Cost-Related Codes

Cost-Related Codes

This is a step-by-step guide to adding other cost-related codes in CATS.\

Quick Guide Steps

1. From the main menu, go to Codes and Terms > Cost Codes and choose your code.\
2. Select Add from the top menu bar.\
3. Enter the new code and press Apply.\
4. Enter the relevant details and pick Apply.\
5. Press Exit to return to the scan main page.\

Adding a Cost-Related Code

This page details how to enter and modify codes found under the Codes and Terms > Cost Codes. This includes:

• Origin/Country
• Destination
• Carrier
• Cost to Exdock
• Port
• Tax
• Basis
• Marine Insurance
• Region
• Crop Year

It excludes General Cost Code setup, as this has its own wiki page.

Choose the code to be added.

Add origin/country access menu

Origin/Country

From here you can view a scan of the codes and their properties. Menu option include:
Add - Create a new code.
Edit - Change an existing code.
Review - Review a scan.
Print -Print the list of country codes.
HTML-View list in HTML or create a Word, Excel or PDF document.\

tip

Menu options for all other cost-related codes work in the same manner as described above.

View a scan of the code and their properties

Pick Add to create a new code. Add the country name and press Apply to continue.

Add a origin/country code

Fill in the details of the new origin/country code.

Add details for the new code

Origin/Country - Add in the country name.
Short description - Additional information in relation to the origin/country.
Region - CATS will display regions already in the system. Choose the region and press Continue.

Select the region for the new code

Units/Load - Enter units
Kg/Unit - Enter Kg/unit
Ship Weights % - Enter %
Tare Wt/Unit Lb - Tare Wt
Growth Allowance - Growth Allowance
Press Apply when finished.

The newly created cost code will show on screen. Press Exit to return to the scan main page.

Exit to return to scan page

Now, press Save on the top menu bar to save the new code.

Save the new code.

note

Adding all other cost-related codes work in the same manner as the origin/country scan described above.

Destination

Pick Add to create a new code.

Pick add to create a new code

Add the destination name and press Apply to continue.

Add the destination code

Fill in the details of the new code.

Fill in the details for the new destination code

Destination - This should show the destination name that was entered.
Region - Choose the region.
Origin Country - Enter the origin/country.
Short Description - Short description.
Added Value - Added value.
Basis - Lb, KG, MT
Description for contract - Add a description for the contract.
Press Apply when finished. The newly created code will show on screen. Press Exit to return to the scan main page.

Details screen for the newly created code

Carrier

Pick Add to create a new code.

Pick add to create a new code

Add the shipment code and press Apply to continue.

Add the code

Fill in the details of the new code.

Fill in the details of the new code

Carrier - Carrier
Product - Product
Country - Country
Destination - Enter destination.
Origin- Enter origin.
Type - Type
Container -
Minimum Containers - Enter the number minimum containers
Transit Days - Enter the transit days.
Pier - Pier name and address.
Free Time -
Freight -
Basis -
Currency -
Rate Effective Period - Enter dates.
Press Apply when finished. The newly created code will show on screen. Press Exit to return to the scan main page.

Cost to Ex-dock

Pick Add to create a new code.

costcode_exdockscan.png

Add the code and press Apply to continue.

costcode_exdocksadd.png

Fill in the details of the new code.

costcode_exdocksreview.png

Product -
Grade/ description -
Shipment/Delivery -
Minimum Containers -
Destination -
Cost to Ex-dock -
Press Apply when finished. The newly created code will show on screen. Press Exit to return to the scan main page.

costcode_exdocksadded.png

Port

Pick Add to create a new code.

costcode_portscan.png

Add the code and press Apply to continue.

costcode_portadd.png

Fill in the details of the new code.

costcode_portreview.png

Name - Name of code.
Region - Enter the region.
Country - Enter the country.
Press Apply when finished. The newly created code will show on screen. Press Exit to return to the scan main page.

Tax

Pick Add to create a new code.

Add a new cost related code

Add the code and press Apply to continue.

Add the code and press apply

Fill in the details of the new code.

Fill in the details of the code

Name - Name of code.
Type - Code type.
Rate -
Cost Code -
Currency -
Press Apply when finished. The newly created code will show on screen. Press Exit to return to the scan main page.

The new code will show on screen. Press exit to return to scan list

Basis

Pick Add to create a new code.

costcode_basisscan.png

Add the code and press Apply to continue.

costcode_basisadd.png

Fill in the details of the new code. Press Apply when finished. The newly created code will show on screen. Press Exit to return to the scan main page.

Region

Pick Add to create a new code.

Pick add to create a new code.

Add the code and press Apply to continue.

Add the code and then press apply to continue.

Fill in the details of the new code.

costcode_regionreview.png

Press Apply when finished. The newly created code will show on screen. Press Exit to return to the scan main page.

costcode_regionadded.png