---
title: "Manifest Management System"
space: "Icd tz"
url: "https://support.aakvatech.com/ICD TZ/manifest"
updated: "2026-07-22"
---

# User Manual for Manifest Management System

## 1. Overview
The **Manifest Management System** is a module in **Frappe ERPNext** designed to manage shipping manifests efficiently. It allows users to upload, process, and extract relevant data from manifest files in **Excel format**. The system automates container and shipment data processing, ensuring accurate and streamlined logistics tracking.

## 2. Key Features
- **Manifest File Upload:** Attach and process manifest files in Excel format.
- **Automatic Data Extraction:** Extract vessel, container, and shipment details from the uploaded manifest file.
- **Validation Checks:** Ensures essential fields such as *Port, Company*, and *Manifest File* are provided before submission.
- **Container and Shipment Management:** Organizes details into structured sections: *Containers, House Bill of Lading (HBL), and Master Bill of Lading (MBL)*.
- **Custom Button Actions:** Enables users to create **Container Movement Orders** directly from the document.
- **Role-Based Access:** Ensures only authorized users can create, modify, or submit manifests.
- **Automated Consignee Creation:** Automatically creates consignee records if they do not exist in the system.

## 3. Pre-Requisites
Before using this module, ensure the following:
- **ERPNext and Frappe Framework Installed** (v13 or above recommended).
- **User Role Permissions** configured (e.g., System Manager, Manifest Manager).
- **Excel Manifest File** formatted correctly (with sheets: *VesselInformation, Containers, HBlContainers, MasterBl, HouseBl*).
- **Naming Series Configured** for new manifests (`ICD-M-.YYYY.-`).

## 4. Step-by-Step Usage
### Step 1: Uploading a Manifest File
1. Navigate to **Manifest** in ERPNext.
2. Click **New** and attach an Excel file under *Upload Manifest*.
3. Save the document. (Validation checks ensure a file is uploaded.)

### Step 2: Extracting Data from the Manifest
1. Once uploaded, the system auto-extracts relevant data when you save.
2. Vessel information is fetched from the *VesselInformation* sheet.
3. Containers, HBL, and MBL details are mapped accordingly.
4. Click **Refresh** to ensure extracted data is displayed.

### Step 3: Submitting a Manifest
1. Ensure required fields (*Port, Company, Arrival Date*) are filled.
2. Click **Submit** to finalize the manifest.

### Step 4: Creating a Container Movement Order
1. Open a submitted Manifest.
2. Click **Create Movement Order** (custom button).
3. A new *Container Movement Order* is created with pre-filled details.

## 5. Additional Document Types in Manifest System
### **HBIContainer Management**
Manages House Bill of Lading (HBL) container details, including container numbers, seals, weight, and package details.

### **HouseBI Management**
Handles shipment details linked to House Bill of Lading, including consignee details, cargo classification, invoice values, and IMDG codes.

## 6. User Roles and Permissions
| Action | System Manager | Manifest Manager | Read-Only |
|--------|---------------|------------------|-----------|
| Create Manifest | ✅ | ✅ | ❌ |
| Edit Manifest | ✅ | ✅ | ❌ |
| Submit Manifest | ✅ | ✅ | ❌ |
| Delete Manifest | ✅ | ❌ | ❌ |
| View Manifest | ✅ | ✅ | ✅ |
| Manage HBIContainer | ✅ | ✅ | ❌ |
| Manage HouseBI | ✅ | ✅ | ❌ |

## 7. Key Notes
- Ensure manifest files follow the **expected format** for proper data extraction.
- Use the **Create Movement Order** button only after submitting a manifest.
- The system **automatically creates consignee records** if they do not already exist.
- Numeric fields (**Float, Int**) ensure precise tracking of weight, volume, and package counts.
- For **customizations**, refer to `manifest.js` (Frontend) and `manifest.py` (Backend).

---

This manual serves as a complete guide to using the **Manifest Management System**, including **HBIContainer and HouseBI** records, in ERPNext. For further assistance, contact the **System Administrator** or refer to **Frappe Documentation**.