SHIPMENT & CONSOL

TRAINING & IMPLEMENTATION

DOCUMENTATION

Shipment & Consol

MODIFICATIONS
Modified
Issue Date Modified by Observations
section
0.1 03/10/2020 V Cavallaro Document creation

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Shipment & Consol

SHIPMENT & CONSOL

A. Shipment & Consol (Presentation) ...................................................................................................................... 4
B. Creation of a new shipment from scratch ........................................................................................................... 5
1. Shipment Sea Freight Export............................................................................................................................ 6
- Basic Registration ......................................................................................................................................... 7
- Packing ....................................................................................................................................................... 10
- DG Substance (Hazardous)......................................................................................................................... 11
2. Shipment Import ............................................................................................................................................ 13
- Create a Shipment from scratch ................................................................................................................ 13
- Retrieve an export Shipment created by another country / Agent in Cargowise: .................................... 13
C. Create a Shipment from a Spot Quote/Quick Booking ...................................................................................... 14
D. The Consol .......................................................................................................................................................... 15
- Details Tab.................................................................................................................................................. 16
- Containers tab ............................................................................................................................................ 17
- Reefer ......................................................................................................................................................... 18
- OOG (Out of Gauge) ................................................................................................................................... 18
- Allocation of Goods (Cargo) in the Containers .......................................................................................... 18
- Split ............................................................................................................................................................ 20
E. APPENDIX: .......................................................................................................................................................... 23

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 The goal of this training module is to present and explain the functionality of the operating system
CargoWise One

SHIPMENT & CONSOL

During this training plan, a selection of functionality available in the system will be shown. Those
functions will cover the mains needs of users to manage their files.

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 A. Shipment & Consol (Presentation)

SHIPMENT & CONSOL

Shipment, Consol (Consolidation) and booking are the main modules of Customer Service. They are used
to manage files of Freight Forwarders.

See below a non-exhaustive list of possible domains:

 Export  Air
 Import  Sea
 Cross Trade  Inland
 Domestic  Mix

Additional Services:
 Container (FCL)  Customs
 Bulk  Pickup and Delivery transport
 LCL  Warehouse

Shipment and Consol modules can be created separately and then attached together or can be jointly
created. These two modules will have two separate functions:

- Shipments help manage customer relationships, the main functions are:

 Creation of a record for the care of the customer cargo.
 Creation, management and printing of House Bill of Lading (HBL).
 Management of Accrual/Cost and WIP/Revenue & Invoicing
 Creation of relevant transport documentation (Booking Conf., Notice of Arrival, Cartage Advice…)

- Consols help manage supplier relationships, the main functions are:

 Creation of a booking request to the shipping company (via INTTRA)
 Containers management
 Management of transport costs
 Shipping Instructions request (via INTTRA)

It’s possible to link Shipments and Consols in different ways:

 In the case of a transport of container for only one client, one Shipment will be link to one Consol.
 In the case of consolidation, several shipments will be link to one Consol (per example several customer load
cargo in one Container)
 In the case of a multi transport, one shipment is link to several Consol (per example the routing is divided in
two parts with two different carrier)

We usually start with the relationship with a customer, so we will start with the creation of a shipment.

Process can also start by a one off quotation and a booking, explained in other HTG.

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 B. Creation of a new shipment from scratch

SHIPMENT & CONSOL

Path: Operations/Forwarding/Shipment.

To create a new shipment, click on .

See below screen shot of shipment at creation stage:

Shipment is composed of several Tab. All will not be used, this depends of the complexity of the file. At the
creation of a new Shipment, it’s opens on the first Tab [Basic Registration]. This tab is also basically divided
in three parts. On the left side, this is the transport type [Mode] thus the different contributor in the
Shipment:

 Consignor (or Shipper) – Sender of the cargo

 Consignee – receiver of the cargo
 Local Client – Principal, invoiced by default

Details of the shipment are in the middle of the screen [Details]. Configuration of this part may change
according to the kind of Shipment (Export/Import/Domestic/Cross Trade).

On the right, you will find the different job linked and the Consol.

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Note: Cargowise will calculate automatically whether the job has to be consider as Import / Export / Domestic
or Cross Trade

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 If Origin is in the same country than the branch, and the destination is abroad, then it will be an export
 If Origin is abroad and Destination is in the same country as the branch, then it’s an Imp
 If Origin and Destination are both in the same country as the branch, then it’s a Domestic.
 If Origin and Destination are both abroad, then it’s a Cross Trade

1. Shipment Sea Freight Export

Once user select , the screen is empty. In the following chapter user will find all the mandatory data.
These mandatory fields may changes depending on the SOP.

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 - Basic Registration

SHIPMENT & CONSOL

 Transport Mode : for a SEA Freight use [SEA]
 Container: In case of SEA freight, by default information will be
FCL, but user has the possibility to select LCL, BLK, BRK or BCN
 Type : Several type of shipment are possible. STD is set by default.

Information to be filled on the left side of the screen for a

complete file

 Consignor / Shipper
The Consignor or Consignee codes can be entered directly if you
know the Organization code (in our example: CYAHINKGL). It is
also possible to create a new Organization by using the F3
shortcut. The Consignor organization can also be searched by
clicking on .

You can also fill directly Consignor or Consignee information by

clicking on . This will not create a new
Organization. But it also allows to not register a client, so it will
not possible later to search this Consignor. In addition, to create a
Consignor with “Override” function, it must be different from the
Local Client.

 Consignee
The Consignee codes can be entered directly if you know the
Organization code (in our example: ALEMEDBCN). It is also
possible to create a new Organization by using the F3 shortcut.
The Consignee Organization can also be searched by clicking on
.

You can also use function « Override », explain above for Consignor.

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In the central section of the screen:

 House Bill: The number is automatically

SHIPMENT & CONSOL

generated when Shipment is saved (on Export
side)
 Domestic: Automatically ticked when
Shipment is domestic (Origin & Destination in
your home country)
 Origin: by default, the UNLOCCO from the
Consignor. This is the Origin pick-up of the
Cargo, not the Port of Loading.
 Destination: By default, the UNLOCCO
from the Consignee. This is the final
Destination of the Cargo, not the Discharge
Port.
 ETD: Estimated Time of Departure. It can
be different of POL Departure Date.
 ETA: Estimated Time of Arrival. It can be
different of POD Arrival Date.
 Weight: Total weight of the Cargo. Do not
enter the weight in this field and refer to the
Packing section later in this document.
 Vol: Total volume of the Cargo. To be filled
in Can be used to enter the Packing tab (see
section ‘Packing later in this document)
 Chargeable: Link between weight and
Volume, automatically calculated by the
system with information filled in the Packing
Tab.

 Packs: Total number of package in the

cargo (to be filled in the Packing tab.
 Inner: Total number of inner package (Click on ‘Package Detail’ to see detailed information)
 Goods Value: Total value of the cargo
 Insurance value: Total value to be insured
 Description: Can be used to enter a short description of the cargo. Click on to enter a more
detailed description.
 Marks and number. Reference of the shipment (internal / customer…)
 INCO Terms: Select the Incoterm of the Shipment. In this case, it will defined the Incoterm between
the client and us, and not the Incoterm of the Master Bill of Lading.
 Issue date : Date of BL creation

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  Add. Terms: Additional INCOTERM (for example: place of payment indicated, payment place,
responsabilities…).

SHIPMENT & CONSOL

 HBL Dlv Mode : Mode of delivery (CY to CY, CFS to CFS…)
 On Board : Status of cargo (shipped / Clean, Receive for shipment…)
 Spot Rate : Agreed rate sell for International Freight between the Freight Forwarder and the
Customer, to register WIPS for the revenue
 Service Level : Service Level of the Shipment : Standard, Door To Door, Direct…)
 Entry Detail: To Define the Customs Declaration type of the Shipment. Find below value proposed by
Cargowise :
Free text field can be used to enter Customs Declaration Document.
 Issue Date : To indicate the creation date of Document created above
 Expiry Date: For the document indicated above, you can also enter an Expiry Date
 Release type : What type of release is requested for this shipment (Original at destination…)
 Charges Apply: To indicate if charge need to be applied on Bill of Lading or on-Air Way Bill.
 Screening : Compliance : Does the cargo is cleared or not.
 Phase: Not used.
 Ctrl Agent : Must be entered as CEVA (created station)

In the right section of the screen :

 Consolidation details: System will display

consolidation detail here. User can also use the New /
Edit button to work on consol directly from here.
 Job Management Links :
To enter the reference from the customer (several
references possible, separated by a space or a comma)

It is possible to attach « Orders » or « Warehouse

Orders » in the section available under the field ‘Order
Refs’. (This chapter is not handled in this guide).

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 - Packing

SHIPMENT & CONSOL

When necessary information is filled in tab ‘Basic Registration’ (considered as the summary of the Shipment),
you can enter detailed information about the Cargo.

Nota : We are not following the tab ordering of the Shipment, but the functional and operational process in
the Shipment. We will see later in this document the tabs ‘Additional Detail’, ‘Routing’ and ‘Related
Shipment’.

In the ‘Packing’ section, we will enter information about the cargo, without considering the transport mode
(ULD or LCL).

We can enter information in the third chart of the screen:

In this section, we can enter detailed information about the Cargo.

Each line of the grid will match with a Cargo type. For each line, detailed information will be available below.

In the below example, we have only one line of Cargo:

 12 Bags, with a weight of 20000 Kilos

The information can be entered in the line directly or using the right part of the screen for more detail.

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 SHIPMENT & CONSOL
There is more detailed information in the below section of the screen. For example, if the cargo is
HAZARDOUS, we will enter DG Substance this below section.

- DG Substance (Hazardous)
To enter the DG Substance reference, click on the search button …
(or enter directly the number of UN classification).

In the search screen, you will be able to search with following criteria:

Once your DG Substance found and selected, enter the DG Contact.

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As shown above Basic Registration and Packing must be filled in for the shipment creation. To sum up,
please see below what information has been entered:

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In the Basic Registration

 Transport Mode
 Consignor (or Shipper)
 Consignee
 Local Client (deciding party or invoiced organization by default)
 Origin (if different of the UNLOCO of the Consignor)
 Destination (if different of the UNLOCO of the Consignee)
 Cargo description (global description of the Shipment)
 INCOTERM
 Customer references

In the Packing

 Number of Packs
 Packing type (carton, pallet…)
 Weight
 Volume
 Detailed Cargo description
 DG Substance if any

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 2. Shipment Sea Import

SHIPMENT & CONSOL

- Create a Shipment from scratch

To create an Import Shipment, process will be the same as for Export Shipment. User will enter information
in section mentioned in previous page of this guide, and the system will recognize automatically the Import
Shipment.

- Retrieve an export Shipment created by another country / Agent in Cargowise:

If the Shipment has already been created on the Export agent in Cargowise (), Import team will not have to
create again this Shipment.

Import agent will search Export Shipment number in dedicated screen, and will only need to open this
Shipment to review information (Cargo detail, release type…), and do his Billing if necessary.

Shipment search screen is available from Operation > Forwarding > Shipments

Then, enter Shipment information in the search screen and launch the search by clicking on ‘Find’.

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 C. Create a Shipment from a Spot Quote/Quick Booking

SHIPMENT & CONSOL

Creation of a Shipment from a one off quote, indicates that job has been started by commercial team in
charge of Quotations. Once the One off Quote is validated, the Sales Representative should communicate
the One off quote number to the Customer Service team to convert to booking with quote and then convert
to shipment.

To do this, go on: Manage > Tariffs and Rate > One Off Quotes.

In search filters, select “Quote#” and select filter type “Contains”. Then, select all of only one part of your
Quote number and click on ‘Find’ to display the result. Select the requested job to open it.

To convert your one off quote into a Booking then a shipment, click on menu Action, then Convert to booking
with quote

Once your Booking created you can saved it. Then just add any additional information and once done click
again on Action  Convert to shipment.

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 D. The Consol

SHIPMENT & CONSOL

To create a Shipment export for Sea Freight, it is mandatory to create and associate a Consol because all
information linked to Cargo, Voyage and Carrier information will be entered on Consol level.

The Consol is linked to the Shipment, so we will create the Consol from the Shipment.

In the Shipment, click on the second tab [Additional Detail]. In section ‘Consolidations Details’, click on [New].

The Consol screen will open, and you will have to complete information related to the main Carrier and
transport.

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 - Details Tab

SHIPMENT & CONSOL

 Type: select the job type (AGT, DIRECT, CO LOAD….)
 Flight (will see later how to use the Online Flight Schedule to auto populate the flight number and
other flight information)
 1st load (if different of Origin filled in the Shipment)
 Last Discharge (if different of Destination filled in the Shipment)

Nota : Origin and Destination of the Shipment relate to the Origin of the Cargo and final place of Delivery of
the Cargo by the forwarder. The Load and Discharge ports relate the POL/POD for the Carrier. This is usually
the Sea Port for Seafreight and the Airport for Airfreight.

 ETD (Estimated time of Departure) – mandatory for export (used also for Webtracker)
 ETA (Estimated time of Arrival) – mandatory for import (used also for Webtracker)
 ATD (Actual time of Departure) – requested for export (used also for Webtracker)
 ATA (Actual time of Arrival) – requested for import (used also for Webtracker)
 Carrier
 Creditor

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 - Containers tab (for FCL)

SHIPMENT & CONSOL

The Container tab allow to enter information related to container for the transport. At the beginning,
container numbers are not know so you will only fill container type and quantity. Each line is equal to a
container or a container type:

 Container Number : to be entered only when container number is known and container count =“1”
 Count : Number of container with the same type. If a container number is entered, count value will
be mandatorily equal to “1”.
 Seal Number : Same, when the Seal Number is indicated only when container count is equal to “1”.
By using function “ Customize Columns”, it will be possible to enter a second Seal Number (See
Module 1 for function “Customize Columns”)
 Mode : ULD
 Cont. Type : Container Type to be selected in the list available in Cargowise
 Delivery mode : this is the Delivery Mode from the Freight Forwarder (sea Freight only).
o CY/CY : Delivery Mode as Merchant Haulage. The Freight Forwarder will not handle pre-
carriage and post-carriage
o CFS/CFS : Delivery Mode as a Carrier Haulage. The Freight Forwarder will manage pre-carriage
and post-carriage

It is possible to mix Delivery Mode by using codes CY/CFS & CFS/CY.

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  Gross weight: Automatically filled (container tare and declared weight of the Cargo in this container).

SHIPMENT & CONSOL

As in the Packing Tab of the Shipment, you can enter complementary information in the lower section of the
screen.

This is in this section that you will enter information related to the reefer transport and OOG (Out of Gauge
/ Overtaking for Sea Freight).

- Reefer
In this subtab, you can enter information about Controlled Temperature.

There is consistency check on container type, this function can only be used when Container type is “Reefer”.

- OOG (Out of Gauge)

In this second subtab, you can enter information about the total dimensions of your cargo.

In the column ‘Actual’, enter the measures. System will calculate the Out of Gauge function of the Container
Type.

When information is filled, you can save and close your Consol. System will bring back to the shipment screen
with the consol attached

- Allocation of Goods (Cargo) in the Containers

When you will have only one pack and one container, the system will associate by default the Cargo to the
entered container.

For example below: one container in one Consol :

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 SHIPMENT & CONSOL
And one Packing Line (shipment):

The container is automatically associated to the Cargo

Same behavior if you have several goods and one container (several packing lines available):

When there are 2 containers and one Cargo line, the system can’t allocate the Cargo on the 2 containers.
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You should first allocate your Cargo in as many batches as there was container.

SHIPMENT & CONSOL

In case you have multiple batches of goods and several containers, you can allocate the goods in the
containers (by putting one or more lots per container).

- Split
When you have several containers on a line, it is possible to make an automatic allocation of goods and
create as many container line as necessary. For this you use the split function available in the Container
screen Consol.

Example:

In the Consol, you manage for example a line with container count of 5*20GP

In the Shipment, you have one Cargo line with 12 Bags (example).

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If you want to create as many lines as Container count in your Consol, in the Container tab, select your line
with a container count of 5 and right-click. Then, Select ‘Split’ in the list.

SHIPMENT & CONSOL

Click on Yes when the following message is displayed.

In the Consol, the 5 containers will be allocated on 5 lines.

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In the Shipment, the goods will be allocated also in 5 lines, divided by the container count.

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 E. APPENDIX:

SHIPMENT & CONSOL

As a reminder, I would like to remind you about the Wise learning website where you can find the training material
(videos, workbooks and How to Guide, FAQs, and so on).

I would also advise that this website should always be your first resource for finding information.

I’m sure you will find here some very useful material for you own usage but also to help end users in your area.

Click on Help from the Jump menu as below, then select. System will directly the e-learning Web Page on which you
will find a lot of video, FAK, HTG and other tips on every module / sub module.

Once connected, you can either click on below icon (CargoWise One WiseLearning) or directly enter some key word
in the search field and click on “search”.

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 SHIPMENT & CONSOL
Navigation tips:
 Use the left-hand menu for a Learning module, then choose a Level - Go Live (new users), Advanced, or
Expert user
 Use the Search function within a Learning module, or use Search Wise Learning above to search in all
 Use Filter by Location above the menu if you want to find generic and country-specific materials.

Another way to connect to Wise Learning website

Please find hereunder credentials to connect to the eLearning web portal.

Go to following URL: http://myaccount.cargowise.com/Home/MyAccountLogin.aspx

- End of document -

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