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

• [ ] Arrange the table view on the customers overview to your liking by re-arranging the columns and activating/de-activating columns that you do not require
  • https://help.qargo.io/en/articles/133874-customers-explained
• [ ] Create 1 customer manually from your current TMS and make sure that all required fields are filled in and present
  • https://help.qargo.io/en/articles/133874-customers-explained
• [ ] Create 2 contacts with a different role on a customer
  • https://help.qargo.io/en/articles/180691-contact-roles
• [ ] Configure a default loading location for the above test customer that is to be used when creating orders for this customer.
  • https://help.qargo.io/en/articles/180694-customer-default-order-prefill
• [ ] Configure the invoice preference of the test customer to determine the payment term that needs to be used by default for this
  • https://help.qargo.io/en/articles/133788-prefill-the-invoicing-preferences