Cargo Information Setup

Cargo Template Data

Purpose: Store frequently transported cargo information for quick entry.

When to use?

If your company frequently transports same type of cargo for same customer, creating templates will help:

  • Save 70% data entry time

  • Ensure consistent information (no wrong HS code, DG class…)

  • New employees also enter correctly

Real example:

Customer A exports ceramic tiles to USA every month. Each time is:

  • 2 containers 40ft

  • Each container: 28 pallets

  • Each pallet: 1,200 kg

  • HS Code: 6907.21

  • Not dangerous goods

→ Create template Ceramic Tiles Export - Customer A once, then each new shipment only needs:

  1. Add cargo template to shipment

  2. Click Generate Cargo From Templates

  3. Done! System auto-creates 2 containers with complete information

How to Create Cargo Template

There are 2 ways to create cargo template in system:

Method 1: Create New from Configuration Menu

This method is suitable when you want to create template before having actual shipment.

  1. Access Freight Forwarder > Configuration > Cargo Information > Cargo Template Data

  2. Click Create

  3. Fill in information:

Create Cargo Template Form

Basic Information

Template Name (Name):

Memorable name, should specify customer

Example: Ceramic Tiles - Customer A, Electronic Parts - Samsung

Packing Mode:

  • Package: For packaged cargo (container, pallet, box…)

  • Bulk Cargo: For unpackaged cargo (sand, gravel, coal…)

Select Package if you transport in containers, pallets, carton boxes…

Tip

Packing mode is more than a label. When you choose Package, the template inherits the volume and name of the selected Package Type (based on the automation in freight.cargo.template.data), and the system expects you to detail every item inside the package so total weight is computed automatically. Switch to Bulk Cargo for oversize or loose goods; the template name becomes Bulk Cargo and you can enter total weight/volume directly without creating package lines.

Package Type:

Packaging type used

Example: 40ft Container, 20ft Container, Pallet

Note

If you don’t have needed Package Type, go to Inventory > Configuration > Package Types to create new.

Manage Package Types

Cargo Information

Cargo Type:

Cargo classification

Example: General Cargo, Refrigerated, Dangerous Goods

Go to Freight Forwarder > Configurations > Cargo Information > Cargo Types to maintain the master data. Each Cargo Type must have a unique code (the model automatically uppercases it) and you can add handling instructions in the description so they appear wherever the type is referenced. Investing a few minutes to prepare this catalog keeps templates consistent and helps the operations team filter shipments by cargo characteristics later on.

Manage Cargo Types
HS Code:

Goods code according to Harmonized System

Used to:

  • Customs declaration

  • Calculate import tax

  • Check prohibited/restricted goods

Manage HS codes centrally via Freight Forwarder > Configurations > Cargo Information > HS Codes. Similar to Cargo Types, codes are forced to be unique and uppercased, so you can safely reuse them across cargo templates, quotations, and customs jobs. Pre-fill the description with local regulation notes (e.g., import license requirement, VAT rate) and link the HS code to cargo templates to estimate import taxes automatically.

Manage HS Codes in Freight Forwarder
Country of Origin:

Country where goods are produced

Important for:

  • Determining tax (may get FTA preferential)

  • C/O (Certificate of Origin) requirement

Import Tax Rate:

Expected tax rate

Used to calculate costs for customer

Cargo Details Tab

If in 1 package has multiple cargo types, add each type here:

Cargo Name

Quantity

Weight

Volume

HS Code

Ceramic Floor Tiles

28 pallets

33,600 kg

45 m³

6907.21

Packing Materials

400 kg

2 m³

4819.20

Method 2: Create from Actual Shipment (Convert to Template)

This is the quickest and most accurate way when you already have actual shipment for regular customer.

Advantages:

  • 100% accurate data - copied from actual shipment

  • Quick - no need to re-enter from scratch

  • Template name automatically includes customer name

  • Suitable for customers frequently transporting same type of cargo

Steps to perform:

  1. Open shipment with complete cargo information

  2. Go to Packages tab or Cargo Commodities tab

  3. Select packages/cargo items to make template

  4. Click Action → Convert to Template

  5. System automatically creates template and opens list of newly created templates

Convert to Template Action

Real example:

Shipment SHP0045 for customer Samsung Vietnam has:

  • 1 container 40ft HC containing 500 cartons of electronic parts.

  • Weight: 15,000 kg.

  • HS Code: 8517.12.00.

  • Made in Vietnam.

After Convert to Template:

  • System automatically creates template with name: Container 40’ Electronic Parts - Samsung Vietnam

  • All information (weight, HS Code, cargo type…) fully copied.

  • Next time have similar shipment for Samsung, just select this template.

Tip

When should you use this method?

  • Customer just completed first shipment.

  • Customer commits to transport similar cargo in future.

  • You want to ensure template information is 100% accurate.

  • Save time compared to manual creation.

Note

Template created from this method will have complete detailed information including:

From Package:

  • Package Type, Volume.

  • All Cargo Commodities inside package.

From Cargo Commodity:

  • Cargo Type, HS Code, Country of Origin.

  • Weight, Volume, Quantity.

  • Dangerous Goods info (if any).

  • Handling Instructions.

When to Use Cargo Template?

SHOULD use when:

  • Transporting repeat cargo for same customer.

  • Cargo has complex information (many types, many parameters).

  • Want to ensure consistency in data.

  • Need to train new employees.

DON’T need when:

  • Each shipment completely different.

  • Simple cargo, little information.

  • Only use cargo note (free description).

See also

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