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Inbound Order
Inbound Order is a transaction that captures warehouse receipt requirements from the customer. It serves as the order document that flows into Warehouse Job for inbound execution (receiving, putaway, staging).
An Inbound Order records the customer's requirements for receiving cargo into the warehouse, including items, quantities, handling units, dock preferences, and value-added services. It can be created from a Sales Quote or entered directly. Once confirmed, it links to a Warehouse Job for execution.
To access Inbound Order, go to:
Home > Warehousing > Inbound Order
Before creating an Inbound Order, it is advised to set up the following:
- Warehouse Settings – Warehouses, storage locations, dock doors
- Warehouse Contract – If billing is contract-based
- Customer, Items (from ERPNext)
- Storage Location, Handling Unit Type masters
- Go to the Inbound Order list, click New.
- Enter Order Date and select Customer.
- Add Items with quantities, handling units, and storage location preferences.
- Add Dock preferences if dock scheduling is used.
- Add Charges (receiving, handling, storage, etc.) as needed.
- Save the document.
- Draft – Order is being prepared
- Submitted – Order is confirmed (when submittable)
- Cancelled – Order has been cancelled
The Documents tab allows you to track required documents (Delivery Order, Commercial Invoice, Packing List, etc.) with status, date required, and attachments. Use Populate from Template to load document requirements.
Once an Inbound Order is confirmed, create a Warehouse Job and link it to this order. The job inherits items, quantities, and dock preferences for receiving and putaway operations.
All fields from DocType Inbound Order and nested child tables, in form order (including layout breaks). Columns: Label with technical field name in backticks, Type, and Description (from the DocType definition and standard freight/ERP semantics).
| Label (Field name) | Type | Description |
|---|---|---|
section_break_6vby |
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. |
Amended From (amended_from) |
Link | Purpose: Creates a controlled reference to Inbound Order 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 Inbound Order. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Series (naming_series) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: WIN.########. |
Order Date (order_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Shipper (shipper) |
Link | Purpose: Creates a controlled reference to Shipper 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 Shipper. Create the master first if it does not exist. |
Consignee (consignee) |
Link | Purpose: Creates a controlled reference to Consignee 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 Consignee. Create the master first if it does not exist. |
column_break_pggc |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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. |
Project (project) |
Link | From definition: ERPNext Project for Special Projects integration Purpose: Creates a controlled reference to Project 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 Project. Create the master first if it does not exist. |
Contract (contract) |
Link | Purpose: Creates a controlled reference to Warehouse Contract 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 Warehouse Contract. Create the master first if it does not exist. |
Cust. Reference (cust_reference) |
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_pyci |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Priority (priority) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Low, Normal, High. |
Planned Date (planned_date) |
Datetime | Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). |
Due Date (due_date) |
Datetime | Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). |
section_break_tams |
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. |
items |
Table | Purpose: Stores repeating Inbound Order Item lines (child records) such as packages, charges, legs, or documents. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows. |
Connected Documents (section_break_connections) |
Section Break | From definition: Links to the operational source (air, sea, or domestic transport). Used for traceability and to pull parties and schedules from the source job. Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Air Shipment (air_shipment) |
Link | From definition: Receive goods from air freight Purpose: Creates a controlled reference to Air Shipment 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 Air Shipment. Create the master first if it does not exist. |
Sea Shipment (sea_shipment) |
Link | From definition: Receive goods from sea freight Purpose: Creates a controlled reference to Sea Shipment 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 Sea Shipment. Create the master first if it does not exist. |
Transport Job (transport_job) |
Link | From definition: Receive goods from domestic transport Purpose: Creates a controlled reference to Transport Job 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 Transport Job. Create the master first if it does not exist. |
Job Details (quote_reference_section) |
Section Break | From definition: Sales Quote and main/internal job hierarchy for billing and recognition. Filled from the linked source job when Connected Documents is set. Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only. |
Main Service (is_main_service) |
Check | From definition: Primary operational job for this Sales Quote leg: when Separate Billings per Service Type is off, quote charges from all service types can roll into this document. 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. |
Sales Quote (sales_quote) |
Link | Purpose: Creates a controlled reference to Sales Quote 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 Sales Quote. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_quote_ref |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Internal Job (is_internal_job) |
Check | From definition: Set when created from Sales Quote for a leg with no charges for this service; revenue = cost of Main Job, cost as per tariff. 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. |
Main Job Type (main_job_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Air Shipment, Sea Shipment, Transport Job, Declaration. |
Main Job (main_job) |
Dynamic Link | Purpose: References another document whose DocType is chosen in field main_job_type (same pattern as ERPNext Dynamic Link). What to enter: First set the DocType field, then pick the document name for that type. |
Internal Jobs (internal_job_details_section) |
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. |
Internal Jobs (internal_job_details) |
Table | Purpose: Stores repeating Internal Job Detail lines (child records) such as packages, charges, legs, or documents. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows. |
Docking (carrier_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. |
docks |
Table | Purpose: Stores repeating Inbound Order Dock lines (child records) such as packages, charges, legs, or documents. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows. |
Charges (additional_charges_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. |
charges |
Table | Purpose: Stores repeating Inbound Order Charges lines (child records) such as packages, charges, legs, or documents. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows. |
Documents (documents_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. |
Document Checklist (documents_section) |
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. |
Document Summary (documents_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. |
Document Template (document_list_template) |
Link | From definition: Override default template. Leave empty to use product default. 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. |
Documents (documents) |
Table | Purpose: Stores repeating Job Document lines (child records) such as packages, charges, legs, or documents. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows. |
Notes (notes_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. |
Accounts (accounts_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. |
Company (company) |
Link | Purpose: Creates a controlled reference to Company 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 Company. Create the master first if it does not exist. |
Branch (branch) |
Link | Purpose: Creates a controlled reference to Branch 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 Branch. Create the master first if it does not exist. |
Cost Center (cost_center) |
Link | Purpose: Creates a controlled reference to Cost Center 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 Cost Center. Create the master first if it does not exist. |
Profit Center (profit_center) |
Link | Purpose: Creates a controlled reference to Profit Center 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 Profit Center. Create the master first if it does not exist. |
column_break_scjj |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Job Number (job_number) |
Link | From definition: For revenue/cost recognition Purpose: Creates a controlled reference to Job Number 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 Job Number. Create the master first if it does not exist. |
| Label (Field name) | Type | Description |
|---|---|---|
column_break_bsls |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Item (item) |
Link | Purpose: Creates a controlled reference to Warehouse Item 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 Warehouse Item. Create the master first if it does not exist. |
Item Name (item_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). Behaviour: Auto-filled from item.item_name when the link/source changes — verify after edits. |
UOM (uom) |
Link |
Purpose: Creates a controlled reference to UOM 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 UOM. Create the master first if it does not exist. Behaviour: Auto-filled from item.uom when the link/source changes — verify after edits. |
Quantity (quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
SKU Tracking (sku_tracking) |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from item.sku_tracking when the link/source changes — verify after edits. |
Serial Tracking (serial_tracking) |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from item.serial_tracking when the link/source changes — verify after edits. |
Batch Tracking (batch_tracking) |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from item.batch_tracking when the link/source changes — verify after edits. |
column_break_vapv |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Serial No (serial_no_text) |
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). |
Serial No (serial_no) |
Link | Purpose: Creates a controlled reference to Warehouse Serial 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 Warehouse Serial. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Batch No (batch_no_text) |
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). |
Batch No (batch_no) |
Link | Purpose: Creates a controlled reference to Warehouse Batch 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 Warehouse Batch. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Batch Expiry (batch_expiry) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Handling Unit Type (handling_unit_type) |
Link | Purpose: Creates a controlled reference to Handling Unit Type 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 Handling Unit Type. Create the master first if it does not exist. |
Handling Unit (handling_unit) |
Link | Purpose: Creates a controlled reference to Handling Unit 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 Handling Unit. Create the master first if it does not exist. |
Measurements (dimensions_section) |
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. |
Length (length) |
Float |
Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. Behaviour: Auto-filled from item.length when the link/source changes — verify after edits. |
Width (width) |
Float |
Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. Behaviour: Auto-filled from item.width when the link/source changes — verify after edits. |
Height (height) |
Float |
Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. Behaviour: Auto-filled from item.height when the link/source changes — verify after edits. |
Dimension UOM (dimension_uom) |
Link | Purpose: Creates a controlled reference to UOM 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 UOM. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_drkz |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Volume (volume) |
Float | Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM). |
Volume UOM (volume_uom) |
Link | Purpose: Creates a controlled reference to UOM 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 UOM. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Weight (weight) |
Float |
Purpose: Mass for rating, load planning, and DG limits. What to enter: Numeric weight; unit is implied by the label (often kg) — match company standard. Behaviour: Auto-filled from item.weight when the link/source changes — verify after edits. |
Weight UOM (weight_uom) |
Link | Purpose: Creates a controlled reference to UOM 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 UOM. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Chargeable Weight (chargeable_weight) |
Float | Purpose: Mass for rating, load planning, and DG limits. What to enter: Numeric weight; unit is implied by the label (often kg) — match company standard. |
Chargeable Weight UOM (chargeable_weight_uom) |
Link | Purpose: Creates a controlled reference to UOM 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 UOM. Create the master first if it does not exist. |
| Label (Field name) | Type | Description |
|---|---|---|
Service Type (service_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Air, Sea, Transport, Customs, Warehousing. |
column_break_ident |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Job Type (job_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Air Booking, Sea Booking, Transport Order, Declaration Order, Inbound Order. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Job No (job_no) |
Dynamic Link | Purpose: References another document whose DocType is chosen in field job_type (same pattern as ERPNext Dynamic Link). What to enter: First set the DocType field, then pick the document name for that type. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Air Parameters (section_break_air_params) |
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. |
Air House Type (air_house_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Standard House, Co-load Master, Blind Co-load Master, Co-load House, Buyer's Consol Lead, Shipper's Consol Lead, Break Bulk. |
Airline (airline) |
Link | Purpose: Creates a controlled reference to Airline 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 Airline. Create the master first if it does not exist. |
Freight Agent (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. |
Sea Parameters (section_break_sea_params) |
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. |
Sea House Type (sea_house_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Standard House, Co-load Master, Blind Co-load Master, Co-load House, Buyer's Consol Lead, Shipper's Consol Lead, Break Bulk. |
Freight Agent (freight_agent_sea) |
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. |
Shipping Line (shipping_line) |
Link | Purpose: Creates a controlled reference to Shipping Line 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 Shipping Line. Create the master first if it does not exist. |
Transport Mode (transport_mode) |
Link | Purpose: Creates a controlled reference to Transport Mode 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 Transport Mode. Create the master first if it does not exist. Behaviour: Hidden in default layout; may still be set by import, API, or script. |
Common Parameters (section_break_common_params) |
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. |
Load Type (load_type) |
Link | Purpose: Creates a controlled reference to Load Type 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 Load Type. Create the master first if it does not exist. |
Direction (direction) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Import, Export, Domestic. |
Origin Port (origin_port) |
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. |
Destination Port (destination_port) |
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. |
Transport Parameters (section_break_transport_params) |
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. |
Transport Template (transport_template) |
Link | Purpose: Creates a controlled reference to Transport 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 Transport Template. Create the master first if it does not exist. |
Vehicle Type (vehicle_type) |
Link | Purpose: Creates a controlled reference to Vehicle Type 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 Vehicle Type. Create the master first if it does not exist. |
Container Type (container_type) |
Link | Purpose: Creates a controlled reference to Container Type 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 Container Type. Create the master first if it does not exist. |
Container No. (container_no) |
Data | From definition: Sea container number for Transport Order created from Sea Shipment (cargo scoped to this unit). Purpose: Carrier, customs, or commercial reference printed on transport or customs documents. What to enter: The exact identifier from the MAWB/HAWB, B/L, container interchange, or tax invoice. |
column_break_transport |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Location Type (location_type) |
Link | Purpose: Creates a controlled reference to DocType 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 DocType. Create the master first if it does not exist. |
Location From (location_from) |
Dynamic Link | Purpose: References another document whose DocType is chosen in field location_type (same pattern as ERPNext Dynamic Link). What to enter: First set the DocType field, then pick the document name for that type. |
Location To (location_to) |
Dynamic Link | Purpose: References another document whose DocType is chosen in field location_type (same pattern as ERPNext Dynamic Link). What to enter: First set the DocType field, then pick the document name for that type. |
Pick Mode (pick_mode) |
Link | Purpose: Creates a controlled reference to Pick and Drop Mode 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 Pick and Drop Mode. Create the master first if it does not exist. |
Drop Mode (drop_mode) |
Link | Purpose: Creates a controlled reference to Pick and Drop Mode 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 Pick and Drop Mode. Create the master first if it does not exist. |
Customs Parameters (section_break_customs_params) |
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. |
Customs Authority (customs_authority) |
Link | Purpose: Creates a controlled reference to Customs Authority 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 Customs Authority. Create the master first if it does not exist. |
Declaration Type (declaration_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Import, Export, Transit, Bonded. |
Customs Broker (customs_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. |
Charge Category (customs_charge_category) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Customs Clearance, Documentation, Storage, Other. |
| Label (Field name) | Type | Description |
|---|---|---|
Dock Door (dock_door) |
Link | Purpose: Creates a controlled reference to Dock Door 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 Dock Door. Create the master first if it does not exist. |
ETA (eta) |
Datetime | Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). |
column_break_rozq |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Transport Company (transport_company) |
Link | Purpose: Creates a controlled reference to Transport Company 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 Transport Company. Create the master first if it does not exist. |
Vehicle Type (vehicle_type) |
Link | Purpose: Creates a controlled reference to Vehicle Type 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 Vehicle Type. Create the master first if it does not exist. |
Plate No. (plate_no) |
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). |
Container Type (container_type) |
Link | Purpose: Creates a controlled reference to Container Type 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 Container Type. Create the master first if it does not exist. |
Container No. (container_no) |
Data | Purpose: Carrier, customs, or commercial reference printed on transport or customs documents. What to enter: The exact identifier from the MAWB/HAWB, B/L, container interchange, or tax invoice. |
| Label (Field name) | Type | Description |
|---|---|---|
Item Code (item_code) |
Link | Purpose: Creates a controlled reference to Item 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 Item. Create the master first if it does not exist. |
Charge Type (charge_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Margin, Disbursement, Revenue, Cost. |
Charge Category (charge_category) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Freight, Fuel Surcharge, Terminal Handling, Customs Clearance, Documentation, Insurance, Storage, Handling, Other. |
Item Name (item_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). Behaviour: Auto-filled from item_code.item_name when the link/source changes — verify after edits. |
UOM (uom) |
Link |
Purpose: Creates a controlled reference to UOM 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 UOM. Create the master first if it does not exist. Behaviour: Auto-filled from charge_item.stock_uom when the link/source changes — verify after edits. |
column_break_shos |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Quantity (quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Currency (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. |
Rate (rate) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field currency on this form (or company default). |
Total (total) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field currency on this form (or company default). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
| Label (Field name) | Type | Description |
|---|---|---|
Document Type (document_type) |
Link | Purpose: Creates a controlled reference to Logistics Document Type 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 Document Type. Create the master first if it does not exist. |
Document Name (document_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). Behaviour: Auto-filled from document_type.document_name when the link/source changes — verify after edits. |
Document Number (document_number) |
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). |
Status (status) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Pending, Uploaded, Done, Received, Verified, Overdue, Expired, Rejected. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Date Required (date_required) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Date Received (date_received) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Date Verified (date_verified) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Expiry Date (expiry_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Attachment (attachment_section) |
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. |
Attachment (attachment) |
Attach | Purpose: Stores evidence: B/L, AWB, permits, POD scans, certificates. What to enter: Upload PDF/image from disk or drag-and-drop; use clear filenames; respect max size limits. |
column_break_attachment |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Required (is_required) |
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. |
Verified (is_verified) |
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. |
Verified By (verified_by) |
Link | Purpose: Creates a controlled reference to User 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 User. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Issued By (issued_by) |
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). |
Overdue Days (overdue_days) |
Int | Purpose: Whole-day offset or SLA duration (e.g. days before ETD, processing days). What to enter: Integer only (no decimals); sign follows your process (negative = before event). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Notes (notes_section) |
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. |
Notes (notes) |
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_meta |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Source (source) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Manual, Fetched. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Created At (created_at) |
Datetime | Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
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