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Sync Salesforce data with live shipments.

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Align sales activity with operational shipment data.

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Connect Zoho deals with CargoWise operations.

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Unify CRM and logistics on one workflow.

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ICEGATE Integration

Accelerate ICEGATE integration delivery for efficiency, connecting CargoWise to India's national customs gateway for automated declaration filing.

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Accelerate ACE integration delivery for efficiency, connecting CargoWise to the US CBP's Automated Commercial Environment for import filings.

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Optimize AMS integration delivery at scale, automating advance cargo manifest submissions into the US Automated Manifest System.

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Accelerate AES integration delivery for efficiency, automating US export declaration filing through the Automated Export System.

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Accelerate CDS integration delivery for efficiency, connecting CargoWise to the UK's Customs Declaration Service.

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Streamline Netherlands customs declaration delivery, connecting CargoWise to Dutch Customs' current DMS platform, which fully replaced AGS in 2024.

MPCI Integration

Automate UAE pre-loading manifest filing, connecting CargoWise to MPCI for mandatory cargo information submission before loading.

ICS2 Integration

Accelerate ICS2 integration delivery for efficiency, meeting the EU's mandatory Entry Summary Declaration requirements across all transport modes.

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Accelerate ASM Sequoia integration for efficiency, connecting CargoWise to Sequoia's customs filing platform.

TradeNet Integration

Streamline Singapore customs filing, connecting CargoWise to TradeNet's single window for permits, duties, and Certificate of Origin declarations.

ASYCUDA Integration

Accelerate ASYCUDA integration delivery for efficiency, linking CargoWise to the customs automation system used widely across Africa.

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Accelerate SARS integration delivery for efficiency, connecting CargoWise to South Africa's national customs system.

SISCOMEX Integration

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VUCEM Integration

Optimize VUCEM integration delivery at scale, connecting CargoWise to Mexico's single window for foreign trade.

NZCS Integration

Accelerate NZCS integration delivery for efficiency, connecting CargoWise to New Zealand Customs Service's filing platform.

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Abstract network graphic representing CargoWise Sales Order Automation

CargoWise Sales Order Automation: The Gap Between "Confirmed" and "Correct" Just Closed

Let AI run your repetitive sales order work, saving significant processing time on every order, at a pace no team could match by hand. From incoming sales orders to pricing and terms validation, our AI reads order data, checks it against current customer terms, and acts inside CargoWise Next while your team handles only the exceptions.

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The Importance of Sales Order Automation for Your Business

For most of the last decade, confirming a sales order meant a rep manually checking it against contracted pricing and terms, cross-referencing customer-specific agreements by hand, and re-keying the confirmed details into CargoWise, work that scaled with order volume, not with how much of it was actually routine. That's changed. The document AI market has shifted decisively toward large language models that read a sales order the way an account manager would, understanding which terms apply and where a number looks off, not just capturing text off a page.

The practical result: a sales order that used to take a manual round of checking before it could be trusted now converts into a validated shipment record in a fraction of that time, not because the terms got simpler, but because the system resolves the matching and validation on its own before it needs to ask a human.

AI assistant validating incoming sales orders and creating them in CargoWise Next

How CargoWise Sales Order Automation Actually Works?

01

Receive Order

Sales orders arrive by email, web form, or portal, and are picked up automatically the moment they land, no manual routing or re-typing required.

02

Read and Extract

AI reads each order, regardless of format, and pulls out the fields that matter: customer, cargo details, service level, requested dates, and pricing terms.

03

Mapping & Validate

Extracted details are matched against the customer's contracted pricing and terms, with discrepancies checked for accuracy before anything moves forward.

04

Exception Management

Anything ambiguous, pricing outside contracted terms, an unrecognized customer, routes to manual validation, so only genuine decisions need a human touch.

05

Manual Validation

Your team reviews the specific flagged issue, term mismatch, unrecognized account, incomplete cargo detail, and corrects or approves it.

06

Order Confirmation, Confirm and Notify

Once validated, the sales order converts into a shipment record directly in CargoWise Next, a confirmation goes out automatically, and the record attaches to eDocs to keep the audit trail complete.

Manual Sales Order Entry vs. AI Sales Order Automation

Manual Sales Order Entry

  • Rep manually checks the order against contracted terms
  • Breaks down whenever customer terms update or change
  • Prone to confirming an order at an outdated or wrong rate
  • Cargo and service details re-typed into CargoWise by hand
  • No systematic check against a customer's contracted terms

AI Sales Order Automation

  • Reads the order and checks current contracted terms automatically
  • Reads updated terms correctly with no reconfiguration
  • Checks pricing currency and applicability before confirming
  • Converts the order into a shipment record without manual re-entry
  • Checks the order against contracted terms automatically
Freight forwarder inspecting shipping containers with a laptop

Designed Around Freight Sales Orders, Not Adapted from Generic Order Tools

Most order automation was built for flat-rate B2B sales, not freight. CargoWise Sales Order Automation is built around how forwarders actually confirm an order, tied to customer-level pricing terms, service commitments, and shipment structures inside CargoWise, not a generic order-management tool stretched to fit.

Capabilities of Our CargoWise Sales Order Automation

/01

Contracted Terms Validation

Pricing, service level, and contracted terms are checked automatically before an order is confirmed.

/02

Master Data Matching

Customer, lane, and service-level data is checked against CargoWise in real time, not reconciled afterward.

/03

Confidence-Based Exception Routing

Only genuine judgment calls reach your team, everything else moves straight through.

/04

Format-Agnostic Order Reading

Emails, web forms, and portal submissions are all processed without needing a consistent layout.

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Frequently Asked Questions

Happy to Assist You with Anything

Generic order tools apply flat processing logic and struggle against freight-specific complexity, contracted terms, service commitments, cargo structures. CargoWise Sales Order Automation is built around that complexity from the start, not adapted from a non-freight sales tool.

It's held as an exception with the specific issue flagged, term mismatch, unrecognized account, incomplete cargo detail, and routed to manual validation rather than confirmed incorrectly or sent without review.

Yes. Ocean, air, and multimodal orders each get read and validated against their own terms, no separate manual setup required.

It reduces it. Confidence-based routing means only decisions that genuinely need judgment reach your team, everything else moves through order confirmation and shipment creation on its own.

No. It handles the mechanical part, checking, validating, confirming, so your team's time goes toward the customer relationship, not manually re-checking terms on every order.

We map contracted pricing and product validation to your specific customer agreements, so the automation reflects real account terms, not a flattened, generic catalog price.

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