User Manual for Container Management System

1. Overview

The Container Management System in Frappe ERPNext is designed to manage container details throughout its lifecycle. It allows tracking of containers from reception, movement, storage, and final delivery. The system ensures accurate container tracking, storage monitoring, and seamless integration with other logistics operations. This doc type is automatically created once the container reception is submitted.

2. Key Features

• Container Registration: Captures container details, including size, type, and cargo description.
• Automated Data Fetching: Links container details with Manifest, Container Reception, and Movement Order.
• Container Location Tracking: Maintains records of container movements across different locations.
• Billing and Charges Management: Computes storage charges, removal fees, and applicable levies.
• Status Updates: Tracks the container’s status from reception to delivery.
• Role-Based Access Control: Restricts container modifications to authorized personnel.

3. Pre-Requisites

Before using this module, ensure the following:

• ERPNext and Frappe Installed (v13 or later recommended).
• User Role Permissions Configured (System Manager, Container Manager, Read-Only User).
• Container Reception and Movement Orders Exist (Containers must be registered through Container Reception before being tracked).
• Locations and Transporters Are Configured (Ensure yard locations and transporter details are available in the system).

4. Step-by-Step Usage

Step 1: Adding a New Container Record

1. Navigate to Container in ERPNext.
2. Click New to create a new container entry.
3. Fill in the required details:
   • Container Number, MBL Number, Cargo Type, Size, Volume, Weight, and Seal Numbers.
4. Select the Current Location and Original Location.
5. Assign the Consignee, Port of Destination, and Place of Delivery.
6. Click Save to store the container details.

Step 2: Updating Container Location and Status

1. Open an existing Container Record.
2. Navigate to the Movement Details section.
3. Update the Current Location to reflect its latest position.
4. Change the Status (e.g., In Yard, At Booking, At Inspection, Delivered).
5. Click Save to apply the updates.

Step 3: Managing Container Storage and Billing

1. Go to the Billable Details tab.
2. Review the calculated storage days:
   • Total Days, Free Days, Write-Off Days, and Billable Days.
3. Verify applicable charges:
   • Has Removal Charges, Corridor Levy Charges, and Storage Fees.
4. Ensure linked Sales Invoices are generated for billing.
5. Click Save to finalize storage billing details.

5. Troubleshooting (Common Errors and Resolutions)

6. User Roles and Permissions

Roles Available:

• System Manager: Full control (create, edit, delete, manage container records).
• Container Manager: Can create, edit, and update container details but cannot delete them.
• Read-Only Users: Can view container details but cannot edit or modify them.

Permissions Matrix

7. Key Notes

• Ensure all required fields are filled before saving a container record.
• The search function enables filtering based on Container Number, MBL Number, Current Location, and Consignee.
• Properly link container records to the relevant Container Reception and Movement Orders for accurate tracking.
• Submission workflow ensures only authorized users can finalize records.

This manual serves as a complete guide to managing Containers in ERPNext. For further assistance, contact the System Administrator or refer to Frappe Documentation.