Introduction
Default fields are enabled, indicated with the Qargo 'Q' icon and will automatically be included on specific pages. If a specific field is required, specific to the individual business these can be enabled by simply updating the additional field to Active. Should the required field not already be shown, it is possible to create custom fields which can then be included in the Order, Invoice, Resources or customers.
Via additional fields, you can choose:
Which fields should be visible based on transport service
Specify if the field is required, or should always be shown in the form
Add custom fields using different formats, including:
Text
Number
Toggle
Date
Dropdown
Tag
Url
Configuration
Navigate to CONFIGURATION > Additional fields
From left side menu, select the category (Orders, Invoices, Resources or Customers)
Categories are linked to the specific module pages
Additional fields
Standard fields available in the product - indicated with the Qargo 'Q' icon.
If the fields are not relevant for your company, you can set those fields to INACTIVE so they do not show.
When active, fields will show in the list as Green
When inactive fields will show in the list as grey.
Fields can be linked to transport services by including them in the 'linked transport services' field.
Additional fields that are not required can be Archived, or made 'Inactive'.
Use the 'Archive' icon to update to Inactive.
Custom fields
When the required field is not already available, use the 'Add Custom field'
A side menu will display where the field details can be added
Select the format for the field from the 'Type' dropdown.
Custom fields can be linked to transport services
Indicate if this field should be visible in the customer portal
Click SAVE.
Unlike Standard Additional fields, custom fields can be deleted.
When displayed in the list view, custom fields will show the field type
Activating additional field and adding custom field
