Before you get started with Order scanning, it’s important to know that this feature is part of Qargo Intelligence, our AI add-on. Your account manager can enable order scanning for your tenant.
🎥 Once it's activated, this is how you configure order scanning:
🧰 Does one customer or transport service work differently? Add an override for that customer, a transport service, or a combination of both. The options:
Customer only: applies the override to every order from that customer, whatever the service.
Transport service only: applies the override to every order for that service, whatever the customer.
Customer and transport service together: means the override applies only when both match.
Disabling "Read from document" toggle: switches this off for that field. It makes sure Qargo doesn't touch that field for the customer or transport service. Everywhere else, the field follows the general rule.
More examples on rules can be found in this article's section: Write instructions.
🎥 Once your order confirmation scanning features are configured, it’s time to scan:
‼️ Spot a field that's empty or wrong? That's your cue to go back to the rules. Improve the instruction once, and the next documents come in better.
🎥 Lastly, it's also possible to import orders directly from your mailbox:
📚 No Outlook add-in? No problem. You can download the emails as .eml or .msg files and then upload them to Qargo.
However, note that you can only upload one downloaded email file at a time.
More information on Order scanning here: Qargo Intelligence (Qi) - Order Scanning.