📘 Port Local Charges – User Manual

Version: V.1.0.32
Prepared by: Ramya R
Date: 15/07/2025

📁 Table of Contents

1. Introduction

2. System Requirements

3. Logging In

4. Main Features and Functions
    4.1 Creating Port Local Charges
    4.2 Editing Existing Charges
    4.3 Bulk Upload (if applicable)
    4.4 Filter and Search Options

5. Troubleshooting Common Issues

6. Frequently Asked Questions (FAQs)

7. Support

🔹 1. Introduction

The Port Local Charges module allows users to configure port-related charges that apply to shipments based on specific criteria such as shipment type, charge type, container type, and more. These charges are used automatically during the Rate Request (RR) process.

🔸 2. System Requirements

• Supported Browsers:

  • Google Chrome version 90 or above

  • Mozilla Firefox version 85 or above

• User Access Role:

  • Admin or Pricing Team member with access to the Port Local Charges module

🔐 3. Logging In

1. Launch your preferred browser and open the application login page

2. Enter your username and password

3. From the dashboard, navigate to the Port Local Charges module
   
   
   

⚙️ 4. Main Features and Functions

🆕 4.1 Creating Port Local Charges

To create a new Port Local Charge:

1. Go to the Port Local Charges screen

2. Click Create New

✅ Fill all mandatory fields:

• Port Code* – Select from dropdown

• Shipment Type* – Select from dropdown (e.g., Import/Export)

• Charge Category* – Select applicable category from dropdown

• Charge Type* – Choose the correct type from dropdown

• Charge Code* – Select or enter the charge code

• Inclusive of Freight* – Choose Yes/No from dropdown

• Applicability* – Select whether it applies to Freight, Local, or both

• Applicability At* – Choose the applicable location point from dropdown

• Basis* – Define the basis of calculation (Per Container, Per Shipment, etc.)

• Currency* – Select currency (e.g., USD, INR)

• Amount* – Enter the charge amount

📄 Fill other relevant dropdown-based fields:

• Charge Type – Type of the charge (select from dropdown)

• Slab From / Slab To – Define slabs for quantity/weight if applicable

• Container Type – Select container category (e.g., 20ft, 40ft)

• Commodity Type – Choose the type of commodity

• Collection Mode – Select whether Prepaid or Collect

• Collection Agent – Choose the collection agent

• Charge Owner – Specify who owns the charge

• Owner Code – Select code from dropdown

• Service Type – Choose from dropdown (e.g., CY, Door)

• Country – Select the country for this charge

📝 Other Fields:

• Counter Port – Enter if applicable

• Rate Request Required (RR Required) – Yes/No

• Dangerous Goods Clause (DG Clause) – Yes/No

• Remarks – Any additional notes

• Customer – Select customer from dropdown

• Tariff Type – Choose applicable tariff type

• Basis Container – Checkbox or dropdown based on configuration

• Status – Set as Active to enable usage

📅 Validity:

• Valid From – Start date for which the charge is valid

• Valid Till – End date for which the charge is valid

Once saved, these charges will be automatically applied in the Rate Request screen based on matching conditions and date range.

3. Click Submit to save the entry.
   
   
   

✏️ 4.2 Editing Existing Charges

• Navigate to the Port Local Charges main screen

• Locate the row you wish to update

• Click the Edit icon

• Make necessary changes and click Submit
  
  
  

📥 4.3 Bulk Upload (If Available)

(Include only if bulk upload functionality is provided in the module.)

• Click the Upload button

• Download and fill in the provided template

• Upload the completed file

• System validates and updates records
  
  

🔎 4.4 Filter and Search Options

Use the Filter panel to narrow down charge records.

Available filter fields:

• Port Code

• Shipment Type

• Charge Type

• Charge Category

• Charge Code

• Valid From / Valid Till

Click Apply to view filtered results.

🛠️ 5. Troubleshooting Common Issues

❓ 6. Frequently Asked Questions (FAQs)

Q1: Are Port Local Charges automatically applied in Rate Requests?
✅ Yes, if the validity and criteria match, charges are automatically pulled into the Rate Request screen.

Q2: Can I apply charges specific to container or commodity types?
✅ Yes, charges can be customized based on container type, commodity type, and applicability criteria.

Q3: How do I ensure a charge is active?
🟢 Make sure the Status is set to Active during creation or edit.

🏠 7. Support

For help or technical issues, please contact:
📧 helpdesk@aggrandizeventure.zohodesk.in