Logistics Settings

Logistics Settings

Logistics Settings is a single-document configuration that defines global defaults and behavior shared across CargoNext modules. It controls company defaults, numbering, recognition, and cross-module options.

To access Logistics Settings, go to:

Home > Logistics > Logistics Settings

1. Prerequisites

Before configuring Logistics Settings, ensure the following are set up:

• Company, Branch, Cost Center, Profit Center (from ERPNext)
• Naming Series for key doctypes (if custom)

2. How to Configure

1. Go to Logistics Settings (single document; no list).
2. Configure each section as needed.
3. Save the document.

3. Features

3.1 General Settings

• Default Company – Default company for new logistics documents
• Default Branch – Default branch
• Default Cost Center – Default cost center for job costing
• Default Profit Center – Default profit center
• Default Currency – Default currency for charges

3.2 Naming Settings

• Sea Booking Naming Series – Naming for Sea Booking
• Sea Shipment Naming Series – Naming for Sea Shipment
• Air Booking Naming Series – Naming for Air Booking
• Air Shipment Naming Series – Naming for Air Shipment
• Transport Order Naming Series – Naming for Transport Order
• Transport Job Naming Series – Naming for Transport Job
• Declaration Order Naming Series – Naming for Declaration Order
• Declaration Naming Series – Naming for Declaration
• Warehouse Job Naming Series – Naming for Warehouse Job

3.3 Recognition Settings

• Enable WIP Recognition – Enable work-in-progress recognition for jobs
• Default Recognition Policy – Policy for revenue/cost recognition
• Recognition Date Basis – Basis for recognition (ETD, ETA, Job Date)

3.4 Integration Settings

• Enable ERPNext Sales Order Integration – Link to ERPNext Sales Order
• Enable ERPNext Purchase Integration – Link to ERPNext Purchase
• Default Item Group – Default for logistics items

3.5 Portal Settings

• Enable Customer Portal – Enable portal for customers
• Portal Default Route – Default route after login
• Enable Transport Jobs Portal – Enable transport jobs on portal
• Enable Warehouse Jobs Portal – Enable warehouse jobs on portal
• Enable Stock Balance Portal – Enable stock balance on portal

4. Related Topics

• Sea Freight Settings
• Air Freight Settings
• Transport Settings
• Warehouse Settings
• Customer Portal