Views option on Order Charge view
Views can now also be configured on the charge view of the orders to invoice page.
We also have a new filter available here where you can filter on charges from specific price lists:
Sticker/label document for document recognition
Written byDuygu Demir
Transport companies often receive paperwork from customers that drivers need to sign.
After signing, this paperwork needs to be scanned and sent back to the customer.
However, since these documents might lack reference numbers, our document scanning system cannot automatically match the scans to the correct orders, resulting in a lot of manual work.
🎉 To solve this issue, we now offer a simple solution: a sticker document that can be printed and attached to the customer paperwork.
This helps us accurately link the scanned documents to the correct orders.
Here’s how you can set it up (you will need a sticker printer for this functionality):
1. Navigate to Configuration Documents Available document types
2. Activate the Qargo ID sticker document type in documents section:
3. Navigate to Templates and Add the sticker template:
4. Navigate to Configuration Tasks:
5. Create a "Generate Document" task at the order level, under "Create order" to generate the sticker document:
Locate the task on the order view(only valid for orders that are created after the creation of the task) :
Use download/print options after the generation of the document:
Note: The sticker document can only include order information.
If you want to automate the sticker generation for every order, you can set the task to auto complete instead of manual completion:
Edit stop date propagates to other stops
Hi,
Previously, adjusting the dates of an order or trip by a few days was a hassle because each stop had to be edited individually when there were for example storage (depot) stops in the order.
We’ve made this easier!
🎉 Now, when you change the date of one stop, you can automatically apply that shift to all other stops in the same order or trip!
After adjusting the first stop, a second step will appear in the modal, showing the proposed new dates for all stops.
You can easily edit these dates if needed, and then save them all at once.
It is also possible to change the dates of the orders via the order list view as shown below:
Note: The system will propagate date shifts for unplanned stops as long as the sequence of dates remains logical (e.g., they stay in chronological order).
Kind regards,
User configurable exports on the templates page
Super admins can now configure custom data exports for the below:
-Container
-Credit note
-Customer
-Driver
-Order
-Purchase invoice
-Sales invoice
-Subcontractor
-Trip
-Vehicle
👤 This feature allows the Super Admins to create custom CSV and Excel documents based on data that is available in Qargo.
Below is how it is configured:
1. Navigate to Configuration Templates and Click on "File exports/downloads"
2. Click on "Create Export" And select Export document type+Name the Export type:
3. Click on "Next" to now select your columns in your export.
Select the information field you want to make visible in your export file and name the header.
Below is a short video of how to select these and how tp rename the Column headers:
4. If applicable, adjust the order of the fields so that the columns come in the same order as how the setup was done.
5. Click on Next after the adjustments are done and make selection what type of file Export you want to Create between 2 options: CSV or EXCEL
After the selection of the file type, click on "Save"
What you have created as an export file will be listed under Active templates:
Now you can navigate to the related page for which you have created the Export File(eg. If you have created the Export file for customers -> navigate to the customeras page).
Once a new export has been created, it will show up in the Export button located on the right top of the page as in below example:
You can Use filters and execute the export or pull a full export without filters applied.
To deactivate the Export option, you can navigate to Configuration Templates "File exports/downloads" and deactivate the export file with the trash icon located on the right side of the line:
Send emails from your own domain/mailbox
Hello,
We have added support for linking user mailboxes within Qargo. This is the first step in what we currently call our Email Intelligence feature.
Once a mailbox is linked, the system will automatically detect it when completing email tasks and send the emails from your own mailbox instead of our [email protected] email address. When the email is sent from the user’s own email address, the email is less likely to end up in the recipient’s spam folder, avoiding all kinds of headaches related to missed communication.
You can link your mailbox on the Organisation settings page (only available for Super Admins), where you will see a new table
You can click the Link new mailbox button and you will be redirected to a login screen and asked to enter your credentials. It is currently only possible to link Outlook or IMAP based mailboxes (no Gmail yet).
If everything goes right, you should get redirected to Qargo and your screen should look like this:
It is important the status says Linked and then you should be good to go.
We also indicate on the contact task configuration when a mail will be sent via our no-reply email address (the old way of sending emails).
When a linked mailbox is detected in the Sender email address field of the contact task, the message will disappear.
The configuration may differ depending on the type of mailbox: individual (normal) mailboxes, shared mailboxes or distribution lists.
You can use it in combination with the existing email functionality, so the email addresses under linked mailboxes will be send via your mailbox while the other email address will be sent via the qargo.com email address with the configured email in the reply to.
You can find setup instructions in this help article. If you have any questions, please feel free to contact us.
Secondary resources
Hi,
We've implemented a new update that enhances how we manage secondary resources and their customisation options.
We now have the capability to select which additional resource types can serve as secondary resources for an order or trip. Any secondary resource type that is enabled for a trip or order will have the following functionalities:
It can be added to planned trips for allocation.
It can be dragged onto the planboard to create empty trips, similar to how trailers or containers were previously handled.
It will appear as an option for visualisation on the planning board.
Example use case: Drivers who switch vehicles throughout the day no longer need to be created as a tempory combination for the day. Now, you just keep your drivers permanently on the planboard, and for each trip, simply drag a vehicle onto the planned trip.
Feel free to contact us if you have any questions about this new feature or if you need assistance activating secondary resources.
Time rounding and Last location
Hi,
We're excited to announce the release of two new features today.
Automatic time rounding to 15-minute blocks
When dropping a trip or resource on the planning board, the first stop's time will now be rounded down to the nearest 15-minute block. This change helps avoid confusion, such as drivers wondering why they need to arrive at 10:06 instead of 10:00, reducing unnecessary communication. The only exception is when rounding would cause an overlap with a previously planned trip, in which case the exact time will be used.
Enhanced Last Location Information
We’ve upgraded the last location column on the planning board to display more detailed live information when viewing today’s schedule. You’ll now see driving ETA and waiting times for the current stop in progress.
In non-compact mode, relevant stop tasks are also shown, enabling you to set up quick notifications for customer updates. This feature has been activated for you as well, but you can opt out using the toggle in the top bar on the planning page.
Customer portal prefill and customer locations
Hi,
We would like to inform you about two updates we released on the customer portal this morning.
Order Prefill Configuration: Two months ago, we introduced order prefill for customer and transport services. Many users requested that these prefills also be available on the customer portal. We’re pleased to announce that both the order prefill (for customer and transport services) and stop prefill are now accessible on the customer portal!
On the order prefill configuration screen, you’ll see that some fields are marked with an orange border and an eye icon by default. These signify prefills that will not be applied to the customer portal.
Additionally, we’ve disabled the custom and extra fields for customer-specific locations in the stop prefill, as this function will now be managed by the customer-specific address book.
Customer-Specific Address Book: We’ve added a new field to the location detail page that determines its availability on the customer portal and the applicable customer. The options include:
NONE/Not Available: These locations are not available on the customer portal unless already used in an order. They will not appear on the customer portal's location list.
ALL/Available for All Customers: These locations are available to all customers but will not be shown on the location list on the customer portal.
CUSTOMER_SPECIFIC: Available only to a single customer and will appear in their customer portal location list.
We have migrated every location that is used by only a single customer to a customer-specific location. This update means customers now have access to their unique set of locations and can only use those (or locations available to all customers) to place orders. All locations that were used by multiple customers (and either of them have customer portal access) have been made available for all customers.
For more details on this functionality, please refer to our help article: “Customer Portal Locations”