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Sales Quote
github-actions[bot] edited this page May 26, 2026
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Sales Quote is a multi-product pricing document that can include Sea Freight, Air Freight, Transport, Warehousing, and Customs services. It serves as the commercial offer to the customer and can flow into Bookings, Orders, and Jobs.
A Sales Quote records pricing for one or more services per leg, with weight breaks, quantity breaks, routing, and charges. It supports three Quotation Types: Regular (reusable across multiple jobs/orders), One-off (single-use only), and Project (project-scoped with resources and products). It integrates with ERPNext Sales Order and can create Air Booking, Sea Booking, Transport Order, Declaration Order, Inbound Order, or Release Order.
To access Sales Quote, go to:
Home > Pricing Center > Sales Quote
Before creating a Sales Quote, it is advised to set up the following:
- Customer (from ERPNext)
- Port/Airport masters (for freight)
- Transport Settings and Transport Template (for transport)
- Warehouse (for warehousing)
- Go to the Sales Quote list, click New.
- Enter Quote Date and select Customer.
- Add Routing Legs (Sea, Air, Transport, Customs, Warehouse) as needed.
- Add Weight Breaks for freight pricing.
- Add Charges per service.
- Save the document.
- Regular – Reusable across multiple jobs, orders, and bookings. Child tables hold full charge parameters.
- One-off – Single-use only; once converted, cannot be linked to another order. Header-level default parameters; child params disabled.
-
Project – Project-scoped; links to Special Project (
main_servicedefaults to Special Project). Supports Projects tab with resources and products. - Exhibits – Set Main Service to Exhibits; require exhibit name and open/close dates. Charge lines use Service Type Exhibits (or Special Project for programme resource lines) with Site on each programme charge row.
- Draft – Quote is being prepared
- Submitted – Quote is sent to customer
- Lost – Quote was not accepted
- Ordered – Quote was converted to order (Regular)
- Converted – One-off quote has been converted (One-off only)
From a submitted Sales Quote, you can create:
- Air Booking, Sea Booking
- Transport Order
- Declaration Order
- Inbound Order, Release Order
Separate Billings per Service Type (Routing tab): When checked, each Booking/Order gets only charges for its service type. When unchecked, all charges go to the main service; legs with no charges for their service are created as Internal Jobs linked to the Main Job (revenue = cost of main job, cost as per tariff). See Sales Quote – Separate Billings and Internal Job.
For additional charges on existing jobs (Air Shipment, Sea Shipment, Transport Job, Warehouse Job, Declaration), use Create Change Request from the job form. The Change Request captures new charge lines; when approved, charges are applied to the job. You can also create a Sales Quote from a Change Request for billing.
Sales Quote can be linked to ERPNext Sales Order. When the order is confirmed, you can create the corresponding logistics documents.
Each charge line (Air Freight, Sea Freight, Transport) uses a Calculation Method to compute revenue and cost. Revenue uses Calculation Method; cost uses Cost Calculation Method, with the same options and formulas. The same unified calculation engine is used across Air Booking, Sea Booking, Transport Order, Transport Job, Air Shipment, Sea Shipment, Declaration, and Declaration Order charges. On Bookings and Orders, charges store Estimated Revenue and Estimated Cost; on Shipments and Jobs, Actual Revenue and Actual Cost are also calculated and used for invoicing when present (see Job Management Module).
| Method | Formula |
|---|---|
| Per Unit |
unit_rate × quantity (with min/max) |
| Fixed Amount | unit_rate |
| Flat Rate | unit_rate |
| Base Plus Additional | base_amount + (unit_rate × max(0, quantity - base_qty)) |
| First Plus Additional |
minimum_unit_rate × qty if qty ≤ min; else (minimum_unit_rate × min_qty) + (unit_rate × (qty - min_qty))
|
| Percentage | (unit_rate / 100) × base_amount |
| Weight Break |
weight × unit_rate (tier from weight break table) |
| Qty Break |
quantity × unit_rate (tier from qty break table) |
| Location-based | Same as Per Unit |
Unit Type defines what “quantity” means: Weight, Volume, Distance, Package, Piece, Job, Trip, TEU, or Operation Time.
For full details, required fields, and examples, see Sales Quote – Calculation Method Guide.
All fields from DocType Sales Quote 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 |
|---|---|---|
Quote Details (section_break_aall) |
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. |
Quotation Type (quotation_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Regular, One-off, Project. |
Naming 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: SQU.#########, OOQ.#####, PQ.#####. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_rpzo |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Main Service (main_service) |
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. |
Separate Billings per Service Type (separate_billings_per_service_type) |
Check | From definition: When unchecked, all charges go to the main service Booking/Order. When checked, each Booking/Order gets only charges for its service type. Legs with no charges for their service become Internal Jobs linked to the Main Job. 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. |
Status (status_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. |
column_break_ralf |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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: Draft, Converted. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_azte |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Converted To (converted_to_doc) |
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: Read-only here — value comes from calculation, another field, or workflow. |
section_break_duom |
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 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. |
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. |
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. |
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. |
column_break_abll |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Date (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. |
Valid Until (valid_until) |
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. |
Incoterm (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. |
Parameters (one_off_params_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. |
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. |
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. |
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. |
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. |
column_break_params |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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. |
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. |
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. |
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. |
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. |
Routing (routing_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. |
Multimodal Routing Details (routing_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. |
Billing Mode (billing_mode) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Consolidated, Per Product. Behaviour: Hidden in default layout; may still be set by import, API, or script. |
Routing Legs (routing_legs) |
Table | Purpose: Stores repeating Sales Quote Routing Leg 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 (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. |
column_break_jabf |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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. |
column_break_trty |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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. |
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. |
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. |
column_break_pfsj |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Sales Rep (sales_rep) |
Link | Purpose: Creates a controlled reference to Employee 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 Employee. Create the master first if it does not exist. |
Operations Rep (operations_rep) |
Link | Purpose: Creates a controlled reference to Employee 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 Employee. Create the master first if it does not exist. |
Customer Service Rep (customer_service_rep) |
Link | Purpose: Creates a controlled reference to Employee 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 Employee. Create the master first if it does not exist. |
section_break_bpor |
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. |
Additional Charge (additional_charge) |
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. |
column_break_eoty |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Change Request (change_request) |
Link | Purpose: Creates a controlled reference to Change Request 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 Change Request. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Job (job) |
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. |
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: Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Declaration. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Quote Charges (charges_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. |
Charges (charges) |
Table | Purpose: Stores repeating Sales Quote Charge 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. |
section_break_oiqx |
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. |
warehousing |
Table | Purpose: Stores repeating Sales Quote Warehouse 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. |
Projects (projects_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. |
Project Details (projects_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. |
Special Project (special_project) |
Link | Purpose: Creates a controlled reference to Special 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 Special Project. Create the master first if it does not exist. |
Resources (project_resources) |
Table | Purpose: Stores repeating Sales Quote Resource 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. |
Products (project_products) |
Table | Purpose: Stores repeating Sales Quote Product 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. |
More Info (additional_information_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. |
Terms and Conditions (terms_and_conditions_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. |
Terms (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. |
Terms and Conditions Details (terms) |
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. Behaviour: Auto-filled from tc_name.terms when the link/source changes — verify after edits. |
Service Level Agreement (service_level_agreement_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. |
Service Code (service_code) |
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. |
Service Level Details (service_level_details) |
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. Behaviour: Auto-filled from service_code.text_uufb when the link/source changes — verify after edits. |
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 |
|---|---|---|
Mode (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. |
Type (type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Main, Pre-carriage, On-forwarding, Other. |
Main Job (is_main_job) |
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. |
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: Confirmed, Planned, On-hold. |
column_break_leg |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Origin (origin) |
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 (destination) |
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. |
ETD (etd) |
Date | Purpose: Planned departure date for planning, cut-offs, and customer communication. What to enter: Pick the expected departure date (local or agreed time zone). |
ETA (eta) |
Date | Purpose: Planned arrival for routing and consignee readiness. What to enter: Expected arrival date at destination. |
column_break_job |
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: Transport Job, Air Shipment, Sea Shipment, Air Booking, Sea Booking, Transport Order. |
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. |
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. |
| 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_ldaa |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Charge Group (charge_group) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Origin, Destination, Freight, Customs, Documentation, Storage, Insurance, Other. |
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. |
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: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from item_code.item_name when the link/source changes — verify after edits. |
Change Request Charge Row (change_request_charge) |
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: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Hidden in default layout; may still be set by import, API, or script. |
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: Revenue, Cost, Margin, Disbursement, Other. |
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, Port Charges, Customs Clearance, Documentation, Insurance, Storage, Detention, Demurrage, Other. |
column_break_core |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Tariff (tariff) |
Link | Purpose: Creates a controlled reference to Tariff 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 Tariff. Create the master first if it does not exist. |
Quotation Type (quotation_type) |
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: Hidden in default layout; may still be set by import, API, or script. |
section_break_summary |
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. |
Bill To (bill_to) |
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. |
Use Tariff in Revenue (use_tariff_in_revenue) |
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. |
Revenue Tariff (revenue_tariff) |
Link | Purpose: Creates a controlled reference to Tariff 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 Tariff. Create the master first if it does not exist. |
column_break_fktp |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Pay To (pay_to) |
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. |
Use Tariff in Cost (use_tariff_in_cost) |
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. |
Cost Tariff (cost_tariff) |
Link | Purpose: Creates a controlled reference to Tariff 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 Tariff. Create the master first if it does not exist. |
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. |
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. |
Revenue & Cost (section_break_revenue_cost) |
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. |
Revenue (revenue_column) |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Calculation Method (calculation_method) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Per Unit, Fixed Amount, Base Plus Additional, First Plus Additional, Percentage. |
Quantity (quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
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. |
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. |
Unit Rate (unit_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). |
Unit Type (unit_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Distance, Weight, Chargeable Weight, Volume, Package, Piece, Container, TEU, Item Count, Operation Time, Job, Trip, Handling Unit. |
Minimum Quantity (minimum_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Minimum Charge (minimum_charge) |
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). |
Maximum Charge (maximum_charge) |
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). |
Base Amount (base_amount) |
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). |
Estimated Revenue (estimated_revenue) |
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. |
Revenue Calc Notes (revenue_calc_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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Cost (cost_column) |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Calculation Method (cost_calculation_method) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Per Unit, Fixed Amount, Flat Rate, Base Plus Additional, First Plus Additional, Percentage, Location-based. |
Quantity (cost_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
UOM (cost_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. |
Currency (cost_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. |
Unit Cost (unit_cost) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field cost_currency on this form (or company default). |
Unit Type (cost_unit_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Distance, Weight, Chargeable Weight, Volume, Package, Piece, Container, TEU, Item Count, Operation Time, Job, Trip, Handling Unit. |
Minimum Quantity (cost_minimum_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Minimum Charge (cost_minimum_charge) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field cost_currency on this form (or company default). |
Maximum Charge (cost_maximum_charge) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field cost_currency on this form (or company default). |
Base Amount (cost_base_amount) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field cost_currency on this form (or company default). |
Estimated Cost (estimated_cost) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field cost_currency on this form (or company default). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Cost Calc Notes (cost_calc_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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Cost Sheet Source (cost_sheet_source) |
Link | Purpose: Creates a controlled reference to Cost Sheet 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 Sheet. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
| Label (Field name) | Type | Description |
|---|---|---|
Item (item) |
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. |
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. |
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. |
Storage Charge (storage_charge) |
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.custom_storage_charge when the link/source changes — verify after edits. |
Inbound Charge (inbound_charge) |
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.custom_inbound_charge when the link/source changes — verify after edits. |
Outbound Charge (outbound_charge) |
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.custom_outbound_charge when the link/source changes — verify after edits. |
VAS Charge (vas_charge) |
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.custom_vas_charge when the link/source changes — verify after edits. |
Stocktake Charge (stocktake_charge) |
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.custom_stocktake_charge when the link/source changes — verify after edits. |
column_break_rbqm |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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. |
Storage Type (storage_type) |
Link | Purpose: Creates a controlled reference to Storage 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 Storage Type. Create the master first if it does not exist. |
Calculation Method (calculation_method) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Per Unit, Fixed Amount, Base Plus Additional, First Plus Additional, Percentage. |
Unit Type (unit_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Handling Unit, Weight, Chargeable Weight, Volume, Package, Piece, Job, TEU, Operation Time. |
Volume Calculation Method (volume_calculation_method) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Daily Volume, Peak Volume, Average Volume, End Volume. |
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. |
column_break_gyhp |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Billing Time Unit (billing_time_unit) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Day, Week, Hour. |
Billing Time Multiplier (billing_time_multiplier) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Minimum Billing Time (minimum_billing_time) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Minimum Quantity (minimum_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Minimum Charge (minimum_charge) |
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). |
Maximum Charge (maximum_charge) |
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). |
Base Amount (base_amount) |
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). |
section_break_btnr |
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. |
Currency (selling_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. |
Unit Rate (unit_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). |
column_break_vkhw |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Currency (cost_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. |
Unit Cost (unit_cost) |
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: Auto-filled from item.custom_standard_unit_cost when the link/source changes — verify after edits. |
| Label (Field name) | Type | Description |
|---|---|---|
Resource Type (resource_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Personnel, Equipment, Third Party, Other. |
Role/Description (resource_role) |
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). |
Quantity (quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
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. |
Planned Hours (planned_hours) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
In House (in_house) |
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. |
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. |
Cost Per Unit (cost_per_unit) |
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). |
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 Per Unit (rate_per_unit) |
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). |
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. |
| Label (Field name) | Type | Description |
|---|---|---|
Item (item) |
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. |
Quantity (quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
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. |
Description (description) |
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. |
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). |
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. |
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. |
- Recent Platform Updates – charge copy from quote to bookings/orders, billing, and recognition notes
- Sales Quote – Calculation Method Guide – full formulas, required fields, and examples
- Sales Quote – Separate Billings and Internal Job – Separate Billings per Service Type, charge allocation, and Internal Job rules
- Sea Booking
- Air Booking
- Transport Order
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