=====Cost-Related Codes===== This is a step-by-step guide to adding other cost-related codes in CATS.\\ ====Quick Guide Steps==== - From the main menu, go to **Codes and Terms > Cost Codes** and choose your code.\\ - Select **Add** from the top menu bar.\\ - Enter the new code and press **Apply**.\\ - Enter the relevant details and pick **Apply**.\\ - 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 [[cats:procedures:costs:generalcostcodes|wiki page.]] Choose the code to be added. [{{:cats:procedures:codes:costcodes_origincountryaccessmenu.png?|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.\\ Menu options for all other cost-related codes work in the same manner as described above. [{{:cats:procedures:codes:costcodes_origincountryscan01.png?|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. [{{:cats:procedures:codes:costcode_destinationaddnew.png?|Add a origin/country code}}] Fill in the details of the new origin/country code. [{{:cats:procedures:codes:costcodes_origincountryedit.png?|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**. [{{:cats:procedures:codes:costcodes_origincountryselectregion.png?300|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. [{{:cats:procedures:codes:costcodes_origincountryreview.png?|Exit to return to scan page}}] Now, press **Save** on the top menu bar to save the new code. [{{:cats:procedures:codes:costcodes_origincountrysave.png?|Save the new code.}}] 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. [{{:cats:procedures:codes:costcode_destinationscan.png?|Pick add to create a new code}}] Add the destination name and press **Apply** to continue. [{{:cats:procedures:codes:costcode_destinationadd.png?|Add the destination code}}] Fill in the details of the new code. [{{:cats:procedures:codes:costcode_destinationreview.png?|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. [{{:cats:procedures:codes:costcode_destinationadded.png?|Details screen for the newly created code}}] ====Carrier==== Pick **Add** to create a new code. [{{:cats:procedures:codes:costcode_carrierscan.png?|Pick add to create a new code}}] Add the shipment code and press **Apply** to continue. [{{:cats:procedures:codes:costcode_carrieradd.png?|Add the code}}] Fill in the details of the new code. [{{:cats:procedures:codes:costcode_carrierreview.png?|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. [{{:cats:procedures:codes:costcode_exdockscan.png?|}}] Add the code and press **Apply** to continue. [{{:cats:procedures:codes:costcode_exdocksadd.png?|}}] Fill in the details of the new code. [{{:cats:procedures:codes: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. [{{:cats:procedures:codes:costcode_exdocksadded.png?|}}] ====Port==== Pick **Add** to create a new code. [{{:cats:procedures:codes:costcode_portscan.png?|}}] Add the code and press **Apply** to continue. [{{:cats:procedures:codes:costcode_portadd.png?|}}] Fill in the details of the new code. [{{:cats:procedures:codes: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. [{{:cats:procedures:codes:costcode_taxscan.png?|Add a new cost related code}}] Add the code and press **Apply** to continue. [{{:cats:procedures:codes:costcode_taxadd.png?|Add the code and press apply}}] Fill in the details of the new code. [{{:cats:procedures:codes:costcode_taxreview.png?|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. [{{:cats:procedures:codes:costcode_taxadded.png?|The new code will show on screen. Press exit to return to scan list}}] ====Basis==== Pick **Add** to create a new code. [{{:cats:procedures:codes:costcode_basisscan.png?|}}] Add the code and press **Apply** to continue. [{{:cats:procedures:codes: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. [{{:cats:procedures:codes:costcode_regionscan.png?|Pick add to create a new code.}}] Add the code and press **Apply** to continue. [{{:cats:procedures:codes:costcode_regionadd.png?|Add the code and then press apply to continue.}}] Fill in the details of the new code. [{{:cats:procedures:codes:costcode_regionreview.png?|}}] Press **Apply** when finished. The newly created code will show on screen. Press **Exit** to return to the scan main page. [{{:cats:procedures:codes:costcode_regionadded.png?|}}]