Entering Costs for a Shipment Not Created from a Quotation

Created by Freightek Corporation, Modified on Wed, 10 Dec at 4:08 AM by Freightek Corporation

Step 1: Open the shipment you want to enter costs for (Operations → Shipment → View)

Step 2: Go to the Pricing tab of the shipment.

Step 3: Add charges using one of the following options:

Auto Charge:
Used when you want to pull rates linked from the Pricing Team (predefined rates).
Custom Charge:
Used when the rate is not linked from the Pricing Team and the user needs to manually input the charge.

Step 4: Select the Charge Type and Item Name for the cost.

Step 5: Enter the Buying Rate (cost) and Selling Rate (revenue) accordingly.

Notes:

If a charge is only revenue (selling) → enter the value in Selling Rate and select the “Client” who is being charged.
If a charge is only cost (buying) → enter the value in Buying Rate and select the “Provider” who will be paid.

You may rearrange column headers as needed to match your workflow.

Step 6: Click UPDATE to save the cost information.