Companies
This collection includes articles on creating, updating Customers, and associated functions.
By Arynne and 3 others4 authors14 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 have roles like Billing, Operations or CMR/POD, ensuring Qargo emails go to the right people and tasks target 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.
News Feed
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 Order status & defaultsSet order status via Organisation, Transport Service, or Customer Profile. Enable order edit & cancel for portal customers via the Customer Portal Order Import feature.