Quick Nav: Admin View > Management > Charge Types
"Charge Types" are the categories of charges that sites utilize in assessing charges to a staff or student account when an asset has been damaged and/or before an item is issued as a prerequisite for that item's issuance. Charges are established by the district-level administrative user and all charges require the selection of an established Charge Type. The district-level administrative user also determines whether the site can adjust the dollar amount required to satisfy a charge. Examples of Charge Types are “Charger Replacement,” “Cracked Screen,” and “Accidental Damage Coverage.”
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Add a Charge Type
- Click on Charge Types under "Management Quick Links." The "Manage Charge Types" window opens.
- Click on
Add Record.
- Enter the Name, Description, and/or Amount in the respective fields. Red fields are required.
- Select/deselect the check box next to Show Percentages, Allow Price Change, and Tag Required to enable/disable those features.
- Click on
Save.
- Click on
Close to close the "Manage Charge Types" window.
Edit a Charge Type
- Click on Charge Types under "Management Quick Links." The "Manage Funding Sources" window opens.
- Locate the Charge Type.
If the charge type is not visible on the grid, search for the funding source using the search window located below the blue grid header under Charge Type. You can search by Name or Charge Amount.
- Click on
Edit, located next to the Charge Type’s name. The grid expands.
- Edit the Charge Type details. Red fields are required information.
- Click on
Update.
- Click on
Close to close the "Manage Charge Types" window.
Delete a Charge Type
- Click on Charge Types under "Management Quick Links." The "Manage Manufacturers" window opens.
- Locate the Charge Type.
If the Charge Type is not visible on the grid, search for the funding source using the search window located below the blue grid header under Charge Type. You can search by Name or Charge Amount.
- Click on
Edit, located on the respective "Charge Type" row. The grid expands.
- Click on
Delete.
- Click on
Close to close the "Manage Charge Types" window.