Dokumentasi

Dokumentasi Lengkap CargoX — 20 Fase Tutorial + 57 Screenshot Menu + 9 Akun Demo

Panduan lengkap CargoX: 20 fase tutorial step-by-step, 57 screenshot setiap menu admin, 17 grup navigasi, 9 akun demo (admin, owner, manager, finance, ops, driver, customer, vendor).

Akun Demo

Login ke panel admin di /admin/login dengan salah satu akun di bawah. Semua password: password

Role Email Password
Super Admin admin@cargox.id password
Owner owner@cargox.id password
Manager manager@cargox.id password
Finance finance@cargox.id password
Operations ops@cargox.id password
Driver driver@cargox.id password
Customer Portal budi@elektronik.test password
Customer Portal ani@pangansegar.test password
Vendor Portal vendor@cargox.id password

Data di-reset setiap jam 03:00 WIB. Jangan simpan data penting di akun demo.

Struktur Menu Admin

Navigation group yang terorganisir berdasarkan alur bisnis pengiriman kargo.

Dashboard
Dashboard Statistik pengiriman & keuangan
Master Data
Customer Forwarding Agent Vehicle Driver Warehouse Port Route Service Type Cargo Type Packaging Type Insurance Provider Payment Method Currency UOM
Shipment
All Shipments Create Shipment Tracking Documents Multi-leg Consolidation Manifests Recurring Shipments Bulk Operations
Rates & Quotation
Rate Cards Surcharges Quotations
Finance
Invoices e-Faktur Pajak Payments COD Settlements Expenses Agent AR/AP
Operations
Pickups Deliveries POD Warehouse Inventory Cross Docking Driver Checklist
GPS & Tracking
GPS Live Map Fleet Telematics Temperature Monitoring
Load Board
Load Postings Capacity Postings Bids Matching
Claims & Insurance
Claims Management Insurance Providers
Loyalty & Contracts
Loyalty Program (Poin + Tier) Contract Management
Assets
Asset Tracking (Pallet/Container) Asset Movements History
Vendor Portal
Vendor Management Vendor Assignments (Pickup/Delivery/WH)
Integrations & Tools
Currency Rates Webhooks Webhook Logs Chatbot CS WhatsApp Templates Dispatch Rules AI Rate Prediction
Sustainability
Carbon Emission Calculator Carbon Reports
Reports
Laporan Pengiriman Laporan Keuangan Laporan Operasional
System
Users Branches (Multi-Cabang) Settings Audit Logs Notifications
Customer Portal
Dashboard My Shipments Booking My Invoices Upload Payment Loyalty Points Submit Claim Track Public

Tutorial Langkah demi Langkah

Ikuti langkah-langkah di bawah untuk setup aplikasi kargo dari nol sampai operasional penuh — cover seluruh alur bisnis pengiriman.

⚙️

Fase 1: Setup Awal & Konfigurasi Sistem

7 langkah

7 langkah
1

Buka https://cargox.id/admin — login dengan admin@cargox.id / password

2

Menu Settings: atur threshold approval (Rp 50jt), denda keterlambatan (0.5%/hari), branding perusahaan

3

Menu Branches: tambah cabang (HQ Jakarta, Cabang Surabaya, Cabang Makassar)

4

Menu Currencies: pastikan IDR sebagai default, tambah USD jika perlu

5

Menu Currency Rates: input exchange rate harian untuk multi-currency

6

Menu Payment Methods: setup Cash, Transfer Bank, COD, Kredit 30 Hari, Virtual Account

7

Menu Users: tambah user dengan role: Owner, Manager, Finance, Operations, Driver

📦

Fase 2: Master Data — Pelanggan & Mitra

4 langkah

4 langkah
8

Menu Customers: input data pelanggan (PT Elektronik Nusantara, CV Pangan Segar, dll)

9

Isi lengkap: tipe (personal/business), NPWP, KTP, alamat, credit limit, credit days

10

Menu Forwarding Agents: tambah agen forwarding mitra — nama, kontak, komisi (%)

11

Set performance rating untuk setiap agent (1-5)

💰

Fase 3: Master Data — Armada & Infrastruktur

8 langkah

8 langkah
12

Menu Vehicles: input kendaraan (Hino Dutro, Mitsubishi Fuso, Suzuki Carry)

13

Isi: tipe (truk kecil/sedang/besar/pickup/container/kapal/pesawat), plat, kapasitas (kg & m³)

14

Menu Drivers: input data driver — nama, telepon, SIM, assign ke kendaraan

15

Menu Warehouses: daftarkan gudang (kantor pusat, gudang transit) — tipe dry/cold/hazmat

16

Menu Warehouse Racks: setup rak di setiap gudang (zone, row, level)

17

Menu Warehouse Bins: setup bin di setiap rak (pick, storage, overflow)

18

Menu Ports: input 13+ pelabuhan/bandara Indonesia (Jakarta, Surabaya, Makassar, dll)

19

Menu Routes: buat rute antar port — Jakarta→Surabaya (darat 800km), Jakarta→Makassar (laut)

🚛

Fase 4: Master Data — Layanan & Kargo

5 langkah

5 langkah
20

Menu Service Types: setup Reguler, Express, Same Day, Ekonomi, Carter

21

Menu Cargo Types: General Cargo, Dangerous Goods (Class 1-9), Perishable, Reefer, Oversize

22

Menu Packaging Types: Box, Pallet, Container 20ft/40ft, Drum, Sack, LCL, FCL

23

Menu UOMs: Kilogram, Ton, Meter Kubik, Centimeter, Pieces, Liter

24

Menu Insurance Providers: daftarkan provider asuransi + coverage rate

📋

Fase 5: Tarif & Rate Management

6 langkah

6 langkah
25

Menu Rate Cards: buat tarif per rute + service type + cargo type

26

Contoh: Jakarta→Surabaya, Reguler, General Cargo — Rp 8,000/kg (min charge Rp 50,000)

27

Set breakpoints: 0-50kg, 51-100kg, 101-500kg, 501-5000kg

28

Menu Rate Surcharges: tambah Fuel Surcharge 5%, Peak Season 10%

29

Menu Quotations: generate quotation untuk customer — kirim PDF via email

30

Quotation yang di-accept bisa langsung convert ke shipment

📊

Fase 6: Contract & Loyalty Setup

6 langkah

6 langkah
31

Menu Contracts: buat kontrak volume dengan customer korporat

32

Isi: start date, end date, fixed rate per kg/m³, volume commitment (kg/bulan), penalty

33

Kontrak aktif akan auto-apply rate-nya saat customer booking

34

Menu Loyalty (Admin): atur tier — Silver (0-1000pts), Gold (1001-5000), Platinum (5001-10000), Diamond (10001+)

35

Set benefit per tier: diskon 1-10%, free pickup, priority support

36

Customer otomatis dapat poin dari setiap pengiriman (1 poin per Rp 10,000)

📌

Fase 7: Shipment — Booking & Pembuatan

8 langkah

8 langkah
37

Menu Shipments → Create: isi form booking pengiriman

38

Pilih shipper & consignee (customer), origin port, destination port

39

Pilih service type (reguler/express), cargo type, transport mode (darat/laut/udara)

40

Tambah items: deskripsi barang, quantity, weight (kg), dimensi, nilai barang

41

Opsional: tambah asuransi, COD, pilih payment method

42

AWB number auto-generate (format: AWB-YYYYMMDD-XXXXX)

43

Shipment tersimpan dengan status: draft → bisa di-booked

44

Menu Bulk Operations: update status massal atau generate invoice massal

📌

Fase 8: Shipment — Multi-leg & Consolidation

9 langkah

9 langkah
45

Untuk rute kompleks: tambah Shipment Legs (multi-leg)

46

Contoh: Jakarta→Surabaya (darat) → Surabaya→Makassar (laut)

47

Setiap leg: origin port, destination port, transport mode, vehicle, ETD/ETA

48

Menu Consolidation: gabung beberapa shipment kecil ke 1 container/truck

49

Parent shipment = container, child shipments = muatan di dalamnya

50

Menu Manifests: generate manifest dokumen per kendaraan sebelum keberangkatan

51

Manifest berisi: daftar shipment, total weight, total volume, driver, vehicle

52

Menu Recurring Shipments: buat template pengiriman rutin (mingguan/bulanan)

53

Scheduler auto-generate shipment dari template aktif setiap periode

📌

Fase 9: Tracking & Monitoring Real-time

8 langkah

8 langkah
54

Setiap status change shipment auto-create tracking record

55

Status flow: draft → booked → picked_up → in_transit → customs_hold → arrived → out_for_delivery → delivered → completed

56

Tracking public: https://cargox.id/tracking — input AWB, lihat status

57

Menu GPS Live Map: lihat posisi real-time semua kendaraan di peta (Leaflet.js)

58

Marker warna: hijau (on time), kuning (delay), merah (kritis)

59

Menu Fleet Telematics: daftarkan perangkat GPS (Teltonika/Concox)

60

API endpoint untuk ingest data GPS dari perangkat hardware

61

Menu Temperature Monitoring: pantau suhu cold chain — alert jika di luar range

📌

Fase 10: Operasional — Pickup & Delivery

8 langkah

8 langkah
62

Menu Pickups: assign pickup ke driver — alamat, tanggal, time slot

63

Driver dapat notifikasi tugas pickup

64

Menu Driver Checklist: form inspeksi kendaraan sebelum berangkat

65

Checklist: ban, rem, lampu, muatan, dokumen — semua item checked

66

Driver update status pickup: pending → en_route → picked_up

67

Menu Deliveries: assign delivery ke driver setelah shipment tiba

68

Menu POD (Proof of Delivery): driver upload foto barang + tanda tangan + GPS

69

POD langsung tercatat dan shipment status auto-update ke delivered

📌

Fase 11: Warehouse Management

8 langkah

8 langkah
70

Menu Warehouse Inventory: catat barang masuk gudang (inbound)

71

Assign ke bin location spesifik (dari WMS rack/bin setup)

72

Status inventory: in_stock, reserved, damaged, outbound, returned

73

Menu Cross Docking: barang masuk → sortir → langsung keluar (tanpa storage)

74

Tracking: inbound shipment → warehouse → outbound shipment

75

Menu Asset Tracking: daftarkan aset reusable (pallet, container, box)

76

Catat pergerakan aset: check-out (dikirim), check-in (kembali), lost, found

77

Pantau status aset: available, in_use, damaged, lost

📌

Fase 12: Finance — Invoice & Pembayaran

10 langkah

10 langkah
78

Menu Invoices: auto-generate invoice dari shipment yang confirmed

79

Invoice otomatis hitung: freight charge + surcharge + insurance + handling + PPN 11%

80

Status invoice: draft → sent → partial_paid → paid → overdue

81

Download PDF invoice dengan kop surat perusahaan

82

Menu e-Faktur Pajak: generate faktur pajak (PPN 11%) format DJP

83

Customer upload bukti bayar via portal → admin konfirmasi

84

Menu Payments: lihat semua pembayaran, konfirmasi/reject dengan catatan

85

Menu COD Settlements: kelola cash-on-delivery — collect dari consignee → settle ke shipper

86

Menu Expenses: catat biaya operasional (BBM, toll, parkir, maintenance, gaji)

87

Menu Agent AR/AP: ledger keuangan per forwarding agent (debit/kredit)

📌

Fase 13: Load Board Marketplace

7 langkah

7 langkah
88

Menu Load Board → Load Postings: shipper posting kebutuhan cargo

89

Isi: origin, destination, weight, volume, budget, deadline

90

Menu Load Board → Capacity Postings: carrier posting kapasitas kosong

91

Isi: vehicle, rute, kapasitas (kg/m³), available date, asking price

92

Auto-match engine: load ↔ capacity berdasarkan rute + kapasitas + tanggal

93

Menu Load Board → Bids: carrier bid di load posting — shipper pilih terbaik

94

Assign match → auto-buat shipment baru dari load posting

📌

Fase 14: Klaim & Customer Service

8 langkah

8 langkah
95

Customer submit klaim via portal: pilih shipment, isi deskripsi kerusakan, upload foto

96

Menu Claims (Admin): review klaim masuk — status: submitted → reviewed → investigation

97

Upload foto investigasi, catatan, rekomendasi nilai ganti rugi

98

Approve/reject klaim → settlement: generate settlement letter PDF

99

Menu Chatbot (Admin): lihat log percakapan chatbot CS

100

API chatbot endpoint — bisa integrasi LLM (OpenAI/DeepSeek compatible)

101

Menu WhatsApp Templates: kelola template notifikasi WA

102

NotificationService: kirim WA/Email otomatis di setiap milestone shipment

📌

Fase 15: Vendor & Subcontractor

7 langkah

7 langkah
103

Menu Vendors: daftarkan vendor/subcontractor — nama, kontak, service types

104

Vendor bisa login di https://cargox.id/vendor/login

105

Menu Vendor Assignments: assign vendor ke shipment (pickup/delivery/warehouse/customs)

106

Vendor lihat assignments di portal → accept/reject/complete

107

Vendor update status assignment dari portal mereka sendiri

108

Menu Customer Ratings: customer beri rating 1-5 setelah delivery selesai

109

Rating membantu evaluasi performa vendor & agent

📌

Fase 16: Integrasi & Webhook

8 langkah

8 langkah
110

Menu Webhooks: setup webhook URL untuk kirim event ke sistem eksternal

111

Pilih events: shipment.created, shipment.status_changed, invoice.paid, dll

112

Set secret key untuk verifikasi signature

113

Menu Webhook Logs: monitor semua webhook — success/failed, response code, retry

114

Menu Dispatch Rules: atur prioritas auto-assign driver/vehicle

115

Rules: nearest_driver, least_loaded, rotation, priority_tier

116

Menu AI Rate Prediction: input rute + service + weight → dapat prediksi tarif optimal

117

AI engine: analisis data historis + seasonal factor + confidence score

📌

Fase 17: Sustainability & Carbon

5 langkah

5 langkah
118

Menu Carbon Emissions: lihat log kalkulasi CO2 per shipment

119

Kalkulasi otomatis berdasarkan: transport mode × distance × weight

120

GLEC Framework: emission factor per mode (darat 0.062, laut 0.015, udara 0.602 kgCO2/ton-km)

121

Carbon Report: total CO2, rata-rata per shipment, breakdown per mode transport

122

Gunakan data carbon untuk sustainability reporting ke stakeholder

📌

Fase 18: Customer Portal — Self Service

9 langkah

9 langkah
123

Customer login di https://cargox.id/portal/login

124

Portal Dashboard: lihat total shipments, active, invoices, loyalty points

125

My Shipments: list semua pengiriman + tracking detail

126

Booking: buat shipment baru dari portal — auto-kalkulasi tarif

127

My Invoices: lihat & download PDF invoice

128

Upload bukti bayar — langsung terverifikasi admin

129

Loyalty: cek poin, tier, progress ke tier berikutnya

130

My Claims: submit klaim, upload foto, lihat status investigasi

131

Tracking Public: https://cargox.id/tracking — cek status tanpa login

📌

Fase 19: Pelaporan & Analisis

7 langkah

7 langkah
132

Menu Reports → Sales: laporan pengiriman — filter tanggal, status, transport mode

133

Chart interaktif (Chart.js): shipments per hari, revenue trend

134

Summary cards: total shipments, revenue, avg weight, on-time rate

135

Menu Reports → Finance: laporan keuangan — revenue, expense, profit margin

136

AR/AP aging, expense by category, tax summary

137

Menu Reports → Operational: OTD rate, avg transit time, top routes, utilization

138

Semua laporan bisa export PDF (DomPDF) & Excel

📌

Fase 20: System & Maintenance

6 langkah

6 langkah
139

Menu Users: kelola user admin — tambah, edit, activate/deactivate

140

Menu Settings: update konfigurasi sistem kapan saja

141

Menu Audit Logs: lihat semua aktivitas — siapa, apa, kapan, IP address

142

Menu Notifications: lihat history notifikasi terkirim (email/WA/SMS)

143

Scheduler commands (cron): escalate overdue, kirim notifikasi, reminder H-1, backup DB

144

Backup database otomatis setiap hari, retain 7 file terakhir

Total 144 Langkah — 20 Fase

Dari setup awal sampai laporan keuangan, semua alur bisnis pengiriman kargo tercakup.

Fitur Lengkap

Seluruh modul utama aplikasi CargoX — dari dashboard monitoring sampai laporan keuangan.

Dashboard & Monitoring
admin/dashboard-overview
Dashboard Overview

Dashboard Overview

Pantau seluruh operasional kargo dari satu layar. Grafik pengiriman, revenue harian, shipment pending, dan metrik kunci lainnya tersaji real-time untuk pengambilan keputusan cepat.

  • Statistik pengiriman harian, mingguan, bulanan
  • Grafik revenue & profit margin
  • Status shipment real-time (pending, in transit, delivered)
  • Widget per-role: Owner, Manager, Finance, Operations
  • Ringkasan COD settlement & outstanding invoices
  • Quick actions untuk shipment baru & tracking
Master Data
admin/manajemen-data-master
Manajemen Data Master

Manajemen Data Master

Kelola seluruh data referensi pengiriman kargo — customer, forwarding agent, kendaraan, rute, gudang, port, service type, cargo type, dan packaging type. Semua terintegrasi untuk efisiensi input shipment.

  • Customer dengan histori pengiriman & kredit limit
  • Forwarding agent mitra dengan komisi & AR/AP tracking
  • Vehicle management: truk, kapal, pesawat beserta kapasitas
  • Route management antar port dengan estimasi transit time
  • Service type: reguler, express, same day, next day
  • Cargo type: general, dangerous goods, perishable, fragile
Shipment Management
admin/pembuatan-shipment-cepat
Pembuatan Shipment Cepat

Pembuatan Shipment Cepat

Buat pengiriman baru dalam hitungan menit. Input shipper/consignee, pilih rute & service, tambahkan item kargo, dan generate dokumen secara otomatis. Dukungan multi-leg shipment untuk rute kompleks.

  • Form booking shipment dengan autocomplete customer
  • Multi-leg shipment: darat → laut → darat
  • Input item per shipment: berat, dimensi, koli, deskripsi
  • Auto-generate AWB / tracking number unik
  • Konsolidasi shipment untuk efisiensi muatan
  • Upload dokumen pendukung: packing list, invoice, sertifikat
Tracking & Visibility
admin/real-time-tracking
Real-time Tracking

Real-time Tracking

Customer dan admin bisa melacak posisi shipment secara real-time. Setiap milestone dicatat: pickup, transit, customs, arrival, delivery. Notifikasi otomatis via email/SMS/WhatsApp di setiap perubahan status.

  • Tracking dengan AWB/tracking number di portal public
  • Milestone tracking: booked → picked up → in transit → arrived → delivered
  • GPS integration untuk tracking real-time kendaraan
  • Proof of delivery (POD): foto + tanda tangan digital
  • Auto-notification ke customer di setiap milestone
  • History tracking lengkap dengan timestamp
Rates & Quotation
admin/rate-cards-quotation
Rate Cards & Quotation

Rate Cards & Quotation

Kelola tarif pengiriman dengan rate cards fleksibel per rute, service type, dan cargo type. Generate quotation profesional untuk customer korporat, lengkap dengan breakdown biaya dan masa berlaku.

  • Rate card per rute + service type + cargo type
  • Kalkulator ongkir untuk customer di website
  • Surcharge management: fuel, peak season, handling
  • Quotation generator dengan template profesional
  • Multi-currency support: IDR, USD, SGD
  • Bandingkan rate antar agent untuk cost optimization
Finance
admin/invoice-pembayaran
Invoice & Pembayaran

Invoice & Pembayaran

Generate invoice otomatis dari shipment yang sudah confirmed. Kelola pembayaran, COD settlement, dan expenses operasional. Dashboard AR/AP aging untuk monitoring piutang dan hutang supplier.

  • Auto-generate invoice dari shipment confirmed
  • Download PDF invoice dengan kop surat perusahaan
  • Multi-payment method: cash, transfer, COD
  • COD settlement tracking ke forwarding agent
  • Pencatatan expenses operasional per shipment
  • AR/AP aging report 30/60/90+ hari
Operations
admin/pickup-delivery
Pickup & Delivery

Pickup & Delivery

Assign pickup dan delivery ke driver dengan mobile-ready workflow. Driver menerima task di HP, update status, dan upload POD langsung dari lapangan. Semua terintegrasi dengan tracking sistem.

  • Pickup assignment ke driver dengan notifikasi
  • Delivery assignment dengan route optimization
  • Driver mobile app: terima task, update status, upload POD
  • Tanda tangan digital consignee sebagai bukti terima
  • Warehouse inventory: barang masuk/keluar gudang
  • Cross-docking management untuk hub logistik
Reports
admin/laporan-analisis
Laporan & Analisis

Laporan & Analisis

Laporan komprehensif untuk pengambilan keputusan strategis. Dari revenue per rute, margin per shipment, sampai OTD (on-time delivery) rate. Semua bisa di-export ke Excel & PDF.

  • Laporan pengiriman: summary per periode & per rute
  • Laporan keuangan: revenue, COGS, profit margin
  • Laporan operasional: OTD rate, transit time analysis
  • Chart interaktif dengan filter tanggal & grup by
  • Export ke Excel (CSV/XLSX) & PDF
  • Dashboard widget polling real-time (30 detik)

Siap Mulai dengan CargoX?

Login ke panel admin, ikuti tutorial di atas, dan kelola bisnis pengiriman kargo Anda dari booking sampai pelaporan keuangan.