Week 1
Week 2
Week 3
Week 4
Week 1
Week 1
⛓️ Configuration: Auto-assign fields on order, consignments and stops.
Auto-Assigning fields is a flexible feature that automatically fills in field values across orders, consignments, and stops using configurable rules.
What’s new
Rule-based auto-fill: Define conditions and outcomes to populate default or custom fields automatically.
Broad applications: Use for orders, consignments, stops, and transport networks. Include fields like customer references, region codes, and more.
Flexible timing: Rules can run synchronously or asynchronously, ensuring smooth workflows.
Conflict handling: The system applies the most recent rule or follows a priority order to prevent overwrites.
Why it helps
Standardises data across your operations.
Speeds up planning and reduces manual data entry.
Improves consistency and reduces input errors.
🕸️ Configuration: Transport network - Rule engine to decide with service to use.
Automatically assigns a transport network when users are part of a Transport Network or have their own setup.
Rules mirror the order, stop, and consignment data fields: configure conditions to auto-assign the transport network.
Example: If an order is created, and the quantity is less than 5 units, the rules can be configured to auto-assign the order to the Groupage department. Create another rule that where the department is Groupage, the transport network can be pre-filled with the selected option.
🧾 Create standalone sales invoice / credit note from api
Qargo can now support standalone sales invoices and sales credit notes from external systems, allowing integration partners to push invoicing data directly into Qargo.
Why it helps
Warehouse Management Systems (e.g., Coglas WMS) can push warehouse charges directly to Qargo for invoicing
External systems can create invoices for services rendered outside of Qargo’s core TMS functionality
Reduces manual data entry and improves accuracy of invoicing data
Enables faster billing cycles for customers with multiple integrated systems
Limitations
Only standalone charges are supported (no charges linked to orders or trips)
Invoices are created with an INVOICED status only
Exchange rate functionality is not included
📏 Order/To Plan lists - add length, width & height tooltip
Hover over the cargo field on the order list view to see a detailed tooltip with cargo information for each consignment.
What you’ll see (per consignment):
Quantity
Packaging type
Weight
Volume
Length, Width, Height
Pallet spaces
Loading metres
Benefits: Instantly access complete cargo details without opening a separate page, saving time and improving accuracy when reviewing orders.
⚡️Quick actions - update cargo fields in bulk
New options added for bulk updates to order data, under the Quick Actions button.
A 'Goods' section is now included with data fields that can be updated in bulk.
Multiple fields can be updated at the same time, making updates quick and easy.
‼️ Current restriction on bulk update to "Length / Height / Width" fields.
📍 Planning - Show map with current location on hover
Enable planners to see each driver's current location on the planboard by hovering over their current activity, showing city and street name derived from GPS coordinates.
What's included
Display of each driver’s current location on the planning board.
Location information appears when you hover over a driver’s current activity.
Benefits
Planners can see where drivers are in near-real time to make informed planning decisions.
Limitations
Location updates refresh approximately every 3 minutes (not real-time) for some FMS integrations (Trimble).
Depends on GPS data availability from the fleet integration.
Update frequency may vary by telematics provider.
📑 Match CMR/POD by consignment shipper reference
It is possible to include the 'Shipper reference (Qargo network)' as a matched object, when using the upload document function.
Qargo system will scan the uploaded document
Based on the fields selected for matching, including the shipper reference, paperwork will be automatically linked to the order.
Week 2
Week 2
💰 Invoices — Payment Terms: Automatic Update When Changing Customer
When changing the customer on an invoice, the payment term now automatically updates to reflect the new customer's configured payment term — no manual adjustments needed.
What's included
Automatic payment term update when the customer field is changed on an invoice.
Falls back to the tenant-level default payment term if the new customer has no specific term configured.
Manual overrides are preserved — if you previously set a custom payment term on the invoice, it will not be overwritten.
Benefits
Eliminates the risk of invoices going out with incorrect payment terms after a customer change.
Reduces manual steps for accounting teams editing invoices.
Limitations
Only applies when changing the customer on an existing invoice — not when creating a new invoice.
If you want to reset a manually overridden term, you need to clear the field and re-select the customer yourself.
🧾 Invoices — Custom Views on Invoices & Credit Notes
Save and reuse filter and column configurations across your invoice and credit note tabs, the same way you already can on Orders.
What's included
Custom views on Sales Invoices, Purchase Invoices, Credit Notes, and Purchase Credit Notes tabs.
Save filters, column visibility, and column ordering within each view.
Superadmin users can share views with other users across the workspace.
New "filter by status" column filter on Sales and Purchase credit note tabs.
Benefits
No more re-applying the same filters every time you open an invoice or credit note list.
Shared views keep accounting teams aligned on a consistent layout and workflow.
Limitations
Views are tab-specific — a view saved on Sales Invoices will not appear on Purchase Invoices or Credit Notes.
Only Superadmin users can share views; regular users can create personal views only.
Changes to a shared view by the original creator do not auto-update for other users — the view must be re-shared.
⚖️ Rating — Chargeable Weight Conditions
Apply different conversion factors to individual goods on the same shipment based on cargo characteristics like height, weight, packaging type, or commodity type — enabling accurate pricing for mixed cargo.
What's included
Add conditions to individual conversion factor lines within a chargeable weight conversion.
Conditions can be based on goods-level properties: dimensions, weight, volume, loading meters, pallet spaces, quantity, packaging type, or commodity type.
Multiple conversion factor lines per input specification, evaluated in order with the first match applied.
Lines without conditions act as a fallback for any goods that don't match a previous condition.
Benefits
Accurate chargeable weight calculations for shipments with mixed cargo profiles (e.g., short pallets by actual weight, tall pallets by loading meters).
Eliminates the need for workarounds or duplicate price configurations to handle varying cargo types.
Limitations
Conditions are evaluated per individual good, not across the shipment as a whole.
Only goods-level metrics are supported — shipment-level or route-level conditions (e.g., country) are not available.
Conversion factor lines with conditions are not displayed in the price table visualisation.
🚢 Intermodal — Manifest Generation
Generate House Manifests and Shipping Manifests directly from the Intermodal Planning Board, pulling booking, equipment, goods, and customs data automatically into formatted documents.
What's included
House Manifest generation — a detailed document covering booking references, equipment, shipper, consignee, goods descriptions, weights, customs status, and tariff codes.
Shipping Manifest generation — a condensed version for ocean carriers, including VGM reporting data.
Select which bookings on a voyage departure to include in the manifest.
Documents are generated from data already in Qargo — no manual data entry required.
Benefits
Replaces the manual process of compiling manifest data outside of Qargo.
Reduces errors in shipping documentation by pulling directly from booking and order data.
Shipping Manifest replaces the previous manual VGM reporting process via external carrier links.
Limitations
Goods data (descriptions, weights, volumes) and customs fields (status, tariff codes) must be populated on the relevant orders — missing data will appear blank on the manifest.
The Shipping Manifest intentionally contains a subset of House Manifest data and will not show all columns.
Week 3
Week 3
🔍 Companies — Customer Audit Logs for Company Fields
Track changes to key customer company fields — customer status, subcontractor status, payment terms, and credit limits — directly in the audit logs on the customer detail page. Each change is recorded with a description, the user who made it, and a timestamp.
What's included
Audit log entries for changes to customer status, subcontractor status, payment terms, and credit limits.
Human-readable labels for payment term changes (e.g., "Changed payment term to 30 days after invoice date" instead of an internal code).
Entries visible in the History panel on the customer detail page, alongside existing audit log records.
Bulk updates are tracked — each company's changes appear in its own audit log.
Benefits
Full traceability for customer vetting and approval workflows — see when a customer was approved and by whom.
Finance and operations teams can track credit limit adjustments and payment term changes without relying on external records.
Limitations
The audit log shows the new value only — the previous value is not displayed in the log entry.
Only changes made through direct company update actions are tracked. Changes made through other system processes may not appear.
📄 Documents — Recognition QR Codes on Customer Paperwork
Qargo now automatically embeds a QR code on customer paperwork (COP) when it is uploaded to a consignment. When the signed copy is later scanned back in, the QR code allows Qargo to automatically match it to the correct consignment — eliminating manual matching.
What's included
Automatic QR code embedding on each page of uploaded customer paperwork PDFs.
QR codes are added during upload from the web app, customer portal, and supported pallet network integrations (Palletforce, Palletline, TPN).
Automatic consignment matching when signed paperwork is scanned back in via single or bulk document scanning.
New "Signed Customer Paperwork" document type to distinguish signed copies from unsigned originals.
Benefits
Eliminates manual matching of signed paperwork back to consignments, especially at high volumes in pallet network operations.
Reduces errors in the document scanning and return workflow.
Limitations
QR codes are only added to PDF documents. Other file types (images, Word documents) are uploaded without a QR code.
Document content is resized slightly to make space for the QR code, which may affect documents with very tight margins.
For pallet networks that do not explicitly differentiate signed and unsigned paperwork in their API, the system infers the type based on depot role — in rare cases this inference may not be accurate.
📦 Orders — Handling Multiple Packaged Items
Record detailed item-level information on individual handling units — not just ADR data, but product descriptions, quantities, weights, dimensions, barcodes, and packaging types. This lets you capture exactly what is on each pallet or packaging unit directly in Qargo.
What's included
A Packaged Items section on non-ADR goods, supporting fields for description, quantity, weight, volume, dimensions, barcodes, and packaging type.
Items can be added manually in the web app or imported via the External API.
A new "Packaged items quantity" pricing metric available on rate cards for item-count-based pricing.
Full API support for creating and updating packaged item data on orders.
Benefits
Replaces external spreadsheets or workarounds for tracking pallet contents and item-level details from customers.
Enables more granular pricing based on item counts rather than just handling unit counts.
Improves communication of exact goods contents to drivers, subcontractors, and delivery recipients.
Limitations
Requires activation via the Packaging items feature flag (contact Qargo Support or your Account Manager to enable).
Packaged items are not yet displayed in all areas of the application (e.g., order list columns).
Applies to non-ADR goods only — ADR goods continue to use the existing ADR item workflow.
The Packaged items quantity pricing metric is available as a total quantity metric only; per-item pricing is not yet supported.
Week 4
Week 4
🎯 Planning - Bulk updates fields and dates
The Quick Actions feature adds two focused updates under the Planning category to streamline bulk edits for planning data. These enhancements empower users to apply changes across multiple orders in one action, without having to move between pages; reducing clicks and improving scheduling efficiency on the Planning workflows.
Key updates for Planning:
Planning - To plan: Orders
What it does: Allows bulk updates to fields across all selected orders, consolidating edits to order, consignment, or good fields in a single action.
How it works: Select orders, then access the Quick Actions menu (via the three-dots menu in the 'Create new trip' button).
Planning - Legs view
What it does: Enables bulk updates to dates for selected orders or legs in one action.
How it works: In the Legs view, select the orders/legs to update, then access the Quick Actions menu (via the three-dots menu in the 'Create new trip' button).
These updates extend Quick Actions to Planning workflows, reinforcing the ability to apply consistent updates across multiple orders and legs efficiently.
🗺️ Planning - Transport network auto hub split
What’s New
Automatic hub stop insertion at order creation — no manual hub planning required
Postcode-driven hub assignment via a new Hub postal codes zone collection on the transport network
Optional Alternative hub per rule for cross-docking flexibility
Configurable hub lead time (same day, +1, +2) at rule level
How It Works (Overview)
Configure postcode prefix rules on the transport network
System evaluates collection/delivery postcode when order is created
If the hub depot has a Location assigned, the hub stop is inserted automatically
Order structure becomes:
Collection → Trunk In → Hub → Trunk Out → Delivery
Benefits
Eliminates manual hub leg planning
Reduces routing errors
Standardises pallet network order structure
Speeds up order creation
Improves cross-docking control
Ensures consistent, rule-based hub allocation
⛴️ Planning - Container booking data
What’s New
Link external bookings (e.g., Portbase) directly in Qargo
Optional Booking Reference — flow no longer blocked if reference unavailable
Manual entry/edit of TAR/TAS codes and terminal time windows on creation or later
Automatic task reset: Create Booking task resets when a booking is cancelled
How It Works (Overview)
Open Create or Link Container Booking task → select Link to external booking tab
Enter any of:
Booking Reference (optional)
TAR Code
TAS Code
Terminal Time Window (Start + End)
Save → information is linked to the container handling
TAR/TAS codes and time windows can be edited later from the container handling details page
If booking is cancelled, Qargo automatically resets the Create Booking task to To do
Benefits
Captures external booking data in Qargo for operational visibility
Prevents blocked flows when external references are unavailable
Ensures tasks accurately reflect active bookings
Reduces manual intervention after cancellations
Supports updates to TAR/TAS codes and time windows for accuracy
🖥️ Orders - Customer portal improved order handling
Empower portal customers with direct control over their submitted orders by enabling in-portal editing and cancellation.
What’s New
Enable Edit and Cancel for portal-submitted orders
Customers can edit or cancel eligible orders that have not yet been collected.
Under Customer Portal Order Import, administrators can configure workflow settings to:
Enable orders updates
Automatically create orders
Apply updates automatically
Apply cancellations automatically
How it works
Portal users submit an order via the new import flow, using a unique customer reference to link to the TMS order.
If enabled, customers can request edits or cancellations on eligible orders.
Depending on configuration, updates and cancellations may be auto-applied or routed for carrier approval.
Important!
Edits and cancellations are only permitted for orders created through the new order import flow; legacy portal flows remain non-editable.
Third-party integrations submitting orders via the portal are subject to the same edit/cancel restrictions.
Improve customer satisfaction by enabling self-service; and streamline order management by aligning portal capabilities with workflow.
Click the link below👇 to learn more about how this feature works.
🧾 Invoices - Autofill booking date on invoice
Enhance large-volume invoice processing by automatically setting the booking date on invoices, reducing manual adjustments and speeding up billing workflows. This update centres around a configurable default that mirrors the Default Invoice date, with additional options for full automation.
What’s New
Configuration-based automation (SuperAdmin only) to automatically populate the booking date on invoices during bulk processing.
Configuration options include:
Current date
First Order start date
Last order end date
Same as invoice date
Bulk invoice creation
The Booking Date field in the creation modal is prefilled according to the configured default.
Per-invoice control
Despite automation, each line item’s booking date remains editable before saving.
Credit notes
Booking date is prefilled based on the configured default, ensuring consistency across related documents.
How it works
Administrators configure the preference under Finance and Profitability.
When creating invoices in bulk, the Booking Date field auto-populates per the chosen default setting.
Users can adjust booking dates on a per-line basis if needed before finalising.
Credit notes automatically adopt the configured default booking date for alignment with invoices.
Choose “Same as invoice date” to enable full automation of booking dates, or use the default date as a baseline for bulk processing.