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

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.