How to videos
A wide range of videos from various modules that explain how a feature works.
By Jonathan1 author26 articles
Planning
How to videos on Planning, Trips and Stops.
- VIDEO - How to add a stop to a trip from the open trip detail?The open trip detail popover on the Planboard is now interactive. With one or more orders selected in the To plan list, planners can click directly on the route (Table…
- VIDEO - How to add Time window columns to the To plan overview?Planners can see and filter time windows directly on the To plan: Orders board. Planners can also filter orders by window name via that same header when the Split view…
- 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 - 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 - 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 - 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 - 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 - How to manage orders and trips in the Distribution planning view?The Planning Legs view is split into two stacked tables: orders still to plan on top, planned trips below. Planners can build, extend, and merge multi-stop trips directly from there…
- VIDEO - How to customise your planboard lay-out?The planboard supports fully custom layouts. Instead of one fixed view, planners can split their screen into different arrangements, and assign any planning component to any block. Layouts can be…
- VIDEO - How to remove a resource from a trip without unplanning the trip?Removing an order's assigned resource doesn't mean unplanning the whole trip. On a multi-order trip, it now opens a confirmation modal offering "Unplan order from trip" (just this order) or…
Container
How to videos on Container transport.
- VIDEO - How to confirm moving an intermodal leg to a different shipping laneOn the Intermodal view of the planboard, Qargo shows a confirmation box before an intermodal leg is moved to a different shipping lane. Same-lane moves are unaffected. This helps to…
- VIDEO - Trip number, Resources and Customs columns in Intermodal viewPlanners and CS running intermodal operations previously had to open individual orders, and switch screens, to find trip numbers, next-leg resources, or customs references while working the Intermodal view. Now,…
- 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…
Rates
How to videos on Rates.
- VIDEO - Dedicated Waiting hours Surcharges on mails and documentsWaiting hours now have their own home, and their own automation. The new surcharge category offers two template variables, allowing dedicated waiting hour variables to be automatically added to the…
- 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…
Companies
How to videos on Companies and Customer portal.
- 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.
- 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 - How to grant general access to the Customer portal, as well as access to live Trip times and Order exports?Through the Customer portal, customers can see accurate trip times and export data themselves in a single click. Before you can grant access to trip times and order exports, general…
Configuration
How to videos on Configuration (settings).
- 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 restrict Order visibility per Department?A tenant admin can restrict a user to one or more Departments. Once set, that user only sees orders, quotes, invoices, customers, and order groups that fall in their Department(s).…
Invoices
How to videos on Invoices and related topics.
- VIDEO - Expected versus Actual costs on Purchase invoicesThe purchase invoice detail view shows two columns: Expected cost and Cost difference, alongside the actual cost. Previously, finance users had to leave the purchase invoice and open each linked…
- VIDEO - How to automatically create an invoice when an order is ready to invoice?Qargo can create the invoice automatically the moment an order reaches the status 'Ready to invoice', instead of waiting for someone to open the order and invoice it by hand.…