Ad hoc charges on a purchase order in ShipHero let you bill a 3PL client for additional costs associated with a specific PO — such as special handling, labor hours, or custom processing fees. Charges added to a PO are sent to the client's 3PL Billing account and appear on their next generated invoice.
Before You Begin
You must have Billing and Purchase Order permissions to add ad hoc charges to a PO. The PO must exist in ShipHero before charges can be applied.
To add ad hoc charges from a work order instead, see How to Set Up Ad Hoc Charges for Work Orders in 3PL Billing. For ad hoc fee type setup in a billing profile, see How to Set Up Ad Hoc Fees in 3PL Billing.
Table of Contents
- How to Add an Ad Hoc Charge to a PO
- Ad Hoc Charge Fields for POs in 3PL Billing
- How PO Ad Hoc Charges Appear in 3PL Billing
How to Add an Ad Hoc Charge to a PO
Ad hoc charges in ShipHero are added directly from the purchase order's Ad Hoc tab and billed to the client's 3PL Billing account on their next generated invoice.
- Go to the Purchase Orders page and open the purchase order you want to add a charge to.
- Open the Ad Hoc tab and click Add ad hoc on the right side of the page.
- Select an ad hoc fee from the list or fill in the charge details in the Custom Ad hoc modal. See Ad Hoc Charge Fields for POs in 3PL Billing below.
- Click Add to save the charge.
Edits made to a PO ad hoc charge are reflected in the Current Ad hoc charges list in the billing portal, and vice versa, as long as the charge has a Pending status, once a PO adhoc fee is charged is cannot be edited.
Ad Hoc Charge Fields for POs in 3PL Billing
The following fields are available when adding an ad hoc charge to a purchase order in ShipHero. Fields marked Required must be completed before the charge can be saved.
| Field | Required | Description |
|---|---|---|
| Label | No | A short identifier for the charge. Visible on the PO and in the billing portal. |
| Description | Yes | A description of the charge. Used for reference on the PO timeline and the client's invoice. |
| Unit | Yes | The unit type for the charge — for example, Hours, Orders, Purchase Orders, or Units. |
| Quantity | Yes | The number of units to charge. |
| Unit rate | Yes | The cost per unit. Total is calculated automatically as Quantity × Unit rate. |
| Date | Yes | The date associated with the charge. Defaults to today. |
How PO Ad Hoc Charges Appear in 3PL Billing
Ad hoc charges added to a PO are sent to the client's 3PL Billing account and included in their next generated invoice. To review charges in the billing portal, go to 3PL Billing > Customers, open the client's billing page, and check the Current Ad hoc charges section.
Important
Ad hoc fees added to a PO are charged to the next generated bill regardless of PO status. Unlike receiving fees, they do not require a closed PO status before being included.