Customers
This collection includes articles on creating, updating Customers, and associated functions.
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.
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. Use pre-filled order defaults to streamline data entry.