Masters

Last Updated on Feb 02, 2020

This section is available to only super admins & users whose user-rights has been set.

Operational Codes

Ten types of codes are generated in this section. They are:

Activity Codes
This section lists out the activity codes, here the user cannot add or delete an activity code.
Description Codes
In this section some codes are not customizable. However user can add additional description codes by clicking New Description Code button and submit the required details in the form displayed.

Added 3 new fields as service rate, sales type and purchase type.

HS/tariff
In this section some codes are not customizable.However user can add additional HS/Tariff codes by clicking "New HS Code" button and submit the required details in the form displayed.
Referral
This section list the referral codes of the system.User can create new Referral Codes by clicking on "New Referral Code" button and submit the required details in the form displayed.
Sales
This section list the sales codes of the system.User can create new Sales Codes by clicking on "New salesman" button and submit the required details in the form displayed.
Status
This section list the status codes of the system.User can create new Status Codes by clicking on "New Status Code" button and submit the required details in the form displayed.
Package
This section list the package codes of the system.User can create new Package Codes by clicking on "New Package Code" button and submit the required details in the form displayed.
Unit
In this section some codes are not customizable.However user can add additional Unit codes by clicking "New Unit Code" button and submit the required details in the form displayed.
Permit
This section list the permit codes of the system.User can create new Permit Codes by clicking on "New Permit Code" button and submit the required details in the form displayed.
Clearance
This section list the clearance types of the system.User can create new Clearance Types by clicking on "New Clearance Code" button and submit the required details in the form displayed.

Payroll Codes

User can create payroll department, designation, vehicle codes in this section.

Department
In this section some codes are not customizable.However user can add additional department codes by clicking "New Department Code" button and submit the required details in the form displayed.
Designation
In this section some codes are not customizable.However user can add additional designation codes by clicking "New Designation Code" button and submit the required details in the form displayed.
Vehicle
In this section some codes are not customizable.However user can add additional vehicle codes by clicking "New Vehicle Code" button and submit the required details in the form displayed.

Transportation Codes

Terminal
This section list the terminal created for the system.User can create new terminal by clicking "New Terminal Code" button and submit the terminal details in the form displayed.
Transport services
This section lists out the transport services.User can create new transport services by clicking "New Service Code" button and submit its details in the form displayed.
Truck
This section lists out the trucks available in the system.User can add new trucks into system by clicking "New Truck Code" button and submit its details in the form displayed.
Trailer
This section lists out the trailer codes available in the system.User can add new trailer into system by clicking "New Trailer Code" button and submit its details in the form displayed.

Additional actions provided are:

  • View
  • Edit
  • Delete

Finance Codes

This section lists the Sub Voucher Codes based on the selected voucher type.

Right-click actions provided on each sub voucher are:
View
User can view sub voucher codes details
Edit
User can edit the sub voucher codes details.
Delete
User can delete sub voucher codes details.

Price Build

This section lists the price build created for company.

Right-click actions provided on each price build are:
View
User can view price build details
Edit
User can edit the price build details (currency,price,profit only).
Delete
User can delete price build details.
Replicate
User can replicate price build from existing price build.
How to create new price build?

Click on New Price button and submit the required price build details in the form displayed.

User can create general price build by filling below mandatory fields.

  • Description
  • Unit
  • Currency
  • Cost
  • Profit

User can also set price build for a particular service or for a particular customer or for their combination. Customer based price build overrides service based & general price build. Service based price build overrides general price build. Mandatory fields may vary for certain services.

Additional mandatory fields for Freight Forwarding are:

  • Origin
  • Destination
  • Container Size
  • Container type

Additional mandatory fields for Transportation are

  • Origin
  • Destination
  • Trailer
  • Container type