Getting Started

Getting Started with CargoNext

CargoNext is a comprehensive logistics management platform built on the Frappe framework. This guide walks you through initial setup and configuration.

To access CargoNext, go to:

Home > [Module] (Sea Freight, Air Freight, Transport, Customs, Warehousing, Job Management, Pricing Center, Special Projects)

For CargoNext v1 (Astraea) scope and upgrade summary, see CargoNext v1 — Release Notes. For incremental behaviour changes on the current line, see Recent Platform Updates.

1. Prerequisites

• ERPNext (v16+) installed and configured
• Frappe Framework (v16+)
• Company, Customer, Item masters in ERPNext
• User accounts and roles configured

2. Initial Setup Order

2.1 Global Settings

1. Logistics Settings – Default company, branch, cost center, naming series, portal options
2. Logistics Document Type – Document types for document tracking (CI, PL, BL, AWB, etc.)
3. Document List Template – Document requirements per product type
4. Logistics Milestone – Milestones for job tracking

2.2 Sea Freight Setup

1. Sea Freight Settings – Defaults, calculation, penalties, integration
2. Default Details and Relationships – Shipper, Consignee, Freight Agent, Shipping Line defaults
3. Container Type – 20ft, 40ft, 40ft HC, etc.
4. Sea Freight Module – Route masters, freight routing (if used)
5. Port masters (from ERPNext or custom)
6. Shipping Line, Freight Agent (if applicable)

2.3 Air Freight Setup

1. Air Freight Settings – Defaults, calculation, document generation, IATA integration
2. ULD Type – AKE, AKN, PMC, etc.
3. Air Freight Module – Module overview and workflow
4. Airport masters (from ERPNext or custom)
5. Airline masters

2.4 Transport Setup

1. Transport Settings – Routing, constraints, carbon, automation, capacity
2. Load Type – FCL, LCL, Palletized, etc.
3. Transport Template – Predefined configurations, vehicle types, transport zones (Pricing Center)

2.5 Customs Setup

1. Customs Settings – Defaults, compliance, duty and tax rates
2. Customs Authority – Customs authorities
3. Commodity – HS codes and commodity masters

2.6 Warehousing Setup

1. Warehouse Settings – Defaults, billing, capacity
2. Storage Location – Warehouse location hierarchy
3. Handling Unit Type – Pallet, Box, etc.
4. VAS Order – Value-added service types
5. Warehouse (from ERPNext Stock)

3. Typical Workflow

1. Quote – Create Sales Quote (Regular, One-off, or Project type)
2. Order – Create Sea Booking, Air Booking, Transport Order, Declaration Order, Inbound Order, or Release Order
3. Job – Create Sea Shipment, Air Shipment, Transport Job, Declaration, or Warehouse Job
4. Documents – Track documents in the Documents tab
5. Milestones – Track progress in the Milestones tab
6. Billing – Create Sales Invoice from the job

Complete field reference

Setup and transaction DocTypes each have a dedicated wiki page with a Complete field reference section (generated from JSON). Start from Logistics Settings, module settings (e.g. Sea Freight Settings), then open the transaction or master page for the document you use.

4. Related Topics

• Document Management
• Milestone Tracking
• Customer Portal
• Reports Overview