Masters

Masters Module has multiple subsegments associated with it. They are as follows,

• Operational Codes
• Payroll Codes
• Transportation Codes
• Finance Codes
• Pricing

Operational Codes

Operational codes have multiple subcodes associated with it.

• Activity
• Description
• HS/ Tariff
• Referral
• Sales
• Status
• Package
• Unit
• Permit
• Clearance
• Tags

Activity

Activity furnishes the list of activity codes respective to the Mode of Transport and Service.

Description

This section allows you to create description code which can be used in the following modules

• Quotation (in Service )
• Supplier Invoice
• Payment Voucher
• Terminal Cost
• Material Request
• Truck Allocation
• Container Deposit
• Proforma Invoice
• Advance Request
• Customer Invoice
• Supplier Invoice

Steps to create Description Code

Step 2

Go to Masters --> Operational Code --> Description

Step 2

New Description Code --> Type the service description you need to create in English and Your Local Language .

Step 3

Service Rate (*) --> Fix the percentage from the dropdown given.

Step 4

Select the appropriate sales type and purchase type and then Click Save to proceed. If you want to remove the data from the fields Click Clear.

Actions Performed:

• View
• Edit
  • Description can be edited but not possible to edit service rate and purchase type.
  • If you want to edit Go to Settings --> Tax Settings --> Services.
  • Entries with a Ban symbol can not be edited.All these codes are provided by the system by default.
• Delete
  • Entries with a Ban symbol can not be deleted. All these codes are provided by the system by default.

HS / Tariff

This is created according to the products / objects shipped.

How to create HS / Tariff

Step 1

Go to Masters --> Operational Codes --> New HS Code.

Step 2

A pop up window will appear where enter the following ,

• HS Code (in Precise)(*)
• Duty % (*)
• Description in both the languages (*)

Step 3

Click Save to proceed. / Clear to re-enter the details.

Actions Performed

• View
• Edit
• Delete

Referral

The Referral section has a list which provides the details of commission allocated to the referrals.

How to create Referral Code

Step 1

Go to Masters --> Operational Code --> Referral

Step 2

New Referral Code --> Referral Name and Commission .

Step 3

Click Save to Proceed.

Actions Performed

• View
• Edit
• Delete

Sales

Sales segment has the list of employees / vendors associated with the salesman and their corresponding commission .

Salesman can be created by 2 Methods

Method 1

Through Normal creation

Step 1

Go to Masters --> Operational Codes --> Sales

Step 2

New Salesman --> Salesman(*)

Step 3

Select the type from the dropdown available. Either Vendor or Employee

Step 4

Case 1

If you select Employee as Type , you can select the employee from the list available.

Case 2

If you select Vendor as type, then type the name of the vendor in the field box available.

Step 5

Give the % of Commission fixed to the respective salesman.

Step 6

save

Method 2

Through Quick creation

Step 1

Go to Customer --> New Customer

Step 2

Click on Sales --> Salesman

Step 3

By Clicking Salesman you will get a dropdown with a list of Salesman along with an option called " New Salesman" . Salesman --> New salesman.

Step 4

Fill the mandatory details to create a new salesman.

Actions Performed

• View
• Delete
• Edit

Status

Status section helps you with status codes which can be used while creating Job Status. The services benefitted are,

• Custom Clearance
• Freight Forwarding
• Packing and Relocation
• Trading
• Transportation
• Value Added Services
• Warehousing

Select the type of service whose code needs to be reviewed.

How to Create Status Code

Step 1

Go to Masters --> Operational Codes --> Status.

Step 2

New Status Code --> Services (*)

Step 3

Select the type of service to which the code needs to be created.

Step 4

Enter the description (*) accordingly.

Step 5

Click Save to Proceed further.

Actions Performed

• View
• Delete
• Edit

Package

Package list the service types which can be used while creating jobs under the package section, provided the package is selected.

Multiple Packages code can be added using "+" at a single go.

How to Create Package Code

Step 1

Go to Masters --> Operational Codes --> Package.

Step 2

New Package Code --> Description(*)

Step 3

Click Save to Proceed further.

Units

Units used in the Invoices to measure the items are created here. It is used in the fields given below,

• Proforma Invoice
• Advance Request
• Quotation
• Terminal

Multiple Unit code can be added using " + " at a single go.

How to Create Units Code

Step 1

Go to Masters --> Operational Codes --> Units.

Step 2

New Unit Code --> Description(*)

Step 3

Click Save to Proceed further.

Actions Performed

• View
• Delete
• Edit

Permit

The Permit Code used in the Clearance module can be created in this section. Multiple Permit code can be added using " + " at a single go.

How to Create Permit Code

Step 1

Go to Masters --> Operational Codes --> Permit.

Step 2

New Permit Code --> Permit Name(*)

Step 3

Click Save to Proceed further.

Actions Performed

• View
• Delete
• Edit

Clearance

Clearance helps to create the type of service which can be used while creating the job.

How to create Clearance

Step 1

Go to Masters --> Operational Codes --> Clearance.

Step 2

New Clearance Code --> Clearance Name (*)

Step 3

Click Save to Proceed further.

• View
• Delete
• Edit

Tags

Tags helps to create the type of tags which can be used while creating the job.

How To Create Tags

Step 1

Go to Masters --> Operational Codes --> Tags.

Step 2

A pop up window will appear where enter the following ,

• Tag
• Description
• Type

Step 3

Click Save to Proceed further.

Payroll Codes

Payroll Codes are beneficial for the HR Department to maintain the department and Designations involved in the company.

Below are the sections Payroll Code has,

• Department
• Designation
• Vehicles

The Creation Procedure given below applies to both Department and Designation.

Step 1

Go to Masters --> Payroll Codes

Step 2

New Designation Code / Department Code --> Description (*)

Step 3

Use "+" to add multiple codes at the same time.

Step 4

Click Save to proceed.

Vehicle

Vehicle Information can be stored in this section for future use. This section provides the details like Plate No, Model Name, Year of Manufacture, Brand Name.

How to create vehicle codes

Step 1

Go to Masters --> Payroll Code --> Vehicle

Step 2

New Vehicle Codes --> Enter the below details,

• Model Name(*)
• Brand Name(*)
• Plate No(*)
• Chassis No(*)
• Model No(*)
• Manufacturing Year (*)
• Description(*)
• Image - Upload Documents if required.

Step 3

Click Save to proceed further.

Actions Performed (Applicable to all sections involved in Payroll )

• View
• Delete
• Edit

Advanced Features

Data can be sorted alphabetically using the sort button(indicated by up and down arrow) available next to every column.

Transportation Codes

Transportation Codes has four segments as follows,

• Terminal
• Transport Service
• Truck
• Trailer

Terminal

Terminal Code is created for each suppliers along with the details like,

• Detention Allowance Days Normal 20 ft
• Detention Allowance Charges Normal
• Detention Allowance Days Normal 40ft
• Detention Allowance Charges Normal 40ft
• Detention Allowance Days Refer 20ft
• Detention Allowance Charges Refer 20ft
• Detention Allowance Days Refer 40ft
• Detention Allowance Charges Refer 40ft
• Handling Fee per Normal Container 20ft
• Handling Fee per Normal Container 40ft
• Handling Fee per Refer Container 20ft
• Handling Fee per Refer Container 40ft

How to create Terminal Code

Step 1

Go to Masters --> Transportation Code

Step 2

New Terminal Code --> Select the Supplier and fill the required details to proceed.

Step 3

Click Save to proceed.

Transport Service

Transport Service Code created here can be used while allocating Truck .

Create the Service Code from New Service Code --> Description.

Truck Code

This Section matches / records the details of Truck such as plate No, Registration , brand name along with the Truck .

Steps to create Truck Code

Step 1

Go to Masters --> Transportation Code

Step 2

Truck --> New Truck Code.

Step 3

Fill the mandatory details like Truck Name, Brand Name, Plate No, Vehicle Registration No, Truck Type.

Step 4

Select the availability of the tuck i.e Select either Stand by or Ready to use .

Step 5

Click Save to proceed.

Finance Codes

Sub voucher Codes

has a list which can be used while creating Payment Vouchers.

How to create Financial codes

Step 1

Go to Masters --> Financial Codes --> New Sub Voucher Codes

Step 2

Select the type of Voucher. Voucher Type --> Cash / Bank

Step 3

Enter the Voucher Code and Voucher Type Name which are mandatory details.

Step 4

Voucher Type Number is created automatically based on the number of codes created.

Step 5

Click Save to proceed further.

Actions Performed

• View
• Delete
• Edit

Currency Rates

This section allows you to add and edit the currency rate.

Account Groups

This section allows you to add an account.

Pricing

Price Build section furnishes the Profit Earned based on the services done. The list has Cost, Revenue and Profits calculated based on the service selected.

Double Clicking on the column gives the detailed view of attributes given.

This must be done before creating the quotation in order to calculate the profit earned.

How to Create Price Pricing

Step 1

Go to Masters --> Price Build --> New Price Build.

Step 2

Select the following fields given below,

• Services(*) - select the service whose price needs to be calculated
• Customer(*) - Select the respective customer
• Description(*)
• Unit (*)
• Currency(*)
• Cost(*)
• Profit(*)

Step 3

Click Save to proceed further.

Actions Performed

• View
• Delete
• Edit
• Replicate