Companies
This collection includes articles on creating, updating Customers, and associated functions.
By Arynne and 4 others5 authors16 articles
- Customer Profiles - An Overview.This article gives a high level overview of the customer profile, by section.
- CUSTOMER - Create a New CustomerLearn how to add new customer accounts to your Qargo system with this step-by-step guide.
- Customer CRMThis article introduces Customer CRM action 'Follow Up' for a customer.
- Contact RolesCompany contacts can be assigned roles like Billing, Operations, Sales or Customs, so Qargo emails reach the right people and workflow tasks target the correct contacts.
- INTERMODAL - Understanding Buyer and Seller Roles in QargoQargo links Buyer/Seller (commercial) with Consignor/Consignee (logistics) for safe, compliant shipments; uses master data, prefill, archiving, and permissions to streamline data entry and ensure EORI compliance.
- COMPANIES - Customer Audit Logs for Company FieldsTrack changes to customer status, payment terms, and credit limits through audit logs on customer detail pages, with human-readable descriptions.
- Document Configuration for Customer Portal
- Giving access to Customer Portal
- Customer Portal WalkthroughCustomer facing overview of the Customer Portal, including a Video walk through.
- Customer Portal — News Feed: What, Why & How.Publish announcements and operational updates directly on the Customer Portal dashboard so all customer portal users stay informed in real time.
- Generate delivery manifest from customer portalSetup a delivery manifest for your customer to use in the portal and they will be able to generate their warehouse orders as a list.
- Customer portal locationsExplanation how you can make locations visible on the customer portal
- CUSTOMER PORTAL - Creating and Planning orders shown in customer portal views.Set order status via Organisation, Transport Service, or Customer Profile. Enable order edit & cancel for portal customers via the Customer Portal Order Import feature.
- CUSTOMER PORTAL - Create orders from templatesBooking a recurring route on the customer portal means filling in the same form, over and over. Templates solve this. As a portal user, pick a template for standard routes…
- Customer Portal — Excel and CSV Order Export — What, Why & How.A new Export button on the customer portal lets portal users download their filtered order list as CSV or Excel using admin-enabled export templates.