Qargo

A customer may require delivery paperwork to be included with their deliveries, which could be either a physical copy sent with the product, or an electronic scan sent prior, and received by the delivery company. 

Customer own paperwork may not be exported automatically. It may require a file to be generated and manually uploaded to the specific network.

Follow the following steps to download customer paperwork from Qargo: 

Make sure the column with customer paperwork is active, by clicking on "Edit columns" and selecting the customer paperwork toggle

Filter your order list on all the orders that have customer paperwork 

Make sure the collection date of today is selected 

This will give you a list of all the customer paperwork for orders with manifest date of today that still needs to be exported. 

You can then select the quick actions on the order overview: 

Then you need to click on download documents: 

You can then select all the orders that you want to export by clicking the checkboxes on the left: 

Then click on select a document type in the bottom right: 

This will download a zip file with all the customer paperwork, it will automatically be renamed to the correct format to upload (See Configuration)

You then need to upload, into the appropriate pallet network system, for instance Contrado. 

1. Make sure the column with customer paperwork is active, by clicking on "Edit columns" and selecting the customer paperwork toggle
 
 
2. Filter your order list on all the orders that have customer paperwork 
 
 
3. Make sure the collection date of today is selected 
 
 
4. This will give you a list of all the customer paperwork for orders with manifest date of today that still needs to be exported. 
 
5. You can then select the quick actions on the order overview: 
 
 Then you need to click on download documents: 
 
 
6. You can then select all the orders that you want to export by clicking the checkboxes on the left: 
 
 
7. Then click on select a document type in the bottom right: 
 
 
8. You can then select customer paperwork 
 
 
 
9. This will download a zip file with all the customer paperwork, it will automatically be renamed to the correct format to upload (See Configuration)
 
10. You then need to upload, into the appropriate pallet network system, for instance Contrado.

Palletline: Can be uploaded to order prior to first ARRH (Arrive Hub) status / Uploads can be done individually or in bulk by user.

Palletforce: Can be sent / received via integration. Collection depot can upload COP documents for delivery. Collection depot can download filled in COP documents. Delivery Depot can download COP documents to be filled in on delivery. Documents can be uploaded when completed.

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You need to go to Configuration =&gt; Documents =&gt; File Name overrides

And there you need to select "Add item" and configure the approved naming convention for the pallet network. 

- Document type = Customer paperwork 
- File name override = Order name
- Prefix = empty
- Suffix = -COP

This will make sure that all the uploaded customer paperwork will get the correct name.  

How to export customer paperwork that your customers uploaded when another depot does the delivery

Operational flow

Supported networks:

Configuration