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 New Company Onboarding Built to Launch Right

From company profile and branch setup to user access, financial configuration, communication settings, and service contracts, Elicit Technology helps you bring new entities onto CargoWise fully operational from day one.

Book a Consultation

More than onboarding, a CargoWise company ready to operate

Elicit Technology combines CargoWise expertise with practical logistics knowledge to onboard new companies correctly the first time. From branch structure and financial setup to communication and service contracts, we help your new entity go live without the rework that comes from a rushed setup.

Cargowise One CargoWise dashboard configured by Elicit Technology

Our CargoWise New Company Onboarding Process

Acceptance Sign-Off

We begin with stakeholder approval after validating branch and company requirements, ensuring business expectations, scope, and structure are confirmed before onboarding starts.

Business Requirement Analysis

We analyse the new entity's operational and financial structure, department needs, and CargoWise usage requirements. This helps us design an onboarding plan aligned with how the company will actually run.

Data Preparation & Migration

We extract, cleanse, and validate master data, customers, vendors, and charge codes before secure setup in CargoWise. This ensures accuracy, consistency, and zero data loss during onboarding.

Implementation & System Configuration

We configure company profile, branches, user access, financial setup, and communication settings based on your business structure and operational requirements.

User Training

We conduct structured training sessions for your teams to ensure smooth adoption. This includes practical guidance, user manuals, and role-based workflow understanding.

UAT & Sign-Off

We perform User Acceptance Testing with your teams to validate company structure, access roles, and configurations before go-live approval from stakeholders.

Production Go-Live

We move the new company into live operations with close monitoring to ensure stability, performance, and a smooth transition into production.

Post Production Support

Post go-live, we provide continuous monitoring, rapid issue resolution, daily stand-ups, and optimization support to ensure long-term operational success.

Capabilities of Our CargoWise New Company Onboarding

Company Profile & Branch Setup

/01

Configure company profiles and branch structures that reflect how your business is actually organized.

/02

User Access & Roles

Set up admin access and department-specific roles so the right people have the right access from day one.

/03

Financial Setup

Configure chart of accounts and financial year settings aligned to the new entity's reporting needs.

/04

Communication Setup

Configure email and notification settings so the new company communicates correctly from go-live.

/05

Service Contract Setup

Set up service contracts as part of onboarding, not as a separate task after the fact.

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

Company profile setup, branch setup, user access and roles, financial setup, communication setup, and service contract setup. Together, these ensure a new entity is fully operational, not partially configured.

Setup builds your first CargoWise environment from scratch. Onboarding adds new companies or branches into an existing instance without disrupting what's already live.

It depends on branch count and financial complexity. Most engagements follow the same phased approach, from requirement analysis through go-live, with defined checkpoints along the way.

Yes. Branch setup and user access are configured together, so multi-branch structures go live consistently rather than being staggered one at a time.

We monitor performance closely in the first weeks post-go-live and provide optimization support as the new entity's operations evolve.

Latest from our blogs

View All Blogs

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