Below you can find a checklist with links to our user manual per pointer.

Order input

• [ ] Check if all the required vehicle categories have been configured that are required, if none are required, please tick this box aswell.
  • https://help.qargo.io/en/articles/133798-vehicles-categories
• [ ] Check if all the required container types have been configured that are required, if none are required, please tick this box aswell.
  • https://help.qargo.io/en/articles/133797-container-types
• [ ] Check if all the required surcharges have been configured that are required and linked to the ratecards that they need to be applied to.
  • https://help.qargo.io/en/articles/133796-general-surcharges
• [ ] Check if the waiting hours have been configured properly on the ratecards.
  • https://help.qargo.io/en/articles/153215-waiting-hour-configuration
• [ ] Check if all the required fuel surcharges have been configured that are required and linked to the ratecards that they need to be applied to.
  • https://help.qargo.io/en/articles/133795-price-index-fuel-surcharge
• [ ] Check if all the default activity durations have been configured and resemble day to day operations
  • https://help.qargo.io/en/articles/133791-activities
• [ ] Check if all the time windows have been configured and are ready to be used in order creation
  • https://help.qargo.io/en/articles/133866-add-time-windows-in-configuration
• [ ] Check if all the collect/delivery and cargo extras have been configured and are ready to be used in order creation and have been allocated to the required resources
  • https://help.qargo.io/en/articles/133806-collect-delivery-extras
  • https://help.qargo.io/en/articles/133794-cargo-extras
• [ ] Check if all the incidents that you require have been set-up correctly.
  • https://help.qargo.io/en/articles/133857-incidents
• [ ] Check if all the required packaging types have been configured that are required, if none are required, please tick this box aswell.
  • https://help.qargo.io/en/articles/133832-add-a-packaging-type-in-configuration
• [ ] Check if all the required products and product types have been configured that are required, if none are required, please tick this box aswell.
  • https://help.qargo.io/en/articles/133833-configure-a-product-and-a-product-type
• [ ] Check if all the required resource groups are configured and allocated to the correct resources, if none are required, please tick this box aswell.
  • https://help.qargo.io/en/articles/133864-resource-groups
• [ ] Check if all the required planning groups are configured and that the rules are working properly, if none are required, please tick this box aswell.
  • https://help.qargo.io/en/articles/133863-planning-groups

Rate card customers (revenue)

• [ ] Replicate 2-3 ratecards from your current TMS as practice and link the corresponding surcharges, fuel surcharges, customer to it aswell.
• [ ] Test the ratecard that you’ve created by creating orders with similar scenario’s then those are defined on the ratecard that you created.

Cost calculation trips (cost)