Here’s the full system I help clients build, incorporating CargoWise, CargoSphere, rate cards, and company tariffs into one unified structure:

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1️⃣ Centralized Digital Rate Management (DRM) — Your Single Source of Truth

CargoWise supports Digital Rate Management, but many companies don’t maximize it.

This is where you centralize:

• Company tariffs (your internal baseline pricing)
• Customer tariffs (contracted rates per client)
• Vendor buy rates
• Airline/Steamship line surcharges
• Lane-specific logic
• Mode-specific rules
• Weight/volume breaks
• Valid-from / valid-to periods
• Accessorial fees
• Auto-applied charges

Once these are in CW1, quoting becomes systematic, not scattered.

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2️⃣ CargoSphere Integration — “No More Email Rate Sheets” Era

If the business uses CargoSphere (now part of the e2open suite), you can automate:

• Ocean FAK rates
• NVOCC/LCL rates
• Contracted BCO pricing
• Port/terminal fees
• Fuel and bunker surcharges
• Origin/destination add-ons

Instead of hunting for spreadsheets, CargoSphere pushes structured, validated, digitized tariffs into CargoWise or your rate engine.

The result?

• Zero manual data entry
• Zero outdated spreadsheets
• Zero “which version is correct?” confusion
• Immediate rate updates across the organization

CargoSphere + CW1 = a live, accurate rate ecosystem.

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3️⃣ Governed Rate Cards — Controlled, Versioned, and Audited

Many forwarders distribute “rate cards” to Sales… and never update them consistently.

Instead, use CargoWise Rate Cards with:

• Version control
• Approval routing
• Auto-expiry
• Automated surcharge updates
• Linkage to company and customer tariffs
• Digital access for Sales, Ops, and Finance

This keeps all teams quoting from the same baseline.

No shadow spreadsheets.
No personal “rate books.”
No private Excel files on someone’s desktop.

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4️⃣ Company Tariffs With Internal Margin Rules

You can set your company tariff to automatically apply:

• Minimum margins
• Lane-based profitability thresholds
• Mode-based margin floors
• Accessorial cost logic
• Approval gates for low-margin quotes

Example:
If a quote falls below a preset margin, CargoWise can:

• Warn the user
• Lock the quote
• Redirect the quote to a manager
• Require Finance approval

This prevents accidental underpricing long before the customer ever sees the quote.

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5️⃣ Workflow Controls + Rate Expiry Alerts

You should never be surprised by expired rates.
CW1 can trigger:

• 30-day reminders
• 7-day reminders
• Day-of expiration alerts
• Auto-routing to the pricing team
• Auto-lockout of outdated rates

This ensures you never quote from stale data again.

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6️⃣ Sales → Ops → Finance Visibility

When rates are centralized and governed:

• Sales quotes accurately
• Ops executes confidently
• Finance invoices cleanly
• Customers trust your numbers
• Month-end is predictable
• Leaders have true margin visibility

In other words:
your rate structure becomes a strategic advantage, not a liability.

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Here’s the reality:

If your rate sheets aren’t centralized, digitized, and controlled with the right tools (CargoWise, CargoSphere, rate cards, company tariffs), you’re losing money before the shipment ever hits the system.

But once your rate logic is digital and governed?
Margins protect themselves.

👉 If you want help building a digital rate ecosystem and margin-control structure inside CargoWise, ALL2S Consulting LLC can help you implement a unified, accurate, and future-proof solution.

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