# 12 – Master (all master-data pages)

Tested in the QA company (company admin) · 36 pages opened; add / empty-save / edit tested on 25 of them (Vendor, Expense Category, Bank and Currency Rate were already tested in the Expenses / Invoices reports)

## Works fine

- **All 36 master pages open** without an error page (Order/Quote/Lead/Customer/Carrier ID Series, Customer/Carrier Type, Lead Source/Status, Followup/Quote/Tracing/Load Order/Load Request Status, Equipment, Mode of Transport, Unit, Custom Broker, State, Cities, Location, Warehouses, Terms & Conditions, Factoring Companies, Border/SEA Port Names, Tax, Discount, Vendor, Bank, Currency, Email, Expense Category …).
- **Add:** on every page tried, an empty save is refused with "This field is required" (or "The Tax Name is required.", "The Discount Name is required." …) and a valid save shows "… added successfully" and the new row appears. **Edit** shows "… updated successfully".
- Tax (name + %), Discount (name, % / flat, amount), Order ID Series, Terms & Conditions (name, module, description), Factoring Company, Custom Broker and Location all saved with realistic values.

## Issues

| # | Sev | What the user experiences | Steps | Evidence |
|---|-----|---------------------------|-------|----------|
| M1 | Medium | **The same master name can be added twice** (Equipment "QA Equipment" saved two times) – this would give two identical choices in every dropdown. | Master → Equipment → add the same name again | – |
| M2 | Medium | **Location / Warehouse: "Phone number must be exactly 10 digits." appears only after pressing save**, and the window gives no hint of the rule (the phone box is a free number field). Same message for Warehouses. | Master → Location → add with a short phone | – |
| M3 | Low | **Order / Quote / Lead / Customer / Carrier "ID Series" pages show only the menu** – the series is added from a different page ("Order ID Series" at the top of the menu); the second set of links is a duplicate and has nothing on it. | Master → Order ID Series (two entries) | – |
| M4 | Low | Several pages log script errors (`classList` / `addEventListener` of null; Custom Broker: "Identifier 'emailInput' has already been declared"). | Open the pages, look at the console | – |
| M5 | Low | Terms & Conditions, Border Names, SEA Port Names, Tax, Discount, Warehouses, Factoring, Custom Broker and Order ID Series start **empty** in a new company (fine), but nothing says they are needed before quotes/orders can use them. | New company | – |

## Not tested (and why)

- Delete on every page (data kept on purpose), Country / State / City add (very large lists), Email master (SMTP), Currency page add, My Profile.
- Whether a master value changes quotes / orders afterwards (e.g. Tax % applied on a quotation).
- Staff with only some master permissions.

## Test data left in the QA company

- One new "QA <page name>" row on each master page tested (e.g. QA Equipment ×2 – one renamed "QA Equipment EDITED", QA Customer Type, QA Lead Source, QA Tax, QA Discount …), Custom Broker **QA Broker One**, Location **QA Location**, Order ID Series "QA OrderIDSeries".