Managing Invoice and CMR Documents in Qargo
Qargo is optimized for handling order documents, including invoices and CMRs (Consignment Notes). Below is a guide on splitting combined invoice+CMR files, addressing post-creation adjustments, and attaching CMRs while resending invoices.
Splitting Combined Invoice+CMR Documents
Qargo supports splitting combined documents during the creation of a purchase invoice. Here’s how to do it:
Upload the Document: When uploading an invoice+CMR file, ensure the document is selected on the upload interface.
Use the Split Document Feature: Locate and use the “Split Document” control to separate the pages into distinct tabs.
Save the Split Documents: Confirm the separation before completing and saving the purchase invoice creation process. Note that splitting functionality is unavailable after the invoice is created.
Handling Post-Creation Adjustments
If the invoice+CMR has already been saved as a single document and you need to separate them, follow this workaround:
Use an External PDF-Splitting Tool: Since Qargo does not support splitting documents post-creation, use an external tool to separate the combined file.
Re-upload Corrected Documents: After splitting, upload the individual invoice and CMR files back into Qargo as needed. Ensure they are linked correctly to their respective orders.
Managing Attachments on Resent Invoices
To include CMRs with invoices after they were initially sent without them:
Re-Send the Invoice Email: Locate the invoice you wish to resend and initiate the resend action.
Manually Select Attachments: During the sending process, manually choose the CMR (or POD) documents as attachments. These files must already exist within the corresponding order documents to be selectable.
Summary
In Qargo, document handling, including the splitting of files and managing attachments, is designed to streamline workflow processes. While functionalities like splitting are restricted post-creation, alternatives using external tools are available. For resending invoices with additional attachments, ensure all necessary documents are uploaded and associated with the correct orders. Qargo also supports advanced CMR management through customization, such as tailoring templates for pre-printed paper, and automation, which enables sending CMRs automatically once specific order milestones are reached. Leveraging these capabilities improves operational efficiency and reduces manual tasks.