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Other Charges Category

OTHER CHARGES CATEGORY​

1.1 Add Other Charges Category​

Add an Other Charges Category – Step-by-Step​

Step 1: Reach the Item Category​

From the main side menu, click on "Purchase", then go to "Masters", and finally choose "Other Charges Category".
This will open the Other Charges Category Search page.

Step 2: Adding an Other Charges Category​

Located at the top-right corner of the Other Charges Category Search page, click on the “Add Other Charges Category” button.

Step 3: Fill in Details​

Upon clicking the Add Other Charges Category button, the form will open. Complete the following information:

  • Category [Text Field] [Mandatory]
    A short, unique name for the charge category.

  • Description [Text Field] [Mandatory]
    Additional details describing the category.

1.2 Search Other Charges Category​

Search an Other Charges Category – Step-by-Step​

Step 1: Start Searching​

On the Other Charges Category Search page, you can search in different ways:

  • By Category: Type the category.
  • For All: If you don't have a specific category, just click "Search" to see all Other Charges Categories.

Step 2: See the Results​

After clicking "Search", you'll see results:

  • If you searched by Category, you'll find the matching item.

Step 3: Export an Excel​

The Export as Excel feature allows the user to download the currently displayed Other Charges Category records into an Excel file.

1.3 Edit Other Charges Category​

Edit an Other Charges Category – Step-by-Step​

Step 1: Find Other Charges Category Edit​

Go to the Other Charges Category Search page.

Step 2: Start Editing​

Click Search to find the Other Charges Category you want to edit.

Step 3: Edit Details​

After searching, locate the Other Charges Category you want to edit.
Click "View/Edit" next to that Category to open the Edit Other Charges Category page.

Step 4: Update Info​

On the Edit page, you’ll see existing details.
You can update your entry and then proceed to submit it.

Step 5: Save Changes​

After editing, review your changes.
When ready, click "Submit" to save the updates.

That’s it! You’ve learned how to ADD, SEARCH, and EDIT an Other Charges Category using the DMeX Support team.
For further assistance, please contact the Customer Support Team.