🏷 Understanding Charge Type

📘 What is a Charge Type?

A Charge Type defines what you are charging the customer for and when the charge should be applied. It links to a Charge Class to determine how the charge is calculated, then adds configurable rules to control the circumstances under which the charge applies.

Charge Types allow you to specify:

Trigger conditions – e.g., after a receipt is confirmed or a shipment is dispatched
Variables used in the calculation – e.g., number of units, weight, volume, time

Each Charge Type is linked to a Rate Card and Contract to determine the applicable rate and customer.

🔍 Accessing Charge Type

There are two ways to access Charge Types in Canary7:

Search Bar
- Use the search bar in the top navigation
- Type "Charge Type"
- Click the result to open the Charge Type list
Via Navigation Menu
- Go to Billing
- Click Charge Type

This opens a list of all configured Charge Types, along with the Charge Class they use, the conditions applied, and other relevant details.

Adding a Charge Type

Click on the Red Action Button, this will bring up a drop-down menu, and select "Add"

add type

Complete General Tab

charge type1

Enter and select the following:

Name – Give your Charge Type a descriptive name (e.g., USA Handling Fee)
Charge Class – Select from the system-defined list (e.g., FlatRateCharge, ChargePerUnit)

Complete the Where Tab

Eneter the where tab

📍 Where Tab

The Where Tab defines the criteria that must be met for the charge to be applied.

Example:

Let’s say we want to apply a handling fee only when:

The Ship-To Country is USA
The Warehouse is Warehouse1

To configure this:

Select a column – e.g., ship_to_country
Choose a comparison operator – e.g., =
Enter a value – e.g., USA
Click the Submit button (top-right) to apply the condition

You’ll then be prompted to add a second condition:

Select second column – e.g., warehouse_code
Choose binary operator – AND
Comparison and value – e.g., = Warehouse1
Click Submit again to finalise

The final “Where” criteria would appear as:

ship_to_country = 'USA' AND warehouse_code = 'Warehouse1'

apply second condidtion

🧩 Available Columns (Examples)

When building your conditions, some commonly used fields include:

warehouse_code
company_code
shipment_number
ship_to_country
carrier_name
created_at

⚖️ Comparison Operators

Operator	Meaning
=	Equals
<>	Not equal to
<	Less than
>	Greater than
<=	Less than or equal to
>=	Greater than or equal to
like	Partial match (e.g., `US%`)

🔗 Binary Operators

When adding multiple conditions:

AND – All conditions must be true
OR – At least one condition must be true

Once you have selected and entered the required fields, click on the submit button submit button(1) to add.