For Shipping orders where you need to include additional tasks that you will bill to your client, you can add the necessary extra charges, regardless of the Shipping order's status.
This article covers the following topics:
- Add extra charges to a Shipping order
- Check the extra charges applied to a Shipping order
- Delete extra charges applied to a Shipping order
Other articles of interest:
Add extra charges to a Shipping order
Criteria for adding an extra charge:
- The user must have access to the account and warehouse indicated in the Shipping order.
- The user must have the permission to view Shipping orders enabled.
- The user must have the permission to create extra concepts for companies enabled.
Steps to add an extra charge:
- From the main menu, go to the Shipping and then to the Shipping orders menu.
- Find the Shipping order where you will add the extra charge.
- In the Shipping order column, click the Shipping order number.
- In the upper right section of the system, click the Add extra charges menu.
- With the above, a new dialog will open with the pre-loaded information of the company, warehouse, and Shipping order number, as well as the current date, which will be used as a reference for billing.
- In Notes, enter any additional information for the extra charges you will apply.
- In Invoice date, enter the date on which the extra charges will be invoiced.
- Find the extra charge you want to add.
- In the Quantity column, enter the number of times the extra charge to be billed was performed.
- NOTE: You can add the quantities for several extra charges as needed.
- Once the extra charges to be applied have been entered, press
. As confirmation of a successful save, the following message will be displayed:
Check the extra charges applied to a Shipping order
Criteria to check the extra charges applied to an order:
- The user must have access to the account and warehouse indicated in the Shipping order.
- The user must have the permission to view Shipping orders enabled.
- The user must have the permission to view extra concepts for companies enabled.
Steps to check the extra charges applied to an order:
- From the main menu, go to the Shipping and then to the Shipping orders menu.
- Find the Shipping order where you will add the extra charge.
- In the Shipping order column, click the Shipping order number.
- In the order status modification section, hover the cursor over the following menu:
- Press the Extra charges option.
- With the above, a new dialog will open with the information that has been entered by all your collaborators who have registered extra charges on the Shipping order.
- As additional information, the User column shows the person who registered the extra charge. This is useful in case you need to request additional information about the entry.
- To close the dialog, press
in the upper right part or the
button.
Delete extra charges applied to a Shipping order
Criteria for deleting extra charges applied to a Shipping order:
- The user must have access to the account and warehouse indicated in the Shipping order.
- The user must have the permission to view Shipping orders enabled.
- The user must have the permission to delete extra concepts for companies enabled.
Steps to delete the extra charges applied to a Shipping order:
- From the main menu, go to the Shipping and then to the Shipping orders menu.
- Find the Shipping order where you will add the extra charge.
- In the Shipping order column, click the Shipping order number.
- In the order status modification section, hover the cursor over the following menu:
- Press the Extra Charges option, which will open a new dialog.
- Find the extra charge to delete.
- In the Remove column, click the
button; this will open a new dialog.
- Click the Delete charge button, as confirmation of a successful deletion, the following message will be displayed:
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