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Masters

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

Operational Codes

Operational codes have multiple subcodes associated with it.

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

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

Trucking Logistics Software Masters Operational Activity Codes
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
Ship Management Software Masters Operational Description Codes
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.
Steps To Create Masters Description Code in International Logistics Software
NOTE: If you want to add multiple Description Codes , Use “+” present at the right corner.
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.

Masters HS Code in Freight Forwarding ERP Software
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.
How To Create Masters HS / Tariff in Freight And Logistics Software
Actions Performed
  • View
  • Edit
  • Delete
Referral

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

Actions Performed Masters Referral Code in Trucking Logistics Software
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.
How To Create Masters Referral Code in International Logistics Software
Actions Performed
  • View
  • Edit
  • Delete
Sales

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

Actions Performed Masters Sales Code Online Logistics Software

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
General details in Masters Sales Code - Method 1
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.
General details in Masters Sales Code - Method 2
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.

Logistics Optimization Software Status in Status Code
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.
How To Create Status Code in Logistics Tracking Software
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.

Cargo Management System Software Masters Package Code
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.
How To Create Masters Package Code in freight shipping software
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.

Masters Unit Code in Transport Logistics Software
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.
How To Create Masters Units Code in Freight Management System Software
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.

Masters Permit Code list in Ship Management Software
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.
How To Create Masters Permit Code in Bridge LCS ERP For Logistics Company
Actions Performed
  • View
  • Delete
  • Edit
Clearance

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

Masters Clearance Code List in Cloud Based Freight Forwarding Software
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.
How to create Masters Clearance code in Bridge LCS Cloud Based Logistics Software
  • View
  • Delete
  • Edit

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
Payroll Department Code in Bridge LCS Shipping Logistics Software

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.
Create new Payroll Department Code in Transport Logistics Software
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.

Bridge LCS Masters Vehicle Code in Logistics Software
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.
How To Create Masters Vehicle Codes in Customs Clearance Software
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
Transportation Terminal Code in Transport Logistics Software
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.
How To Create Transportation Terminal Code in Ocean Freight Software
Transport Service

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

Transport Service  Code in Bridge LCS in Cargo Airline Software

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

Create the new Transport Service Code in Sea Freight Software
Truck Code

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

Truck Code in Freight Broker Software
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.
Steps to create Truck Code in Bridge LCS Freight Forwarding Software Solutions

Finance Codes

Financial Codes(Sub voucher Codes) has a list which can be used while creating Payment Vouchers.

Masters Finance Codes in Clearing And Forwarding Software
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.
How To Create Financial Codes in Bridge LCS Online Freight Forwarding Software
Actions Performed
  • View
  • Delete
  • Edit

Price Build

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 inorder to calculate the profit earned.

Masters Price Build in Bridge LCS Freight Forwarding ERP Software
How to Create Price Build
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.
How To Create Masters Price Build in Bridge LCS Freight And Logistics Software
Note : Container type, POL → POD details are directly fetched based on the customer and services selected.

Once these steps are performed, Go to Sales → Quotation → New Quotation and select the Service and Description in the service section as given here.

Actions Performed
  • View
  • Delete
  • Edit
  • Replicate