Manage Charges
Charge Definition
- During the delivery process, there may happen scenarios in which as the Transporters' vehicles arrive at the construction sites (Depots), some expenses related to the Orders (Not Transport Service price) may incurre. These expenses are defined as Incurred Charges
- An incurred Charge will specify the following information:
- 1 - What Order to which that incurred Charge relates
- 2 - The price of that incurred Charge
- 3 - The reason why that Charge incurred
- 4 - The Organization (Of Depot type) which will bear that incured charge. It could be the Origin Depot (where the products are picked up), or the Destination Depot (where the products are dropped off)
- In actual operation, there can be various Charges, therefore each management Branch can classify those Charges into separated categories called Charge Types to manage easier
Compulsory Configurations
- In order to use this function, first you need to enable the module Charge for the User group your user accounts belongs in


Manage Charge Types
Locate Charge Type list
- Charge Types are listed on Charges > Charge Type tab
Create Charge Type
- Charge Types can only be created using Web form
- Below are the information fields and input rules of a Charge Type
Information Field | Description & Input |
---|---|
Charge Type Code | 1. Description: |
Organization Code | 1. Description: |
Charge Type Name | 1. Description: |
Manage Charges
- After the Charge Types are created, you can proceed to create Charges
Locate Charge list
- Charges are listed on Charges > Charge List tab
Create Charge
- Charges can be created using Web form or Excel template
- Please refer to the CRUD functions article to know the general steps about creating single object using Web form
- Please refer to the CRUD functions article to know the general steps about creating multiple objects using Excel template
- Note: On Web app, you can directly create Charges for a particular Order over at the tab PDP Orders > Current Orders. On this tab, click on the icon Charge (Under column Edit) of the Order for which you want to create Charge. The form Create Charge will appear, similarly to the tab Charges > Charge List. After creating, the Charge will also appear on the tab Charges > Charge List


Charge information
- Below are the information fields and input rules of a Charge
The information of a Charge must be input exactly in the sequence below
Information Field | Description & Input |
---|---|
Charge Code | 1. Description: |
Organization (Web form); Organization Code (Excel template) | 1. Description: |
Order Code | 1. Description: |
Charge Price | 1. Description: |
Charge Type (Web form); Charge Type Code (Excel template) | 1. Description: |
Charge By (Web form); Charge By Code (Excel template) | 1. Description: |
Comment | 1. Description: |
Export Charges
- You can export Charges of a particular Branch across a specific Date range by following the steps below
- First, click on the field Organization. Select the Branch which you want to export Charges
- Then, click on the calendar field. On the drop down calendars, select the appropriate date range
- Finally, hover over the icon , then click on the icon Export
- The Charges will be exported immediately


Updated about 2 years ago