How to store all service prices in one place so billing is easy, correct, and fast? Charge Master – User Manual

How to store all service prices in one place so billing is easy, correct, and fast? Charge Master – User Manual

📘 Charge Master – User Manual
Version: V.1.0.32
Prepared by: Ramya R
Date: 07 July 2025

📑 Table of Contents
🔹 1. Introduction
🖥️ 2. System Requirements
🔐 3. Logging In
⚙️ 4. Main Features and Functions
  • 4.1 Creating a New Charge Entry
  • 4.2 Editing an Existing Charge
🛠️ 5. Troubleshooting
❓ 6. Frequently Asked Questions (FAQs)
💬 7. Support

🔹 1. Introduction
The Charge Master module allows users to define, manage, and categorize various charges applicable across logistics and financial modules. It ensures structured and accurate charge definition with full control over applicability and classification.

🖥️ 2. System Requirements

Browser Compatibility:
• Google Chrome v90 or later
• Mozilla Firefox v85 or later

User Roles:
• Admin
• Finance
• Commercial

🔐 3. Logging In

  1. Log in to the application using your credentials.

  2. Navigate to the Charge Master screen from the left pane under the appropriate module.

  3. Alternatively, search for Charge Master using the search bar near the top-right corner.


⚙️ 4. Main Features and Functions

🆕 4.1 Creating a New Charge Entry
To create a new charge:

  1. Click Create New at the top-right of the screen.

  2. Fill in the following mandatory and optional fields:
      • Charge Code – A unique identifier for the charge
      • Charge Description – Full charge name or description
      • Charge Group – Select the appropriate charge group from dropdown
      • Charge Type – Select the type of charge (e.g., local, port....) from dropdown
      • Revenue / Cost / Both – Check the applicable box(es)
      • Applicability – Choose from dropdown (e.g., agency, depot... etc.)
      • Unit Type – Select the relevant unit type  (e.g., container, BL.. etc.)
      • HSN/SAC Code – Enter appropriate code for tax compliance
      • Status – Set as Active
      • Notes – Add any relevant remarks
      • Valid From / Valid Till – Define the applicable date range
      • Order – Specify order if needed
      • F Charge Code / F Charge Description – Provide if applicable
      • Roles – Select one or more roles from the list:
        ▪ NVOCC
        ▪ FORWARDING
        ▪ CLEARANCE
        ▪ TRANSPORT
        ▪ AIR CARGO
        ▪ WAREHOUSE
        ▪ DEPOSIT

  3. Click Submit to save the new charge entry.

  4. You can Download existing entries using the Download button, or Upload bulk charge data using the Upload option with the standard template.


✏️ 4.2 Editing an Existing Charge

  1. Locate the charge you want to modify.

  2. Click the Edit icon next to the charge entry.

  3. Make necessary changes to the fields (e.g., description, roles, validity).

  4. Click Save to update the charge details.


🛠️ 5. Troubleshooting Common Issues

IssueSolution
Duplicate Charge Code           Ensure each charge code is unique across the system.
Missing Dropdown Options          Check master data setup for Charge Group, Type, or Unit Type values.
Upload Error          Verify format and data of the upload file matches the system template.
Charges Not Reflecting          Ensure status is set as Active and validity dates are current.

❓ 6. Frequently Asked Questions (FAQs)

Q: Can one charge apply to both Revenue and Cost?
A: Yes. Select both checkboxes as applicable.

Q: What happens if the charge is expired?
A: Expired charges (based on Valid Till date) will not be applied in new transactions.

Q: Can I assign a charge to multiple roles?
A: Yes. Multiple roles like NVOCC, Forwarding, Warehouse, etc. can be assigned simultaneously.

Q: Can I update the charge group after saving?
A: Yes, using the Edit function.

💬 7. Support
For help with the Charge Master module, please contact:
📧 helpdesk@aggrandizeventure.zohodesk.in