Charge Templates
You can create and use charge templates for common service agreement charges.
The Plan Templates page displays a list of all plan templates. Here you can view and create charge templates.
On the Plan Templates page, select a template name to view.
In the top right corner of the Plan Templates page, select Create Plan Template.
Tip
If you want to create a new charge template, and all or most of its information will be the same as a current template, you can copy the current template. Copying is a convenient way to avoid entering the same template information multiple times.
To copy a template, select Copy next to a template.
On the Plan Template page, enter the template information and select Save Template. See the "Plan Template Field Descriptions" below for more information about the template fields.
Plan Template Field Descriptions
Section and Field | Description |
|---|---|
Name | Enter a relevant name. |
Charge Code | Accessorial charge codes. |
Description | Enter a brief description of the template. |
Usage section | |
Usage Type | Usage types are custom entries that we help you create during initial onboarding with Corsair. |
Pricing section | |
Billing Scheme |
|
Currency | Select an international currency unit. |
Amount | Shipment charges set according to the terms of the service agreement. |
Add Share | Share the template with subdomains. |
On the Plan Templates page, select the name of a template to edit.
Edit the template information.
At the bottom of the Plan Template page, select Save Template.
On the Plan Templates page, select the name of a template to delete.
At the bottom of the Plan Template page, select Delete Template.