The Qargo Customer Portal is designed to be a personalised tool for efficient order management and tracking. Seamless order integration and updated order status, gives clear visibility of trip progression.
Take a moment to watch our training video to get the most out of this tool.
Accessing the Portal
Once a carrier has activated the portal, a one-time email is generated with a link to the Qargo LogIn page.
Enter email and click 'Send Login link'. The user will receive an email with a secure link to login.
A passwords can also be used if preferred.
Where a customer has access to multiple Qargo portal instances, for example works with more than one Qargo carrier, the system allows for seamless navigation between portals.
How do I switch between portals?
Use the tenant switcher in the top right corner of the portal. It displays the name of the currently active carrier alongside the customer company name.
Click the switcher to see all portals available to the logged-in email address
Select the carrier to switch to.
The portal reloads under the selected carrier's account.
No logout is required. Switching can be done at any time from within the portal.
Where exactly is the tenant switcher?
The tenant switcher is located in the top right corner of the portal interface. It shows the active carrier's tenant name and the customer company name in the format: [Carrier Name] [Customer Name].
Navigating the Portal
Once logged in there are 3 tabs:
Dashboards (1st tab users will see)
Orders
Locations
Dashboards
Dashboard feature provides a quick overview, organised by day; of order statuses, delivery numbers, and performance metrics.
Visual aids and filters available for analysing delivery and collection statuses, time spent per stop, and other operational insights.
Order panel showing all orders for the day, in their current status.
Orders
Use the Order List page to view all orders, or grouped by status.
Tabs sort orders based on their Order status, including:
To Plan
Planned
In Transit
Delivered
Invoiced
Cancelled.
The 'Execution Status' column will display the status of the most recent consignment on the trip.
Display at the stop level (ie: Route to delivery)
Will show invoice status details here as the order is processed.
Cancelled orders are not displayed in the 'All' tab by default. Instead, they are organized under a dedicated 'Cancelled' tab. This design ensures that cancelled orders are easy to locate without cluttering the main order list.
Filter and sort orders by status, order number, and other criteria for customised viewing.
Customisable display options to include or exclude specific order details.
Filter orders by date or ID for targeted information.
Ability to adjust visible columns and tailor the interface to user preferences via “edit columns” option.
Create an order
An easy order creation process to seamlessly integrate orders, eliminates additional steps to send order details and double data entry.
Simple click to create an order and complete the required information.
Attach order confirmation and use the integrated scanning to add order details even quicker.
Pro Tip: Your carrier can create order defaults if order data is consistently the same, ie: Collection or Delivery locations are always the same. This information will automatically be filled in when building a new order.
Order Details Explained
Order Number & colour-coded order status. This will update as the order progresses.
General Information. This may vary depending on the transport services. If details are required, a red outline may show with a warning that the order cannot be saved without this being completed.
If available, order documents can be attached. Select from the appropriate document type from the drop down and upload.
Uploaded documents can be previewed using the eye icon.
Use the download icon to download documents
Consignment details will include stop details (Collect / Delivery) and cargo information, include dimensional details, quantities and packaging types.
Barcodes will be shown (if available) based on the number generated.
Click the clock icon to view the pallet tracking history. As the pallet is progressed through the trip, each update will be shown in the history panel for that specific barcode.
Pallet labels (if available) can be printed from the preview page.
Click the eye icon to view the file.
Click the download icon to download the file.
Edit and cancel orders (Requires Activation)
To submit a new order, portal customers MUST use a unique customer reference, otherwise an error will be displayed back to the user
This reference number is used to link the portal order to the TMS order.
Portal customers will see 'Edit' and 'Cancel' options on eligible orders.
Changes submitted may update the order in the TMS automatically (verify with carrier)
Portal users will see a label 'Update awaiting approval' until the order is opened in the carrier account, which will 'approve' the update.
Where automatic updates ARE NOT enabled, customers can still edit the order, and the carrier will see an 'Update' label appear on the order
📚 The ability to edit or cancel an order after submission depends on how the carrier has configured the portal. If this functionality has not been enabled, orders remain read-only once submitted.
Any new orders submitted via a 3rd party integration also cannot be edited or cancelled; these options will be 'greyed out'.
Submitting an Edit
To edit an order, open the order and select 'Edit order'
Update the relevant fields and confirm the changes.
While an edit is pending approval, no further changes can be made to that order.
Cancelling an Order
To cancel an order, open the order and select Cancel order
Confirm Yes/No in the pop-up to complete the cancellation
Viewing Cancelled Orders
To view cancelled orders in Qargo:
Navigate to the 'Orders' section in the application.
Select the 'Cancelled' tab to see all orders that have been cancelled.
If you prefer to see cancelled orders alongside other orders, you can create a custom view. For example:
Use the filter options to include cancelled orders in your search results.
Save the filter as a custom view for quick access in the future. This approach allows you to tailor the display of orders to suit your workflow.
Identifying Who Cancelled an Order
To find out who cancelled a specific order:
Open the order page for the cancelled order.
Click on the History button located in the top-right corner of the page.
Review the recent updates in the history log. This log includes details about who cancelled the order and when the cancellation occurred. This feature provides transparency and accountability for order management.
Click the video below👇 to watch how to edit or cancel a submitted order.
Locations
Stop locations are consolidated in one location. Easy to add directly from order entry if required, and using Google search to make quick and efficient additions.
Click 'Create location' to add new stop details.
Location data includes:
Adjustable map location
Opening hours
Pre-filled details by stop
Orders associated to location
FAQ
Can I allow customers to view invoices through the customer portal?
At this time we do not offer the ability to expose invoices on the customer portal, this is planned but not yet live.
Can I export excel through the customer portal?
At this time this functionality is not available, but you can allow different types of documents on the customer portal.