Configuration

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.Automate field values and extras on orders, stops, consignments and cargo with auto-assign rules. Rules can add stop and cargo extras and can overwrite existing field values.
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.
CONFIGURATION — Recently Visited Pop-out - What, Why & How.Jump back to the 20 most recently opened operational records directly from the top navigation bar - no searching or extra browser tabs needed.
CONFIGURATION — Role-based order creation permissionsSet role-based order creation permissions to determine who can create orders and quotes. This helps to streamline order creation workflow within an organisation and for customer portal users.
CONFIGURATION - Chat-based Validation Rules for Order-EntryQargo has a built-in AI agent that lets you create order entry validation rules yourself just by describing them in plain language. Setting up a validation rule meant involving engineering.…
RATES — Consolidating Fixed Resource Costs Across Multiple Trips — What, Why & HowSpread a fixed daily or weekly resource cost evenly across all trips that share the same resource, instead of charging it in full to every trip.

Order input

Charge Templates

These articles cover all things related to setting up and using Charge Templates.

Charge Templates - FAQThis collection looks at some of the common questions asked about Charge Templates_{1 article}

Cost Calculation Trip

Collection to include articles related to configuration and setup of cost rate cards.

Tasks

This collection includes articles related to configuring Tasks and functions associated with task configuration.

Additional Fields

Collection of articles to cover activation and configuration of additional fields.

CONFIGURATION - 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.

Accounting

Collection of articles relating to configuration of Accounts related items and activities.

Data Import

How to configure and use the import functions.

Integrations

Details of approved integration partners and associated configuration and functions.

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.