Configuration

Every later workflow - quoting, booking, container execution, invoicing - reads master data that must exist first: who can see which shipments, which carriers and ports are valid, which products represent freight and local charges. Setting this up in the wrong order, or skipping a step, surfaces as a missing option or a wrong price much later, when it is harder to trace back to the cause.

By task

Task	When to use	Article
Decide who can see and edit which shipments	Before granting access to a new user working on shipments.	Grant freight access by role
Turn on the freight features you plan to use	Before any other configuration step, right after installing the module.	Turn on freight features in Settings
Confirm the order to enter master data	Before the first shipment, to avoid a step that depends on data you have not created yet.	Set up master data in the right order
Register carriers, agents, ports, airports, and border crossings	Before booking any shipment on a lane you have not used before.	Set up carriers, agents, ports, airports and border crossings
Register HS codes, dangerous goods, cargo types, and Incoterms	Before quoting or declaring cargo that uses a code not yet in the system.	Set up HS codes, dangerous goods, cargo types and Incoterms

Tip

Quick checkpoint: if a field you expect on a shipment, booking, or quotation is missing or empty, check that the matching master data above has been created and activated before assuming it is a product defect.

• Grant freight access by role
• Turn on freight features in Settings
• Set up master data in the right order
• Set up carriers, agents, ports, airports and border crossings
• Set up HS codes, dangerous goods, cargo types and Incoterms