Qargo Email Intelligence - NEW Functionality!
Qargo Email Intelligence is a new feature designed to streamline email communications in the logistics industry. Integrating email communication with the Transport Management System (TMS), automatically linking and saving transport-related emails; this feature makes email correspondence accessible to the entire team, eliminating lost or scattered messages. To learn more about this powerful tool and how it can benefit your business, click HERE.
Make Changes in BULK
We are happy to announce that it is now possible to make the below changes in BULK:
➡️ Update rate cards
➡️ Cancel orders
➡️ Update stop dates
Below is how to do these in detail:
💰 Update rate cards in bulk:
Access to the feature is via the Quick actions in "Orders" page:
The "Update rate cards" quick action will open a modal, similar in design to the print document option.
Within the modal, users can choose the relevant rate card they wish to apply to orders.
After selecting a rate card, the list of orders will automatically filter to display only those that are eligible to be switched to the chosen rate card.
Make selection of the orders you want to update the rate card and click on the "Update rate cards" button in the bottom right of the modal to initiate the update process.
The updates will be processed asynchronously, with progress indicated in the top right corner of the page.
Once all orders have been successfully updated, the order list will refresh automatically to reflect the changes.
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🔴 Cancel Orders in Bulk:
Access to the feature is via the Quick actions in "Orders" page:
After Clicking this option , you can make selection of the orders you wish to cancel and click the "Cancel orders" button located on the right bottom to initiate the cancellation process in bulk.
The selected orders will be updated asynchronously, with progress shown in the top right corner of the page.
Once all selected orders have been successfully canceled, the order list will automatically refresh to display the changes.
🗒️ If needed, you can uncancel orders by navigating to the "Cancelled" tab, where a bulk action to uncancel orders is available:
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📆 Update Stop Dates in Bulk:
This feature complements the existing option(See HERE) to update all stops for a single order, providing even more flexibility and efficiency.
Access to the feature is via the Quick actions in "Orders" page:
The "Update dates" quick action will open a modal similar to the print document flow.
Within the modal, you can specify which activities need to be updated (e.g., "Collect" stops, "Depot: unload" stops).
In this view you can define how much each activity should be shifted.
For example, you can shift all "Collect" stops 2 days forward and all "Depot: unload" stops 4 days backward.
After configuring the shifts, click the "save" button in the bottom right to start selecting the orders to change
Select the orders that need to be updated and click on "Update dates" button" located on the bottom right to initiate the process:
The updates will be processed asynchronously, with progress indicated in the top right corner of the page.
Once all stops have been successfully updated, the order list will automatically refresh to display the changes.
Kind regards
How to: Generate Invoice XLS/CSV export
You can now configure document generation tasks on (purchase) invoices using the custom charge exports. This is useful for customers that need to send an invoice breakdown/list of charges in CSV or XLSX format to their customers.
Below is a short video that shows how you can configure this:
To learn more about how this works, click HERE.
Fuel surcharge: configure per customer
In the past you had to create a specific surcharge line for each customer and link it to a separate rate card/Link to a rate card. It is now possible to create customer specific indexes under 1 fuel surcharge configuration!
To learn more about this, click HERE.
Support third party non transport related costs/tasks
Users can now assign costs to external third parties, even if they are not the ones executing the trip (This includes services like cleaning, heating, handling, etc.).
The system now supports adding 3rd parties(named under Subcontractors) as secondary resource type on trip level, allowing users to attribute costs to these external parties more accurately.
The 3rd party company can be linked to the trip as below:
An extra cost line then will be available on the trip page to assign costs to this 3rd party assigned:
Note: please check with the support team to confirm if this functionality is enabled in your environment.
Subcontractor Portal - Empowering our Customers! 🎉
We're excited to announce the launch of our new SUBCONTRACTOR PORTAL designed to enhance collaboration and streamline operations for our valued customers' partners.
Key Features:
Shipment Overview.
Real-Time Updates.
Document Management
User-Friendly Interface.
Benefits:
Improved Communication.
Increased Efficiency.
Enhanced Transparency.
The Subcontractor Portal is now live and ready for use. See below for more information on how to use the portal.
Understanding Icons in Qargo.
You may notice some new Icons showing up on your Resources. These icons indicate an ACTIVE integration.
Qargo Mobile App:
Subcontractor portal:
Telematic Integration:
Fleet Management Integration:
Click HERE if you would like more information about this.
New order field for contact emails
Sometimes sending emails to a dedicated Role in a company (ie: Operations), is not suitable; not every user in that department will handle every aspect of each order.
You can now enter a specific Order Contact to be used for contact tasks on a related order/consignment/stop. This new field will allow a specific contact at your customer to be able to receive the email task directly.
There is some configuration required to use this feature.
To learn more about how this works, click HERE.
TIP:
You can link your emails directly to your Quotes & Orders using Qargo Email Intelligence.
Bulk printing from invoice list
The addition of a PRINT button to the invoice screen offers users a more streamlined process should you need to print multiple invoices at once.
You can search or filter by Customer, so you can easily find all the associated invoices; select ALL or individual invoices to Print.
The documents will be consolidated to a single PDF file, which can downloaded and / or printed. The file will include all the documents associated with the invoice that were included in the initial selection to print.
To learn more about how this works, click HERE.
Payant-Pour & Pour-en-Pay
This price calculation mode prevents under/overcharging near range limits in per-metric price tables ensuring fairer charges.
When using per-metric (e.g., per kilogram or per loading meter) price calculations, each range has an associated cost per unit. The price is determined by where the metric value falls within these ranges. This approach offers alternative methods to calculate costs, helping to minimise discrepancies that can arise at the boundaries of the ranges.
To learn more about how this works, click HERE.
ADR Enhancements
This month has seen several enhancements to the ADR functions in Qargo. These include:
ADR section now configurable to show or hide on the order. If showing, there is the ability to set as a Required field. If ADR is selected, but information is missing, an alert is shown. This will impact your Customer Portal. Read more about this HERE.
Streamline planning and reduce errors! You now have the ability to restrict certain resources—such as drivers, vehicles, and subcontractors—to ensure they are compatible with ADR (dangerous goods) transport. Click HERE for more details.
We are excited to announce that we now have support for cost/revenue charge + allow to configure restrictions on ADR, similar to extra’s or timewindows.
This new feature will save you time and effort, as well as ensure accuracy in your pricing. No more double selections or confusion - simply select "Dangerous goods" and the pricing will be applied automatically.
*For more information, including a short tutorial video, click HERE.