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Configuration

This collection covers all aspects of configuring the Qargo environment

6 authors68 articles
FAQ - How do I update my Order, Trip and Invoice numbers?This article looks at how to update the numbers used for quotes and order, invoices (sales & purchase) and credit notes in the Qargo app.
CONFIGURATION - GeofencingGeofencing auto-detects vehicle arrivals/departures via virtual boundaries, improving ETA accuracy, stop updates & reducing manual input.
CONFIGURATION - Comments and NotesThe Comments & Notes feature introduces a centralised hub for internal communication across Orders, Trips, Invoices, and Credit Notes.
CONFIGURATION - Use rules to auto-assign fields.Auto assigning fields can be used for orders, stops and consignments. Available on both default and custom fields; creating rules to automate field assignments ensures consistency, reduces risk of input…
CONFIGURATION - Calculated Activity Duration Rules - What, Why & How.Configure rule-based stop activity durations that automatically scale with cargo volume and operational context, replacing fixed durations for more accurate ETAs and route planning.

Order input

Transport ServicesSetup in RATES: Define cargo type (goods/containers/traction), configure time windows & planning networks, set revenue splits & defaults
General Service levelsService levels define transit time, cost, and resources for shipments. Configured in RATES, Order Input menu, set lead times, costs & more.
RATES - Vehicle categoriesVehicle Categories can help to manage your fleet. Add a new category, set up the vehicle profile, and activate services.
Container types
RATES - Price index (fuel surcharge)Fuel surcharges balance fuel price changes. Qargo automates FSC setup with flexible price/percentage indexes & customer-specific rates
RATES - Add time windowsThis article provides details on how to setup different Time Window options that can then be used on stop activities in orders.
RATES - Stop extras
Configure Incidents (collect and delivery)Configure incidents and set actions like Block, Cancel, Don't replan, Retry, or Return with hub location specification.
Configure Incidents (cargo)
ORDERS - Adding Incidents to an OrderIncidents can be added via Order details or Trip stops. Actions appear in views with visual indicators for affected orders and trip stops.
Add a packaging type
Cargo extras
RATES - Order InputConfigure order input is now under the Rates main menu. Use this menu to create, edit and update order details and components.
Configure a product and a product typeAdding product types in RATES>Order input allows users to configure details, restrictions & custom fields to auto-complete info.
Resource groupsAdd resource groups to organise planning boards by resource type. Easily filter, customise, and improve visibility in planning & pre-planning.
PLANNING - Using Planning groupsDivide orders among transport planners, with auto-assignment based on transport services or custom rules. Filter planning board by groups.
Customer default order prefillEnhance consistency and efficiency, using a streamlined approach to automatically prefill order forms. Selecting a transport service or a customer can complete predefined fields.
Stop Activity Configuration for ResourcesThis article describes new stop activity options that can be configured to help to manage empty trailer moves and intermodal operations.
RATES - ActivitiesSet time allocations for stops via RATES > Order input > Activities. Duration auto-calculates in trips. View in Execution.
New order field for contact emailsThis article outlines a new Order field that can be configured to allow a task to be emailed to a specific contact within a company.

Data Import

How to configure and use the import functions.

DATA IMPORT - OverviewA comprehensive guide to importing business data into Qargo using pre-built templates, outlining the general process and critical requirements for a smooth setup.
DATA IMPORT - Data Import FAQ'sA quick reference guide for frequently asked questions about data import.
DATA IMPORT - Importing Company DataA comprehensive guide to importing company data, which serves as the foundational step for populating a Qargo tenant with customers, suppliers, and subcontractors.
DATA IMPORT - Importing Contact DataA comprehensive guide to importing contact data, which links individuals to companies already in the system, ensuring an accurate database for communication.
DATA IMPORT - Importing Container DataA comprehensive guide to importing container data. This process facilitates the bulk creation of containers belonging to both the organisation and its subcontractors, providing a readily available catalogue for use…
DATA IMPORT - Importing Driver DataA comprehensive guide to importing driver data, which allows for the bulk creation of both internal and subcontractor drivers. This is a critical step for preparing the Qargo system for…
DATA IMPORT - Importing Location DataA comprehensive guide to importing location data, which facilitates the bulk import of locations along with aliases for external integrations and stop prefill configurations.
DATA IMPORT - Importing Product DataA comprehensive guide to importing product data. This process populates the product catalogue in bulk, streamlining order creation and ensuring consistency in descriptions and units of measure.
DATA IMPORT - Importing Vehicle DataA comprehensive guide to importing vehicle data, which facilitates the bulk creation of vehicles belonging to both the organisation and its subcontractors. This is a crucial step in preparing the…
DATA IMPORT - Importing Validity DataA comprehensive guide to importing validity data. This process updates the expiry dates of documents and certificates for drivers and vehicles in bulk.
DATA IMPORT - Importing Order DataA comprehensive guide to importing orders to Qargo.
DATA IMPORT - Importing Contact location Data