Frontline Inventory & Help Desk Management
Frontline Inventory & Help Desk Management

Assess Staff Charges

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Charges are assessed when an item has been damaged and/or as a prerequisite before an item is issued. The Charge Assessment window allows the site user to document the specifics of a charge and its payment history.

  1.  Navigation:
  2. Site View
  3. Staff Charges

Table of Contents:

Assess a Charge

Assessing a charge with a tag allows the site user to document and/or receive a specified dollar amount regarding an item/tag issued to the staff member: for example, missing accessory, broken part, late charge, etc.

A charge can be assessed without a tag to allow the site user to document and/or receive a specified dollar amount prior to the issuance of an item to a staff member: for example, insurance, deposit, permission form, etc.

  1. On the top navigation bar, click staff.gif Staff.
  2. Filter for the respective staff member.
  3. In the respective staff member’s row, click Charges.gif Assess Charge under the Actions column. The grid expands to display the following tabs: Details, Inventory, Charges, and Attachments.
  4. Click on the Charges tab.
  5. Click plus_sign.png Add Record. The Assess a Charge window opens.
    ChargesAsses.PNG
  6. Select a charge type from the Charge Type drop-down menu.
    • If the administrative administrator does not require a tag to be associated with the selected charge type, skip to step 8.
  7. Under the Actions header, click Select to associate an In Use item to the charge.
    • If the item is no longer in the status of In Use for this staff member, click on the Show History option in the Product and Tag header section. This will display all items which were previously issued to this staff member.
  8. If desired, adjust the charge amount in the Charge Amount field. This step requires the user to have permission to change the amount, which is dictated on the Admin View Charge Types record.
  9. Enter any respective notes regarding this charge into the Charge Notes field (optional).
  10. Click save.png Save. The charge is added to the Charge History grid at the bottom of the Assess a Charge window.
  11. Click close.png Close to close the Assess a Charge window.

Charge Types are created by the administrative administrator. Depending on established settings, a site user may or may not:

  • Edit the price of a charge type*
  • View percentages based on the product's replacement price

*If the Charge Amount displayed price is in black text, the charge amount can be edited.

Void a Charge

A charge can be voided only if there are no payments associated with the charge. To void a charge with payments, each payment must be voided first.

  1. On the top navigation bar, click staff.gif Staff.
  2. Filter for the respective staff member.
  3. In the respective staff member’s row, click Charges.gif Assess Charge located under the Actions column. The grid expands to display the following tabs: Details, Inventory, Charges, and Attachments.
  4. Click the Charges tab. 
  5. On the respective charge's row, click edit.png Edit Assessed Charge. The Edit a Charge window opens.
    ChargesEdit.PNG
  6. Select Void.
  7. Click save.png Update. The Void Charge Confirmation window opens and displays the message “You are about to void this charge. This action cannot be undone.”
  8. Click OK.
  9. Click close.png Close to close the Edit a Charge window.
  10. Above the Charges grid for the respective staff member, select Show Voids to view the voided charge.
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