Masterclasses
Now Available!
INTRO TO MACROS
Hosted Online – 3-Hour Session
Macros are everywhere in CargoWise—from to text templates to workflows to document customization. Our Intro to Macros class gives you the practical foundation you need, whether you’re prepping for the Customizing Documents masterclass or building skills you can apply system-wide. All in just 3 hours.
July 15th & July 17th
AUTORATING
Hosted Online – 2 x 2-Hour Sessions
Reap the benefits of autorating! Designed for advanced users managing Costings & Rates, this two-part course dives deep into the mechanics of autorating.
Streamline rating with expert-level skills. Learn charge code setup, company tariffs, rating hierarchy, client-specific rates, and costings. Use the Rate Selector to review, compare, and select optimal buy rates across multiple carriers. We’ll also cover sell rate priorities, complex rating scenarios, and auditing demurrage, detention, and per diem charges.
July 21st - 22nd
CUSTOMIZING DOCUMENTS
Hosted Online – 3-Hour Session
Unlock the skills you need to effectively customize CargoWise documents in this comprehensive training. Learn how to navigate document templates, create new Excel-based templates, and customize document menus to streamline your workflow. Our step-by-step approach will show how to create unique yet scalable solutions to enhance productivity and the customer experience.
July 24th