How to videos
A wide range of videos from various modules that explain how a feature works.
By Jonathan1 author14 articles
- VIDEO - Live cargo totals on TripsCargo totals (loading meters, weight, volume, pallet spaces, quantity) update live on the Planning Timeline as orders are added to or removed from a trip. As orders are dragged onto or off…
- VIDEO - Per-day Resource availabilityThe To Plan: Resources view has a per-day availability status grid. One narrow column per date in the selected planning range, each with a single status icon per resource (available,…
- VIDEO - How to use 'To plan: Trips' modeThe 'To plan: Trips' option in the Planboard To plan dropdown lists every trip that's still waiting for a real resource. Both trips parked on a dummy resource and trips…
- VIDEO - How to assign compartmentalised trailers at Trip levelOrders can be added to specific compartments of a trailer at trip level, displaying the trailer’s compartment layout and allowing goods to be distributed across compartments via drag-and-drop or manual…
- VIDEO - How to mark unused intermodal legs as ignoredIn Qargo, every intermodal order generates a fixed three-leg structure, but not every leg always needs to be executed. The Ignored status lets planners mark unused legs as Do not…
- VIDEO - Chat-based validation rules (Qargo Intelligence)Qargo has a built-in AI agent that lets you create order entry validation rules yourself just by describing them in plain language. They block a submission and show a warning.…
- VIDEO - How to set up role-based order creation permissionsRole-based order creation permissions help to determine who can create orders and quotes. This streamlines the order and quote creation workflow within an organisation, and for customer portal users.
- VIDEO - How to create orders from templates via the customer portalTemplates solve the recurring task Booking a the same route over and over on the customer portal. As a portal user, pick a template for standard routes and create an…
- VIDEO - Automatic ETA recalculationAutomatic ETA recalculation continuously updates the estimated time of arrival at the next stop based on the driver’s current GPS position.
- VIDEO - How to set up a Fixed customer on Price list chargesSet a field on a revenue price list charge that automatically routes the calculated charge to a specified customer instead of the order's main customer, supporting per-charge invoice routing.
- VIDEO - Revenue split exceptions for TripsOperators running multi-leg orders had no way to configure different revenue splits based on who handled each leg. Now you can add a single exception rule in your transport service…
- VIDEO - Assign previous container or trailer to Orders on a TripWhen planners add a reload to a trip that already has a container on the delivery leg, that container didn't carry across. The only option was to navigate into each…
- VIDEO - Tap mode for Cross dockCross-dock mobile supports a tap-based mode that replaces barcode scanning with tap confirmations. Operators select a trip, see a full pallet list, and tap each pallet or package to confirm…
- VIDEO - Show Invoices and Credit notes on the Customer portalThe customer portal gets a new Invoices tab where your customers can view and download their own invoices and credit notes, including the per-line charge breakdown and the PDF.
