Data Setup

The Settings page or Master menu provides centralized access to core configuration and reference data in the Cargospot platform. It allows authorized users to manage and define key data that drives operational efficiency and ensures consistency across modules.

This enables the setup and maintenance of foundational entities such as users, locations, cost components, and custom brokers, which are essential for planning, execution, and billing.

Master Data Setup

Key Features

Features
Functions

User Management

Add, edit, and manage users and user groups. Define roles based on operational responsibilities. (e.g., admin, guest tracker, read-only, web user)

Stops / Locations

Add, edit, and manage locations such as pickup points and delivery stops.

Cost Items/Extra Charges

Define additional cost elements that may apply, such as service charges, compliance fee etc.

Items

Manage the items transported through the platform. Define item unit, weight, dimensions, handling requirements, and packaging types.

Carriers

Add and configure carrier profiles, including contact details, mode of transport, and rate structures. Helps in carrier selection and rate comparison.

Custom Broker

Manage customs brokers involved in international shipments.

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