In this blog, we are going to see about How to Create and Map new charge code for Department in Fresa Application.
Step 1: Login to the Fresa Application and go to the Accounts module.
Step 2: Click on the Accounts – Settings menu.
Step 3: Select the Charge Description menu under the Accounts – Settings.
Step 4: In Charge Description List page, Click the Create button. Charge Description details page will open.
Step 5: In this screen, enter the Charge Code, Charge Name and Description. Select the required Type (for example, Freight, Origin, Destination, etc.) then Click Save . The charge will now be created.
Step 6: After creating the charge, it must be mapped with the Department. Go to the Charge Map Menu under Accounts → Settings in the Accounts Module.
Step 7: In the COA Charge Map List screen, Click the Create button. The Charge Map Edit screen will open.
Step 8: Select the required Department (For eg., FCL Export ), then choose the Charge you created. Next, select the Unit if required (It will automatically appear in the Costing screen when the charge is selected. If needed, you can edit the unit later in the Costing page). Enter the SAC Code if applicable, which will also automatically appear when the charge is selected in the Costing page.
Step 9: Now, select the required Cost COA and Sale COA.
For example, if the department is FCL Export, then
— Cost COA: FCL Export – Cost of Sales or FCL Export Expense or Sea Export Expense
— Sale COA: FCL Export – Sales or FCL Export Income or Sea Export Income
If needed, select the Tax Group % (Sale) and % (Cost), the Tax Group Code will appear automatically in the Costing screen, and you can edit the percentage there if required.
After Entered all the details, Click the Save button. Now the Charge is mapped for the selected department.
To Map the Charge with all the Departments
Step 10 : In the Charge Map page, you can find the mapped charge along with its respective department. Click the Edit button
Step 11: At the bottom of the Charge Map Edit page, click Map for All Departments button.
Step 12: In the confirmation dialog box, select the Marked (Apply only for un mapped departments records) option and confirm.
Step 13: Once records are successfully updated, click Cancel to close the dialog box.
Step 14: You will return to the Charge Map Edit page. Click Save Changes.
Now, the New charge has been successfully mapped for all departments.
For further clarification, send your queries to support@fresatechnologies.com because our motto is to help customers.
Click here to learn more about our blogs
www.fresatechnologies.com – Your one-stop solution for all Freight Software needs.
Who we are
Fresa Technologies Inc is an independent, neutral and professional software company that provides IT and IT enabled services with focus on providing solutions to Freight forwarding and shipping industries.Fresa Technologies also focus on developing cost effective and efficient Freight Forwarding Software Applications with a user friendly interface and back office solutions. It also focuses on infrastructure and hardware support such as developing & maintaining websites and Mail Services.
Our team comprises of highly skilled individuals, who are experienced architects in designing & developing Freight forwarding & logistics software for over 20 years. They are domain experts and specialize in providing customized, user friendly and cost effective solutions. They focus on enhancing user experience and satisfaction for a sustainable relationship.