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Charge Types | Zayls

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4 years ago
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Knowledge Base Settings | Charge Types

Charge Types

Charge Types Overview

Charge Types are used to manage all the additional charges that you give to your customers. Charge Types are used when creating a Sales Order.

 

You can filter records in two ways:

  • Search by name
  • Using Filters

Search by name:

1. Go to Search by name box at the top of the charge types list.

2. In the Search by name box, type the charge type you are searching for. The list will load the moment you stop typing.

Using Filters:

1. Click Filters beside the Search by name box.

2. The records can be filtered by the charge type’s Status (Enabled, Disabled, All).

Export Charge Types to PDF or Excel:

1. In the Charge Types Overview, click Export.

2. There are two Export options: Export to PDF and Export to Excel. Click your desired format.

Sample Export to PDF:

   – This will rotate the file.

   – This will download the file.

  – This will directly print the file.

Icons are taken from the PDF Reader when opened in Google Chrome.

3. Upon clicking Export to Excel, an excel sheet will be automatically downloaded to your computer.

Sample Export to Excel:

Create a Charge Type:

1. In the Charge Types Overview, click New Charge Type.

2. In the New Charge Type dialog, enter the new charge type’s Name, Default Amount and VAT Type.

3. You may also enter the charge type’s Description and select Has Quantity to allow the charge type to include a Unit.

4. Once you are done, click Save to save the new charge type or Cancel to terminate the form.

5. A successful message will appear at the top-right corner.

Edit a Charge Type:

1. Click the Charge Type you want to edit.

2. Click Edit.

3. Enter the new details and then click Save located at the bottom. A message will appear if the charge type is updated successfully.

 

Add Comments to a Charge Type:

The Zayls Team allows you to leave important messages to keep everyone informed.

1. In the Charge Type record, click the Comments tab.

2. Enter your message in the Comment box.

3. You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.

4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.

Edit or Delete a Comment:

1. Find the comment you want to edit or delete.

2. Click .

3. To update the comment, click Edit. To delete the comment, Click Delete.

Enable a Charge Type:

1. In the existing Charge Type, click More.

2. Click Enable.

3. A successful message will appear. The Disabled Status beside the charge type name will change to Enabled.

Disable a Charge Type:

1. In the existing Charge Type, click More.

2. Click Disable.

3. A successful message will appear. The Enabled Status beside the charge type name will change to Disabled.

View a Charge Type’s Activity Log:

1. In the existing Charge Type, click More.

2. Click View Activity Log.

3. The system will redirect you to the charge type’s Activity Log record.

The Activity Log will show the admin:

  • The Date & Time the activity occurred;
  • The Action (Created, Updated, Deleted, Enabled, Disabled); and
  • The User who made the activity.

4. To see the updated details, click View Changes. The system will redirect you to a page showing the removed and/or added details of that record.

Only charge types that have not been used in any transaction can be deleted.

Related Article: Adjustment Types