Annex Orbis
Storage agreements, signed online
Send the PDF, place the fields and set the signing order. Each agreement keeps an audit trail and a tamper-evident seal. Sign on a computer, or draw by touch in a tablet’s browser.
E-signature in the office suiteWMS · 3PL & billing
Every lot has an owner. Every month, an invoice.
Record whose goods sit on your racks, quote storage and handling, and bill each month from the books that come with your WMS. The WMS, the TMS and Accounting share one sign-in.
An owner on every lotIn testingStorage invoicesIn testingContacts and the booksAvailableClient portalComing
Warehouse comes with Routes (the TMS), Accounting and Workforce: the dock, the trucks and the invoices are one system.
Illustration · fictional names and data
Where it works
Billing on the web. Owners and payments in the apps.
Quotes, orders, invoices and agreements run in the web app, on a computer or in a tablet’s browser. The tablet and phone apps show each lot’s owner and record payments as they arrive. Your client needs no account: an invoice link opens on any phone.
By device, today
- WebIn testingLots and owners, quotes, orders, invoices, recurring invoices and agreements, on a computer or in a tablet’s browser 768 px and wider. Contacts and the books are Available.
- TabletIn testingLots with their owners as a read-only list, your customer list, and a payment recorded against an invoice.
- MobileIn testingThe same in the phone app. A phone’s browser can’t open the WMS; your client’s invoice link opens on any phone.
The tablet and phone apps are test builds on company devices, not in any app store.
Owner and custodian
Whose goods are these? The lot says.
Each lot carries an owner reference, the client whose goods they are, while your warehouse stays the custodian. Owner and stock travel together, from the rack to a recall.
- Owner on the lot, custody with youCreate the lot with its code and its owner. The lot’s page shows the owner beside what’s on hand at each address and the reservations it affects.
- A client prefix on every SKUSKU codes are unique across your warehouse, so give each client a prefix: BBF-1042 for Bluebonnet Foods, LSP-0310 for Lone Star Paper Co.
- A recall with the owner on itReport a defect and the lot goes to quarantine, its remaining reservations stopped and its owner on the same page for the call you make next.
In testingAn owner on every lot, on the web; read-only in the tablet and phone apps
ComingClient accounts: SKUs, balances and stock reports per client
Illustration · fictional names and data
Quotes, orders, invoices
Quote the deal. Invoice what you delivered.
Price a storage or handling deal once. The accepted version becomes a customer order that keeps count of what’s done, and the invoice comes from that record: only what was delivered and not yet billed.
- Exact lines, a valid-until date and your assumptions on every quote
- Offer one version and record who accepted it
- Ordered, fulfilled, remaining and invoiced on every order line
- Deposit and progress invoices straight from a quote
In testingQuotes, customer orders and invoices from an order
ComingYour client accepting a quote from a link · order lines that reserve stock
Illustration · fictional names and data
Monthly billing
Storage and handling, billed every month.
Save your rates once as products. A recurring invoice comes back each month as a draft with the client’s lines and terms: set the month’s quantities, check it and issue.
- Your rates as productsPallet storage per pallet-month, handling per pallet, stretch wrap, case picks: each with its unit, default price and tax, filling a line in one click.
- A schedule per clientReview each one first, send it automatically, or make the next only when you ask. Reminders go out before and after the due date.
- Numbered, filed and postedAn issued invoice is numbered and locked, its PDF filed in Files and the amount posted to receivables.
In testingProducts, recurring invoices and reminders
ComingStorage and handling counted from the stock ledger and billed per client
Illustration · fictional names and data
Agreements and invoice links
The agreement, signed. The invoice, on their phone.
Send your storage agreement for signature from Files, and each invoice as a private link your client opens on any phone, with no account and no app.
Illustration · fictional names and data
An invoice link for each recipient
Your client opens the invoice and its PDF with no sign-in, and approves or disputes it after a code sent by email. When the check or transfer arrives, record it on the web or in the apps.
ComingClients paying by card or ACH from the link
Clients and books
Your clients and your books, on one sign-in.
Warehouse comes with Accounting, so every invoice on this page lands in the same ledger your bank feed fills. With the CRM, each client is a record with its people and its email.
Available
Customer records with email filed
Each client is a record with its people, and email to and from their addresses files onto it, so the question about invoice 1207 sits next to the thread about Thursday’s inbound.
Available
A bank feed, a ledger and reports
Bank lines arrive for review with a proposed account, and the double-entry ledger and the reports your CPA asks for sit behind every invoice you issue.
Illustration · fictional names and data
Coming next for 3PLs
Client accounts, billing from the ledger, and a portal for your clients.
Built on what’s already here: the owner on each lot, the stock ledger and your invoices.
- ComingClient accountsA client on every item, balance and movement, SKUs per client, and stock reports for each one.
- ComingBilling from the ledgerPallet-days, receipts, shipments and extra charges counted per client and placed on the month’s invoice.
- ComingA client portalEach client sees its own stock, receipts and outbound ETAs, and nothing else.
- ComingCard and ACHClients pay an invoice from its link.
Illustration · fictional names and data
Status, plainly
What’s live, what’s in testing, what’s next
Available is live in production. In testing is built and running, not yet proven with real customers. Coming is planned or partly built.
Owners and clients
- An owner reference on every lot, with you as custodianIn testing
- Lots and owners in the tablet and phone apps, read-onlyIn testing
- Customer records with email filed by addressAvailable
- Client accounts: SKUs, balances and stock reports per clientComing
- Client portal: their stock, receipts and outbound ETAsComing
Quotes and orders
- Quotes with exact lines, assumptions and a recorded acceptanceIn testing
- Customer orders: ordered, fulfilled, remaining, invoicedIn testing
- Invoice an order for what was delivered and not yet billedIn testing
- Deposit and progress invoices from a quoteIn testing
- Your client accepting a quote from a linkComing
- Order lines that reserve stock in the WMSComing
- Orders and ship notices by EDI (940, 943, 944, 945, 856)Coming
Billing and payment
- Invoices with a PDF in Files and a private link that opens on phonesIn testing
- Products with a unit and price, such as Pallet storageIn testing
- Recurring invoices, and reminders before and after the due dateIn testing
- Recording a payment received, on the web or in the appsIn testing
- Storage and handling billed from the stock ledger, per clientComing
- Clients paying by card or ACHComing
Agreements and books
- E-signature for storage agreements, with a tamper-evident sealIn testing
- Bank feed with a review queueAvailable
- Double-entry ledger and core reportsAvailable
Not offered
- Marketplace and storefront order imports
- Automatic ship notices to your clients
FAQ
Questions 3PLs ask
Can I keep several clients’ goods in one building?
Each lot records its owner, and SKU codes are unique across the warehouse, so a client prefix keeps every client’s items apart: BBF-1042, LSP-0310. Client accounts, with a client on every item, balance and movement and stock reports per client, are coming.
How do I bill storage and handling?
Save your rates as products, such as Pallet storage per pallet-month and handling per pallet, and give each client a recurring invoice. Each month it comes back as a draft: set the quantities, check it and issue it. Counting pallet-days, receipts and shipments from the stock ledger and billing them per client is coming.
Can my clients see their inventory?
The client portal, with each client’s own stock, receipts and outbound ETAs, is coming. Today a client gets each invoice as a private link that opens on any phone, and for loads you move on the TMS, a tracking link that follows one stop or the whole load.
Do you take EDI or marketplace orders?
Not yet. Orders and ship notices by EDI (940, 943, 944, 945, 856) are coming; marketplace and storefront imports aren’t offered. Today quotes and orders are entered in the web app, on a computer or a tablet’s browser.
Can clients pay online?
Card and ACH payment from the invoice link is coming. Today the link shows the invoice and its PDF with your bank-transfer details, and when a check or transfer arrives you record it on the web or in the tablet or phone app.
Do I have to take the TMS and Accounting too?
They come together: Warehouse includes Routes (the TMS), Accounting and Workforce. That’s why the invoices, the books and the trucks on these pages share one sign-in. Talk to us about your building and we’ll walk you through it.
Keep exploring
The rest of the warehouse
- Receiving & putawayReceive at the door into quarantine, inspect, put away and close with every difference on record.
- Inventory controlA stock ledger nobody can edit: bins in your own words, conditions, lots and one-step recall.
- FulfillmentPick to staging, ship and correct, with the order confirming each shipment.
- Dock & yardEvery truck on one board, longest wait first, from booking to the door and back out.
- Transport & the TMSInbound and outbound with the TMS built in: tracking links, proof at the stop, arrival times.
- Floor & peopleTablets and phones on the floor, company devices, time clock and permissions by duty.
Bill your clients from the system that holds their goods.
Tell us how you invoice storage and handling today. We’ll walk you through owners, quotes, orders and monthly invoices with your own rates.
Talk to us