PUBLISHED 25 JUNE 2024

Setting Up Charges in LocateIT Made Easy

Over the past few months, we’ve been getting a lot of support calls about setting up charges in LocateIT, especially from new system users or those adding new charges. To help out, we’ve put together this simple guide, so let’s get you up and running with the charging process without any hassle!

The Three Steps of the Charging Process

In LocateIT, there are five types of charges you can set up:

Each charge type is linked to a specific source, and you can set one charge per category as the default for that source. Some charges can also be set as defaults at the stock level. We will cover these a little later.

How to Set Up a Charge

Here’s a quick step-by-step guide to set up a new charge:

1. Click on the “New” button.
2. Choose the “Charge Type” option.
3. Click the grey “Dropdown” box for the Source, then double-click the right entry.
4. Enter a code and description for the “Charge Code” and “Charge Desc”.
5. Select the right “Type” (‘MR IN”, “MR OUT”, “Handling In”, “Handling Out” or “Storage”).
6. Enter the “Rate” and “VAT”.
7. Save your new Charge Type.
8. Optional: Check the “Default” box to save it as a default charge.

Applying Charges

There are two main ways to apply charges to Headers, Lines, and Pallets:

1. Default Charges: Automatically applied.
2. Manual Charges: You add them yourself.

Applying Default Charges to a Source Company

1. From the main LocateIT grid screen, click on the “Treeview” button.
2. Expand the “Stock Details [Source/Owner]” category and select the desired Source Company.
3. Click “View” to see the Source Details.
4. Go to the “Default” tab to open the “Defaults” screen.
5. Set the Default Charge Type for each category to the codes you created earlier.

Note: The “Req’d” checkbox is for situations where there’s no standard charge, but a charge must be added manually.

Setting Default Charges for a Stock Item

1. Find and view the Stock Item using the Treeview or the Find function.
2. Double-click the item to open the “Details” screen.
3. Go to the “Pallet Types” tab, select the required category, and choose the required charge.

Handling New Source Companies

When you add a new Source Company in LocateIT and start with their first stock delivery, follow these steps:

1. Create an MR Header from the Advise Screen by clicking “Add Header” and “In”.
2. On the MR Header screen, make sure to tick the “Ready to Charge” box.
3. Save the header and then click “Add Line” to open the “Create movement Request In” screen.
4. Enter the stock details and tick the “Auto Enter Default Charge” box to add the default charges to the MR Line.

Running Invoices

Once everything is set up, you can generate invoices through the “Charging” button. Don’t forget to set up the invoice start date in the “Charging” screen when adding a new customer.

Need Help?

If you ever feel unsure about setting anything up in LocateIT, just reach out to us. We’re here to help and ensure you get everything sorted!

Images designed by Freepik