Getting Started with CargoNext

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

To access CargoNext, go to:

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

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

1. Prerequisites

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

2. Initial Setup Order

2.1 Global Settings

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

2.2 Sea Freight Setup

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

2.3 Air Freight Setup

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

2.4 Transport Setup

Transport Settings – Routing, constraints, carbon, automation, capacity
Load Type and Transport Mode – Set Used in Module flags per service; see Load Type and Transport Mode — Service Type Validation
Transport Template – Predefined configurations, vehicle types, transport zones (Pricing Center)

2.5 Customs Setup

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

2.6 Warehousing Setup

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

3. Typical Workflow

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

Complete field reference

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

Getting Started