​Training as a business differentiator

We believe that your staff should be a major differentiating factor between you and your competitors. We will provide them with the highest quality business focused training program to ensure they are among the most professional and competent in our industry and make sure both Superusers and Technical teams become self-sufficient.

We believe training should form a significant part of your both your CargoWise implementation plan and your ongoing operational development plans, both in time and investment.

We will help you tailor a training programme to suit your business needs.

Please find more about the default training matrix, and our capability for tailoring them for you below.


               How to book >>>

Building sustainable excellence

Facing today’s ever-evolving business environment, our training team’s goal is to bring operational excellence to your organization, leaving your staff with a strong understanding of how to get the best from your (new) systems and your organisation self-sufficient for the future.

We like to build a full in-house team and process for Go Live training, but also beyond this for “business as usual”, embedding ongoing training as element of your company culture.


Mission

Problems Solved aim to provide an engaging and relevant training program which will enable your staff to be the best.  We expect your staff to develop the knowledge and skills to achieve their professional goals, and improve the productivity, data quality and service delivery of your organization.

Create well-trained and motivated team members, laying the foundation for sustainable operational excellence.

Training Structure


Contents and layout


Our training matrix catalogs the full range of inbound logistics, warehousing, inventory management, and outbound logistics training modules available. These are organized by core knowledge areas to enable easy review and selection.


List of available training modules by category

The current categories cover:


Finance

Modules like General Ledger, Payables, Receivables etc.


Operations

Modules for Air Freight, Ocean Freight, Transport Bookings etc.


Sales

Modules on Quotes, Quotations, and Customer Management.


Generic

Cross-functional modules like Core Platform, E-Documents, Workflow.


To view the courses available click the department below and click the course you are interested in to see the lesson plan. 

Training Lesson: Core Functions

Trainer :

Eva Loreto Piernas

Topic:

Core Functions

Context

This is the Core Functions Lesson Part out of the Master Data and Reference files module in the Operator Training Program

Purpose of the Lesson

This Lesson aims to teach all users of CW1 within an organisation how to  navigate around CW1 and create Master Data.

Lesson Format

Online Training via Teams

Duration

3 hours

Summary of the Content

 

This lesson will Cover :

  • CW1 General functions
  • Menu Options
  • Create all kind of Organisations
  • Create Reference files and Locations

 

Preparation Required by attendees
  • Attend Lesson
  •  Familiarisation with CW1 navigation
  •  Familiarisation with  the Master Data module

The lesson includes a test:

·         No

Training material will be provided for students

·         Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  •  CW1 General Functions
  •  Enter Master Data

Training Lesson: E-Docs

Trainer :

Eva Loreto Piernas

Topic:

E-Docs

Context

This is the  E-Docs Lesson out of the Doc Manager Module in the Operator Training Program

Purpose of the Lesson

This Lesson aims to teach all users of CW1 within an organisation how to use the e-docs tab that stores documents allocated to a file ,including documents that may have been printed, emailed, or faxed directly from a job.

Lesson Format

Online Training via Teams

Duration

3 hours

Summary of the Content

 

This lesson will Cover :

  • Create a document type
  • Edocs tab
  • Include Edocs with documents
  • Split documents on the Edocs tab
  • Delete e-docs
  • How do I automatically email eDocs to a contact
  • Make eDocs specific to a Company, Branch, or Department
  • Add a document to Edocs via email
  • Create a Trigger Action to attach a document to the eDocs tab of a record
  • Store Organization documents, record their validity date, and receive notifications of their expiry dates
  • Set up a list of documents for Document Tracking using the Country record
  • ​Create a Document Pack using the Other Documents tab
  • Combining documents into single PDF for document delivery
  • Related eDocs
  • Send emails within records
  • Email template (Registry)

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Master Data module

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Automatically email eDocs to a contact
  • Store Organization documents
  • Create a Trigger Action to attach a document to the eDocs tab of a record



Training Lesson: One off Quotes and Quotations

Trainer :

Eva Loreto Piernas

Topic:

One off Quotes and Quotations

Context

This is the One off Quotes and Quotations Lesson out of the Tariffs and Rates module in the Sales Training Program

Purpose of the Lesson

This Lesson aims to teach forwarding operator role holders how to create Different One off Quotes and Quotations        

 

Online Training via Teams

Duration

4 hours ( 2 sessions of 2 Hrs)

Summary of the Content

 

This lesson will Cover :

  •  Create One off Quotes: FCL, LCL,LSE, Rail
  • Multi carrier Selection in One off Quotes
  • Convert One Off Quote to a Booking with Quote
  • Create, deliver, accept , cancel, copy Quotations
  • Follow up Quotations
  • Enter Charges Against Quotations and One Off Quotes
  • Add additional Documents to a Quotation
  • Edit quotations

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Tariffs and Rate  and Bookings module  

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Create Quotations and one Off Quotations
  • Follow up Quotations

Training Lesson: Charge Codes

Trainer :

Eva Loreto Piernas

Topic:

Charge Codes Lesson

Context

This is the  Charge Codes Lesson out of the Account module in the Accounting Training Program

Purpose of the Lesson

This Lesson aims to teach Account Assistants and Managers role holders about creation and management of Global and Local Charge Codes

Lesson Format

Online Training via Teams

Duration

3 hours

Summary of the Content

 

This lesson will Cover :

  • Create ,Deactivate, Delete and Consolidate Global and Local Charge Codes
  • Charge Types on Charge Codes
  • Set up a Charge Group on a Charge Code
  • Set a List of charge codes for billing
  • Charge Codes Override Tabs
  • Charge Code Profile Report

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Account Module
  • Familiarisation with the Registry

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson
  • Create ,Deactivate, Delete and Consolidate Global and Local Charge Codes
  • Charge Codes for Billing


Training Lesson: General Ledger

Trainer :

Eva Loreto Piernas

Topic:

General Ledger Lesson

Context

This is the General Ledger Lesson out of the General Ledger  module in the Accounting Training Program

Purpose of the Lesson

This Lesson aims to teach Account Assistants and Managers role holders How to manage the General Ledger module  and Financial reporting

Lesson Format

Online Training via Teams

Duration

2.5 hours

Summary of the Content

 

This lesson will Cover :

  • Account types on a GL Account
  • GL Account number format
  • Create a General Ledger Account Code on your Chart of Accounts and Sub Accounts
  • Set up and use the Cash flow Category on a GL account
  • How, And why do I define GL Report sections
  • Delete or deactivate a GL account or charge code
  • Edit a Charge Code or General Ledger Account with transactions already posted to it
  • General Ledger (GL) Journal Approval function
  • GL Control, Link and Framework Accounts

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the General Ledger and Account Module
  • Familiarisation with the Registry

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Create, Delete or Deactivate  GL accounts and features
  • GL  Account number format, Types, Report Sections
  • GL Approval Function

Training Lesson: Bank Reconciliation

Trainer :

Eva Loreto Piernas

Topic:

Bank Reconciliation

Context

This is the Bank Reconciliation Lesson out of the Cash Book, Payables and Receivables Module in the Accounting Training Program.

Purpose of the Lesson

This Lesson aims to teach Account Assistants and Managers role holders How to Reconcile Bank Accounts

Lesson Format

Online Training via Teams

Duration

2.5 hours

Summary of the Content

 
  • Enter an Opening Bank Balance
  • Cash Book Transaction Screen
  • Create a Direct Payment
  • Create a Payables Receipt
  • Create a Direct Debit Batch
  • Create a Direct Receipt
  • Create a Deposit Batch

·         Manage and Process Payables Payment Batches

  • Payables Payment Batch Posting function
  • Receivables Receipt Batch Posting function
  • Reconcile Bank Accounts

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the  Cash Book, Payables and Receivables Module
  • Familiarisation with the Registry

The lesson includes a test:

 No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Direct debit and Deposit Batches
  • Payables and Receivables Batch Posting Functions
  • Reconcile Bank Accounts

Training Lesson: Month End / Year End

Trainer :

Eva Loreto Piernas

Topic:

Month End / Year End Lesson  

Context

This is the Month End / Year End Lesson out of the  Cash Book, Payables and Receivables Module in the Accounting Training Program,

Purpose of the Lesson

This Lesson aims to teach Account Assistants and Managers role holders How to Reconcile Bank Accounts

Lesson Format

Online Training via Teams

Duration

2.5 hours

Summary of the Content

 
  • Enter an Opening Bank Balance
  • Cash Book Transaction Screen
  • Create a Direct Payment
  • Create a Payables Receipt
  • Create a Direct Debit Batch
  • Create a Direct Receipt
  • Create a Deposit Batch
  • Manage and Process Payables Payment Batches
  • Payables Payment Batch Posting function
  • Receivables Receipt Batch Posting function
  • Reconcile Bank Accounts

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the  Cash Book, Payables and Receivables Module
  • Familiarisation with the Registry

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Direct debit and Deposit Batches
  • Payables and Receivables Batch Posting Functions
  • Reconcile Bank Accounts

Training Lesson: Bank Currency Adjustment

Trainer :

Eva Loreto Piernas

Topic:

Bank Currency Adjustment

Context

This is the  Bank Currency Adjustment Lesson out of the Cash Book module in the Accounting Training Program

Purpose of the Lesson

This Lesson aims to teach Account Assistants and Managers role holders How  to create and automate bank currency adjustments so the local currency value reflects changes in exchange rates for foreign currency bank accounts.

Lesson Format

Online Training via Teams

Duration

3 hours

Summary of the Content

 

This Lesson Will cover:

  • Create a Bank Currency Adjustment
  • Set up automated AR and AP Currency Adjustment in CW1
  • Create a Foreign currency Payment from a Local currency Bank Account
  • Revalue Foreign Currency Balances posted against GL Accounts
  • Foreign Currency Balance Adjustment: Foreign Currency Journals
  • Automate AR and AP currency Adjustment at End of Accounting Period
  • Automate Currency Adjustment At End of Accounting Period
  • Bulk foreign Currency Payments from Local Currency Bank Accounts

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Cash Book module
  • Familiarisation with the Registry

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Create a Bank Currency Adjustment
  • Automate AR and AP Currency Adjustment
  • Foreign Currency Balance Adjustment
  • Bulk foreign Currency Payments from Local Currency Bank Accounts

AWAITING LESSON PLAN

Training Lesson: Payables Transactions

Trainer :

Eva Loreto Piernas

Topic:

Payables Transactions

Context

This is the Payables Transactions Lesson out of the Payables Module in the Accounting Training Program,

Purpose of the Lesson

This Lesson aims to teach Account Assistants and Managers role holders all features and functionalities of the Payables Module like enter payables transactions, delete or reverse them, match them and use the Payables Function.

Lesson Format

Online Training via Teams

Duration

2 sessions of 2 Hours each

Summary of the Content

 
  • Create a Payables Account
  • ​Opening Payables Transactions
  • ​Enter Creditor/Supplier invoices
  • ​Create a job related Payables invoice
  • ​How do I create a Payables Invoice for Operating and Overhead Expenses
  • ​Pay a Payables invoice
  • ​Pay supplier invoice directly on the job
  • ​Delete or Reverse an Accounting transaction( add reverse direct debit)
  • ​Create a Payables Credit Note or Create a Credit note by reversing a Payables Invoice
  • ​Create a Direct Receipt
  • ​Direct Payment
  • ​Refunds
  • ​Create a foreign currency Payment from a local currency Bank Account
  • ​Match and Unmatch Payable Transactions:
  • ​Handle an Overpayment within a Payables Match session
  • ​Handle a partial or short payment within a Payables Match session
  • ​Enter discount within a match session
  • Enter Bank Fee within  a match Session
  • Payables Payment Batch Posting function
  • Pay invoices function( To do)
  • Payment Processing function
  • Manage and Process Payables Payment Batches
  • Use the Bulk AP invoice posting function
  • Create Direct Debit Batch

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with the Payables Module
  • amiliarisation with the Registry

The lesson includes a test:

 

 No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson
  • Enter and Process Payables Transactions
  • Payables Functions

Awaiting Lesson Plan 

Training Lesson: Payables Functions   

Trainer :

Eva Loreto Piernas

Topic:

Payables Functions  

Context

This is the Payables Functions Lesson out of the Payables Module in the Accounting  Training Program,

Purpose of the Lesson

This Lesson aims to teach Account Assistants and Managers role holders How to use the different payables functions, to Approve, Post and Process Payables Transactions.

Lesson Format

Online Training via Teams

Duration

2.5 hours

Summary of the Content
  • Payables Invoice Approval Function
  • Payables Payment Batch Posting function
  • AR and AP Payment Processing Function
  • The Bulk AP Invoice Posting function
  • Direct Debit Batch
  • Manage and process Payables Payment Batches

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the  Payables Module
  • Familiarisation with the Registry

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Approval function
  • Processing Function
  • Batch Posting function
  • Payment Batches

Training Lesson: Match and Unmatch Payables Transactions

Trainer :

Eva Loreto Piernas

Topic:

Match and Unmatch Payables Transactions

Context

This is the Match and Unmatch Payables Transactions Lesson out of the Payables Module in the Accounting Training Program,

Purpose of the Lesson

This Lesson aims to teach Account assistants and Managers role holders How to Match and Unmatch Payables Transactions

Lesson Format

Online Training via Teams

Duration

2 hours

Summary of the Content

 

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the  Payables Module
  • Familiarisation with the Registry

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Match And Unmatch Payables Transactions
  • Handle Overpayment and Short Payments within a Match Session
  • Enter : Discount, Bank Fee, Contra Settlement, Exchange Gain or Loss , within a Match Session
  • Create AP Journal Within a Match session

Awaiting Lesson Plan 

Training Lesson: Match and Unmatch Receivables Transactions

Trainer :

Eva Loreto Piernas

Topic:

Match and Unmatch Receivables Transactions

Context

This is the Match and Unmatch Receivables Transactions Lesson out of the Receivables Module in the Accounting Training Program.

Purpose of the Lesson

This Lesson aims to teach Account Assistants and Managers role holders How to Match and Unmatch Receivables Transactions

Lesson Format

Online Training via Teams

Duration

2 hours

Summary of the Content

 
  • Match and Unmatch Receivables Transactions
  • Handle an Overpayment within a Receivables Match session.
  • Handle a partial or short payment within a Receivables Match session.
  • Enter Discount Withing a Receivables Match Session
  • Enter a Bank fee withing a Receivables Match Session
  • Enter a Contra Settlement within a Match Session
  • Enter Exchange Gain or Loss within a Receivables Session
  • Create an AR Journal within a Match Session

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the  Receivables Module
  • Familiarisation with the Registry

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Match And Unmatch Receivables Transactions
  • Handle Overpayment and Short Payments within a Match Session
  • Enter : Discount, Bank Fee, Contra Settlement, Exchange Gain or Loss , within a Match Session
  • Create AR Journal Within a Match session

Training Lesson: Receivables Transactions and  Enquiries

Trainer :

Eva Loreto Piernas

Topic:

Receivables Transactions and Enquiries

Context

This is the Receivables Transactions and  Enquiries Lesson out of the Receivables Module in the Accounting  Training Program.

Purpose of the Lesson

This Lesson aims to teach Account Assistants and Managers role holders How to create receivables transactions like invoices , credit notes, receipts, adjustment notes , journals, etc  and, Receivables enquiries and Periodic invoices.

Lesson Format

Online Training via Teams

Duration

2.5 hours

Summary of the Content

 
  • Receivables transactions
  • Create a Receivables Account/Debtor Organization
    • Invoices
    • Credit Notes
    • Adjustment Notes
    • Journals
    • Transfers
    • Contras
    • Receipts
    • Payments
    • Periodic and Bulk Periodic Invoices
  • Receivables Enquiries
  • Credit Limit
  • Print Invoice
  • Periodic Invoice

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the  Receivables Module

The lesson includes a test:

 

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson
  • Create receivables transactions and Periodic invoices
  • Receivables Enquiries

​Training Lesson: Receivables Credit Notes and Bad Debt

Trainer :

Eva Loreto Piernas

Topic:

 

Receivables Credit Notes and Bad Debt

Context

This is the Receivables Credit Notes and Bad Debt Lesson out of the Receivables Module in the Accounting Training Program,

Purpose of the Lesson

This Lesson aims to teach Account Assistants and Managers role holders how to create Credit Notes and Bad Debts.

Lesson Format

Online Training via Teams

Duration

2 hours

Summary of the Content

 

 This lesson will cover:

  • ​Credit Notes
  • ​Bad Debt Function
  • ​Adjustments
  • AR Journals

 

Preparation Required by attendees
  • ​Attend Lesson
  • ​Familiarisation with CW1 navigation
  • Familiarisation with  the  Receivables Module

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson
  • Credit Notes
  • Bad Debt function

Training Lesson: Receivables : Receipts

Trainer :

Eva Loreto Piernas

Topic:

Receivables: Receipts

Context

This is the Receivables Receipts Lesson out of the Receivables Module in the Accounting Training Program,

Purpose of the Lesson

This Lesson aims to teach Account Assistants and Managers role holders how to receive and match Receivable payments to transactions and deposit money into your bank account.

Lesson Format

Online Training via Teams

Duration

2.5 hours

Summary of the Content

 
  • Receipt Payments
  • Match Receivables Transactions
  • Match Discrepancies
  • Transfers
  • Contra ( Net AR & AP)
  • AR & AP Journals
  • Deposit Batches

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the  Receivables Module

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson
  • Create Receipts .Transfers and Contras
  • Deposit Batches

Training Lesson: Receivables Collections

Trainer :

Eva Loreto Piernas

Topic:

Receivables Collections

Context

This is the Receivables Collections Lesson out of the Receivables Module in the Accounting Training Program,

Purpose of the Lesson

This Lesson aims to teach Account Assistants and Managers role holders How to collect money owed by receivables organizations by learning how to generate reports, send collection letters, log collection calls, and register claims and queries..

Lesson Format

Online Training via Teams

Duration

2.5 hours

Summary of the Content

 

This lesson will cover :

  • ​Aging Reports
  • ​Statement of account -SOA and Collection Letters
  • ​Collection Calls
  • Claims  and Queries

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the  Receivables Module

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Create SOA
  • Create  Collections call
  • Create Claims and Queries

Training Lesson:VAT / GST Handling 

Trainer :

Eva Loreto Piernas

Topic:

VAT/ GST

Context

This is the Taxes lesson out of the Finance Module in the Accounting  Training Program,

Purpose of the Lesson

This Lesson aims to teach Account assistants and Managers role holders How to  submit UK Vat returns electronically and enable and use  tax features in CW1.

Lesson Format

Online Training via Teams

Duration

2.5 hours

Summary of the Content

 

This Lesson will cover:

  • Set up CW1 to submit UK VAT Returns electronically
  • Enable Tax features  in CW1 once registered for Tax
  • Create and use Invoice Tax Messages
  • Set up tax ids
  • Set up Tax IDs and Tax override groups on my charge code
  • Configure the Tax Recognition rules for Receivables and Payables Organizations
  • Set up Tax configurations for receivables and payables organizations
  • VAT/GST Reports to assist in Tax Analysis

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Accounts , GL and Registry Module

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Set up CW1 to submit UK VAT Returns electronically
  • Enable Tax features  in CW1 once registered for Tax
  • Record tax transactions for settlement with the Tax Office

 


Training Lesson: Sea Freight

Trainer :

Eva Loreto Piernas

Topic:

Sea Freight

Context

This is the Sea Freight Lesson out of the Forwarding module in the Operator Training Program

Purpose of the Lesson

This Lesson aims to teach forwarding operators role holders How to create Sea freight  Import /Export full cycle consignments

Lesson Format

Online Training via Teams

Duration

 4 hours ( 2 Sessions of 2 Hrs)

Summary of the Content

 

This lesson will Cover :

  • Sea Freight Booking with quote and without Quote
  • Sea Freight  Consols and shipments :
  •  Create  Consolidations and Shipments
  •  Import/ Export sea Freight Groupage
  •  Import/ Export  Sea Freight Rail consignment
  •  Import/Export Sea Freight Co-Load Consolidation
  •  Import/ Export Sea Freight roll On /Roll Off
  • Sailing schedules
  • Pack containers
  • Dangerous Goods
  • Shipping and forwarding instructions
  • HBL
  • Transport Booking
  • Billing
  • Sea Freight Client rates, Company tariff, Global tariff

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Forwarding and Transport Module

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Import /Export full cycle consignment FCL/ LCL
  • Shipping Instructions
  • Sea freight Rates

Training Lesson: Air Freight

Trainer :

Eva Loreto Piernas

Topic:

Air Freight

Context

This is the Air Freight Lesson out of the Forwarding module in the Operator Training Program

Purpose of the Lesson

This Lesson aims to teach forwarding operators role holders How to create Air Freight Import /Export consignments

Lesson Format

Online Training via Teams

Duration

4 hours ( 2 Sessions of 2 hrs)

Summary of the Content

 

This lesson will Cover :

  • Air freight Booking
  • Air Freight Shipments and Consols
  • Export /Import Air Freight ULD Consolidation
  • Export/ Import Airfreight LSE Consolidation
  • Create consolidation of MAWB
  • Air Freight Transport Booking
  • Dangerous Good on an Air Freight Consolidation
  • Air Cargo E-booking
  • AWB: MAWB Stock, generate HAWB and MAWB, IATA details, Rate MAWB and HAWB,IATA Security Declaration
  • Billing:  Airfreight Client rates, Company tariff Rates,  Costing

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Forwarding and Transport Module

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Import /Export full cycle consignment ULD/LSE
  • Air cargo e-booking
  • AWB:MAWB Stock, IATA details , generate, edit and rate MAWB and HAWB
  • IATA Security Declaration on MAWB
  • Airfreight rates

​Training Lesson: Road Freight

Trainer :

Eva Loreto Piernas

Topic:

Road Freight

Context

This is the Road Freight Lesson  out of the Forwarding and Transport modules in the Operator Training Program

Purpose of the Lesson

This Lesson aims to teach forwarding operators role holders How to create Road Freight Consignments and  Transport Bookings and How to rate them

Lesson Format

Online Training via Teams

Duration

4 hours ( 2 Sessions of 2 hrs)

Summary of the Content

 

This lesson will Cover :

  • Road Freight Booking with quote and without Quote
  • Road  Freight  Consols and Shipments :
  • Create  Road Consolidations and Shipments
  • Create Domestic Road Consignment
  • Create International Road Consignment
  • Create Road Freight FTL Load List and shipment
  • Dangerous goods Consignments
  • Transport Bookings
  • Stand-alone Transport Bookings
  • Transport Bookings, Road Freight and Land Transport  Rates
  • Port Transport

 

Preparation Required by attendees
  • ​Attend Lesson
  • ​Familiarisation with CW1 navigation
  • Familiarisation with  the Forwarding and Transport Module

The lesson includes a test:

 

​No

Training material will be provided for students

​Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • ​Import /Export full cycle Road consignment
  • ​Transport Bookings
  • Road Freight / Land Transport / Transport Booking Rates

Training Lesson: Transport Booking I

Trainer :

Eva Loreto Piernas

Topic:

Transport Bookings

Context

This is the first Transport Booking Lesson 1 out of the Forwarding and Transport Booking module in the Operator Training Program

Purpose of the Lesson

This Lesson aims to teach forwarding operator role holders How to create Transport Bookings which are instructions to a Transport company to request pickup and delivery of freight .

Lesson Format

Online Training via Teams

Duration

2.5 hours

Summary of the Content

 

This lesson will Cover :

  • Transport Booking Template
  • Transport Booking Setting Up
  • Create Transport Bookings
  • Standalone Transport Bookings
  • Consolidated Transport Bookings
  • Transport Booking with Multiple Pickups or Deliveries
  • Inactivate Transport Bookings

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Forwarding and Transport Module

The lesson includes a test:

 

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Different ways to Create a Transport Booking
  • Setting up Transport Bookings
  • Transport Booking Templates

Training Lesson: Transport Booking Part II

Trainer :

Eva Loreto Piernas

Topic:

Transport Bookings II

Context

This is the Second Transport Booking Lesson out of the Forwarding and Transport Booking module in the Operator Training Program

Purpose of the Lesson

This Lesson aims to teach forwarding operator role holders in more depth the main features and tabs of the Transport Booking function

Lesson Format

Online Training via Teams

Duration

2 hours

Summary of the Content

 

This lesson will Cover :

  • Transport Booking Packing Tab
  • Dangerous Goods details on a Transport Booking
  • Override on a Transport Bookings
  • Billing tab on a Transport Bookings
  • Client rates for Transport Bookings

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Forwarding and Transport Module

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • ​How Package details are displayed under the Packing tab on a Transport Booking. This includes itemizing package contents, generating package identification numbers, and printing package labels. 
  • Entering Dangerous goods details on Transport Bookings
  • The override Function on a Transport Booking
  • Manual billing and Autorating
  • Client rates for :Standalone TB, Forwarding TB, International/Domestic TB

Training Lesson: Autorating Part I

Trainer :

Eva Loreto Piernas

Topic:

Autorating Part I

Context

This is the  Autorating Lesson Part 1 out of the Tariffs and Rate module in the Operator , Finance and Sales Training Program

Purpose of the Lesson

This Lesson aims to teach Forwarding ,Sales and Accounts  operators role holders  to Set up the Autorating features in CW1 needed for the autorating engine to perform autorating.

Lesson Format

Online Training via Teams

Duration

2.5 hours

Summary of the Content

This lesson will Cover :

  • Autorating Set up
  • Company Tariffs
  • Client Rates
  • Costing

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Tariffs and Rates ,and the Registry Modules

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Autorating set up : Cost and Sell Rate Priorities, Freight Rate Search Priorities, Charge code groups, Incoterms, Charges applicable when autorating Consol Cost
  • Creating of Rates: Client Rates, Company Tariff, Costing  

Training Lesson: Autorating Part II

Trainer :

Eva Loreto Piernas

Topic:

Autorating Part II

Context

This is the  Autorating Lesson Part 2 out of the Tariffs and Rate module in the Operator , Finance and Sales Training Program

Purpose of the Lesson

This Lesson aims to teach forwarding ,Sales and Accounts  operators role holders how to  autorate Overweight Penalty fees and Surcharges such as CTO Storage, Demurrage and Detention, Tac rates and rate services on Operational Jobs

Lesson Format

Online Training via Teams

Duration

3 hours

Summary of the Content

This lesson will Cover :

  • Overweight penalty fees and surcharges
  • Rate services in Forwarding
  • Autorate storage against forwarding shipments
  • Import Penalties:  CTO Storage/ Demurrage and Detention
  • TAC Rates
  • Add container and Services on operational jobs

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Tariffs and Rates ,and the System (Registry)Modules

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson
  • Overweight  penalty fees and surcharges
  • Rate services in Forwarding
  • Autorate storage against forwarding shipments
  • Import Penalties:  CTO Storage/ Demurrage and Detention. CTO storage free days, Container detention free days
  • Rate services on Operational Job

Training Lesson: Shipments and Consolidations Basics

Trainer :

Eva Loreto Piernas

Topic:

Shipments and Consolidations Basics

Context

This is the  Shipments and Consolidations Basics  Lesson out of the Forwarding module in the Operator Training Program

Purpose of the Lesson

This Lesson aims to teach forwarding operator role holders starting to use Cw1 How to create shipments , consolidations and how to link them.

Lesson Format

Online Training via Teams

Duration

2 hours

Summary of the Content

This lesson will Cover :

  • Different ways to Create shipments
  • Different ways to Create consolidations
  • Sailing schedules on Consolidations
  • Consolidation packing tab
  • Consolidation Planning Board
  • Link Consolidations and Shipments

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Forwarding Module

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson

 
  • Different ways to Create Consols and shipments and how to link them
  • Consol Planning board

Training Lesson: Shipments and Consolidations Types

Trainer :

Eva Loreto Piernas

Topic:

Shipments and Consolidations Types

Context

This is the  Shipments and Consolidations Types Lesson out of the Forwarding module in the Operator Training Program

Purpose of the Lesson

This Lesson aims to teach forwarding operator role holders How to create different types of Shipments and Consolidations

Lesson Format

Online Training via Teams

Duration

2.5 hours

Summary of the Content

This lesson will Cover :

  • Shipment Types
  • Consolidations Types

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Forwarding  and Transport Module

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson
  • Shipment types:  STD ,BCN, AMS,CLD,CLB,VL-HVLV, 3PT ,Cross Trade
  • Consol types: DRT, Co-Load, Agent Consolidation, Groupage Consolidations ( RORO, BCN), COU, Consolidation of MAWB’s, Consolidation of multiple container modes

Training Lesson: Consolidations

Trainer :

Eva Loreto Piernas

Topic:

Consolidations

Context

This is the  Consolidations Lesson out of the Forwarding module in the Operator Training Program

Purpose of the Lesson

This Lesson aims to teach forwarding operator role holders How to create Consolidations and the different Consolidations  types for all modes of Transport                 

Lesson Format

Online Training via Teams

Duration

2.5 hours

Summary of the Content

This lesson will Cover :

  • ​Different ways to Create Consolidations
  • ​Different Consolidations Types and how to create them
  • ​Link Shipments and  Consols
  • ​Dangerous Goods Consolidation
  • ​Documents menu within a Consolidation

 

 

Preparation Required by attendees
  • ​Attend Lesson
  • ​Familiarisation with CW1 navigation
  • ​Familiarisation with  the Forwarding Module

The lesson includes a test:

​No

Training material will be provided for students

​Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson
  • ​Consolidation types
  • Dangerous goods consolidations
  • Document menu within a consolidation

Training Lesson: Bookings

Trainer :

Eva Loreto Piernas

Topic:

Bookings

Context

This is the Bookings Lesson out of the Booking module in the Operator Training Program

Purpose of the Lesson

This Lesson aims to teach forwarding operator role holders How to create and submit bookings for Sea freight, Airfreight and NVOCC and its related features and functionalities. It also provides step-by-step instructions for achieving the end result for each feature.

Lesson Format

Online Training via Teams

Duration

2 hours

Summary of the Content

This lesson will cover

  • Booking without a quote-Quick Booking and Booking with quote
  • Convert a booking to a Shipment
  • Convert One off quote to Booking with Quote
  • Create a Transport Booking from a Quick Booking
  • Merge multiple Bookings to a Single booking
  • Electronic Bookings
  • Electronic e-booking request (eBR) to Ocean carriers
  • Electronic Booking Request to the NVOCC
  • Air  Cargo e-booking

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Forwarding and Bookings Module

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson
  • Create Bookings with Quote and Quick Bookings
  • Convert a booking to a Shipment
  • Convert One off quote to Booking with Quote
  • Merge multiple Bookings to a Single booking
  • Electronic Bookings for Sea freight , NVOCC and Air freight

Training Lesson: Electronic Bookings

Trainer :

Eva Loreto Piernas

Topic:

Electronic Bookings

Context

This is the Electronic Bookings Lesson out of the Booking module in the Operator Training Program

Purpose of the Lesson

This Lesson aims to teach forwarding operators role holders How to create and submit electronic bookings for Sea freight, Airfreight and NVOCC

Lesson Format

Online Training via Teams

Duration

2 hours

Summary of the Content

This lesson will cover

  • Electronic e-booking request(eBR) to Ocean carriers
  • Prepare jobs for an electronic Booking Request
  • Send electronic E-booking request (EBR)
  • Booking Request to the NVOCC
  • Prepare jobs for sending an electronic FCL Booking Request to an NVOCC1
  • Prepare jobs for sending an LCL electronic Booking Request NVOCC
  • Submit a Booking request from my shipment to NVOCC
  • Air  Cargo e-booking
  • Set up Airline E-booking messaging
  • Prepare and Send jobs for airline e-bookings

 

Preparation Required by attendees
  • Attend Lesson
  • Familiarisation with CW1 navigation
  • Familiarisation with  the Forwarding and Bookings Module

The lesson includes a test:

No

Training material will be provided for students

Yes, in PDF after the Lesson with explanations and examples

Most important things learned in this lesson
  • Prepare jobs for an electronic Booking Request
  • Send electronic E-booking request

Delivery Modes

Virtual Instructor-Led

An expert facilitator leads participants through content together in a virtual classroom via scheduled webcasts in a collaborative learning environment with chat and video options.


Face-to-Face

Instructor on-site at company location working through materials cohesively as a dedicated cohort over successive days with hands-on practice in relevant systems environments.

Overview of Problems Solved Training 

As an official CargoWise partner, we provide specialist support to maximize this leading logistics platform. CargoWise brings together solutions for workflow management, shipping execution, freight forwarding, and customs clearance on a single database. Our consultants’ deep knowledge helps customers utilize the full power of the platform to achieve transparency, control, and competitive advantage.

Approach and Benefits

Our CargoWise training curriculum customization service enables companies to optimize their user enablement based on specific roles, processes, and objectives.


How to book

Your Curriculum, Your Way

We at Problems Solved utilize a collaborative approach to curate a training curriculum uniquely suited to each client’s needs and environment. Our tailored program development process includes:


Consultation

In-depth discussions with department heads and key stakeholders to comprehend your organization’s structure, objectives, workflows, existing capabilities and problem areas.


Program Design

Leveraging our expertise, we provide guidance on selecting the matrix modules that will build an integrated curriculum to address your needs across roles. As trusted advisors we can recommend combinations for maximum relevance.


Customization

Any core materials will be adapted to align terminology, concepts and examples to your actual business processes, systems and data for optimal relevance during delivery. Subject matter can also be oriented to roles.