02 · Catalogs

The catalog is the source of truth.

Named customers, shippers, carriers, products, prices, and indexes. Contracts and schedules point at these records — they do not invent them on the invoice.

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Distribution centre aisle with bins and cartons

Source of truth

Every contract is built from these records.

A bill-to, a product with a price, a carrier, an index. Organisation defaults fill the next deal so you are not starting from a blank sheet.

The records

Building blocks for every contract — not an encyclopedia.

Customers for subscriptions. Shippers and carriers for freight. Products, list prices, and meters stay named — never left as an internal id. The next contract starts from these blocks, not from a blank sheet.

Sonic AI

S12 accounts

CustomersShippersCarriersProducts

Account	Status	Source	Net terms
Nimbus Cloud	Active	Contract	Net 30
Northwind Analytics	Active	Contract	Net 30
Apex Tools	Active	Manual	Net 15
Delta Pack	Draft	Upload alias	—
Westbound Logistics	Active	Contract	Due on invoice

A catalog match attaches an identifier. It does not invent the account — it links, or it waits.

Customers · shippers and carriers are the freight equivalent

Customers & shippers

Subscription bill-to, or freight bill-to. Aliases from carrier files are confirmed on upload, not invented on preview.

Products & list prices

The model and the amount. Variants for a carrier when freight needs them. Meters stay named in the UI.

Carriers & indexes

Who hauled, selected on the contract. Published series with Default and optional branches.

Organisation & access

Profile, tax identifiers, invoice-from defaults, seat confirmation days, and parsing instructions. Team invites, two-factor, and feature flags stay company settings — never a hidden URL.

Priced the same way, everywhere

A price is a shape, not just a number.

Subscription uses nine models: one fixed fee, six usage shapes, two seat shapes. Shipment uses two: a flat amount, or a formula. Tax category and revenue recognition method live on that same catalog entry — not guessed when the invoice goes out.

Subscription · nine models

The schedule bills from these. Mixed models can share an invoice when the deal says so.

Fixed

A recurring or one-off fee. The amount on the price is the amount that bills.

Usage Linear

One rate — or a percentage — on metered usage, with an optional floor and cap.

Usage Volume

One marginal tier applies to all usage in the period. Classic volume pricing.

Usage Packaged

Usage rounds up to whole packages. One price per package.

Usage Graduated

Each band stacks. You pay every band you crossed, not only the last one.

Usage Packaged Graduated

Usage becomes a package count first, then graduated bands apply to that count.

Usage Slab

A prepaid commitment by slab. Usage above the slab bills at an additional unit price.

Seat Linear

One rate per seat. Removals are not refunded; mid-period adds can prorate.

Seat Graduated

Seats in each band at that band’s rate, summed. No flat fee per tier.

Shipment · two models

Rate cards use Shipment Rated. The kind is flat or formula — not a monthly schedule dressed up as freight.

Flat

A signed amount per shipment — per kilometre, per load, per stop. The rate card holds the number.

Formula

An expression over shipment values, other charges on the same card, and a published index on the haul date.

On every price

Two facts travel with the catalog entry. Neither is a global default, and neither is decided at send time.

Tax category

Every product and every price variant carries its own tax category. Invoice tax is looked up from the catalog — not inferred when the document is issued.

Revenue recognition

The recognition method sits on the same price: how this line becomes revenue. A schedule cannot recognise what a price never described.

See it on your contracts

A walkthrough on the agreements and files you actually bill from — not a slide deck.

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