Cargowise Documentation Link

Many forwarders mistakenly view documentation as an administrative burden. In reality, within the Cargowise ecosystem, documentation is the engine of the Forwarding, Customs, and Accounting modules.

While often provided by the shipper via EDI, Cargowise can generate these if you are acting as a NVOCC consolidator. cargowise documentation

Documentation is tied to events. When a user completes the "Create Master Bill" task in the workflow, Cargowise automatically locks the data, generates the document number, and makes the draft available for printing or EDI transmission. Getting started

Cargowise 2023+ (and the upcoming CargoWise Next) introduces low-code automation. For documentation, this is revolutionary. User guides (by role/module)

Even experienced users fall into traps. Here are the three most frequent errors in Cargowise documentation:

Most users overlook the Template Manager (under System Administration). This engine controls how every document looks. You can configure:

Do not save PDFs to your local hard drive. Use the built-in Document Repository.