Qargo

Duygu Demir

Arynne Hargreaves

This collection includes articles on creating, updating Orders and associated functions. 

Orders

Costs assigned to orders

This article shows how to update order view to only show relevant details.

Collapse sections in Qargo

Includes articles for all functionality accessed in the ORDERS page

This article covers how to customise the Orders pages, with additional filtering tips.

Customize the Orders View page

This article highlights the update to customise order overview to show secondary resources allocated to an order or trip.

Order view - Display Additional Resources.

Save views in the order list page

Order status explained

Select or filters orders to export

Export to Excel

Print documents in bulk

Subcontractor order history

Update Stop Dates in Bulk

Undo Order/Invoice Tasks in BULK

Order View page shows all orders in a list view - these articles cover features specific to this page. 

Order list page

This article gives an overview, by section of the Detail View when creating an order.

Order Detail View Page

Customise the Detail View Order Page.

Map view

This article covers the steps to create a single order manually and creating an order by uploading a document.

Create an order

Order Creation via Order Confirmation Document

This article covers how to quickly create new orders by copying existing details, or creating a similar order.

Copy an order / Create a similar order

Prices in orders

Set a manual formula in edit price

This article shows the different options to create extra stops on an order.

Add extra stops to an order

This article covers the different ways to add cargo details on a consignment in an order.

Add goods details in an order

This article shows how to cancel a consignment and an order, the differences and when to use each option appropriately.

Cancel a consignment / an order

Create a quote

Articles included feature how to create and modify new and existing orders, at the Detail View level. 

Create orders

Shipments

This article covers the different options available when creating orders if multiple consignments are included.

Add extra consignments to an order

This article covers editing and re-sequencing stops on an order, including unplanned orders and orders on the Planboard.

Edit the stops of an order

Complete tasks in bulk

You can save time and effort, all while ensuring accurate pricing, by configuring revenue and cost charges for dangerous goods items (ADR).

ADR: Configuration for cost/revenue charges

This article covers how to avoid errors so only compatible resources are planned on loads with restrictions, such as dangerous goods.

ADR Restrictions/Compatible Resources

This article shows how to activate and configure ADR fields so they may be used on order input and editing goods on a trip.

Configurable fields for ADR

This article covers planning with ADR points that are calculated based on the transport category of dangerous goods and their weight/volume.

ADR 1000 Points system for planning

Creating a Quote from an existing order

Includes articles for all functionality accessed in the QUOTES page

Quotes

Create order templates

Creating an Order Template from an existing order

Create orders in bulk from template

Includes articles for all functionality accessed in the TEMPLATES page

Templates

Upload/Link documents in bulk

Includes articles for all functionality accessed in the UPLOAD DOCUMENTS page

Upload Documents

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