Week 1
Week 2
Week 3
Week 1
Week 1
🗺️ Planning - Select orders on map
Planning orders just got a whole lot easier! Our latest update to the Select on map feature gives you more flexibility and speed when selecting multiple orders in a specific area. The new POLYGON option gives users more flexibility when "drawing" the area on the map.
How to Use Map Selection
Enable Map Selection
Click the Map selection icon to activate the feature. Once it’s on, you can choose between two selection methods: Rectangle or Polygon.Rectangle Area Selector
Click, hold, and drag on the map to draw a rectangle around the orders you want to plan.
All orders within that rectangle will be selected instantly.
Polygon Area Selector
Click on the map to start defining the edges of your selection.
Keep clicking to add each corner of the polygon.
Double-click to finish your selection—every order inside the shape is now ready for planning.
Whether handling a few stops or an entire fleet’s worth of orders, select orders smarter, faster, and with more precision. Spend less time clicking and more time keeping your trucks on the road.
🧾 Trips - Subcontractor Quotes View
Manage subcontractor quotes with the new Subcontractor Quotes List View. View and manage all subcontractor quotes from one convenient screen.
To access it, simply navigate to TRIPS > Subcontractor Quotes.
🧰 Note: This feature is only available where the Subcontractor Quotes module is enabled.
If you don’t see it yet, please contact Qargo Support or your Account Manager to get started.
🗂️ Organised by Status
Quotes are neatly organised into tabs, so you can quickly see where each quote stands:
ALL – View all quotes regardless of status.
To Request – Default status when a new bid is entered.
To Approve – For users managing internal approval workflows.
Approved – The selected quote; the carrier will receive the trip.
Rejected – Quotes that won’t be selected.
New View - Creates a personalised layout showing only user selected details.
Combine with Edit Columns to choose which data fields are displayed.
💬 Work Smarter, Not Harder
You can now update quote and counter-offer amounts directly from the list—no need to open each one individually.
Click a row to open full order details if you need a closer look.
Use the menu (⋯) at the end of each row to:
Edit: Update the quote’s status, carrier amount, or counter-offer directly in the list view.
Upload Document: Attach a copy of the carrier’s quote for reference.
Reject: Mark a quote as rejected without affecting others.
📚 Use the search filter to quickly find all quotes for a specific order—perfect for streamlining your approvals.
📐 Order/Planning - Cargo max dimension visibility
View the maximum unit dimensions directly in the Order List View and Planning Orders view, giving better oversight of piece sizes and helping to assess capacity of vehicles more efficiently.
How it works
The Max Unit Dimensions column shows the largest length, width, and height of any piece within an order.
This allows planners and operators to quickly gauge if an order fits within available vehicle space without opening each order individually.
Activating the Column
Go to the 'Edit Columns' button on the Order list and the 'Customise' button On the Planning: Orders view.
Toggle the option showing 'Length x width x height (max)'
Enable the column to display it in your table view.
Once activated, the column will automatically populate for all orders, giving you immediate visibility on piece dimensions across your workflow.
⏱️ Export data - Planned vs actual timestamps
Introducing a new way to track and analyse trip performance! You can now export timestamps for stops and trips, giving you full visibility of planned schedules, system estimates, and actual outcomes.
Key Benefits
Compare Planned vs Actual: Quickly see how your trips performed against the original schedule.
Improve Performance Tracking: Identify delays, on-time successes, and planning accuracy.
Support Customer Service: Provide precise records of expected versus actual delivery or pickup times.
Optimize Operations: Analyse trends and make data-driven improvements to scheduling and planning.
What’s Included
Planned Timestamps – The original date and time scheduled by the planner.
Estimated Timestamps – System-predicted times based on real-time updates.
Actual Timestamps – The real date and time of stops or trips.
Note: This feature is currently available through Custom Exports. Standard exports do not yet include timestamp fields.
Start exporting today to gain deeper insights into your operations and improve trip planning accuracy!
📈 Rates - Chargeable weight in cost rate cards
Unlock greater accuracy in cost calculation! While customer rate cards could already be based on chargeable weight, this capability is now extended to cost rate cards.
Key Benefits
Improved Accuracy: Ensure subcontractors are paid based on the correct (chargeable) weight, aligning costs with revenue practices.
Cost Alignment: Seamlessly align your internal cost calculations with the chargeable weight logic already used for customer billing.
Process Automation: Eliminate the need for manual calculations or external tools to determine the chargeable weight metric on the cost side.
If you don't yet have access to set up the conversion tables, please reach out to your onboarding manager, account manager, or support to enable this feature.
⚙️ Configuration - Settings Redesigned for Easier Navigation
We've redesigned the layout of the Accounting Settings and Organisation Settings tabs to improve speed and simplify finding specific configurations.
Instead of scrolling through one long page, all settings are now organised into a quick-access side menu on the left.
Key Benefits
Improved Speed: Find the exact configuration section you need instantly by clicking the menu item, eliminating endless scrolling.
Easier Navigation: The new, structured layout provides a clearer overview of all available settings at a glance.
Better Focus: Content is displayed section by section, helping you concentrate on the specific configurations you are editing.
Week 2
Week 2
🖥️ Planning - Select and drop across multiple windows
Users can plan orders across multiple screens or browser windows — for example, keeping the To Plan list open on one screen and the Plan Board on another.
This allows for smoother coordination and visibility when assigning or moving orders between planning stages.
Key Capabilities
Open the Planning views in separate windows or screens.
Easily select and move orders between views:
To Plan → Plan Board
Plan Board → Plan Board (ie: move an order between timeslots or resources)
To Plan → Pre-plan → Plan Board (for staged planning workflows)
Benefits
Gain better visibility by splitting key views across screens.
Work faster and more intuitively when planning multiple orders.
Easily adjust trips without switching tabs or losing context.
📆 Planning – Expanded Clickable Area for Stop Details
We’ve improved the Planning Board’s usability by making it easier to open Stop Details for a trip. Previously, users had to click directly on the stop icon — now, the clickable area has been expanded to make interaction smoother, especially when stops are very short.
Each stop is now represented by a grey highlight on the route.
→ Users can click anywhere in this highlight to open the stop details.
Opening Trip Details is now done from the Trip Handle or Trip Number tag inside the stop popup.
📚 This update applies to the Timeline and Blocks views only. It does not apply to the Legs or Table views.
To learn more about updating planned orders, click the link below 👇
➡️ Navigation - Quick Scroll Arrows
This feature significantly improves the speed and ease of navigation when reviewing orders/invoices/trips, by adding dedicated navigation arrows within the individual detail pages.
🧩 What's New
Previously, to review records sequentially (like reviewing multiple orders or invoices), users had to repeatedly close the detail page and return to the main list.
Next/Previous Arrows: Navigation arrows have been implemented within the individual detail pages for Orders, Trips, and Invoices.
Swift Movement: This enhancement allows users to swiftly move to the next or previous record from the original list without having to exit the current detail view.
🔍 Limitations
Currently, this functionality is not available for Planning board tables (including Table View or To Plan).
📦 Planning - Show Container Terminals info in To Plan table
Container terminal bookings are now easier to manage with the option to add new columns for TAR/TAS codes and Terminal Time Window on the To Plan table, giving instant access to key booking data.
Activate the columns via the 'Customise' button
🧪 Use Cases
Filter by Requested Time Window to identify and prioritise urgent bookings without opening each order or changing screens.
Assess container booking status at a glance directly from the To Plan list, supporting faster and more informed planning decisions.
🔍 Limitations
Currently available only for orders that include container terminal booking data.
Columns must be manually added to the To Plan view via column selection.
Reports: Custom Exports - Expression builder
The Expression Builder lets you shape data for custom exports without writing code. You can:
Filter lists down to just the items you want
Aggregate values such as sum, count, min, or max
Format dates, date/times, and numbers for your target system
Preview results as you configure
Why use it?
Flexibility: Create tailored CSV or spreadsheet outputs for partners, BI tools, or finance systems.
Consistency: Save and reuse export mappings across teams.
Precision: Filter and aggregate directly at export time so downstream spreadsheets stay simple.
Click link below to learn how to use the additional builder tool👇
Week 3
Week 3
💳 Customers - Credit limit functionality updates
Manage financial risk and improve cash-flow control with configurable credit limits in Qargo. Qargo can warn users — or even block new orders — when a customer exceeds their assigned limit.
Organisation Settings for Credit Limit Calculation
Choose how Qargo calculates a customer’s outstanding balance:
Revenue from all orders
Revenue from invoiced orders only
This defines which amounts contribute to the credit-limit check.
Exceeded Credit Limit Notifications
When an order is created for a customer whose outstanding amount exceeds their limit:
Qargo displays a warning to the user.
If your organisation has enabled "Block order creation when credit limit is exceeded", the order cannot be saved.
An error message will appear at the bottom of the screen.
📚 Always review credit warnings and consider contacting the customer to discuss payment terms before proceeding.
✨ Reporting - Custom export for 'Extras' charges
Last week we introduced the Expression Builder, giving teams new flexibility to construct dynamic logic for data exports, reporting, and automation.
This week, we're extending that power even further with new filtering options for charge types, making it easier to build precise revenue expressions — without workarounds or additional schema fields.
New Charge-Type Filter Options
You can now apply filters to expressions that reference charges, giving you full control over which charges are included in your calculation.
1. Surcharges – Now Fully Supported
Previously, the Data Feed only exposed index surcharges (fuel surcharges), which meant UI and export logic were not aligned.
The Expression Builder now supports two configuration options:
Surcharges (all types)
Includes all surcharge types used in the UI:General surcharges
Index surcharges (FSC)
Any future surcharge types
Other surcharges (excluding FSC)
Designed for cases like Mulgrews, where FSC should not be mixed into the surcharge bucket.
This gives teams flexibility to choose the behaviour that matches their reporting model.
2. Extras Revenue (New Category)
You can now select Extras as a dedicated category.
Extras include:
All charges where
addon_type≠ surchargeAny ad-hoc charges
This makes it easy to calculate “All revenue except transport/fuel” or to report on miscellaneous charge items.
3. Consistent Filtering Across UI and Export
The Expression Builder now uses the same charge-filtering logic as Qargo’s pricing UI, including:
Filtering out approved DONT_INVOICE charges
Correct handling of transport charges
Full alignment with existing frontend behaviour
This ensures that what users see in the UI matches what they get in exports and automated calculations — no surprises.
💱 Invoicing - Flexible Charge Currency
This feature allows transport companies to invoice multiple customers using different currencies on a single order, providing enhanced flexibility for international operations.
What's New
Previously, charges were tied to the pricelist currency, restricting the ability to bill different customers in their local currencies on the same order.
Independent Currency Field: A dedicated Currency field is now available on charges, which can be modified independently of the pricelist currency.
Multi-Customer, Multi-Currency Billing: You can now bill different customers (e.g., Customer A in GBP for transport, Customer B in EUR for customs admin) on the same order.
Currency Visibility: The Customer dropdown now displays the customer's default currency to help clearly identify the appropriate billing currency.
Automatic Adjustment Prompt: When selecting a customer with a different currency, the system prompts with an automatic currency adjustment.
Limitations
Manual Pricing Required: When the currency is changed, the charge automatically becomes manual, requiring manual entry of the new price.
One Currency Per Customer: This initial version assumes one currency per customer.
No Exchange Rate Conversion: Exchange rate conversion is not included.
📓 Invoicing - Automated Tax Type Determination for Subcontractors
This feature simplifies tax compliance by extending the logic for automatic tax type determination to subcontractors, mirroring the existing functionality for customers.
What's New
Previously, determining the correct VAT/tax type for services provided by subcontractors often required manual selection and relied on the user's knowledge of tax rules for goods movement.
Expanded Auto-Determination Logic: The system now automatically evaluates the Subcontractor's Country, Pickup Country, and Delivery Country to determine the correct VAT/tax type (e.g., intra-EU, export) for the subcontracted service.
Subcontractor Settings: A new setting is available on the Subcontractor page that allows you to enable this auto-determination logic and apply specific VAT exceptions. This makes it easier to accurately determine the correct tax type based on the goods movement.
Limitations
No Recalculation After Order Creation: The tax type is determined based on the locations and subcontractor details at the time of the initial order creation/subcontractor selection. It is not automatically recalculated if the pickup or delivery locations are changed after the order has been created.
Initial Selection Focus: The determination process focuses solely on the initial selection of the customer or subcontractor.
📦 Planning - Cargo Metrics on the Plan Board
We’ve introduced a new way to visualise cargo utilisation directly on the Planning Board — giving planners clearer visibility of space at the stop level, helping them make quicker, more informed decisions.
What's New
Customise option on the Planning Board lets users pick how cargo details appear at each stop:
Cargo: Total loaded/unloaded per stop
(Existing view — now renamed for clarity.)Cargo: Space occupied after stop
(New option — shows cumulative utilisation up to that point.)
This gives planners the flexibility to view cargo information in the way that best suits their workflow.
Quickly assess available space throughout the full duration of a trip.
Make faster planning and allocation decisions, supported by clear utilisation indicators at each stop.
Understand how each stop impacts total load, helping avoid over-allocation and identify optimisation opportunities.
This helps teams understand remaining capacity at a glance and stay ahead of potential loading or sequencing issues.
✨ UX Update - Unified Customisation Button
We've simplified and streamlined how you personalise your view across Qargo, making it faster and more intuitive to access customisation tools.
We are unifying the separate 'Customise' and 'Edit columns' functions into a single, intuitive 'Customisation' button. This button is now positioned directly next to the related table or list it updates.
What's Included
The separate 'Customise' and 'Edit columns' buttons have been replaced across all key list views with a single, modern icon.
This change impacts the list view pages for critical areas, including:
Orders (Orders, Quotes, Templates, Upload documents)
Planning (To Plan, Board View)
Stops & Trips
Invoicing (All related lists like Invoices, Credit Notes, etc.)
Master Data (Customers, Resources, Locations)
Bonus: On the Planning Board, we’ve also improved the ordering of the date filters to be more consistent with other list views across the platform.
Why This Helps
Improved Intuition: You know exactly where to click to modify your table display or columns.
Faster Access: One click now opens all customisation options.
Consistency: The new icon and placement ensure a predictable experience across the platform.