Clean master data, ready from day one.

Master Files is the central library of reference data every operational module reads from.

• Geography: Regions, Countries, States, Cities
• Trade Terms: Incoterms, Freight Terms, Payment Terms, Service Types
• Cargo: Commodities, Commodity Groups, HS Codes, Units of Measure
• Transport: Sea Ports, Air Ports, Vessels, Vessel Types, Yards, Terminals
• Network: Networks, Network Types (sub-forwarder offices)
• Parties: Customers, Suppliers, Carriers, Agents (single Parties table, role flags)
• Money: Currencies, Exchange Rates, Charges, Taxes, Tax Groups

Most masters auto-seed via the Import Master Files screen (UN/LOCODE, FBR Tariff, etc.).

Parties is LogiSoft's unified master for every external organization you do business with. One party can be a Customer (sells to), Vendor (buys from), Carrier (ships with), Agent (partners with), and a Trucker — multiple roles on the same record.

Each party has Legal Name, Trade Name, address (Country/State/City), tax/license numbers, contact info, default payment terms, default tax group, and bank accounts.

Party Groups let you cluster related parties so you can report on the group as a whole — e.g. a parent company with 5 subsidiaries, or an agent network with 12 country offices.

Party Types are an extra classification on top of role flags. While role flags (Customer / Shipper / Carrier / Agent) say what a party does, Party Types say what kind (Corporate vs SME, Free-Zone, Government, etc.).

Document Types classify uploaded files attached to bookings/shipments/parties. Used to enforce a checklist (e.g. "this shipment is missing the Packing List").

A Contract is a signed rate agreement, normally the result of a won Quotation or Tender.

• Header: parties, validity period, currency, payment terms.
• Lines: per-lane / per-charge rate.
• Surcharges: BAF/CAF/PSS/etc., recomputed when fuel index changes.

A Region is a coarse geographic grouping for countries. LogiSoft uses regions for high-level reporting and trade-lane grouping. Country master files reference a RegionId.

Countries is the master list of nations. Every Country has ISO2 (2-letter), ISO3 (3-letter), numeric code, dialing code, currency, and parent Region. Used by every address-bearing entity (Parties, Branches, Cities, Sea/Air Ports).

States are sub-national divisions (US states, Indian states, Pakistani provinces, etc.). Each state belongs to a Country. Cities reference a State.

Cities is the master location list, seeded from UN/LOCODE 5-character codes (e.g. PKKHI = Karachi). Auto-fill happens via the Import Master Files UN/LOCODE button.

When a Sea Import shipment uses a service type with DR (Door) at either end, the operator picks the specific door address from this master rather than typing it on every booking.

Incoterms are standardized 3-letter codes published by ICC that define which party (buyer or seller) pays for transport, insurance, and customs at each stage. Pre-seeded with Incoterms 2020. Used on Quotations, Bookings, BLs, Invoices.

Common: EXW (Ex Works), FCA (Free Carrier), FOB (Free on Board), CIF (Cost Insurance Freight), DAP (Delivered at Place), DDP (Delivered Duty Paid).

Freight Terms = who pays the carrier. The 3 standard values (Prepaid by shipper, Collect from consignee, Third Party) cover most cases. Set on each booking and BL.

Payment Terms define the credit period you give customers. Default term per Party (set on the Party master); overridable per invoice.

Service Types describe the door-to-door scope of a booking. Standard values:

• CY/CY — Container Yard to Container Yard (port-to-port only)
• CY/Door — pickup at port, deliver to consignee's door
• Door/CY — pickup at shipper's door, deliver to port
• Door/Door — full door-to-door

Set on Bookings; affects which charges apply (haulage, customs, etc.).

Commodity Groups roll up Commodities for reports — "we shipped 200 TEU of Electronics this year". Pre-seeded with common categories.

Commodities are specific cargo types. Each commodity belongs to a Commodity Group, has a default UoM (e.g. PCS, KG, MT), can be flagged as Hazardous (with UN number + IMDG class), and links to one or more HS Codes for customs declarations.

Equipment is the cross-mode rate-dimension master:

• Sea: 20GP, 40GP, 40HC, 45HC, 20RF, 40RF, FLAT, OPEN
• Air: weight bands (-45 / +45 / +100 / +300 / +500 / +1000 kg)
• Land: truck types (40ft trailer, 20ft trailer, container truck, flatbed)

Used by Allotments, Bookings, Contracts, and rate lines.

HS Codes (Harmonized System) is the international tariff classification system. LogiSoft is seeded with FBR Pakistan Customs Tariff 2025-26 (1,037 headings + 7,633 PCT codes). Each commodity declaration on a customs form needs the right HS Code.

Units of Measure (UoM) are the quantity units for cargo and charges. Pre-seeded with UN/CEFACT Rec 20 standard units (KG, MT, CBM, PCS, LTR, etc.).

Container Sizes are the 4 canonical ISO container sizes. Each row has a CbmCapacity column (33 / 67 / 76 / 86) used to auto-fill the CBM column on Sea booking container lines. Override per booking if cargo doesn't fill the box.

Container Types classify containers by purpose / build. The orthogonal pair with Container Sizes — a specific container = Size × Type (e.g. 40HC + RF = 40-foot High Cube Reefer).

Defines the Cargo Load Type picker shown on every shipment-bearing form:

• Customer Booking + Carrier Booking (12 variants)
• Sea Import MBL (Master B/L)
• Sea Import HBL (House B/L)

Standard codes (seeded)

| Code | Name |

|------|------|

| FCL | Full Container Load — single shipper fills the container |

| LCL | Less than Container Load — cargo too small, consolidated with others |

| PFCL | Part-FCL — single shipper, dedicated container, not full |

| CONSOL | Consolidation — MBL containing multiple LCL HBLs |

| BBK | Break-Bulk — non-containerised cargo (machinery, project cargo) |

Adding your own

Click + Add to register additional types (e.g. RoRo, Reefer-LCL). The code goes onto every shipment screen automatically.

Charges is the master list of fees. Each Charge has:

• Code + Name + Default Description
• Mode (Sea / Air / Land / All)
• Revenue Account + Expense Account (Chart of Accounts FKs — auto-routes invoice/cost postings)
• Default Tax (auto-applies tax when used)
• AppliesTo (Sales / Purchase / Both)

Read [Charges + Taxes + Invoice numbering design](/Configuration/Index) for the full design.

Banks stores bank-account details linked to Parties. One Party can have multiple bank accounts (USD account + PKR account at different banks); flag one as Default for AR/AP postings.

Fields per account: Bank Name, Branch Name, Account Title, Account Number, IBAN, SWIFT Code, Currency.

Taxes stores per-jurisdiction tax rates. Each Tax has Code, Name, Authority (FBR / SRB / PRA / FTA / IRS / etc.), Type (Percentage / Fixed), Rate, Country, OutputAccount (Tax Payable when WE charge), InputAccount (Tax Recoverable when supplier charges US).

Document Sequences make every document number in LogiSoft (Leads, Quotations, Bookings, Sea Import jobs, invoices, tax invoices, GRN, DO, transfers ...).

• Per branch - each branch counts on its own; the branch code is part of the number.
• Per financial year - with Reset each year ticked the counter restarts at the start of the year set in Finance > Accounting Periods; {YY} is the year the financial year starts.
• Pattern - builds the number from parts: {Company}{Prefix}-{Module}-{Branch}-{YY}-{LF}{N}. {Company} appears only when more than one company is active.
• Local / Foreign - optional separate counters (L- / F-).
• Counters button - shows each branch / year counter; it can only be moved forward.
• Released numbers - when a document moves to another branch or year its old number is released and, if allowed, re-used.
• Locked - once a document has been numbered, the format fields are read-only and the series cannot be deleted.
• Tax invoice series (TAX-INV, TAX-CN) are shared by all modules of a branch and are issued only when an invoice is posted with tax.
• Print Name is the heading printed on the document; the Screen Name is what screens show.

Currencies is the master currency list using ISO 4217 codes. Used by every monetary field in the system (rates, charges, invoices). PKR is the system base currency by default.

Exchange Rates stores FX rates per (from-currency, to-base, date). The Daily Exchange Rate Job pulls rates at 02:00 UTC from fawazahmed0 currency-api (free, no key). Manual refresh via Import Master Files button.

Configures the 8 invoice types per module (4 document types × 2 scopes).

You cannot add or delete rows — they are system-managed structure.

You can edit:

• Display Name — appears in menus and screen titles.
• Local Print Label — printed on PDF when invoice currency = branch currency.
• Foreign Print Label — printed when invoice currency ≠ branch currency.

Print label resolution

Three-level priority at print time:

1. Invoice has tax lines + Branch.TaxGroup.PrintTitle is set → use that ("Sindh Sales Tax Invoice", etc.)
2. Per-invoice override (if filled by the operator)
3. Local/Foreign Print Label from this master

Accounting impact

Each row also shows a read-only Accounting Explanation describing what the type does in financial terms — defines whether it increases AR / AP and whether it books or reverses revenue / expense.

Sea Ports is the master port list, seeded from UN/LOCODE. Each port has a 5-character code (e.g. PKKHI = Karachi), name, and parent City.

Vessels is the master ship list. Each vessel has an IMO (7-digit International Maritime Organization number — globally unique), MMSI (radio call), CallSign, FlagCountryId, VesselTypeId, GrossTonnage. Used on Sea bookings + BLs.

When AISStream tracking is enabled (Module Settings), vessels broadcasting via AIS are auto-imported with up-to-date positions.

Vessel Types classify ships by purpose. Pre-seeded with standard categories.

Air Ports is the master airport list, seeded from lxndrblz/Airports (commercial airports only — every entry has a valid IATA 3-letter code). Each airport has IATA code (e.g. KHI, DXB), ICAO 4-letter code, name, parent City.

Yards are container yards / depots / ICDs near ports. Used in Sea bookings for stuffing/destuffing, repositioning, and storage.

Yard Types classify yards. Pre-seeded with standard categories.

Terminals are the operational facilities inside a Sea Port or Air Port (e.g. KICT, QICT at Karachi Port; DBI Terminal at Karachi Airport). Used on bookings for cargo cut-off / VGM cut-off / pickup info.

Terminal Types classify terminals by purpose.

Networks are your overseas agent partners — companies in other countries you trust to handle the destination side of an export shipment (or origin side of an import). Used for cross-border consolidation, HBL handling, agent billing.

Network Types classify your relationship with overseas partners.

Vendor Types classify suppliers on cost lines (Charges side = Cost). Used to route accounts payable and group spend reporting.

Departments are internal organizational divisions. Optional. Useful for reports that group by department.

Sales Types classify how a deal originated. Used in Sales reports for source analysis.