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Default Details And Relationships
github-actions[bot] edited this page Apr 18, 2026
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This page describes default details to set up for key parties (Shipper, Consignee) and service providers (Freight Agent, Carrier/Shipping Line, Airline), and how they relate across Sea Freight, Air Freight, Transport, and Customs.
To access organizations: Home > Sea Freight > Organizations or Home > Transport > Organizations
Shipper is the party who tenders cargo for transport (exporter/consignor). Used on bookings, shipments, transport orders, declarations, and quotes.
| Field / area | Purpose |
|---|---|
| Shipper Name | Display name; required. |
| Customer | Link to ERPNext Customer (optional; for billing/portal). |
| Address | At least one address (pickup/origin); used for BL, AWB, commercial invoice. |
| Contact | At least one contact; used for documentation and notifications. |
Create masters via Home > Sea Freight > Organizations > Shipper (or Transport > Organizations > Shipper). No system-wide “default shipper” is applied; users choose the shipper per Sea Booking, Air Booking, Transport Order, Declaration, Sales Quote, and warehousing orders.
- Bookings: Sea Booking, Air Booking – shipper + shipper address/contact.
- Shipments: Sea Shipment, Air Shipment – shipper and addresses flow from booking or are set on the shipment.
- Transport: Transport Order – shipper for pickup/origin.
- Customs: Declaration – shipper for export/import.
- Pricing: Sales Quote – shipper for the quoted party.
- Warehousing: Inbound Order, Release Order, Transfer Order, Warehouse Job, Warehouse Contract, VAS Order, Stocktake Order.
Consignee is the party to whom cargo is delivered (importer/receiver). Used on the same document types as Shipper for the delivery side.
| Field / area | Purpose |
|---|---|
| Consignee Name | Display name; required. |
| Customer | Link to ERPNext Customer (optional). |
| Address | At least one address (delivery); used for BL, AWB, delivery legs. |
| Contact | At least one contact; used for documentation and notifications. |
Create masters via Home > Sea Freight > Organizations > Consignee (or Transport > Organizations > Consignee). There is no system-wide “default consignee”; selection is per document.
- Bookings: Sea Booking, Air Booking – consignee + consignee address/contact.
- Shipments: Sea Shipment, Air Shipment – consignee and addresses from booking or set on shipment.
- Transport: Transport Order – consignee for delivery.
- Customs: Declaration – consignee for export/import.
- Pricing: Sales Quote.
- Warehousing: Same as Shipper (Inbound Order, Release Order, Transfer Order, Warehouse Job, Warehouse Contract, VAS Order, Stocktake Order).
- Consolidations: Sea Consolidation, Air Consolidation – package-level shipper/consignee.
Freight Agent is the intermediary that arranges freight with carriers. Create Freight Agent masters and optionally set defaults so new Sea/Air documents pick a default agent.
- Agent name and any required identifiers.
- Address / contact if used for correspondence or documentation.
Freight Agent is a shared master used across Sea and Air Freight.
| Module | Settings document | Default field | Used on |
|---|---|---|---|
| Sea Freight | Sea Freight Settings | Default Freight Agent | Sea Shipment, Sea Booking (optional), Sales Quote Sea Freight |
| Air Freight | Air Freight Settings | Default Freight Agent | Air Shipment, Air Booking (optional), Air Consolidation, Sales Quote Air Freight, Master AWB |
Set Default Freight Agent in the relevant settings so new Sea Shipments and Air Shipments (and related documents) are pre-filled when no agent is already selected.
Carrier in CargoNext is represented by Shipping Line (sea) and Airline (air). Set these masters and then set defaults in module settings so new documents are pre-filled.
| What to set | Where | Purpose |
|---|---|---|
| Shipping Line masters | Home > Sea Freight (e.g. list/workspace for Shipping Line) | Used on Sea Booking, Sea Shipment, Sea Consolidation, Master Bill, routing legs, rates. |
| Default Shipping Line | Sea Freight Settings → Business Settings | Default for new Sea Shipments (and related sea documents). |
| What to set | Where | Purpose |
|---|---|---|
| Airline masters | Home > Air Freight (Airline list) | Used on Air Booking, Air Shipment, Air Consolidation, Master AWB, flight schedules, rates. |
| Default Airline | Air Freight Settings → Business Settings | Default for new Air Shipments and related air documents. |
- Manifest / Customs: Where manifest or customs integration supports a carrier, Default Carrier may be configured in the relevant Customs or manifest settings for e-manifest or similar flows.
| Party / provider | Master(s) to create | Default configured in | Applied on |
|---|---|---|---|
| Shipper | Shipper (name, customer, address, contact) | — (per document) | Bookings, Shipments, Transport Order, Declaration, Quotes, Warehousing |
| Consignee | Consignee (name, customer, address, contact) | — (per document) | Same as Shipper |
| Freight Agent | Freight Agent | Sea Freight Settings, Air Freight Settings | Sea/Air Shipments, Bookings, Consolidations, Quotes, Master AWB |
| Carrier (Sea) | Shipping Line | Sea Freight Settings → Default Shipping Line | Sea Shipment, Sea Booking, Sea Consolidation, Master Bill |
| Carrier (Air) | Airline | Air Freight Settings → Default Airline | Air Shipment, Air Booking, Air Consolidation, Master AWB |
| Carrier (Manifest) | As per customs/manifest setup | Manifest Settings (e.g. Default Carrier) | E-manifest / customs manifests |
Ensure at least one Shipper and one Consignee (with address and contact) exist before creating bookings or shipments. For Sea and Air, create at least one Freight Agent, one Shipping Line (sea), and one Airline (air), and set the defaults in Sea Freight Settings and Air Freight Settings so new documents are filled automatically where applicable.
All fields from DocTypes Shipper, Consignee, Freight Agent (subsections below) and their nested child tables, in form order. Columns: Label (field name), Type, Description.
| Label (Field name) | Type | Description |
|---|---|---|
Details (details_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Code (code) |
Data | Purpose: Short stable code for lists, integrations, and EDI (often uppercase). What to enter: Unique code within this master; match what customs, carriers, or APIs expect. |
Shipper Name (shipper_name) |
Data | Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks). |
column_break_mmav |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Exporter Category (exporter_category) |
Link | Purpose: Creates a controlled reference to Exporter Category so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Exporter Category. Create the master first if it does not exist. |
Default UNLOCO (default_unloco) |
Link | Purpose: Creates a controlled reference to UNLOCO so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UNLOCO. Create the master first if it does not exist. |
Is Active (is_active) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
General defaults (section_general_defaults) |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Default Notify Party (default_notify_party) |
Data | Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks). |
Default Notify Party Address (default_notify_party_address) |
Small Text | Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. |
column_break_general |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Service Level (default_service_level) |
Link | Purpose: Creates a controlled reference to Logistics Service Level so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Logistics Service Level. Create the master first if it does not exist. |
Default Incoterm (default_incoterm) |
Link | Purpose: Creates a controlled reference to Incoterm so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Incoterm. Create the master first if it does not exist. |
Country (country) |
Link | Purpose: Creates a controlled reference to Country so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Country. Create the master first if it does not exist. |
Default Currency (default_currency) |
Link | Purpose: Creates a controlled reference to Currency so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Currency. Create the master first if it does not exist. |
Air Freight (air_freight_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Air freight defaults (section_air_defaults) |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Default Sending Agent (Air) (air_default_sending_agent) |
Link | Purpose: Creates a controlled reference to Freight Agent so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Freight Agent. Create the master first if it does not exist. |
Default Receiving Agent (Air) (air_default_receiving_agent) |
Link | Purpose: Creates a controlled reference to Freight Agent so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Freight Agent. Create the master first if it does not exist. |
Default Airport (default_airport) |
Link | Purpose: Creates a controlled reference to UNLOCO so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UNLOCO. Create the master first if it does not exist. |
column_break_air_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Broker (Air) (air_default_broker) |
Link | Purpose: Creates a controlled reference to Freight Agent so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Freight Agent. Create the master first if it does not exist. |
Default Document Template (Air) (air_default_document_template) |
Link | Purpose: Creates a controlled reference to Document List Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Document List Template. Create the master first if it does not exist. |
Default Milestone Template (Air) (air_default_milestone_template) |
Link | Purpose: Creates a controlled reference to Milestone Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Milestone Template. Create the master first if it does not exist. |
column_break_air_2 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Terms (Air) (air_default_tc_name) |
Link | Purpose: Creates a controlled reference to Terms and Conditions so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Terms and Conditions. Create the master first if it does not exist. |
Default Additional Terms (Air) (air_default_additional_terms) |
Data | Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks). |
Default Client Notes (Air) (air_default_client_notes) |
Text Editor | Purpose: Field type Text Editor — stores or displays data per Frappe standard behaviour. What to enter: Enter or select a value appropriate to the label; see ERPNext docs for this field type if unsure. |
Sea Freight (sea_freight_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Sea freight defaults (section_sea_defaults) |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Default Sending Agent (Sea) (sea_default_sending_agent) |
Link | Purpose: Creates a controlled reference to Freight Agent so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Freight Agent. Create the master first if it does not exist. |
Default Receiving Agent (Sea) (sea_default_receiving_agent) |
Link | Purpose: Creates a controlled reference to Freight Agent so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Freight Agent. Create the master first if it does not exist. |
Default Seaport (default_seaport) |
Link | Purpose: Creates a controlled reference to UNLOCO so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UNLOCO. Create the master first if it does not exist. |
column_break_sea_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Broker (Sea) (sea_default_broker) |
Link | Purpose: Creates a controlled reference to Broker so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Broker. Create the master first if it does not exist. |
Default Freight Consolidator (sea_default_freight_consolidator) |
Link | Purpose: Creates a controlled reference to Freight Consolidator so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Freight Consolidator. Create the master first if it does not exist. |
Default Document Template (Sea) (sea_default_document_template) |
Link | Purpose: Creates a controlled reference to Document List Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Document List Template. Create the master first if it does not exist. |
Default Milestone Template (Sea) (sea_default_milestone_template) |
Link | Purpose: Creates a controlled reference to Milestone Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Milestone Template. Create the master first if it does not exist. |
column_break_sea_2 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Terms (Sea) (sea_default_tc_name) |
Link | Purpose: Creates a controlled reference to Terms and Conditions so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Terms and Conditions. Create the master first if it does not exist. |
Default Additional Terms (Sea) (sea_default_additional_terms) |
Small Text | Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. |
Default Client Notes (Sea) (sea_default_client_notes) |
Text Editor | Purpose: Field type Text Editor — stores or displays data per Frappe standard behaviour. What to enter: Enter or select a value appropriate to the label; see ERPNext docs for this field type if unsure. |
Customs (customs_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Customs defaults (section_customs_defaults) |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Default Customs Broker (customs_default_broker) |
Link | Purpose: Creates a controlled reference to Broker so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Broker. Create the master first if it does not exist. |
Default Freight Agent (Customs) (customs_default_freight_agent) |
Link | Purpose: Creates a controlled reference to Freight Agent so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Freight Agent. Create the master first if it does not exist. |
column_break_customs_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Trade Agreement (customs_default_trade_agreement) |
Data | Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks). |
Default Marks and Numbers (customs_default_marks_and_numbers) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
Default Document Template (Customs) (customs_default_document_template) |
Link | Purpose: Creates a controlled reference to Document List Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Document List Template. Create the master first if it does not exist. |
Default Milestone Template (Customs) (customs_default_milestone_template) |
Link | Purpose: Creates a controlled reference to Milestone Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Milestone Template. Create the master first if it does not exist. |
column_break_customs_2 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Special Instructions (Customs) (customs_default_special_instructions) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
Transport (transport_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Transport defaults (section_transport_defaults) |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Default Document Template (Transport) (transport_default_document_template) |
Link | Purpose: Creates a controlled reference to Document List Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Document List Template. Create the master first if it does not exist. |
Default Milestone Template (Transport) (transport_default_milestone_template) |
Link | Purpose: Creates a controlled reference to Milestone Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Milestone Template. Create the master first if it does not exist. |
column_break_transport_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Client Notes (Transport) (transport_default_client_notes) |
Text Editor | Purpose: Field type Text Editor — stores or displays data per Frappe standard behaviour. What to enter: Enter or select a value appropriate to the label; see ERPNext docs for this field type if unsure. |
Default Internal Notes (Transport) (transport_default_internal_notes) |
Text Editor | Purpose: Field type Text Editor — stores or displays data per Frappe standard behaviour. What to enter: Enter or select a value appropriate to the label; see ERPNext docs for this field type if unsure. |
Addresses and Contacts (addresses_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
addresses_and_contacts |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Addresses (address_html) |
HTML | Purpose: Shows calculated or static HTML (KPIs, dashboards, embedded help, milestone views). What to enter: Nothing to type — content is rendered by the system. |
column_break_ekpq |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Contacts (contact_html) |
HTML | Purpose: Shows calculated or static HTML (KPIs, dashboards, embedded help, milestone views). What to enter: Nothing to type — content is rendered by the system. |
section_break_unej |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Primary Address (shipper_primary_address) |
Link | Purpose: Creates a controlled reference to Address so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Address. Create the master first if it does not exist. |
Pick Address (pick_address) |
Link | From definition: Default address for transport pickups Purpose: Creates a controlled reference to Address so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Address. Create the master first if it does not exist. |
primary_address |
Text | Purpose: Multi-line narrative (instructions, clauses, template text). What to enter: Free text across multiple lines; use line breaks where helpful. |
column_break_giwp |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Primary Contact (shipper_primary_contact) |
Link | Purpose: Creates a controlled reference to Contact so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Contact. Create the master first if it does not exist. |
| Label (Field name) | Type | Description |
|---|---|---|
Details (details_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Code (code) |
Data | Purpose: Short stable code for lists, integrations, and EDI (often uppercase). What to enter: Unique code within this master; match what customs, carriers, or APIs expect. |
Consignee Name (consignee_name) |
Data | Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks). |
column_break_bvoo |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Importer Category (importer_category) |
Link | Purpose: Creates a controlled reference to Importer Category so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Importer Category. Create the master first if it does not exist. |
Default UNLOCO (default_unloco) |
Link | Purpose: Creates a controlled reference to UNLOCO so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UNLOCO. Create the master first if it does not exist. |
Is Active (is_active) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
General defaults (section_general_defaults) |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Default Notify Party (default_notify_party) |
Data | Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks). |
Default Notify Party Address (default_notify_party_address) |
Small Text | Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. |
column_break_general |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Service Level (default_service_level) |
Link | Purpose: Creates a controlled reference to Logistics Service Level so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Logistics Service Level. Create the master first if it does not exist. |
Default Incoterm (default_incoterm) |
Link | Purpose: Creates a controlled reference to Incoterm so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Incoterm. Create the master first if it does not exist. |
Default Currency (default_currency) |
Link | Purpose: Creates a controlled reference to Currency so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Currency. Create the master first if it does not exist. |
Default Payment Terms (default_payment_terms) |
Link | Purpose: Creates a controlled reference to Payment Terms Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Payment Terms Template. Create the master first if it does not exist. |
Air Freight (air_freight_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Air freight defaults (section_air_defaults) |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Default Receiving Agent (Air) (air_default_receiving_agent) |
Link | Purpose: Creates a controlled reference to Freight Agent so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Freight Agent. Create the master first if it does not exist. |
Default Broker (Air) (air_default_broker) |
Link | Purpose: Creates a controlled reference to Freight Agent so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Freight Agent. Create the master first if it does not exist. |
Default Airport (default_airport) |
Link | Purpose: Creates a controlled reference to UNLOCO so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UNLOCO. Create the master first if it does not exist. |
column_break_air_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Customs Broker (Air) (air_default_customs_broker) |
Link | Purpose: Creates a controlled reference to Supplier so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Supplier. Create the master first if it does not exist. |
Default Document Template (Air) (air_default_document_template) |
Link | Purpose: Creates a controlled reference to Document List Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Document List Template. Create the master first if it does not exist. |
Default Milestone Template (Air) (air_default_milestone_template) |
Link | Purpose: Creates a controlled reference to Milestone Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Milestone Template. Create the master first if it does not exist. |
column_break_air_2 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Terms (Air) (air_default_tc_name) |
Link | Purpose: Creates a controlled reference to Terms and Conditions so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Terms and Conditions. Create the master first if it does not exist. |
Default Client Notes (Air) (air_default_client_notes) |
Text Editor | Purpose: Field type Text Editor — stores or displays data per Frappe standard behaviour. What to enter: Enter or select a value appropriate to the label; see ERPNext docs for this field type if unsure. |
Sea Freight (sea_freight_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Sea freight defaults (section_sea_defaults) |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Default Receiving Agent (Sea) (sea_default_receiving_agent) |
Link | Purpose: Creates a controlled reference to Freight Agent so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Freight Agent. Create the master first if it does not exist. |
Default Broker (Sea) (sea_default_broker) |
Link | Purpose: Creates a controlled reference to Broker so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Broker. Create the master first if it does not exist. |
Default Seaport (default_seaport) |
Link | Purpose: Creates a controlled reference to UNLOCO so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UNLOCO. Create the master first if it does not exist. |
column_break_sea_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Freight Consolidator (sea_default_freight_consolidator) |
Link | Purpose: Creates a controlled reference to Freight Consolidator so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Freight Consolidator. Create the master first if it does not exist. |
Default Document Template (Sea) (sea_default_document_template) |
Link | Purpose: Creates a controlled reference to Document List Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Document List Template. Create the master first if it does not exist. |
Default Milestone Template (Sea) (sea_default_milestone_template) |
Link | Purpose: Creates a controlled reference to Milestone Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Milestone Template. Create the master first if it does not exist. |
column_break_sea_2 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Terms (Sea) (sea_default_tc_name) |
Link | Purpose: Creates a controlled reference to Terms and Conditions so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Terms and Conditions. Create the master first if it does not exist. |
Default Client Notes (Sea) (sea_default_client_notes) |
Text Editor | Purpose: Field type Text Editor — stores or displays data per Frappe standard behaviour. What to enter: Enter or select a value appropriate to the label; see ERPNext docs for this field type if unsure. |
Customs (customs_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Customs defaults (section_customs_defaults) |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Default Customs Broker (customs_default_broker) |
Link | Purpose: Creates a controlled reference to Broker so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Broker. Create the master first if it does not exist. |
Default Freight Agent (Customs) (customs_default_freight_agent) |
Link | Purpose: Creates a controlled reference to Freight Agent so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Freight Agent. Create the master first if it does not exist. |
Customs Importer Classification (customs_importer_classification) |
Select | From definition: Customs lane classification (SGL=Super Green Lane, GL=Green Lane) Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: SGL, GL, Yellow Lane, Red Lane, Not Classified. |
column_break_customs_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Trade Agreement (customs_default_trade_agreement) |
Data | Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks). |
Default Marks and Numbers (customs_default_marks_and_numbers) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
Default Payment Terms (Customs) (customs_default_payment_terms) |
Link | Purpose: Creates a controlled reference to Payment Terms Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Payment Terms Template. Create the master first if it does not exist. |
Default Document Template (Customs) (customs_default_document_template) |
Link | Purpose: Creates a controlled reference to Document List Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Document List Template. Create the master first if it does not exist. |
Default Milestone Template (Customs) (customs_default_milestone_template) |
Link | Purpose: Creates a controlled reference to Milestone Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Milestone Template. Create the master first if it does not exist. |
column_break_customs_2 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Special Instructions (Customs) (customs_default_special_instructions) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
Default Country of Origin (customs_default_country_of_origin) |
Link | Purpose: Creates a controlled reference to Country so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Country. Create the master first if it does not exist. |
Transport (transport_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Transport defaults (section_transport_defaults) |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Default Document Template (Transport) (transport_default_document_template) |
Link | Purpose: Creates a controlled reference to Document List Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Document List Template. Create the master first if it does not exist. |
Default Milestone Template (Transport) (transport_default_milestone_template) |
Link | Purpose: Creates a controlled reference to Milestone Template so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Milestone Template. Create the master first if it does not exist. |
column_break_transport_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Default Client Notes (Transport) (transport_default_client_notes) |
Text Editor | Purpose: Field type Text Editor — stores or displays data per Frappe standard behaviour. What to enter: Enter or select a value appropriate to the label; see ERPNext docs for this field type if unsure. |
Default Internal Notes (Transport) (transport_default_internal_notes) |
Text Editor | Purpose: Field type Text Editor — stores or displays data per Frappe standard behaviour. What to enter: Enter or select a value appropriate to the label; see ERPNext docs for this field type if unsure. |
Addresses and Contacts (addresses_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
addresses_and_contacts |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Addresses (address_html) |
HTML | Purpose: Shows calculated or static HTML (KPIs, dashboards, embedded help, milestone views). What to enter: Nothing to type — content is rendered by the system. |
column_break_nivp |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Contacts (contact_html) |
HTML | Purpose: Shows calculated or static HTML (KPIs, dashboards, embedded help, milestone views). What to enter: Nothing to type — content is rendered by the system. |
section_break_vizq |
Section Break | Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Primary Address (consignee_primary_address) |
Link | Purpose: Creates a controlled reference to Address so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Address. Create the master first if it does not exist. |
Delivery Address (delivery_address) |
Link | From definition: Default address for transport deliveries Purpose: Creates a controlled reference to Address so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Address. Create the master first if it does not exist. |
Primary Address (primary_address) |
Text | Purpose: Multi-line narrative (instructions, clauses, template text). What to enter: Free text across multiple lines; use line breaks where helpful. |
column_break_umfc |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Primary Contact (consignee_primary_contact) |
Link | Purpose: Creates a controlled reference to Contact so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Contact. Create the master first if it does not exist. |
Connections (connections_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
| Label (Field name) | Type | Description |
|---|---|---|
Code (code) |
Data | Purpose: Short stable code for lists, integrations, and EDI (often uppercase). What to enter: Unique code within this master; match what customs, carriers, or APIs expect. |
Freight Agent Name (freight_agent_name) |
Data | Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks). |
Is Active (is_active) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
column_break_pbzu |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Organization (tab_2_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Customer (customer) |
Link | Purpose: Creates a controlled reference to Customer so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Customer. Create the master first if it does not exist. |
Supplier (supplier) |
Link | Purpose: Creates a controlled reference to Supplier so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Supplier. Create the master first if it does not exist. |
Related Parties (related_parties_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
AR Netting Group (ar_netting_group) |
Link | Purpose: Creates a controlled reference to Customer so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Customer. Create the master first if it does not exist. |
AP Netting Group (ap_netting_group) |
Link | Purpose: Creates a controlled reference to Supplier so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Supplier. Create the master first if it does not exist. |
Getting Started
- Getting Started
- Recent Platform Updates
- CargoNext v1 — Release Notes
- CargoNext v1 — Astraea Press Release
- Document Management
- Milestone Tracking
- Customer Portal
Setup and Settings
- Logistics Settings
- Credit Management
- Default Details and Relationships
- Sea Freight Settings
- Air Freight Settings
- Transport Settings
- Warehouse Settings
- Customs Settings
Sea Freight
- Sea Freight Module
- Sea Booking
- Sea Shipment
- Sea Consolidation
- Master Bill
- Shipper
- Consignee
- Container Type
- Container Management
Air Freight
Transport
- Transport Module
- Transport Order
- Transport Job
- Transport Consolidation
- Transport Leg
- Transport Plan
- Run Sheet
- Proof of Delivery
- Transport Template
- Load Type
- Transport Order — Inter-module Field Copy
Customs
Warehousing
- Warehousing Module
- Inbound Order
- Release Order
- Transfer Order
- VAS Order
- Stocktake Order
- Warehouse Job
- Warehouse Contract
- Gate Pass
- Periodic Billing
- Storage Location
- Handling Unit Type
Pricing Center
- Sales Quote
- Sales Quote — Separate Billings and Internal Job
- Change Request
- Sales Quote – Calculation Method
Job Management
- Job Management Module
- Revenue Recognition Policy — Accounts, Dates, and Charges
- Proforma GL Entries
- WIP and Accrual Reversal on Invoicing
Sustainability
Intercompany
Special Projects
Pages
Features
Reports
Glossary