Order tab | Notion

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

Orders subtab

[ ] Play and mess around with the column order, add/remove columns that you require and explore the filter and sorting options that are possible.
- https://help.qargo.io/en/articles/133839-customize-the-order-list-page
[ ] Replicate your view so that it resembles the way that you’re used to it.
- https://help.qargo.io/en/articles/133839-customize-the-order-list-page
[ ] Save the view that you have created for future use
- https://help.qargo.io/en/articles/142212-save-views-in-the-order-list-page
[ ] Create 10-20 orders in below ways
- [ ] 5 manual orders
- https://help.qargo.io/en/articles/133885-create-an-order#h_125af89ea0
- [ ] 5 orders using the AI prefill with uploading transport order
- https://help.qargo.io/en/articles/176609-order-creation-via-order-confirmation-document
- [ ] Orders using the Create similar option
- https://help.qargo.io/en/articles/133842-copy-an-order-create-a-similar-order
- [ ] ADR orders if applicable
- https://help.qargo.io/en/articles/133885-create-an-order#h_5df061cf33
- [ ] A few of your most complex orders that you can come up with
- https://help.qargo.io/en/articles/133885-create-an-order#h_5df061cf33
[ ] Explore the order detail of one of the orders that you have created
- https://help.qargo.io/en/articles/133883-individual-order-page-explained
[ ] Apply filters and perform a default Excel export
- https://help.qargo.io/en/articles/133837-export-to-excel
[ ] Complete one of the available tasks in bulk using the ‘Quick Actions’ button on the top right.
- https://help.qargo.io/en/articles/133829-complete-tasks-in-bulk

Quotes subtab

[ ] If you will not be using quotes - tick this checkbox and you can remove all the pointers below.
[ ] Create and save a view on the quote subtab similar to on the orders subtab
- https://help.qargo.io/en/articles/142212-save-views-in-the-order-list-page
[ ] Create a quote, similar to how you would create an order
- https://help.qargo.io/en/articles/133860-create-a-quote
[ ] Generate the quote PDF by completing the Generate Quote task and send the quote to yourself as a test.
- https://help.qargo.io/en/articles/133860-create-a-quote
[ ] When accepted, complete the send order to planning to ask to convert the quote into an actual order.
- https://help.qargo.io/en/articles/133877-order-status-explained

Templates subtab

[ ] If you will not be using templates - tick this checkbox and you can remove all the pointers below.
[ ] Arrange your view on the template tab to have it display what you require
- https://help.qargo.io/en/articles/133839-customize-the-order-list-page