---
title: "Charge Type"
slug: "charge-type"
updated: 2025-07-29T11:40:25Z
published: 2025-07-29T11:40:25Z
canonical: "help.canary7.com/charge-type"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.canary7.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Charge Type

# 🏷 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:

1. **Search Bar**
  - Use the search bar in the top navigation
  - Type **"Charge Type"**
  - Click the result to open the Charge Type list
2. **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![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add"

![add type](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/add%20type.png)

### Complete General Tab

![charge type1](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/charge%20type1.png)

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](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/Eneter%20the%20where%20tab.png)

### 📍 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:

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

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

1. **Select second column** – e.g., `warehouse_code`
2. **Choose binary operator** – `AND`
3. **Comparison and value** – e.g., `= Warehouse1`
4. Click **Submit** again to finalise

The final “Where” criteria would appear as:

ship_to_country = 'USA' AND warehouse_code = 'Warehouse1'

![apply second condidtion](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/apply%20second%20condidtion.png)

### 🧩 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)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png) to add.