Configuration
This collection covers all aspects of configuring the Qargo environment
By Arynne and 6 others7 authors72 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.Automate field assignments on orders, stops and consignments with auto-assign rules. Rules can now overwrite existing values — toggle this independently per rule.
- 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.…
- CONFIGURATION - 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)Configure incidents that can happen on a cargo, eg goods are damaged. This will record the incident against the specific cargo on the order or trip.
- 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.
Charge Templates
These articles cover all things related to setting up and using Charge Templates.
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.
- ORDERS - Toll cost calculationUnderstand how Qargo calculates toll costs for orders and trips — including how to configure routing profiles per vehicle type, and how to exclude specific toll systems from rate card…
- 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.
- TRIPS - Expected vs Actual CostsTrack expected costs at trip planning and compare them with actual costs after execution to identify cost overruns and measure profitability.
Tasks
This collection includes articles related to configuring Tasks and functions associated with task configuration.
- Sticker/label document for document recognition
- TASKS - What, Why & How?This article gives a general overview of task, including what they are, why they are needed and how they work in the application
- TASKS - Troubleshooting TasksTask best practices and troubleshooting some typical Task issues. See why a task failed straight away, and save named, filtered views of the failed task overview to share with colleagues,…
- TASKS - Overwrite tasks on customer levelEasily customise company tasks for individual customers by overriding details to fit specific client needs.
- TASKS - Contact Tasks: Viewing Document TypesWhen working with Contact tasks, you can now see which document types that will be sent and which are required — directly on the task detail page. This helps you…
- TASKS - Add Workflow TasksSet up and automate tasks in Qargo to streamline workflows from orders to invoicing, including POD and CMR email automation.
- TASKS - Task Creation Conditions - What, Why & HowConfigure creation conditions on task templates to control which tasks are generated per order, trip, or consignment — automatically filtering irrelevant tasks without manual intervention.
- Tasks — Tasks on Order TemplatesTasks can now be configured on order templates, enabling structured quote workflows like generating PDFs, logging follow-ups, and uploading confirmations — all from the template itself.
Additional Fields
Collection of articles to cover activation and configuration of additional fields.
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
- INTERMODAL - Manifest Generation: What, Why & How.Generate house manifests and shipping manifests from intermodal bookings linked to a voyage, consolidating cargo and customs details into standardised documents.
Accounting
Collection of articles relating to configuration of Accounts related items and activities.
Data Import
How to configure and use the import functions.
- DATA IMPORT - What , why, howA 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
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.
- INTEGRATIONS - Accounting software
- INTEGRATIONS - SamsaraIntegration supports live position tracking, basic temperature monitoring, mobile app linking, dispatch & stop status synchronisation.
- INTERMODAL - Customs UK HMRC integration
- INTERMODAL - Customs Irish revenue integrationA unified workflow for customs pre-notification(PBN) between Qargo and Irish Revenue services. Covers forwarding MRN/PBN data to Irish Revenue, status syncing of PBN declarations, task and integration setup.
Templates
Details of included templates and how to create new.
Organisation Settings
These articles cover the information in Organisation settings and how it is used.