REQUIRED PERMISSIONS: Full Admin role, an administrator with Billing permissions, or a custom role with Account management view and edit permissions in Billing, Itemized Billing, and License Assignment.
Samsara invoices provide high-level information on your hardware and software license purchases, including details such as license types, license quantity, cost per license, and total cost. With Itemized Cost Breakdown (Settings ( ) > Billing) you can receive a detailed addendum with each invoice. This addendum includes entity-level license assignment and costs where entities refer to meaningful Samsara units such as devices, users, or drivers, to which licenses can be applied.
The Itemized Cost Breakdown provides usage details and insight into where your licenses are used throughout your organization, and enables you to more efficiently track your entities as they are transferred between locations, or go in and out of usage. For example, if an asset is sold, or a driver is deactivated.
To learn more about how to use Itemized Cost Breakdown, select a topic:
To use Itemized Cost Breakdown you must first enable it for your organization.
To enable the Itemized Cost Breakdown, perform the following workflow:
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Select the Settings icon (
) at the bottom of your Fleet menu to view dashboard settings.
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From the Organization settings, select Billing.
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If this is your first time enabling Itemized Cost Breakdown, select Learn more under Enable the Itemized Cost Breakdown.
Otherwise, select Enable under Itemized Cost Breakdown.
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Click Enable now.
Once enabled, a downloadable Itemized Cost Breakdown is generated within 24 hours of your next invoice.
After you Enable Itemized Cost Breakdown, you can access Itemized Cost Breakdown from the Invoices page, or by performing the following workflow:
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Select the Settings icon (
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From the Organization settings, select Billing.
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Select Manage under Itemized Cost Breakdown.
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Select Open Breakdown for the invoice you'd like to view.
Open Breakdown downloads a .XLSX Itemized Cost Breakdown.
The Itemized Cost Breakdown provides a cost allocation based on the configuration of your Cost Centers at the time your invoice is generated. Itemized Cost Breakdown also provides additional metadata for each of your assigned entities, including Asset Name, device serial, device shipping location, order number, and license start and end date. If your Cost Center allocations are modified after the Itemized Cost Breakdown is generated, Samsara does not recalculate the Itemized Cost Breakdown.
For more information on Cost Centers, see Cost Center Allocations.
See the following topics to learn how to get the most out of Itemized Cost Breakdown:
The Itemized Cost Breakdown provides a breakdown of which entities your licenses are assigned to. Samsara performs automated license-to-device assignment for most hardware licenses when devices are activated. Automatic hardware license assignment is not instant. If the majority of your licenses are still unassigned 12 hours after enabling Itemized Cost Breakdown, contact Samsara support.
There are some cases in which licenses will need to be manually assigned through License Management, such as Forms or Training software licenses. Currently, MEM licenses are unassignable through License Management and therefore appear in the report under Unallocated. A banner on the Itemized Cost Breakdown page will inform you if you have a entities that still need to be manually assigned to a license.
Assign these licenses to ensure they are included in your Itemized Cost Breakdown.
If you wish to allocate costs of devices (VGs, AGs, and CMs) which are activated but not yet installed, you can do so with Standard Attributes. VGs and AGs need to be assigned to licenses, and CMs only need to be assigned to the respective Cost Center attribute to appear on the report. If you need assistance activating devices, contact your Samsara account representative.
To learn more about managing license assignments, see License Management.
Cost Centers are individual business units, such as subsidiaries, divisions, or branches, that use Samsara products and are responsible for paying their license costs. Samsara supports the ability for you to upload your Cost Center information to the dashboard, which can then be included in the Itemized Cost Breakdown. You can define a Cost Center and assign it to devices, drivers, etc. to receive accurate total and per-product costs incurred by each Cost Center. For more information, see Cost Centers.
If you choose to disable Itemized Cost Breakdown, you can still view and download past Itemized Cost Breakdowns from the Invoices page.
To disable and no longer receive Itemized Cost Breakdown with your invoices, perform the following workflow:
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