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    How Do I Navigate in Cargowise? Activity One

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    pshiwani29
    This document provides instructions on how to navigate within CargoWise. It describes reviewing the Information Portal for updates and customizing the layout. It also outlines how to access modules like shipments from the jump menu, use search filters to find records, and view, edit or create new records. Appendices provide a list of navigation menu options and keyboard shortcuts for navigation.

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    How Do I Navigate in Cargowise? Activity One

    Uploaded by

    pshiwani29
    85 views4 pages
    This document provides instructions on how to navigate within CargoWise. It describes reviewing the Information Portal for updates and customizing the layout. It also outlines how to access modules like shipments from the jump menu, use search filters to find records, and view, edit or create new records. Appendices provide a list of navigation menu options and keyboard shortcuts for navigation.

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    This document provides instructions on how to navigate within CargoWise. It describes reviewing the Information Portal for updates and customizing the layout. It also outlines how to access modules like shipments from the jump menu, use search filters to find records, and view, edit or create new records. Appendices provide a list of navigation menu options and keyboard shortcuts for navigation.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    85 views4 pages

    How Do I Navigate in Cargowise? Activity One

    Uploaded by

    pshiwani29
    This document provides instructions on how to navigate within CargoWise. It describes reviewing the Information Portal for updates and customizing the layout. It also outlines how to access modules like shipments from the jump menu, use search filters to find records, and view, edit or create new records. Appendices provide a list of navigation menu options and keyboard shortcuts for navigation.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 4

    How do I navigate in CargoWise?

    Activity One
    Review the Information Portal and a CargoWise Update Note.

    1. Log in to CargoWise.
    2. Review the Information Portal to the right of the Jump Menu.

    The Information Portal is a content-rich hub where you can source the latest information and
    resources, which can be curated to your own requirements. By default, it includes the latest
    Update Notes, WiseLearning Updates, and trending WiseNews. For information on how to
    customize the Information Portal layout see 1COR150, and 1COR151.

    3. In the Product Updates section, click on a CargoWise Update hyperlink.


    4. In the web browser that opens, review the Update Note.
    5. Click on the X button to close the Update Note.

    As you click on a hyperlink, it will be removed from the list shown in the Information Portal.
    This is to ensure that only updates you have not yet read are displayed.

    Activity Two
    Access a module within your CargoWise system.

    1. From the Jump menu go to Operate > Forwarding > Forwarding > Shipments.

    As you access the module, the menu disappears from display, maximizing your operational
    area. The landing page for most module areas is a Search screen.

    2. Use the Search filters to locate an existing Shipment record and click on the Find button.
    3. In the results grid, review the key information per record.
    4. Highlight a record in the grid and then either View or Edit the record, or click on the New
    button to create a new record.
    5. Click on the Home button to go back to the Main menu.

    1COR016 | 1
    © 2023 WiseTech Global 13 April 2023
    Modules can also be opened in a new window, by right-clicking on the desired module and
    then selecting Open (module name) in New Window. This opens the module in a separate
    window, leaving the main screen open in the background, allowing you to view multiple
    screens at once.

    Want to learn more?


    • 1COR266 – How do I find out about product enhancements and review update notes?
    • 1COR017 – How do I use Search filters?
    • 1COR033 – How do I customize Data Entry grids?
    • 1COR019 – Understanding Warning and Error Messages

    Appendix A
    Navigation menu options
    Item Description

    • Schedules
    Operate
    • Forwarding

    • Customs

    • Transport

    • Warehouse

    • Liner & Agency

    • Productivity Tools

    • Sales & Marketing


    Manage
    • Tariffs & Rates

    • Workflow & Process

    • DocManager

    • Accounting

    • Receivables

    • Payables

    • Cash Book

    • Job Costing

    1COR016 | 2
    © 2023 WiseTech Global 13 April 2023
    Item Description

    • General Ledger

    • Budgets

    • Master Data
    Maintain
    • Reference Files

    • Database Files

    • Sales & Marketing

    • Tariffs & Rates

    • Locations

    • Account

    • Customs

    • Warehouse

    • Human Resources

    • Workflow Manager

    • EDI Messaging

    • Archive Manager

    • User Admin

    • System

    Appendix B
    Keyboard shortcuts
    Item Description

    Jump Ctrl + 1

    Ctrl + 2
    Operate

    Ctrl + 3
    Manage

    1COR016 | 3
    © 2023 WiseTech Global 13 April 2023
    Item Description

    Ctrl + 4
    Maintain

    Ctrl + F1, or F2, etc.


    Favorites

    Ctrl + Shift
    New window

    F1
    New eRequest

    Ctrl + Shift + B
    Change Company, Branch and Department

    Support: press the F1 key from anywhere within CargoWise to raise an eRequest.

    1COR016 | 4
    © 2023 WiseTech Global 13 April 2023

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