Cargowise Documentation -

The most critical lesson for Cargowise documentation is: Stop re-typing.

In legacy systems, you type data into a form, then manually type the same data into a Word document. In CargoWise, the document is the data.

Rule of thumb: If you are using a PDF editor on a CargoWise-generated document, you are using the software incorrectly. cargowise documentation

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

Every shipment (Sea, Air, or Land) contains a Docs tab. This is the central repository. Here, users can: The most critical lesson for Cargowise documentation is:

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

| Document | Purpose | Typical Workflow Step | |----------|---------|----------------------| | Ocean Bill of Lading (B/L) | Contract of carriage; title of goods | Post-booking, pre-loading | | Air Waybill (AWB) | Air transport contract | Pre-export, before cargo handover | | House B/L / HAWB | Forwarder’s document to consignee | After carrier B/L received | | Commercial Invoice | Customs valuation & payment trigger | Sales order → Shipment | | Packing List | Verifies cargo contents & dimensions | Warehouse / stuffing | | Cargo Control Document (CCD) | Customs transit control (e.g., EU, Canada) | Cross-border movements | | Certificate of Origin | Tariff preference eligibility | Upon request / compliance | | Freight Invoice | Billing to customer (often auto-generated from cost/revenue) | Post-arrival or pre-alert | Rule of thumb: If you are using a

The Attachments sub-grid (found on the Docs tab) is your best friend. Never just "save to desktop." Always:

Stop re-keying data from customer emails.