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Dhl invoice template for Banking

In today's video, we will see how we can easily reconcile DHL's shipping invoices using your ERP ledgers, SKU Master, PIN code Master and rate card with our automated reconciliation software. Our software enables you to automate data gathering from multiple sources; build custom, multi-party reconciliation workflows; and create dashboards to view and analyze reconciled and unreconciled cases. We will now show you the sample reports required for reconciling DHL shipping invoices how to load data and how to view the reconciliation result. First we take a look at your ERP sale tax ledgers and this is how they look like with Order ID, Invoice Number, Tracking Number, Amount, etc. We then require DHL's invoices which will contain Tracking ID, Shipping Weight, Warehouse Pincode, customer Pincode, charges, taxes, etc. We then require SKU Master which consist of all your SKUs along with their weights and volume. The next report is a PIN code zone master which lists zone classifications between your warehouse and customer destinations. The final report will be your rate card with DHL which lists what fees they are supposed to charge based on shipping weight and delivery zone. This data set can be imported automatically on a daily basis using database connectors, APIs, STPS and an e-mail account integrations. Once the data is loaded and processed you can directly view the reconciliation result and start analyzing your reconciled and unreconciled cases. Starting with the DHL invoice, It can be reconciled against your ERP ledgers and any tracking ID not recorded in your ERP can be highlighted. Next, all the invoices are verified using your SKU master for shipping weights, pincode master for distance traveled and rate card and overcharging cases are highlighted. For ease of analysis and dispute raising, the unreconciled cases can be classified as overcharging due to weight miscalculation, overcharging due to zone miscalculation, overcharging due to weight and zone miscalculation, etc. We call all these verification line items as buckets and by clicking any of them you can view all the transactions which are part of that reconciliation scenario. You can also view the detailed calculations for each transaction by clicking on the eye button. This is a 360 degree page wherein in one glance you can see the reconciliation summary of a transaction against all the original data points from various reports. As you can see against DHL's invoice all associated data points from ERP reports, SKU master Pincode Master and rate card are shown here. Once all the data are linked we can calculate the expected charge as per rate card and compare against the charged amount to identify the difference between them. If the difference is 0, the order is classified in a reconciled bucket. Otherwise, it is further analyzed and classified in the relevant unreconciled bucket. All these transactions can be easily downloaded back in spreadsheets and further analyzed as well as submitted to relevant teams for resolution. This is how easy and comprehensive our systems are. To automate your DHL shipping charges reconciliation, please visit our website .cointab.in or write us an e-mail at sales@cointab.in