Masterclasses
Coming May 2025
SYSYTEM ADMINISTRATION
Hosted Onsite – 4 Day Sessions
This intensive course is designed for individuals with a solid understanding of business processes, proven project experience, and extensive knowledge of CargoWise. Ideal for those seeking to showcase or enhance their mastery of the system, this advanced class highlights specialized competencies and advanced technical skills, including workflow optimization, system configuration, security groups, electronic messaging, and more. The course aims to elevate the knowledge and capabilities of in-house system administrators, enabling them to better support their organizations.
AUTORATING
Hosted Online – 2 x 2-Hour Sessions
Reap the benefits of autorating!
This course is designed for users who are responsible for the setup and maintenance of Company Tariffs, Costings, and Client Rates. Over two sessions, you will learn the different calculators, how charge code setup interacts with autorating, how sell rates priorities effect autorating, basing sell rates on Company Tariffs, basing rates on business conditions (macros!) and bulk updating of cost/sell rates.
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.