| DOCUMENT: OD19-SCM-FREIGHT-FORWARDING CATEGORY: INVENTORY / FREIGHT PLATFORM: ODOO 19 ENTERPRISE |
A full-stack operations module covering every stage of an import or export shipment — from booking to final delivery. Containers, carriers, ports, charges, customs, and compliance in one unified job file.
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50+
WORLD PORTS
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7
LIFECYCLE STATES
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3
TRANSPORT MODES
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∞
CURRENCIES
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v3
MODULE VERSION
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SHP Shipment Management
| REF | FEATURE | DESCRIPTION | CLASS |
| SHP-001 | Job File (Shipment) | Complete shipment record covering import and export directions. Tracks all parties — customer, shipper, consignee — with full audit trail and chatter history. | CORE |
| SHP-002 | Multi-Transport Mode | Sea, Air, and Land modes selectable per shipment. Mode-appropriate fields and validations adapt accordingly. | CORE |
| SHP-003 | Multi-Leg Routing | Full transshipment support via a dedicated Legs tab. Each leg captures origin/destination ports, carrier, vessel, voyage, B/L, ETD, ETA, and status independently. | NEW |
| SHP-004 | Incoterms | Standard trade terms (EXW, FOB, CIF, DAP …) linked to every shipment, with correct liability and cost allocation recorded on the job file. | CORE |
| SHP-005 | Booking & B/L References | Master B/L, booking reference, and customs declaration numbers stored and searchable. Essential for port release and customs clearance workflows. | CORE |
CTR Container & Cargo Tracking
| CTR-001 | Container Master | Container number, type (20GP / 40HC / 45HC / 20RF …), seal number, tare weight, gross weight, and volume per container per shipment. | CORE |
| CTR-002 | HS Code & Commodity | HS code, commodity description, package count, and country of origin recorded per container. Powers customs declarations and duty classification. | CORE |
| CTR-003 | Customs Valuation | Customs value in any currency per container, converted to company currency automatically. Used for duty calculations and insurance assessments. | CORE |
| CTR-004 | Tracking Status & URL | Per-container tracking status (Unknown / In Transit / Arrived / Delivered) and a live tracking link generated from the carrier's URL template with the container number substituted. | NEW |
CAR Carriers, Shipping Lines & Ports
| CAR-001 | Shipping Line Master | Carrier name, SCAC code, transport mode, and operating routes. Shared across all shipments with multi-company isolation where required. | CORE |
| CAR-002 | Demurrage Settings | Free days and daily demurrage rate configured per shipping line. Drives automatic demurrage calculation on arrived shipments. | AUTO |
| CAR-003 | Tracking URL Templates | Carrier-level tracking URL template with {container} placeholder. Container records generate clickable live-tracking links automatically. | AUTO |
| PRT-001 | 50+ World Ports | Pre-seeded port master with UN/LOCODE codes covering major hubs across Asia-Pacific, Europe, Americas, Middle East, Africa, and Indian subcontinent. | CORE |
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// SHIPMENT LIFECYCLE — STATE MACHINE
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FIN Financials & Charges
| FIN-001 | Multi-Currency Charges | Charge lines in any currency — Ocean Freight, THC, Port Clearance, Customs, Documentation, Insurance, Handling, Demurrage. Each linked to a charge type with GL account mapping. | CORE |
| FIN-002 | Auto Currency Conversion | Charges entered in any currency convert to company currency via Odoo's live exchange rates. Totals always displayed in company currency. | AUTO |
| FIN-003 | Demurrage Auto-Calculation | On arrival, free days counted from actual arrival date. Days beyond the free period multiplied by carrier rate × container count — demurrage charge created with one click. | AUTO |
| FIN-004 | Customer Invoice Generation | Creates a validated Odoo invoice from shipment charges in one click. Charge type GL accounts pre-populate invoice lines; manager reviews and posts. | CORE |
| FIN-005 | Vendor Bill Generation | Groups charges by vendor and creates one bill per vendor automatically. Expense accounts from charge type configuration applied to each line. | CORE |
| FIN-006 | Tariff / Rate Card | Tariff records define rates by origin port, destination port, carrier, and container type. "Apply Tariff" creates matching charges from the rate card in bulk. | NEW |
WFL Workflow & Compliance
| WFL-001 | State Validation Guards | Mandatory field checks at each transition. Cannot book without customer, shipper, consignee, and ports. Cannot go In Transit without ETD and booking ref. Cannot arrive without ETA. | CORE |
| WFL-002 | Manager Approval | High-value shipments (configurable charge threshold) require manager-group approval before booking. Prevents unauthorized commitment of large freight costs. | CORE |
| WFL-003 | Multi-Company Support | Shipping lines and ports shared globally or restricted per company. IR rules enforce record-level isolation across multi-company Odoo environments. | CORE |
| WFL-004 | Date Constraint Validation | ETA cannot precede ETD — enforced by Python constraint on save. Arrival and delivery dates set automatically on state transition. | CORE |
RPT Reporting & Notifications
| RPT-001 | Shipment PDF Report | Printable job file covering all shipment details, container list, charge summary, parties, and port information. Accessible directly from the shipment form. | |
| RPT-002 | ETA Approaching Alert | Daily cron: any in-transit shipment with ETA exactly 3 days out sends an automated email to the customer — once per shipment, tracked by flag to prevent duplicates. | CRON |
| RPT-003 | State Change Notifications | Every state transition sends a styled HTML email to customer and consignee — status banner, shipment details, port info, carrier, ETD/ETA, B/L, and container count, color-coded by state. | AUTO |
| RPT-004 | KPI Graph & Pivot Views | Pre-built graph (bar/line/pie) and pivot analysis for shipment volumes, charge totals, and state distributions. Available directly from the Shipments list view. | KPI |
| RPT-005 | Charge Type Analysis | Charges categorised (Freight, Port, Clearance, Documentation, Handling, Insurance, Other) enabling breakdowns by category across any date or shipment filter. | KPI |
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// Dependencies
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// Models
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// Included Data
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| freight_forwarding · Odoo 19.0 Enterprise · License: LGPL-3 | DOC-REF: OD19-SCM-FF-2026 |
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