Introduction
Customer portal users can now browse order templates and create orders from a pre-configured template, with locations and transport service locked and only dates, quantities, and references editable.
Summary
What — A new Templates subtab on the customer portal allows portal users to browse the customer's order templates and create a new order from a selected template, with key fields pre-filled and locked.
Why — Portal users previously had to fill in the full order form from scratch every time — even for recurring routes booked weekly. Template-based order creation removes repetitive data entry for standard, recurring transport.
How — Super admin user must enable the feature via a toggle in Organisation settings. Portal users then see a Templates tab under Orders, select a template, and open a pre-filled order form. Locations and transport service are locked to the template; dates, quantities, and references can be modified before saving.
Prerequisites
The customer portal must be configured to process orders via the Order import flow. See Customer portal orders via the order import flow for setup instructions.
The Show templates on customer portal toggle must be enabled in Organisation settings → Customer portal configuration by a Super admin user.
Order templates must exist for the relevant customer — each portal user only sees templates for their own customer.
Use Cases
A portal user who books the same recurring lane every week selects the template and adjusts only the collection date and pallet quantity, rather than re-entering all addresses, transport service, and consignment details.
A logistics coordinator manages templates internally in the TMS; end-customers on the portal consume those templates to place orders quickly and consistently, reducing entry errors.
A customer with several standard delivery routes uses templates to ensure the correct transport service and route structure is always applied, without requiring TMS-side intervention for each booking.
Terminology
Term | Definition |
Order template | A pre-configured order in Qargo containing a full route structure — stops, transport service, consignment structure, and pricing. |
Templates subtab | A new tab under Orders on the customer portal, listing the customer's own templates in read-only view. |
Create order from template | The portal action that opens a pre-filled order form based on a selected template. |
Locked fields | Fields inherited from the template that cannot be changed by the portal user: collect/delivery locations, transport service, and consignment structure. |
Customer portal configuration | The settings section in Organisation settings where portal features (including template visibility) are enabled or disabled for all customers. |
Enabling Templates on the Customer Portal (Super Admin set-up)
🧰 This step is performed by an admin once, for all customers with portal access.
NAVIGATE to Configuration → Organisation settings.
OPEN the Customer portal section.
ENABLE the Show order templates on customer portal toggle.
SAVE the settings.
Once enabled, the Templates subtab becomes visible to all portal users across all customers. Each customer only sees their own templates.
Creating an order from a template (Portal User)
LOG IN to the customer portal.
NAVIGATE to Orders.
SELECT the Templates subtab. A list of available templates for this customer is displayed.
BROWSE the templates — each row shows the template name, route details, and goods information. Use search or filters to locate the right template.
CLICK the desired template row to open the template detail view.
SELECT Create order from template. The order creation form opens, pre-filled with the template's data.
REVIEW the pre-filled fields:
Collect and delivery locations — locked to the template values.
Transport service — locked to the template value.
Add/remove consignment buttons — disabled.
MODIFY the editable fields as needed: collection and delivery dates, quantities, references, and any other non-locked fields.
SAVE the order. The order is submitted via the order import flow and created in the TMS using the template's route structure.
Limitations
One order at a time. Bulk creation from templates is not supported on the portal.
No template creation or editing on the portal. Templates are created and managed by TMS users only. Portal users have read-only access to templates.
No recurring or scheduled orders. Each order must be manually initiated by the portal user.
Order import flow required. The customer portal must be configured to use the order import flow. Direct order creation (without order import) does not support template-based orders.
Per-customer override not available. The Show templates on customer portal toggle applies to all customers. Per-customer overrides are not available for now.
Template matching uses the same rules as EDI/API imports. Locations must be correctly aliased on the template for the import to succeed.
Troubleshooting
Issue | Likely Cause | Resolution |
Templates tab is not visible on the portal | Show templates on customer portal toggle is disabled, or portal is not using the order import flow | Enable the toggle in Organisation settings → Customer portal configuration; confirm the portal is configured for order import |
No templates are visible in the list | No templates exist for this customer, or RBAC is not correctly configured | Verify that templates exist for the customer in the TMS and that the customer's RBAC is set up correctly |
Order creation fails after selecting a template | Location alias mismatch or consignment count mismatch between template and form data | Check location aliases on the template's stops; ensure the form has the same consignment structure as the template |
Create order from template button is not visible | Template detail page is not showing the portal-specific button | Confirm the portal is logged in as a portal user (not a TMS user) and that the toggle is enabled |