Configuration
This collection covers all aspects of configuring the Qargo environment
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.
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
Order Input Moved to RatesConfigure 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 groups
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 prefill
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.
Charge Templates
These articles cover all things related to setting up and using Charge Templates.
Charge Templates - IntroductionThis article gives an overview of Charge Templates in configuration; what are they and how to configure them.
Charge Template - Configuration for rate cards.This article gives an overview on how to configure Customer charge templates that will be associated to sales invoices.
Cost Calculation Trip
Collection to include articles related to configuration and setup of cost rate cards.
Cost calculation tripThis article gives an overview how to setup cost calculations to automatically rate on trips giving visibility Trip cost and profitability.
Toll cost calculationOverview of the factors we use during toll cost calculation
How to add third-party non-transport related costs to a tripGuide to adding costs for third-party subcontractors to trips, managing non-transport services like cleaning, heating, and handling.
Tasks
This collection includes articles related to configuring Tasks and functions associated with task configuration.
Tasks in Configuration
Sticker/label document for document recognition
Additional Fields
Collection of articles to cover activation and configuration of additional fields.
Custom fields / additional fieldsManage Qargo forms with default, active/inactive, or custom fields. Link fields to services, set visibility, and tailor per business needs.
Documents
Articles related to the activation and configuration of available document types.
Available document typesThis article shows all available document types that can be enabled to show, including in both customer and subcontractor portals.
Documents in ConfigurationThis article shows how to enable document types so they can be used in your tenant, customer and subcontractor portals.
Generate documents
Accounting
Collection of articles relating to configuration of Accounts related items and activities.
How to: Generate Invoice XLS/CSV export
Multi currency with exchange rates on invoiceThis article explains how to configure the exchange rates in case you need to display them on the invoice
Order Imports
How to configure and use the import functions.
DATA IMPORT - Importing Data into QargoA 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.
Integrations
Details of approved integration partners and associated configuration and functions.
Qargo Network - What, Why & How?Qargo Network automates subcontracting between transport companies, syncing orders/status in real-time while eliminating manual data entry.
INTEGRATIONS - WhatsApp ConfigurationWhatsApp integration with Qargo, this guide walks through the necessary requirements and steps to setup the integration.
INTEGRATIONS - What, why & howQargo offers a host of integrations; connecting TMS with FMS, WMS, ERP, ferries & more to streamline logistics.
INTEGRATIONS - Xero AccountingSend invoices & credit notes to Xero from Qargo with payment sync, PDF support & analytics. Setup requires matching configs & authorisation.
Templates
Details of included templates and how to create new.
How to Configure Custom Export FilesConfigure custom exports for 12 data types; create, customise column headers, and manage export templates through Configuration menu.
Organisation Settings
These articles cover the information in Organisation settings and how it is used.
User roles: Permission and visibilityAssign roles in Qargo to control user access. New roles, default permissions, and MFA setup streamline secure user management.