequency)

• Order ready to ship in n days and not invoiced for shipping

• Return created on in n days and not invoiced for shipping (This will include both customer return and failed delivery return)

  • For customer return: When tracking ID is assigned to the order.

  • For failed delivery return: When RTO is confirmed by the courier.

For the above items, Eshopbox will calculate the shipping fees using the Rate calculator on the basis of the plan opted by the seller.

For each workspace, Eshopbox will request Zoho to create the invoice. (verify the details required to create an invoice)

Shipping credit note

Eshopbox will fetch the orders eligible for credit not based on below filter: (assuming we are doing at a particular frequency)

• Order is first marked RTO and than delivered

• Lost

• Damage

• Delivery not attempted within 7 days of Expected delivery date

Listing page of shipping fee:

Workspace > Payments > Shipping fee

Invoices ------- Credit Notes

Invoices

Summary:

Total shipping charges = Billed amount + Unbilled amount | Overdue payment

Filter:

• Date range: (Invoice date, Ready to ship on, Return created on)

• Shipping mode

• Fee type: (Forward shipping or Reverse shipping or Failed delivery return or Weight discrepancy)

• Invoice number:

• Invoice date:

• Invoice status: (Invoiced, Pending to invoice, Paid)

• Tracking Id

• Order ID

• Shipment ID

Search:

Tracking ID, Order ID, Shipment ID, Invoice number

Segment:

All --------- Invoiced ---------- Pending to invoice --------- Paid

Listing page

• Order ID

• Tracking ID

• Fee type: (Forward shipping or Reverse shipping or Failed delivery return or Weight discrepancy)

• Shipping mode (Express / Standard)

• Number of items in the order

• Payment method (Prepaid, Cash on delivery)

• Tracking ID assigned on

• Chargeable weight

• Shipping freight

  • On hover:

    • Base freight

    • Express shipping

    • COD fees

    • Fuel surcharge

    • Doorstep QC

    • GST

    • Total

• Shipping invoice number (Link: On clicking will navigate to the Invoice page)

• Shipping invoice date

• Shipping invoice status

Credit note

Summary:

Filter:

• Date range: (Credit note date)

• Reason (Lost, Damaged, Delayed attempt, Failed delivery return)

• Credit note number:

• Credit note date:

Search:

Tracking ID, Order ID, Credit note number

Segment:

All

Listing page

• Order ID

• Tracking ID

• Number of items in the order

• Payment method (Prepaid, Cash on delivery)

• Reason (Lost, Damaged, Delayed attempt, Failed delivery return)

• Amount

• Credit note number

• Credit note date

OPEN

• When the fees will be charged? Do we require real time calculation as soon as the item is picked or at some frequency?

• Delivered after RTO: Credit note will be issued.

• How to handle weight discrepancy?: The excess weight will be charged once the dispute is lost by the seller or the discrepancy is marked as not disputed.

• Invoiced overdue date to be calculated for each invoice.

• Credit note adjustment against invoice setting.:

• Credit note to be issued in case of pick up cancellation.