Q. When uploading a purchase invoice from my subcontractor, what fields are scanned and used for find matches? Are all fields in the order included?
A. No - not all fields are included in the scan and match functionality. However, a large number of fields ARE used to match purchase invoices to the original order or trip details.
Below are all the fields included in the Scan and Match function when uploading a purchase invoice. This includes uploading both individual pdf invoices or a spreadsheet of multiple records.
trip name
order name
intermodal booking reference
container number
cmr reference
consignment reference
Pallex consignment number
Hazchem consignment number
Palletforce consignment number
Palletways consignment number
Palletways tracking id
TPN consignment number
UPN consignment barcode
Q. What if a reference field on my order contains multiple values, for example a customer reference like 6650852, 1000 or a container number like ABCDEF / GHIJK?
A. Qargo treats each value as a separate reference and matches them individually. When scanning a document, if a reference field contains values separated by , ; / or -, each value is parsed as its own exact reference. A purchase invoice (or any uploaded document) that only prints 6650852 or GHIJK will still be auto-linked to the correct order or trip.
‼️ A comma without a trailing space (e.g. Ref 1,000) is treated as a thousands separator and is not split. This applies to every reference field listed in the question above (trip name, order name, intermodal booking reference, container number, CMR reference, consignment references, etc.). Each value extracted from the field is matched as an exact reference.