Create Carrier Charge Codes

This article shows DVU users how to create and enable charge codes for shipments (e.g. delivery, pickup, etc.) and pending quotes inside the TMS environment.

It is a three-step process:

1. create one or more charge codes on a Carrier page

2. verify the codes on the order

3. enter manual inputs as needed

Creating a code

1. Go to Home > Business Partners > Carriers.

2. Open a carrier (or create a new one).

3. Click Charge Codes on the side menu. A new window displays.

4. Click the plus icon. A popup window displays.

Filling in the fields

Fill in the required fields.

1. Enter a unique code name.

2. Enter a brief description.

3. Select a type (see below).

4. Enter a rate for the charge.

5. Optionally, fill in the remaining fields.

6. Click Save.

Type options

Click the Type field to open a drop-down menu and choose a unit of measurement (e.g. Flat Rate, Per LPN, Per Stop, etc.).

The Type options are:

• Flat Rate

• Per Hour

• Discount

• Per CWT

• Fuel Surcharge

• Per Stop

• Driver Detention

• Per LPN

• Per Mile

Other fields

Fill in the optional fields:

• set a minimum and maximum charge

• add a general ledger (GL) code

• set Range From and Range To (see below)

Range From and Range To

Use these fields to create classes of charge codes. For instance, create a $5 charge code for fragile lightweight (from 1 to 19 pounds) items and a separate $10 code for heavy (from 20 to 39 pounds) fragile items.

Checkboxes

At the top of the window, check one or more boxes. (optional)

• The first box automatically adds the change to the order invoice.

• The second box makes the charge code visible on the barcode scanning system.

Reviewing charge codes

DVU automatically pulls the charge codes you create on the Carrier page (plus the codes you create in the Accounts module) into a delivery.

To review the charge codes:

1. Open a delivery page.

2. Click Charge Codes on the side menu.

3. Manually enable charges code as needed. (see below)

Manual vs automatic charges

The default quantity in the Apply / Qty field is zero because the DVU user did not enable the Automatically Add to Order option. In this example, each charge code is a line entry, but the empty Apply / Qty fields do not generate a fee.

To activate a fee:

1. Locate the line entry.

2. Enter a quantity.

3. Click Save.

Managing charge codes

Use the menu icons to manage and update charge codes.

1. Add

2. Edit

3. Delete

4. Duplicate