Add/Edit Charges to an Order

This article will explain how to Add/Edit Charges to an Order. There are two ways to add Charges, either on a VIN Level or an Order Level.

There is an available preference to be aware of that will always display VIN level charges. We are able to turn this preference on for you if you would like, however, both methods cannot be used on the same BOL.

These methods and available preference are described below. Please contact us to turn on your preference.

 

 Quick Look:

From an Order Level

• Select or Create BOL
• From "Order Entry" screen > At "Charges" section > Select and Add Charge
• Click "Update Order" button

 Available Preference (Always show VIN level Charges)

• Select or Create BOL
• From "Order Entry" screen > Click small plus symbol (right corner of VIN section)
• Select Charge Type(s) > click small plus symbol button again
• At each Charge field > Add Charges
• Click "Update Order" button
  

 From a VIN Level

• Select or Create BOL
• From "Order Entry" screen > Go to VIN section > Select VIN
• Click "Edit VIN" button (If new BOL "Add VIN")
• From "Edit VIN" window > Select "Charge"s tab
• Add Charges > Click "OK" button
  
• Click "Update Order" button
  

Order Level:

1. From Order Entry screen of Dispatching, select or create BOL.

2. From Charges section, select the Charge type you need to add.                 

3. Add the Charge by entering the amount in the field.

4. Continue to add Charge types and amounts as needed.

 

 

5. Click Update Order /Create Order button to complete and save.

 

You are now done adding Charges from an Order Level.

Available Preference

*Contact us to have these three fields always viewable on the VIN grid*

 1. From the Order Entry screen, select or Create BOL.

 

2. Click on the VIN you want to add charges to.

3. Click on the plus symbol button, then select the charges needed. 

a. Menu expanded, click the same button to collapse.

4. Enter charges in each field or use the arrows to scroll and select an amount.

5. Click the Update Order/Create Order button to save Charges.

You are now done adding Charges using the available preference.

VIN Level:

Use this method if you do not have the Available Preference described above.

1. From Order Entry screen of Dispatching, select or Create BOL.

 

2. Click on the VIN you need to add charges to.

 3. Click on the Edit VIN button.

 a. If this is a new BOL, click on Add VIN button, add your VIN Info then proceed with steps 4-6.

4. Click on the Charges tab.

 

5. Add charge(s) and click OK.

 

6. Click the Update Order button to complete and save.

a. You are now done adding Charges from a VIN Level.

This concludes how to Add/Edit Charges to an Order.

If you have any questions, you can contact us at [e-mail] or call

760-267-9040