Table of Contents
Purpose
The Consignment Charges will display what charges are associated with the order and provide greater visibility and a breakdown of the rates applied. In addition, you can add and amend charges related to the Consignment. CartonCloud will attempt to calculate the charges as soon as the Consignment is created. This allows you to see the charges straight away.
Description for the consignment charges tab
| Field name | Description |
| Details | |
| Finalise Charges | If you wish to finalise the charges and prevent changes from being made to the charges on the Consignment, then tick this box. This will be the final amount shown on the invoice. If you do need to make changes, simply untick the box. |
| Assigned to Invoice | If the invoice has been assigned to an invoice, the invoice number will show here, and you will be able to click through to it. There will also be link text of (remove from invoice) which, by clicking, will remove the Consignment from the invoice. If it has not yet been assigned to an invoice, it will read 'Not yet assigned to an invoice'. |
| Rate Card (Income) | The Rate Card that the rates applied to the Consignment are being pulled from. |
| Charge Errors | If the Consignment has charge errors or not. This field will read as 'No' if there is no charge error. If there is a charge error, it will specify the error such as 'No matching rate found'. It will also show the appropriate from and to rate zones and income zones alongside the error. You will need to resolve the charge error before the consignment charges can be finalised. |
| Income | The total income value. |
| Income Rate Zones | If the income rate zones have been automatically determined, this will read 'Automatically Determine - > Automatically Determine'. If there has been a manual adjustment and the income zone has been overridden, then the name of the income zones will show here. For example, 'Gold Coast Depot - > SC'. If the zones are automatically determined, they are applying the logic configured when associating location entries to income zones. If the Consignment is using a cascading Rate Card, then the zones shown will be from the cascading Rate Card. |
| Charges | |
| +Add Income Charge | To add a manual charge to the Consignment. These are outside the automatically applied charges from the Rate Card. For more information on how to add an income charge, please click here. |
| Automatically Calculate Income Charges | By clicking this button, charges will be re-calculated. |
| Type | The type of charge, Income or Expense. |
| Automatic | If the charge was calculated automatically (from the Rate Card), there will be a tick in this column. |
| Fee Category | The Fee Category associated with the charge. |
| Description | A description or breakdown of the charges. For example, 2 Cartons @ $9.00 total ($18.00). |
| Collect Zone | It will show the Rate Zone (the zone determined from the transport rate being utilised) and Income Zone (the zone determined from the 'from' address) being utilised for the collection address. It will be displayed in the Rate Zone (Income Zone) format. For example, Gold Coast (Gold Coast South). |
| Deliver Zone | It will show the Rate Zone (the zone determined from the transport rate being utilised) and Income Zone (the zone determined from the 'to' or delivery address) being utilised for the delivery address. It will be displayed in the Rate Zone (Income Zone) format. For example, Gold Coast (Gold Coast South). |
| Zone Set | The Zone Set name being used to determine the income zones for the Consignment. This helps to identify how the charge is being matched. |
| Income | The income dollar value for the charge. |
| Apply Fuel Levy | If the fuel levy has been applied or not. |
| Fuel Levy | The fuel levy calculation (if a fuel levy is applicable to the charge). The breakdown of the fuel levy will show with the percentage and cost of the fuel levy. |
| Adhoc Charge Data | |
| Name | The name of the Adhoc charge |
| Qty | The quantity associated with the adhoc charge (how many times will the charge be applied) |
| Unit Price | The unit price of the charge (what applying this charge once will equal) |
| Total | The total dollar value against the charge (for example, if the charge had a quantity of 2 then the unit price will be multiplied by 2 to get the total price) |
| Action | If updating the quantity against the charge you will need to click the green save button in the action column that will appear when you make the adjustment. |