Customise the columns
Navigate to the 'INVOICES', when the Invoice page loads, the default view is set to show the ALL tab. There are additional tabs for default list views for:
Draft Invoice
Invoiced
Invoice posted
Cancelled.
It is possible to customise how you see the invoices and their details in the invoices page.
Click on 'Edit columns'
When clicked, a side pane will open on the left side of the screen.
Select the invoices details you like to see in the page.
Close the side pane when ready.
Invoice additional fields are added in Configuration. Once added, those additional fields be shown in the side pane.
Filter data
You can filter data in the page by using the filter icon in the header of the table. Hover in the column header and the filter icon will show in the bottom right corner.
Click on the filter icon.
Select the data you would like to filter.
The data will update as the filters are selected.
A label display how many filters are applied - these apply to the filters in the column header, ie: multiple filters in 1 column will show as 1 active filter. The filter icon will highlight green to indicate which column has the filter applied.
Once the filters are selected, click 'Close' to close the popup window.
Filters set on 1 tab will be applied to all tabs.
The filter will be saved. The next time you navigate to this page, you will see the same view.
🚨 Custom column views - both the order and size - are retained by your browser. If you delete your cookies or have opted to configure your browser to never store cookies in the first place, the views won't be saved and will be reset to the default the next time you use Qargo.
Select Date Range Option:
The following options are available to filter on:
Last 90 days + future: this filter on all orders
Date: to filter on one specific date. By default this will filter on the current date.
Date range: This allows the use to easily select a date range on a calendar . When selecting the date range filtering, two options are available to chose from
For convenience, when filtering based on a date range, there are some pre-configured date ranges to allow easy filtering. When selecting one of these options, the dates will automatically be selected:
Users can also select any date range, selecting a start / end date on the calendar.
Date ranges are limited to a 1 year date range.
For Orders the filter is on REQUESTED DATE.
For Trips the filter is on ACTUAL DATE.
🔔 Pro Tip: Filtering on the Order Start / End columns is possible. Column filters are retained on the page when reloading.
