Customers are the companies that purchase transport from you. When you create an order, you choose for which customer this order is created.
If the customer does not exist at the moment you create your order, you can add the customer via “Add customer" action during the order creation.
You can also navigate to the header Customers > Customers and then click on "Create customer".
Note: 1 customer can be created at a time.
When you create a new customer, a new page pops up and you will need to complete the REQUIRED fields (*). Once you have this information complete, Click SAVE.
Customer Status Explained.
The Blocked toggle for customers has been replaced with a status dropdown, allowing more granular permissions for order creation. A similar status dropdown has also been added for Subcontractors.
Customer changes:
Before:
Blocked indicated if orders could be created/linked to a customer or not.
For a company representing other companies (through customer portal / customer external API), it could only create orders if it was not blocked.
Now:
Status indicates whether an order can be created/linked to this customer. The available statuses are:
Prospect: The company is a potential customer but not yet approved. Only quotes can be created; no orders can be placed.
Not Approved: The company is not yet fully approved as a customer. This is an intermediary step between Prospect and Approved. Same permissions as Prospect apply.
Approved: The customer is approved. Orders can be placed without restrictions.
Warning: The customer is approved, but a warning is triggered when attempting to create an order in Qargo. The operator can dismiss the warning and proceed with the order.
Blocked: The customer is blocked; no new orders can be created
For a company representing other companies (through customer portal / customer external API), it can only create orders if it holds the Approved status.
Where a Subcontractor is also a Customer, the status is now separated, and the customer status will work as described for the customer. See HERE for more information for Subcontractor.