W&D Setup
Configure works and distribution rate cards, zones, and fulfilment logistics.
Works & Distribution (W&D) covers the costs of getting your product to customers — warehousing, logistics, and delivery. The W&D Setup page is where you configure the fulfilment methods, shared resources, and rate cards that drive these cost calculations across ProFeT.
Fulfilment Methods First
The default workspace is now Fulfilment Methods.
Each fulfilment method is treated as an operational shipping offer with:
- a family (Courier, Pallet, Container)
- a readiness state (setup required, ready, active)
- a required setup checklist
- SKU coverage summaries so you can spot missing packaging inputs quickly
Use this tab first when you want to make a fulfilment method usable. ProFeT will then point you to the supporting configuration it depends on.
How W&D Costs Work
W&D costs appear in two contexts:
-
Forecasting — Estimated W&D per case based on your rate cards and the customer’s fulfilment method. Feeds into the P&L on the Forecast Builder and Live Forecast.
-
Actuals — Actual W&D from invoices, recorded when you upload sales data. These are the real costs from your distributor, split proportionally across invoice line items based on line value. This revenue-weighted rule is the current documented v1 actuals behavior, and it does not depend on courier parcel profiles.
Shared Resources
Shared Resources contains the reusable building blocks that fulfilment methods depend on:
- Courier Parcel Profiles for courier methods
- Zones for pallet and container methods
Courier Parcel Profiles
Courier parcel profiles are named parcel sizes such as M Box, L Box, or XL Box. Each profile has:
- a label
- a sort order
- an active/inactive state
The smallest active profile by sort order is treated as the canonical MOQ / default forecasting parcel.
Zones
Zones represent geographic regions with different distribution costs. Common examples: UK Mainland, Scotland & Highlands, Northern Ireland, Europe, Rest of World.
Zones are used in pallet and container rate cards — delivery costs vary by distance.
Managing Shared Resources
Navigate to Planning → W&D Setup → Shared Resources. Add, edit, or delete parcel profiles and zones as needed.
Courier Parcel Profiles
Courier fulfilment now supports multiple named parcel profiles per tenant (for example M Box, L Box, XL Box). Each profile has:
- a label shown across SKU setup and courier rate cards
- a sort order that determines which profile is treated as the smallest parcel for forecasting and MOQ assumptions
- an active flag so you can retire parcel sizes without deleting historical setup immediately
Set these up in Planning → W&D Setup → Shared Resources before configuring courier SKU capacities or courier rate cards.
Rate Cards
The All Rate Cards tab gives you the full operational pricing tables, but the recommended setup flow is still to start from Fulfilment Methods and add rates in context from the chosen method.
Rate cards define the per-unit distribution cost for each fulfilment method. ProFeT supports three types:
Courier Rate Card
For parcel-based delivery (typically D2C or small orders).
| Field | Description |
|---|---|
| Courier Parcel Profile | Which named courier parcel size the rate applies to |
| Storage Condition | Ambient, Refrigerated, or Frozen |
| Rate per Parcel | Cost to ship one courier parcel |
Courier rates vary by parcel profile and storage condition because different box sizes and temperature-controlled shipping carry different costs.
Pallet Rate Card
For palletised delivery (Direct-to-Trade, Wholesale).
| Field | Description |
|---|---|
| Zone | Which geographic zone |
| Storage Condition | Ambient, Refrigerated, or Frozen |
| Rate per Pallet | Cost to ship one pallet |
Pallet rates vary by both zone and storage condition.
Container Rate Card
For containerised shipping (Export).
| Field | Description |
|---|---|
| Zone | Which geographic zone |
| Storage Condition | Ambient, Refrigerated, or Frozen |
| Container Size | 20ft or 40ft |
| Rate per Container | Cost to ship one container |
Container rates vary by zone, storage condition, and container size.
How Rate Cards Connect to Customers
Each customer has a fulfilment method and a zone. These determine which rate card applies:
| Customer Config | Rate Card Used |
|---|---|
| Fulfilment: Courier | Courier rate card (smallest active parcel profile × storage condition) |
| Fulfilment: Pallet, Zone: UK Mainland | Pallet rate card (UK Mainland × storage condition) |
| Fulfilment: Container, Zone: Europe | Container rate card (Europe × storage condition × size) |
The W&D per case is then calculated from the rate and the SKU’s packaging configuration (cases per courier parcel profile, cases per pallet, etc.). Courier forecasts always use the smallest active parcel profile so MOQ handling stays conservative.
W&D in Actuals
When uploading sales data via CSV, each invoice includes a total W&D amount. ProFeT splits this proportionally across line items based on line value:
Line W&D = Invoice W&D Total × (Line Value ÷ Invoice Total Value)If line value is unavailable, ProFeT falls back to quantity and then finally to an even split. This actuals allocation flow is separate from forecast-side courier parcel profile logic.
MOQ Options
Minimum order quantities are tied to fulfilment methods. Configure which MOQ levels are available:
| Fulfilment | MOQ Options |
|---|---|
| Courier | Per smallest active parcel profile |
| Pallet | Per layer, per full pallet |
| Container | Per 20ft container, per 40ft container |
MOQ settings determine the smallest order a customer can place and feed into the forecast calculation — volumes are rounded up to the nearest MOQ where applicable.
W&D Setup Screens
