Invoice Pricing

Overview #

When invoice documents are attached to a shipment, Trackberry extracts pricing data and displays it directly in the packing details table. This gives you a unified view of packing data and costs without switching between documents.

How It Works #

Trackberry automatically matches invoice line items to packing lines based on produce variety, calibre, and pack format. When a match is found, two additional columns appear in the packing details table:

A summary row at the bottom of the table shows the total value across all matched lines.

Both columns are shown by default when invoice data is present. You can hide them individually using the ⚙ Columns button in the packing details table — see Customizing Columns for details.

What Gets Matched #

Trackberry uses a two-stage matching algorithm to pair invoice items with packing lines:

Stage 1: Attribute Matching #

Each packing line is matched to invoice items sharing the same produce type. The match is then narrowed by:

• Calibre / size count — e.g., calibre "C" vs calibre "P"
• Box weight — e.g., 4 kg vs 10 kg boxes

When these attributes uniquely identify an invoice item, the price is assigned directly.

Stage 2: Quantity Allocation #

When multiple invoice items match the same produce with no distinguishing attributes (e.g., two goldenberry prices at different quantities), Trackberry allocates prices based on the invoice quantities. It walks the packing lines in pallet order and assigns each line to the invoice item whose quantity it falls within.

For example, an invoice with 192 boxes at €12.00 and 576 boxes at €15.09 will assign the first pallet (192 boxes) to the €12.00 price and the remaining three pallets to the €15.09 price.

If a packing line has no matching invoice item, the price columns remain blank for that row. This can happen when the invoice uses different naming conventions or when not all items are invoiced.

Filling In Missing Packing Data #

Beyond pricing, Trackberry also uses the invoice to complete packing-line details the packing list itself left blank: box weight (and the net weight calculated from it), variety, and pack format. The packing list is always treated as the master document — this only fills in gaps, it never overwrites a value already present on the packing list or one your team entered manually. Values filled in this way are marked as such in the packing details table and can be edited at any time.

Mixed Produce Shipments #

Shipments containing multiple produce types are fully supported. When a shipment has more than one produce type:

• A Produce column appears in the packing table showing a color-coded badge for each produce
• Invoice prices are matched per produce type — each product gets its own pricing from the corresponding invoice
• Separate invoices for different produce types within the same shipment are supported (e.g., one invoice for figs and another for goldenberries)

Invoice Total Check #

Trackberry includes an automated quality check that compares the sum of matched invoice line items against the declared total on the invoice document. This catches extraction errors where prices, quantities, or line items may have been misread.

The check uses a 1% tolerance to account for rounding differences between per-line totals and the document's grand total.

Enable or disable this check in Settings > Checks. See the Quality Checks guide for more on configuring checks.

Invoice Matches Packing List Check #

Trackberry also cross-references the packing list and the invoice against each other, flagging shipments where they describe different produce or disagree on total box count by more than a small tolerance. Unlike the automatic data completion above, this check never changes your data — it flags the discrepancy for your team to review. See the Quality Checks guide for details.

Tips #

• Invoice prices appear automatically — no configuration needed beyond uploading the invoice document
• Multiple currencies are supported; each invoice uses the currency detected from the document
• Make sure invoice documents are processed before reviewing pricing data on the shipment page