Adding a New Charge Code

A charge code is a unique alphanumeric identifier assigned to specific service that you provided to your tenant(s).

It is important to set up charge codes correctly. As charge codes are used to create links with your .wms and are required to trigger the relevant rate which will be charged to your customers (tenants). The charge code must specify the event, trade unit and then the product group; each separated by a hyphen.

1. Log in to 3PL Billing.

2. Click Charges on the top navigation bar then select Setup Charge Codes from the drop-down menu.

   or

   Click Setup Charge Codes on the 3PL Billing dashboard.

   The Charge Code Setup page displays.

3. Click Add New Charge Code.

   The Create New Charge Code dialog box displays.

4. Complete the details for the new charge code.

   Field	Description
   Tenant	Select the tenant from the drop-down list, if this charge code will be specific to them. Or select All Tenants, if the charge code is to apply to all your customers.
   Warehouse	Select the warehouse from the drop-down list, that this charge code will apply to. Or select All Warehouses, if the charge code is to apply to all your warehouses.
   Charge Code	Enter a unique alphanumeric identifier for the charge code. For example, PICK for picking stock.
   Charge Description	Enter more information about the charge code so that it is clear what the charge code means.
   Charge Group	Enter the charge group that the charge code belongs to. This group is used for reporting purposes and to sort together similar charges on the customer's tax invoice. For example, administration, dispatch, picking, receipting.
   Charge External Reference	Enter the associated external reference for the charge code. If integrated with an ERP or accounting system, enter the reference that exists in the ERP system that is to be associated with this charge code.
   Charge Active	Select from the drop-down list, whether this new charge code will be made Active or Disabled.

5. Click Submit.