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 a concise list of new behaviour and upgrade notes on the current release 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

4. Related Topics

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