One of the most overlooked yet critical levers to maximize efficiency in CargoWise is master data. But hereās the catchāmaster data only delivers value when itās well-governed.
Out-of-control master dataāno naming rules, open access for edits, incomplete records, or simply a lack of understanding of what data fields actually do in CargoWiseācan silently destroy operational efficiency. The result? Broken processes, manual workarounds, and staff who feel overworked while leadership wonders why headcount seems to always fall short.
Why This Series?
If you know meāor have followed my contentāyou already know I have a soft spot for master data. So, Iām launching a series focused on different master data elements in CargoWise, and weāre starting with one of the most foundational: the Organization Code, or “org code.”
What Is an Org Code?
In CargoWise, an org code is an alphanumeric identifier assigned to an organization. This could be a customer, vendor, carrier, shipper, or global account.
CargoWise allows you to define these codes manuallyāor let the system do it for you. The choice seems simple, but as with everything in system design, the outcomes of your decision extend far beyond the initial setup. Your org code structure affects everything: shipments, reports, invoices, and more. In other words: you will live and breathe your org code.
Scenario 1: Manually Created Org Codes
Some companies choose to define org codes manually to align closely with their business structure. This provides flexibility, but it comes with real challenges:
- Code Logic Must Be Defined
Without a predefined structure, org codes can become chaotic. You need naming rulesāand they must make sense. - Governance Is Non-Negotiable
If codes are created manually, they must be created consistently. Someone must be responsible for oversight and enforcement. - Duplication Handling Must Be Clear
CargoWise can help resolve duplicates systemically, but in a manual world, youāll need your own playbook. - Permissions Must Be Managed
If everyone can create orgs, you increase risk. If you restrict it, you may introduce bottlenecks. Either way, enforcement is key.
Scenario 2: Systemically Created Org Codes
CargoWise offers built-in logic to automatically generate org codes based on the data input during organization creation. This provides consistency, scale, and speed. But even here, there are watch-outs:
- Logic Can Be Unfamiliar
Automatically generated codes (likeALLCONPBI) might not match your internal lingo. Teams need to understand the logic behind them. - Bad Input = Bad Code
Systemic does not mean foolproof. If inaccurate data is entered, you still end up with messy resultsājust faster. - Changes to Org Data Raise a Question
What happens when an organization name or address changes? You have two options:- Update the org code to reflect new data (but this can impact historical records unless you recalculate).
- Keep the original code (maintaining consistency but potentially causing misalignment).
As someone with a finance background, Iām firmly in the camp of not changing historical data. But your business priorities may differāand thatās okay. Just understand the trade-offs.
A Look Under the Hood: How CargoWise Systemically Creates Org Codes
Hereās the logic CargoWise typically uses to auto-generate a 9-character code (max 12 allowed):
- First 3 letters of the organization name
- First 3 letters of the second word in the name
- IATA code from the main UNLOCO location
Example:
Company: ALL2S Consulting
Location: Weston, FL ā IATA = PBI
Code: ALLCONPBI
If duplicates occur, CargoWise auto-appends a number:ALLCONPBI1, ALLCONPBI2, etc.
And for national/global accounts:
_US= National_WW= Global
Key Takeaways
- Master Data Is a Strategic Asset
Org codes aren’t just administrativeāthey are building blocks of operational efficiency. Your decision will affect every integration, report, and shipment record. - Systemic = Scalable
Even with its challenges, systemic code creation reduces manual errors and allows for greater consistency across teams and time zones. - Donāt Re-Invent the Wheel
CargoWise has already done the heavy lifting to give you a scalable, systemic option. Before you build a parallel logicāask yourself, why not align and adapt?
š If youāre managing CargoWise and struggling with master data chaosāor planning a system cleanup or integrationāIād love to help. Master data isnāt glamorous, but it is game-changing.
Letās embrace the humble org codeāyour first step toward better governance.