| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 6073 |
| Technical Name |
cap_freight_forwarder_management |
| License | OPL-1 |
| Website | https://www.captivea.com/ |
Freight Forwarder Management
End-to-end freight forwarding for Odoo 19 — manage shipments, carrier bookings, cargo, DG compliance, charges, invoicing, and customer portal tracking from one unified module.
Overview
A complete freight forwarding solution built natively on Odoo 19. From master data setup to final invoice — every step is covered in a single, cohesive module with configurable stages, automated bookings, cargo templates, DG compliance, and real-time customer tracking.
Pre-loaded Master Data
Ships with 25+ sea ports & airports, 9 global carriers, 8 shipping methods, 20+ charge codes, DG classes, and cargo types — ready to use immediately.
Configurable Stage Workflow
10 Kanban stages (Draft → Done) with fold/done/cancelled flags, state mapping, and Kanban board for real-time pipeline visibility.
Multi-modal Shipments
Full support for Sea, Air, Land, and Multi-modal shipments. Transport mode drives carrier, port, and leg filtering automatically.
Carrier Booking Wizard
Guided wizard creates booking records with vessel, voyage, B/L numbers, ETD/ETA, and auto-confirm option. Syncs data back to the shipment instantly.
Cargo Template Automation
Load complete cargo line-ups in one click from pre-configured templates. Append or replace mode, quantity multiplier, and live preview before committing.
Detailed Cargo Management
Container numbers, seal numbers, HS codes, country of origin, dimensions (auto-calculates CBM), packing mode, and handling instructions per cargo line.
Dangerous Goods (DG)
Full IMDG / IATA / ADR compliance — UN number validation, DG class, packing group, flash point. Visual warning banners on all forms and portal pages.
Revenue & Cost Charges
Add unlimited Revenue (Sell) and Cost (Buy) charge lines from standard codes. Subtotals, taxes, and profitability computed in real time.
Invoice & Vendor Bill Wizards
Generate customer invoices from revenue lines and vendor bills from cost lines. Each charge links back to its accounting document for full traceability.
Profitability Tracking
Revenue, Cost, Profit, and Margin % per shipment. Pivot and graph views for full portfolio analysis by carrier, mode, or salesperson.
Live Tracking Timeline
Status update entries with templates, dates, location tags, and public/internal flags. Customers see public updates; salespersons see everything.
Customer Portal
Portal Preview button generates a secure link. Customers track shipments; salespersons see bookings, profitability, and internal updates on the same page.
Route & Trade Lane Master
Multi-leg routes with per-leg distance, speed, transit time. Auto-fills origin/destination from legs and calculates total distance in km & miles.
Sales Order Integration
Create a shipment directly from a confirmed sale order with one click. Two-way link keeps order and shipment perfectly in sync.
Role-based Security
Freight User and Freight Manager groups. Users operate shipments; managers configure all master data, stages, and charge codes.
Shipment Workflow
Each stage transition is validated. Confirm checks Shipper, Consignee, POL, POD, Carrier & ETD. Done requires all revenue charges to be invoiced. Cancel is always available; Reset to Draft re-opens any cancelled shipment.
How It Works
|
01
|
Set Up Master Data — Ports, Carriers, Routes & Shipping MethodsGo to Freight → Configuration. Review the pre-loaded data or add your own: create Ports & Airports (typed Sea / Air / Land), Carriers with SCAC/IATA codes, Routes with multi-leg distance and transit time, and Shipping Methods (FCL 20GP, LCL, Air Express, FTL…). Each carrier type and port type is automatically filtered by transport mode everywhere in the module. |
Freight / Configuration / Ports & Airports
Freight / Configuration / Carriers
Freight / Configuration / Routes
Freight / Configuration / Shipping Methods
|
02
|
Define Cargo Templates for Fast EntryUnder Configuration → Cargo → Cargo Templates, create reusable templates for your most common commodity types. Each template has a header (cargo type, country of origin, packing mode, HS code, DG details) and multiple lines (individual packages or container specifications). When you load a template onto a shipment, one cargo record is created per template line — fully mapped with weights, volumes, UN numbers, handling instructions, and more. |
|
03
|
Create & Confirm a ShipmentOpen Freight → Operations → All Shipments and click New. Select transport mode, direction, shipper, consignee, notify party, and salesperson. Fill in the routing (POL, POD, carrier, vessel) and schedule (ETD, ETA, cut-off). Click Send Quotation to move to quotation stage, then Confirm Shipment — the system validates all required fields before advancing. A chatter message is posted automatically at every stage transition. |
|
04
|
Place Carrier BookingClick Place Booking on the confirmed shipment to open the booking wizard. All fields are pre-filled from the shipment — carrier, ports, ETD/ETA, vessel, voyage. Enter the carrier’s booking reference and MBL/HBL numbers. Toggle Auto-confirm Booking if the carrier has already confirmed space. On save the booking record is created, the shipment advances to Booking Placed, and a chatter message is posted. Multiple bookings can exist per shipment for multi-leg routes. |
Place Carrier Booking — Wizard
Booking Confirmation Report
|
05
|
Add Cargo — Manually or from TemplateOn the Cargo tab, use the Load Cargo from Template button to open the template wizard — choose a template, select append or replace mode, set a quantity multiplier, and see a live preview of all lines before loading. Alternatively add cargo lines manually: each line captures cargo type, container number, seal, container size, dimensions (auto-calculate CBM), gross/net weight, HS code, country of origin, handling instructions, and full DG details (UN number, DG class, packing group, flash point). Cargo totals — containers, weight, and volume — update the shipment summary automatically. |
|
06
|
Add Charges, Create Invoices & Vendor BillsOn the Charges & Profitability tab, add charge lines using standard Charge Codes (OFR, THC, BL, FSC, DOC…). Each line is typed as Revenue (Sell) or Cost (Buy). Revenue, Cost, Profit, and Margin % update in real time. When ready, click Create Invoice to open the invoice wizard — select uninvoiced revenue lines, set partner, date, payment terms, and generate an invoice. Click Create Vendor Bill to do the same for cost lines. Each charge is linked back to its accounting document line for full reconciliation traceability. |
Create Invoice — Wizard
Create Vendor Bill — Wizard
|
07
|
Track Progress — Status Updates & Customer PortalOn the Tracking Timeline tab, add status updates using pre-configured Status Templates (Vessel Departed, Arrived at POD, Customs Cleared…). Mark each update as Public or Internal. Public updates appear on the customer portal. Click Portal Preview to instantly open the portal page in a new tab — the link uses a secure access token so the customer can track without logging in. Click Send Portal Link to email the consignee directly. On the portal, customers see the 9-step progress bar, cargo summary, and all public tracking updates. Salespersons additionally see bookings, internal updates, and the full profitability summary. |
My Shipments — Portal List
Customer Portal — Shipment Detail
Shipment PDF Report
Need Help or Have Questions?
Our team is ready to help with installation, customisation, or any questions about the Freight Forwarder Management module for Odoo 19.
Contact UsOdoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module