Logistics (Power Apps)
Automated billing of warehouse services
Services logged in an app, automatic rates and charges, a ready PDF for the client.
Billing and PDF with no re-keyingThe situation before
The company delivered extra warehouse services for its clients, for example pallet wrapping. This information could not be stored in the operational system, so it ended up in many Excel files, kept separately for warehouses, contractors and staff.
Some people should see only the number of pallets handled, while others needed access to rates and billing amounts. Re-keying data by hand increased the risk of mistakes, and even a small error meant a discrepancy on the invoice.
What we did
We built a dedicated Power Apps application in which warehouse staff log completed services right where they work: they pick the client, the warehouse, the type of service and the number of units.
The data flows into a Power BI model that automatically assigns rates, calculates charges, aggregates results and checks completeness. What each person sees depends on their role: a warehouse worker logs operational data, while the billing team sees the financial values.
The same data feeds interactive reports and ready PDF documents for clients, consistent with the company's visual identity, with no manual formatting.
See the result
From the situation before to a finished solution.
We changed company names and the data in the screenshots to protect client confidentiality (NOVARA, FlowWarehouse and Red Dragon are demonstration names). The graphics show a real type of report or app, not a specific client.
Results
What changed.
- Dozens of spreadsheets replaced by one consistent system.
- Automatic conversion of services into billing amounts.
- The end of re-keying data between files by hand.
- Lower risk of errors on invoices.
- A ready report for the client with no extra processing.
- Separated access to operational and financial data.
Your company
Have a similar problem?
Leave your contact details and we'll get back to you within 24h. We'll check what can be put in order at your company. No obligations.
Roughly: we start with an audit for PLN 2,000, the first system is ready in about a month, implementation from PLN 6,000. After handover you'll maintain the report yourself, and we stay in touch.
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