UK forwarder · Jobs · In delivery

How a UK forwarder is turning complete requests into CargoWise jobs with one confirm

Every job was built three times

Creating a shipment meant three passes. Someone checked the request had what was needed to start, then chased the gaps with the customer, often one email at a time. Then they keyed the job into CargoWise screen by screen, and later went back to fix the record when billing or customs found something missing.

For urgent shipments, including aircraft parts that ground a plane until they arrive, every one of those passes is time the freight isn't moving.

Check first, then build

Dispatch checks each request against a minimum-field matrix the operations team signs off, per shipment type and region. If anything is missing, it drafts one email listing all of it, and a person reviews and sends it. Nothing reaches a customer on its own.

If the request is complete, Dispatch builds the job through CargoWise's structured import and puts it in front of an operator, who checks it, corrects anything and confirms once. The service level comes from the purchase order rules, and the original email and attachments are filed to the job.

The record stays clean after it's built

Once the job exists, Dispatch checks it against everything that job type requires and sends any gaps to a queue with the reason attached. When someone corrects an agreed reference, such as an air waybill or PO number, it updates everywhere it's meant to instead of drifting.

Connectivity to the forwarder's CargoWise test environment is live, and the job templates are being agreed with operations. Nothing touches production until acceptance testing is signed off, and the numbers go on this page after that.

From request to job

  1. 01

    Check the minimums

    Against the matrix operations signed.

  2. 02

    Chase once

    Everything missing in one drafted email.

  3. 03

    Confirm the job

    Built and waiting. A person approves it.

  4. 04

    Keep the record clean

    Gaps flagged, references kept in step.

What it runs on

CargoWiseOutlookShared mailboxesMicrosoft GraphMicrosoft TeamsExcelCargoWiseOutlookShared mailboxesMicrosoft GraphMicrosoft TeamsExcelCargoWiseOutlookShared mailboxesMicrosoft GraphMicrosoft TeamsExcelCargoWiseOutlookShared mailboxesMicrosoft GraphMicrosoft TeamsExcel

shipment pipeline · CargoWise test

automation
8 workflows · 7 connections

What changes at go-live

Today

3 passes

Check, chase and key by hand, then fix the record later

At go-live

1 confirm

The job is built and waiting. A person approves it once

Measured results replace this once the forwarder signs off testing.

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