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 | 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.
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
Buka https://cargox.id/admin — login dengan admin@cargox.id / password
Menu Settings: atur threshold approval (Rp 50jt), denda keterlambatan (0.5%/hari), branding perusahaan
Menu Branches: tambah cabang (HQ Jakarta, Cabang Surabaya, Cabang Makassar)
Menu Currencies: pastikan IDR sebagai default, tambah USD jika perlu
Menu Currency Rates: input exchange rate harian untuk multi-currency
Menu Payment Methods: setup Cash, Transfer Bank, COD, Kredit 30 Hari, Virtual Account
Menu Users: tambah user dengan role: Owner, Manager, Finance, Operations, Driver
Fase 2: Master Data — Pelanggan & Mitra
4 langkah
Menu Customers: input data pelanggan (PT Elektronik Nusantara, CV Pangan Segar, dll)
Isi lengkap: tipe (personal/business), NPWP, KTP, alamat, credit limit, credit days
Menu Forwarding Agents: tambah agen forwarding mitra — nama, kontak, komisi (%)
Set performance rating untuk setiap agent (1-5)
Fase 3: Master Data — Armada & Infrastruktur
8 langkah
Menu Vehicles: input kendaraan (Hino Dutro, Mitsubishi Fuso, Suzuki Carry)
Isi: tipe (truk kecil/sedang/besar/pickup/container/kapal/pesawat), plat, kapasitas (kg & m³)
Menu Drivers: input data driver — nama, telepon, SIM, assign ke kendaraan
Menu Warehouses: daftarkan gudang (kantor pusat, gudang transit) — tipe dry/cold/hazmat
Menu Warehouse Racks: setup rak di setiap gudang (zone, row, level)
Menu Warehouse Bins: setup bin di setiap rak (pick, storage, overflow)
Menu Ports: input 13+ pelabuhan/bandara Indonesia (Jakarta, Surabaya, Makassar, dll)
Menu Routes: buat rute antar port — Jakarta→Surabaya (darat 800km), Jakarta→Makassar (laut)
Fase 4: Master Data — Layanan & Kargo
5 langkah
Menu Service Types: setup Reguler, Express, Same Day, Ekonomi, Carter
Menu Cargo Types: General Cargo, Dangerous Goods (Class 1-9), Perishable, Reefer, Oversize
Menu Packaging Types: Box, Pallet, Container 20ft/40ft, Drum, Sack, LCL, FCL
Menu UOMs: Kilogram, Ton, Meter Kubik, Centimeter, Pieces, Liter
Menu Insurance Providers: daftarkan provider asuransi + coverage rate
Fase 5: Tarif & Rate Management
6 langkah
Menu Rate Cards: buat tarif per rute + service type + cargo type
Contoh: Jakarta→Surabaya, Reguler, General Cargo — Rp 8,000/kg (min charge Rp 50,000)
Set breakpoints: 0-50kg, 51-100kg, 101-500kg, 501-5000kg
Menu Rate Surcharges: tambah Fuel Surcharge 5%, Peak Season 10%
Menu Quotations: generate quotation untuk customer — kirim PDF via email
Quotation yang di-accept bisa langsung convert ke shipment
Fase 6: Contract & Loyalty Setup
6 langkah
Menu Contracts: buat kontrak volume dengan customer korporat
Isi: start date, end date, fixed rate per kg/m³, volume commitment (kg/bulan), penalty
Kontrak aktif akan auto-apply rate-nya saat customer booking
Menu Loyalty (Admin): atur tier — Silver (0-1000pts), Gold (1001-5000), Platinum (5001-10000), Diamond (10001+)
Set benefit per tier: diskon 1-10%, free pickup, priority support
Customer otomatis dapat poin dari setiap pengiriman (1 poin per Rp 10,000)
Fase 7: Shipment — Booking & Pembuatan
8 langkah
Menu Shipments → Create: isi form booking pengiriman
Pilih shipper & consignee (customer), origin port, destination port
Pilih service type (reguler/express), cargo type, transport mode (darat/laut/udara)
Tambah items: deskripsi barang, quantity, weight (kg), dimensi, nilai barang
Opsional: tambah asuransi, COD, pilih payment method
AWB number auto-generate (format: AWB-YYYYMMDD-XXXXX)
Shipment tersimpan dengan status: draft → bisa di-booked
Menu Bulk Operations: update status massal atau generate invoice massal
Fase 8: Shipment — Multi-leg & Consolidation
9 langkah
Untuk rute kompleks: tambah Shipment Legs (multi-leg)
Contoh: Jakarta→Surabaya (darat) → Surabaya→Makassar (laut)
Setiap leg: origin port, destination port, transport mode, vehicle, ETD/ETA
Menu Consolidation: gabung beberapa shipment kecil ke 1 container/truck
Parent shipment = container, child shipments = muatan di dalamnya
Menu Manifests: generate manifest dokumen per kendaraan sebelum keberangkatan
Manifest berisi: daftar shipment, total weight, total volume, driver, vehicle
Menu Recurring Shipments: buat template pengiriman rutin (mingguan/bulanan)
Scheduler auto-generate shipment dari template aktif setiap periode
Fase 9: Tracking & Monitoring Real-time
8 langkah
Setiap status change shipment auto-create tracking record
Status flow: draft → booked → picked_up → in_transit → customs_hold → arrived → out_for_delivery → delivered → completed
Tracking public: https://cargox.id/tracking — input AWB, lihat status
Menu GPS Live Map: lihat posisi real-time semua kendaraan di peta (Leaflet.js)
Marker warna: hijau (on time), kuning (delay), merah (kritis)
Menu Fleet Telematics: daftarkan perangkat GPS (Teltonika/Concox)
API endpoint untuk ingest data GPS dari perangkat hardware
Menu Temperature Monitoring: pantau suhu cold chain — alert jika di luar range
Fase 10: Operasional — Pickup & Delivery
8 langkah
Menu Pickups: assign pickup ke driver — alamat, tanggal, time slot
Driver dapat notifikasi tugas pickup
Menu Driver Checklist: form inspeksi kendaraan sebelum berangkat
Checklist: ban, rem, lampu, muatan, dokumen — semua item checked
Driver update status pickup: pending → en_route → picked_up
Menu Deliveries: assign delivery ke driver setelah shipment tiba
Menu POD (Proof of Delivery): driver upload foto barang + tanda tangan + GPS
POD langsung tercatat dan shipment status auto-update ke delivered
Fase 11: Warehouse Management
8 langkah
Menu Warehouse Inventory: catat barang masuk gudang (inbound)
Assign ke bin location spesifik (dari WMS rack/bin setup)
Status inventory: in_stock, reserved, damaged, outbound, returned
Menu Cross Docking: barang masuk → sortir → langsung keluar (tanpa storage)
Tracking: inbound shipment → warehouse → outbound shipment
Menu Asset Tracking: daftarkan aset reusable (pallet, container, box)
Catat pergerakan aset: check-out (dikirim), check-in (kembali), lost, found
Pantau status aset: available, in_use, damaged, lost
Fase 12: Finance — Invoice & Pembayaran
10 langkah
Menu Invoices: auto-generate invoice dari shipment yang confirmed
Invoice otomatis hitung: freight charge + surcharge + insurance + handling + PPN 11%
Status invoice: draft → sent → partial_paid → paid → overdue
Download PDF invoice dengan kop surat perusahaan
Menu e-Faktur Pajak: generate faktur pajak (PPN 11%) format DJP
Customer upload bukti bayar via portal → admin konfirmasi
Menu Payments: lihat semua pembayaran, konfirmasi/reject dengan catatan
Menu COD Settlements: kelola cash-on-delivery — collect dari consignee → settle ke shipper
Menu Expenses: catat biaya operasional (BBM, toll, parkir, maintenance, gaji)
Menu Agent AR/AP: ledger keuangan per forwarding agent (debit/kredit)
Fase 13: Load Board Marketplace
7 langkah
Menu Load Board → Load Postings: shipper posting kebutuhan cargo
Isi: origin, destination, weight, volume, budget, deadline
Menu Load Board → Capacity Postings: carrier posting kapasitas kosong
Isi: vehicle, rute, kapasitas (kg/m³), available date, asking price
Auto-match engine: load ↔ capacity berdasarkan rute + kapasitas + tanggal
Menu Load Board → Bids: carrier bid di load posting — shipper pilih terbaik
Assign match → auto-buat shipment baru dari load posting
Fase 14: Klaim & Customer Service
8 langkah
Customer submit klaim via portal: pilih shipment, isi deskripsi kerusakan, upload foto
Menu Claims (Admin): review klaim masuk — status: submitted → reviewed → investigation
Upload foto investigasi, catatan, rekomendasi nilai ganti rugi
Approve/reject klaim → settlement: generate settlement letter PDF
Menu Chatbot (Admin): lihat log percakapan chatbot CS
API chatbot endpoint — bisa integrasi LLM (OpenAI/DeepSeek compatible)
Menu WhatsApp Templates: kelola template notifikasi WA
NotificationService: kirim WA/Email otomatis di setiap milestone shipment
Fase 15: Vendor & Subcontractor
7 langkah
Menu Vendors: daftarkan vendor/subcontractor — nama, kontak, service types
Vendor bisa login di https://cargox.id/vendor/login
Menu Vendor Assignments: assign vendor ke shipment (pickup/delivery/warehouse/customs)
Vendor lihat assignments di portal → accept/reject/complete
Vendor update status assignment dari portal mereka sendiri
Menu Customer Ratings: customer beri rating 1-5 setelah delivery selesai
Rating membantu evaluasi performa vendor & agent
Fase 16: Integrasi & Webhook
8 langkah
Menu Webhooks: setup webhook URL untuk kirim event ke sistem eksternal
Pilih events: shipment.created, shipment.status_changed, invoice.paid, dll
Set secret key untuk verifikasi signature
Menu Webhook Logs: monitor semua webhook — success/failed, response code, retry
Menu Dispatch Rules: atur prioritas auto-assign driver/vehicle
Rules: nearest_driver, least_loaded, rotation, priority_tier
Menu AI Rate Prediction: input rute + service + weight → dapat prediksi tarif optimal
AI engine: analisis data historis + seasonal factor + confidence score
Fase 17: Sustainability & Carbon
5 langkah
Menu Carbon Emissions: lihat log kalkulasi CO2 per shipment
Kalkulasi otomatis berdasarkan: transport mode × distance × weight
GLEC Framework: emission factor per mode (darat 0.062, laut 0.015, udara 0.602 kgCO2/ton-km)
Carbon Report: total CO2, rata-rata per shipment, breakdown per mode transport
Gunakan data carbon untuk sustainability reporting ke stakeholder
Fase 18: Customer Portal — Self Service
9 langkah
Customer login di https://cargox.id/portal/login
Portal Dashboard: lihat total shipments, active, invoices, loyalty points
My Shipments: list semua pengiriman + tracking detail
Booking: buat shipment baru dari portal — auto-kalkulasi tarif
My Invoices: lihat & download PDF invoice
Upload bukti bayar — langsung terverifikasi admin
Loyalty: cek poin, tier, progress ke tier berikutnya
My Claims: submit klaim, upload foto, lihat status investigasi
Tracking Public: https://cargox.id/tracking — cek status tanpa login
Fase 19: Pelaporan & Analisis
7 langkah
Menu Reports → Sales: laporan pengiriman — filter tanggal, status, transport mode
Chart interaktif (Chart.js): shipments per hari, revenue trend
Summary cards: total shipments, revenue, avg weight, on-time rate
Menu Reports → Finance: laporan keuangan — revenue, expense, profit margin
AR/AP aging, expense by category, tax summary
Menu Reports → Operational: OTD rate, avg transit time, top routes, utilization
Semua laporan bisa export PDF (DomPDF) & Excel
Fase 20: System & Maintenance
6 langkah
Menu Users: kelola user admin — tambah, edit, activate/deactivate
Menu Settings: update konfigurasi sistem kapan saja
Menu Audit Logs: lihat semua aktivitas — siapa, apa, kapan, IP address
Menu Notifications: lihat history notifikasi terkirim (email/WA/SMS)
Scheduler commands (cron): escalate overdue, kirim notifikasi, reminder H-1, backup DB
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 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
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
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
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
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
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
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
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.