Before you start using Qargo, you can opt to create the locations that you often use in "Locations". This saves time when you afterwards create orders. Additionally, it ensures the same location is used as you used before.
Navigate to LOCATIONS and click on 'Location' in the header. This will launch the Locations List. There are 3 preset views, set as tabs: All, Active and Inactive. The default is to open All. It is possible to create a custom view using the 'Edit Columns' which will open a side menu to the left of the screen. Use the toggles to select which columns to display. Each row shows the location details and can be selected using the check box. When hovering or selected, the location will highlight on the map (blue pin).
Columns can be dragged into different positions, and the column header has additional filters that allow for increased control of what data to display. When a column filter is active, it will highlight and an alert is shown.
Add a new location.
Click on 'Create location'.
There are 2 options to enter the new location and customer details.
Manually enter the location details.
Enter the Customer Name / Display Name
Select if the location is available in the customer portal
Enter the customer address manually
Utilise the Google maps search.
Type the Customer Name and any other associated information, (ie: City) if available.
Select the correct location from the options suggested in the drop down.
There are a number of options that can be completed in the location, which will become defaults when using the location in any orders.
Terminal / Intermodal locations: Link any locations that are frequently used.
Stop Actions: Predefine specific stop actions associated to the location. If nothing is defined, available options will be determined based on the Transportation Service selected in the order.
Opening Hours: Select defaults when the location is open.
Order Entry defaults: Based on Stop Activity, defaults for time windows, stop duration and extras, always associated to the location can be set. When the location is selected in an order, the defaults will be be pre-filled.
Linked Details (contacts, customers, orders): Add a contact for the location, with an associated role. Specific customers can be linked to the location. Any orders where the location has been used will show under 'Linked Orders'.
When creating an order, it is also possible to add the Customer, using the same options (manual / google location). However, this will only create the Customer, and will not add the location to the Location Database.
