ERPNext Cargo Management inspired by Agile Shift

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ERPNext Cargo Management is a fully-fledged ERPNext solution designed for freight forwarding companies.

It streamlines logistics processes, including package tracking, invoicing, and warehouse management, providing a seamless, efficient, and user-friendly experience.

Built on Frappe Framework v15 and ERPNext, this solution is designed to meet the unique needs of businesses in the freight forwarding industry.
It leverages core functionalities from ERPNext, such as Accounting, Stock, HR, Assets, Payroll and more.

Key Features

• Parcel Management: Manages the packages, integrates tracking APIs and handles notifications.
• Warehouse Management: Handles the receipt of packages in warehouses.
• Shipment Management: Manages shipments and receipts, also generates packing lists for each shipment.
• Support Management: Customizes ERPNext modules for customer support related to packages and orders.
• Custom Views:
  • Workspaces, Dashboard Views, Settings
  • Reports: Provides insightful reports for better decision-making and business analysis.
• External APIs For Tracking Packages:
  • 17Track

List of Carriers Currently Supported:

Last checked: 22 November 2023

Carrier	EasyPost	17Track
Amazon	❌️	✅️
USPS	✅️	✅️
UPS	✅️	✅️
DHL	✅️	✅️
FedEx	❗️With Account	✅️
OnTrac	❗️With Account	✅️
SF Express	❗️With Account	✅️
Yanwen	⁉️ Limited	✅️
Cainiao	❌️ Deprecated	✅️
YunExpress	❌️ Deprecated	✅️
SunYou	❌️	✅️
Veho	❗️With Account	❌️

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Configuration of API Keys and Webhooks for 17Track

17Track Configuration

1. Get Your 17Track Security Key
2. Set the API Key: $ bench set-config 17track_api_key API_KEY
3. Set up the Webhook URL on 17Track: {HOST}/api/method/cargo_management.parcel_management.doctype.parcel.api.17track_api.17track_webhook

Definition

1. Transportation methods are mainly Sea and Air Shipments
2. Parcels are consolidated shipments that include multiple items from Warehouse Receipt. A Parcel is a Bill of Lading (BL) for Sea shipments and AirWayBill (AWB) for Air shipments also known as Tracking Number for the Express shipments like DHL or Fedex.
3. Warehouse Receipt is an item received from the Warehouse to be shipped in one Parcel
4. Cargo Shipment is the shipments of the parcels. One Parcel can have multiple Cargo Shipment as one BL can have multiple containers or an AWB can have multiple House WayBill or Palets
5. Carriers are Transport Suppliers and Shipping companies like Maritime Shippling lines (Maersk, MSC, CMA) and Airlines (Air France, Air Mauritius, Turkish Airline, etc) offering cargo shipments and tracking services.

TODO: WORKING

Parcel Flow

1. Parcels are created and can be related to a specific customer
   1. Content of the package can be added and its related Item for invoice Purposes.
   2. It can be tracked by the API or not.
2. As the carrier updates the details the Tracking API send it via a webhook, we gather and update.
3. When the package is marked as delivered at warehouse by the carrier we stop the Tracking API webhook updates
4. A Warehouse Receipt doc is created to link the received package:
   1. Package related fields can be filled by the Warehouse: Content, Dimensions, Weight, Receipt Date
5. Cargo Shipment is created to export Packages in bulk:
   1. Warehouse Receipts are added in them.
   2. Related information: Transportation Type, Departure date, Est Arrival Date, Dimensions, Gross Weight

WORKING on this flow

6. Cargo Shipment Receipt is created to receive the Cargo Shipment:
   1. A Receipt loads the data of all related Packages in the Cargo Shipment through the Warehouse Receipts
   2. All Packages are sorted by Customer, and its the moment to set all related data to Create Invoices.
   3. When all the Packages have been processed, the Sales Invoices can be created.
      1. A Sales invoice will be created for the customer, it will contain all the related Packages.
7. Carriers Update the carriers list to the Suppliers Doctype. Tracking website to be updated on the Supplier form. Such as Airlines and new shipping lines.

Customizations to Frappe and ERPNext:

WORK ON PROGRESS

• Selling:
  • Quotation
  • Sales Invoice are used to invoice for Logistic services and items related to Business
  • Sales Order are the only choice to make purchases online on behalf of the customer:
    • WORKING(We must link the sales order with the package and content, later we must invoice the order and service.)
• Package can be linked in Issue:
  • WORKING(on the change of status)
• The customizations allow us to:
  • Invoice a Customer for the Logistic Services and Products in Stock offered.
  • Link the Sales Invoice with a Package and update its statuses.

Helpers

• Cargo Packing List: is a "Packing List" for the Cargo Shipment:
  1. Gets all the content declared by the Customer and the content declared by the Warehouse of the packages in a Cargo Shipment
  2. It allows to modify the content and amount declared only for Print.
  3. WORKING

This is work in progress. But it's stable for usage

• WORKING
  1. Packing Slip for customs:
  2. Fetching data of prices and quotations from packages to Cargo Shipment Receipt: WORKING
• FUTURE:
  1. Setting data of prices in CSR to Sales Invoice
  2. Working in the Sales Orders!

Code related TODO:

2. Migrate SQL to QueryBuilder? usign Pypika?