In this video, we’ll be looking at Consolidations within the Forwarding module.

Consolidations are Master Bills. They include Master Air Waybills for Air Freight, and
Ocean Bills of Lading for Sea Freight. This learning unit is a basic overview of the
Consolidation record. For detailed information on how to enter data and complete a
Consolidation record, please refer to the associated workbook.

To start, go to Operate, Forwarding, Forwarding, and then Consolidations to open the

Consolidations Search screen. From here, click on the New button to open the New
Consol window. Note that some fields will populate automatically according to your
login Department. For example, if you’ve logged into Department Forwarding Export
Air, as shown here, the Transport and Load Ports are set based on your login company.
You can override these fields if required.

The Consolidation window is split into two sections. The Consol Details section
contains fields relevant to the total consolidation, including the Transport, Master Bill,
and Service Provider details. Below, the Shipment grid allows you to enter House Bill
data. It also displays key information relevant to Shipments that are already attached to
the Consolidation. Shipments can be attached and detached by clicking on the Attach or
Detach buttons below the grid. You can choose to see more or less Shipment data by
customizing the grid columns. To do this, right-click in the grid and select Customize
Columns. This opens the Customize Columns window. Here, you can Add or Remove
Shipment data between the Available and Show Columns sections, based on what is
relevant.

It’s important to note that the Consolidation is not specific to Import or Export, or to
Air, Sea, Road, or Rail. CargoWise One is designed to use one window for all types of
consolidations, and for all modes of transport. As you begin to enter information, you’ll
notice the window will adapt to the transport information you have entered. In this
example, when the Transport mode is Air Freight, the Flight section and Master Air
Waybill fields display. The AWB tab will also be visible. If you change the Transport
Mode to Sea Freight, then the Voyage section and BOL - Bill of Lading field will
appear. If Rail or Road Transport modes are selected, the Journey section will display,
and the transport fields will change accordingly. The Load and Discharge Ports are
based on how you have booked the movement of the consolidation with the Carrier, also
known as the Shipping Line, Airline, Rail Head, or Transport Provider. To the right,
you’ll see various tabs.
The Organization tab is used to record the Sending and Receiving Agents, as well as the
Carrier, which may automatically populate based on your system configuration. The
Departure tab is used for export consolidations. While the Arrival tab is used for import
consolidations. Information entered in these fields will display on certain documents.
It’s also important to note that some of these fields may be mandatory based on the
transport direction and your login company.

The next tab is the Docs tab. This is where you can define documentation requirements,
such how many Copies of the Original Bills you require, or the Release Type. The
Achieved Quantities tab assists with consolidation planning. It provides a clear
overview of consolidated weight and volume, and the comparison of utilized quantities
versus actual quantities. If you need to enter additional references, click on the Numbers
tab. The different Types displayed in the drop-down menu are configurable via your
System Registry. If the consolidation has multiple routing legs, including multiple
modes of transport, the different transport legs are entered under the Routing tab.

The Containers tab allows you to enter container information for all modes of transport.
It is divided into two sections. The top section is the containers grid, where information
for each container is entered. The bottom section displays detailed information for the
container selected in the grid, and includes additional fields. This is where you enter
Refrigeration settings, adjust Measures, include Export Process or Import Process
Services, Cut Off Dates, and so on. The Container information will flow through to the
Shipment Packing tab. It’s important to note that containers cannot be entered against a
Shipment. When ready, click on the Save button to process your changes. The job
number will display here, starting with a C reference.

There are several documents available to print, email or fax within the Consolidation.
Click on the Documents menu to review what is available.