Table of contents
In Rackbeat, there is no dedicated field for freight costs on receipts and shipments. To work with freight in Rackbeat, you therefore need to create a product that represents the freight line.
Step 1: Create an Item Group without stock movement
Before creating your freight product, make sure it can be placed in an item group without stock movement, so it does not affect your inventory levels.
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Go to “Items” and select “Item groups”.
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Click “Create new” to create a new item group.
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Enter a name and configure the settings, and make sure to disable stock movement so this item group is only used for cost registration.
Step 2: Spread cost
When Has stock is set to No on the item group, new options will appear:
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Yes, based on quantity
The cost is distributed evenly based on the number of received items.
(= Total freight / total quantity excluding freight)
This means that each received unit gets the same share of the freight cost. -
Yes, based on value
The cost is distributed proportionally based on the value of the received items.
(= Total freight × (item line value / total item value))
The higher the value of an item line, the larger share of the freight cost it receives.
Example
Assume a supplier invoice includes:
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2 boxes of Item X at DKK 1,500 per unit
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8 boxes of Item Y at DKK 200 per unit
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Freight costs of DKK 120
Based on quantity:
Each item is assigned an additional cost of DKK 12, as the freight cost of DKK 120 is distributed across 10 items.
Based on value:
Item Y is assigned an adjusted cost price of approximately DKK 205.22, and Item X is adjusted to approximately DKK 1,539.13.
Including additional costs as part of the items’ cost price in Rackbeat ensures a more accurate valuation of your total inventory value.
Step 3: Create the freight product
When the product group is ready, create the shipping product, which will be added to purchase orders, receipts, orders, invoices, and shipments.
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Go to "Items" and click "Create new product."
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Enter a suitable name and item number for the shipping product, for example "Shipping."
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Assign the shipping product to the product group without inventory management.
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Set the unit and, if relevant, the price, depending on how you want to handle shipping costs.
Step 4: Use the Freight Product on Receipts and Shipments
Once the freight product is created, you can add it as a line on your purchase orders, supplier invoices, sales orders or customer invoices to record freight costs.
- On a purchase order, supplier invoice, sales order or customer invoice, add a new line with the freight product.
- Adjust the price or quantity if necessary to reflect the correct freight cost.
With this solution, you can add freight in Rackbeat, even though there is no specific freight field.
