Last updated: 2024-08-22

Applies from: 2023.04.00 and later

The customer web

The system administrator can configure how the web portal looks, what is displayed and which functions are available on the various pages. It is therefore possible that not all the menus and options described here will be visible. Contact your system administrator if you want to use any of the functions mentioned below but cannot see them, or if you don’t have your login credentials.

Main page

The main page shows an overview of current orders (1) and any orders that have been placed but not yet confirmed by the dispatcher (2). The columns to be displayed in the lists are defined by the system administrator. Click on an order to display details about the order (detail view). Click on the map pin to go to the map (3).

Column filter

The columns can be filtered by clicking on in the column headings (1). Multiple columns can be included in the filtering at the same time. After performing filtering, the filters can be removed one by one until the list shows all the shipments again (2).

Detail view

Clicking on an order in one of the lists opens the detail view. The information and functions available depend on the system administrator’s settings:

  1. Edit: The order page opens, in which the order can be edited.

  2. Copy: The order page opens, where a new order can be created based on the existing one.

    Tip

    If similar orders are often created, order templates can be used instead of copying orders. For more information, see Creating order templates on the customer web.

  3. Attached files: Attach files to the order in much the same way as in an email. For example, this could be a picture of the place where the goods are to be delivered if you are unable to take delivery.

Order

The order page can be used to order transport services. Fill in the form and click on Save at the top (1). Fields highlighted in yellow must be completed in order to book the order. Clicking on Save will open a preview in which the order can be checked. If everything is correct, click on Save again to save the order. To change anything, click on Close to go back to the order form.

Files can be attached to the order in much the same way as in an email. This can be useful, for example, for using a picture to show where the goods are to be delivered. Click on Attached files at the top of the page (2) and browse to the file.

Remove incorrect addresses

If you want to remove incorrect addresses that appear when you fill in the Name field in the Sender and Receiver boxes on the order page, do the following:

  1. Enter the name of the sender or recipient in the Name field.

    If one or more addresses match the name, the addresses are displayed in a list under the Name field.

  2. If you want to delete an incorrect address, select that line using the arrow keys or the mouse, then press Delete on your keyboard.

    The incorrect address is removed directly, without any verification question.

Map

The map shows the position of all the resources with ongoing orders. Resource positions are updated every 20 seconds. The resource’s call number is displayed above each map pin. Hovering over a map pin results in the name of the resource and the order numbers of shipments already picked up and still to be picked up also being displayed.

Picked up orders and To pick up orders are listed next to the map. The order number, sender’s and receiver’s names are displayed for each order. If the plus sign on the far right is clicked, the sender and receiver addresses are also displayed. To see more information about an order, click on the order number in the list to open the detail view.

Log off

Note:

You will be logged out immediately when you click on Log off. No additional questions will be asked.


See also