Ad hoc charges on a purchase order 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.
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 Fee Types in 3PL Billing Profiles.
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.
Table of Contents
- How to Add an Ad Hoc Charge to a PO
- Ad Hoc Charge Field Reference
- How PO Ad Hoc Charges Appear in 3PL Billing
How to Add an Ad Hoc Charge to a PO
- Go to POs and open the purchase order you want to add a charge to.
- Select the Ad Hoc tab.
- Click Add ad hoc on the right side of the page.
- Fill in the charge details in the Custom Ad hoc modal. See Ad Hoc Charge Field Reference below.
- Click Add to save the charge.
Added charges appear in the Current Ad hoc charges section of the Ad Hoc tab. Multiple charges can be added to the same PO by repeating these steps.
Ad Hoc Charge Field Reference
| 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, Units, or Orders. |
| 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.
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.