Forwarding
Quotations, bookings, consolidations, customs.
Quotations
Priced proposals — the pre-sale surface of every forwarding job.
3 min read
Bookings
The operational home of every shipment from confirmation to delivery.
3 min read
Consolidations & master bookings
Group multiple house bookings under a single master MBL or MAWB.
3 min read
Customs clearance
Declarations, duty calculator, document requirements, post-release followups, and reopens.
4 min read
Creating a quotation — sea freight
FCL, LCL, port pairs, container plans, and the sea-specific charges that matter.
4 min read
Creating a quotation — air freight
Direct master, consol air, chargeable weight, and IATA rate classes.
4 min read
Creating a quotation — road freight
FTL, LTL, Container haulage, vehicle types, and route-specific considerations.
4 min read
Commercial terms & notes
The 8 standard clauses, how to add them to quotes, and what prints on the PDF.
3 min read
Smart Quotes — AI-assisted email → quote
Connect an inbox; CargoSurge drafts quotes from incoming RFQ emails.
3 min read
Converting a quote to booking
What happens when a customer accepts, what gets copied, and what you need to add.
3 min read
Booking lifecycle & confirmations
Every state transition, what triggers it, and who's allowed to do it.
4 min read
Charges, margins & profitability
Sell / buy / planned / booked / realized — the five margin views and why they differ.
4 min read
Shipment pipeline view
Kanban board of bookings by state — the ops team's daily home page.
3 min read
Work Queues
Prioritised task lists per user — what needs doing, in what order, by when.
3 min read
Cross-tenant consolidations
Consolidate with a partner forwarder who's also on CargoSurge.
4 min read
Customs declarations, duty and documents
Deep dive on declaration lines, HS codes, duty calculation, and per-country doc lists.
4 min read
Post-release documents and deposit ledger
After customs releases cargo, the paperwork isn't done. Track it here.
4 min read
Customs reopen flow
When a declaration was released in error — the admin-only reversal.
3 min read