📄️ Charges
Charges play an integral role in determining the expenses and income associated with orders. They are added to an order and subsequently posted to an invoice through the reconciliation process.
📄️ Chart of Accounts
The Chart of Accounts is a tool that lists all the accounts present in the general ledger of a business. It plays a significant role in organizing the financial information, making it easier to track incomes and expenses by their categories. By doing so, you can then generate reports to analyze your income sources and expenditure types.
📄️ Items & Services
This section provides insights into the codes representing the services you offer, such as ocean freight, and their associated account names. These codes play a crucial role when managing Accounts Receivable (AR) and Accounts Payable (AP) operations.
📄️ Rate Management
Transportation rates are the prices for the transportation services provided by the company. The rates are defined based on the mode of transportation, service type, carrier, origin, destination, and other parameters. The rates are used to calculate the transportation charges for the shipments.