The Charge module allows users to create and manage charge definitions used across different modules in LogixPlatform. Charges are essential for cost and pricing setup — they are used in FreightNX for shipment charges and in CRM for building rate matrices.
Overview
A Charge represents a billable or payable cost element such as Freight, Handling, Customs Duty, or Delivery Fee. These charges can be linked to products and business entities for automated pricing, rate cards, and billing integrations.
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Prerequisites
- Admin or Finance role with permission to configure system charges.
- Access to System Settings in LogixPlatform.
- Ensure product FreightNX is active in your tenant (charges are currently linked to FreightNX only).
Create a New Charge
- Go to System Settings → Finance Configuration → Charges.
- Click New Charge to open the charge creation form.
- Fill in all required fields.
- Click Save to add the charge to the system.
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Tip: Define your charge codes clearly — e.g., FRT_BASE, HAND_AIR, DEL_RD — to maintain consistency across modules and APIs.
Field Reference
| Field | Required | Description | Examples / Notes |
|---|---|---|---|
| Charge Name | Yes | Descriptive name for the charge. | Freight Charge, Handling Fee, Delivery Surcharge |
| Charge Code | Yes | Unique identifier for the charge used across the system. | FRT001, HANDL002, DEL003 |
| Charge Category | Yes | Predefined category indicating where the charge applies. | Airline, Airport, Forwarder, Road, Shipping, Rail |
| Custom Category | No | Optional user-defined category for special charge classifications. | E.g., “Last-Mile Partner” or “Insurance” |
| Product | Yes | Specifies which LogixPlatform product uses the charge. | Currently only FreightNX is available. |
Usage Across Modules
- FreightNX: Charges are used to define cost components during shipment creation and invoicing.
- CRM / Rate Matrix: Charges appear as selectable elements while defining customer rate matrices or quotations.
- All defined charges automatically appear in related module interfaces where applicable.
Notes / Best Practices
- Use unique and consistent Charge Codes across all environments.
- Group similar charges under common categories (e.g., all air-related under “Airline”).
- Avoid renaming active charges used in rate matrices or freight templates — create new ones instead.
- Review and archive unused charges periodically to maintain a clean configuration.
FAQs
- Can I delete a charge?
- Charges linked to rate matrices or shipments cannot be deleted. Mark them inactive instead.
- Where do these charges appear?
- Charges appear in FreightNX shipment charge templates and CRM rate-matrix creation screens.
- Can I create custom charge categories?
- Yes. Use the Custom Category field to define any unique category relevant to your business.