Quotation Automation

Quote faster with automated freight pricing.

Purchase Order Automation

Capture purchase orders straight into CargoWise.

Sales Order Automation

Turn sales orders into shipment records.

Booking Creation Automation

Create bookings automatically from incoming requests.

Shipment Creation Automation

Build shipments from documents without retyping.

AP Invoice Automation

Process vendor invoices faster with accuracy.

AR Collection Tool

Collect payments faster with automated follow-ups.

Transport Job Automation

Launch transport jobs with zero manual steps.

Warehouse Entry Automation

Push shipments into warehouse workflows instantly.

CargoWise Setup

Launch CargoWise with the right foundation.

New Company Onboarding

Onboard new entities faster with confidence.

User Management

Control access without slowing teams down.

E-Doc Management

Share and approve documents without delays.

Workflow Setup

Remove bottlenecks with smarter workflows today.

CargoWise Neo Implementation

Migrate to Neo with lower operational risk.

eAdaptor Next Setup

Connect systems securely with eAdaptor Next.

Patch Update

Deploy CargoWise patches safely every time.

System Scanning & Health Check

Find risks before they hit operations.

Operations Audit & Optimization

Improve performance with measurable operational gains.

Customer Services & Operations

Manifest Filing
End-to-End Customer Service
Shipment Registration
Import & Export Documentation
Customs Entry Management
Real-time Tracking
Pickup & Delivery Co-ordination

Finance & Accounting Services

AR/AP Invoice Posting
Account Receivables
Account Payables
Bank Reconciliation
Vendor Reconciliation
Cost Booking
Financial Consulting

Quality & Data Management

Pricing & Tariff Maintenance
Quality & Data Management
SOP Development
Audit Desk
MIS Desk
Master Data Management

Digital Marketing

SEO & Organic Marketing
Paid Ads Marketing
Website Development
End-to-End Branding
Inside Sales
Design Services

Order Creation and Update API

Sync orders between systems in real time.

Booking Creation and Update API

Push bookings into CargoWise automatically.

Shipment Creation & Update API

Keep shipment data synced across platforms.

Consol Formation API

Group shipments into consols automatically.

House Bill Number Update API

Update house bills as documents finalize.

Consignor & Consignee Update API

Keep party details synced across systems.

Milestone Update API

Publish milestone updates to customers instantly.

Customs Field Update API

Update customs fields from connected systems.

Document Upload API

Attach job documents automatically from anywhere.

Job Management API

Manage CargoWise jobs through secure APIs.

Tracking API

Expose live tracking data to your portals.

Xero Integration

Sync CargoWise billing with Xero seamlessly.

QuickBooks Integration

Automate QuickBooks entries from shipment data.

MS Dynamics Integration

Connect Dynamics finance with CargoWise billing.

Sage Integration

Bridge Sage ledgers with logistics accounting.

Oracle Integration

Link Oracle ERP with shipment workflows.

Brightpearl Integration

Sync retail orders with freight operations.

Retail Express Integration

Connect retail sales with shipment execution.

Onaccount Integration

Automate credit workflows alongside receivables.

EDI Integration

Exchange EDI messages with partners faster.

Express Carriers

FedEx
UPS
DHL Express

Live Tracking

Vessel Tracking

Track vessel ETAs inside your workflows.

Container Tracking

Follow containers across the full journey.

SAP Integration

Connect SAP and CargoWise data reliably.

CargoWise Neo Implementation for Real-Time Shipment Visibility

CargoWise Neo Implementation gives staff and customers their own branded view into live shipment data, with Staff Portal and Customer Portal setup, security management, and role-based visibility rules built around what each user actually needs to see.

Book a Consultation

CargoWise Neo implementation that staff and customers actually use

Elicit Technology's CargoWise Neo Implementation combines CargoWise expertise with user experience design to deliver portals that don't just get switched on, they get adopted. From visibility rules to branding, CargoWise Neo Implementation makes sure the right people see the right data, and nothing more.

Cargowise One CargoWise dashboard configured by Elicit Technology

Our CargoWise Neo Implementation Process

Acceptance Sign-Off

Our CargoWise Neo Implementation begins with stakeholder approval after validating portal scope and user access requirements, confirmed before configuration begins.

Business Requirement Analysis

We analyse which staff and customer groups need portal access. This helps us design a CargoWise Neo Implementation aligned with your visibility and security requirements.

Data Preparation & Migration

We extract, cleanse, and validate user and account data before secure setup in CargoWise Neo. This ensures accuracy and consistency during portal rollout.

Portal Configuration

CargoWise Neo Implementation configures the Staff Portal, Customer Portal, and Security Management Portal with branding and visibility rules specific to your business.

User Training

We conduct structured training sessions for staff and customers to ensure smooth adoption of your CargoWise Neo Implementation, including navigation and feature guidance.

UAT & Sign-Off

We perform User Acceptance Testing to validate portal access and functionality within the CargoWise Neo Implementation before go-live approval from stakeholders.

Production Go-Live

We activate your CargoWise Neo Implementation for staff and customers with close monitoring to ensure portals function correctly from day one.

Post Production Support

Post go-live, we provide continuous monitoring, rapid issue resolution, and ongoing refinement of your CargoWise Neo Implementation as adoption grows.

Capabilities of Our CargoWise Neo Implementation

Neo Staff Portal Configuration

/01

CargoWise Neo Implementation configures the Staff Portal around internal workflows and role-based access.

/02

Customer Portal Implementation

CargoWise Neo Implementation delivers a branded Customer Portal for self-service shipment visibility.

/03

Security Management Portal Setup

CargoWise Neo Implementation configures the Security Management Portal to control access across both staff and customer portals.

/04

Branded, Role-Based Visibility Rules

CargoWise Neo Implementation applies visibility rules so each user sees only what's relevant to their role or account.

/05

Staff & Customer Training

CargoWise Neo Implementation includes training so both internal teams and customers can navigate their portals confidently.

Looking for the Right CargoWise Partner to Support Your Growth?

Elicit Technology helps logistics businesses simplify CargoWise through implementation, integration, automation, configuration, BI dashboards, live setup, and ongoing support.

Frequently Asked Questions

Happy to Assist You with Anything

CargoWise Neo Implementation covers the Neo Staff Portal, New Customer Portal, and Security Management Portal, with visibility rules, branding, and training.

Yes. CargoWise Neo Implementation applies visibility rules that restrict portal access to each customer's own account and shipments.

Yes. CargoWise Neo Implementation applies your branding so the portal reflects your business, not a generic CargoWise interface.

It manages access and permissions across the other two portals, rather than serving staff or customers directly.

Basic onboarding is typically enough, since CargoWise Neo Implementation is designed for self-service, but we provide guidance materials as part of the rollout.

Latest from our blogs

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Quotation Automation

Purchase Order Automation

Sales Order Automation

Booking Creation Automation

Shipment Creation Automation

AP Invoice Automation

AR Collection Tool

Transport Job Automation

Warehouse Entry Automation

BI Dashboards

Mobile App for Forwarders & Customers

WhatsApp Integration

AI-driven Chat Bot

We are always ready with the solution you need.

CargoWise Setup

New Company Onboarding

User Management

E-Doc Management

Workflow Setup

Registry Setup

CargoWise Neo Implementation

eAdaptor Next Setup

Patch Update

System Scanning & Health Check

Operations Audit & Optimization

User Training

We are always ready with the solution you need.

Customer Services & Operations

Finance & Accounting Services

Quality & Data Management

Digital Marketing

Report Customization

Document Customization

Screen Customization

Label Customization

We are always ready with the solution you need.

Custom Field Configuration

Milestone Configuration

Workflow & Event Configuration

Document Delivery Configuration

Scheduler Configuration

We are always ready with the solution you need.

Order Creation and Update API

Booking Creation and Update API

Shipment Creation & Update API

Consol Formation API

House Bill Number Update API

Consignor & Consignee Update API

Milestone Update API

Customs Field Update API

Document Upload API

Job Management API

Tracking API

Xero Integration

QuickBooks Integration

MS Dynamics Integration

Sage Integration

Oracle Integration

Brightpearl Integration

MYOB EXO Integration

Retail Express Integration

Onaccount Integration

Salesforce

HubSpot

Zoho CRM

Microsoft Dynamics CRM

We are always ready with the solution you need.

ICEGATE Integration

ACE Integration

AMS Integration

AES Integration

CDS Integration

DMS Integration

MPCI Integration

ICS2 Integration

ASM Sequoia Integration

TradeNet Integration

ASYCUDA Integration

SARS Integration

SISCOMEX Integration