Customer portal - a guide for your customers
The customer portal offers track and trace ability for freight.
when first logging in, the portal will display the main screen of jobs that are not yet complete.
Main screen
The jobs are separated by imports and exports
Search options
There are 2 main search options:
a) job filter
b) or free text search for container or customer reference numbers
Fetaures
If user access is permitted, portal users can:
a) request delivery dates
b) add bookings
c) view invoices
d) view pods
Add comments to jobs
The comments you add will feed through to the main system in real time. An email will be sent if a new comment is added to a job
blue means a portal users has added a comment. the icon will go orange when the transport company responds
add document attachments to jobs through the portal by selecting the paperclip in the action column next to each job
Notify an empty container
in the actions column a 'ready' icon will be displayed when the container has been delivered to a customer site.
the button will be grey if a notification has already been made and green if there is no notification of empty
View POD
the green icon is an available pod that can be selected to view and open
View Invoice
Legs
jobs on the portal will display the routing and current status of the delivery
grey = the leg is complete
blue = where the container is right now
Current, Historic, Completed jobs
in the top menu you can select 'container transport' this will give you two options as below to view either current or historic jobs
or go straight to completed jobs
Dashboard
Select the dashbour option in the top menu to view dashlets. The dashlets provide graphs about current and over time volumes and movements
Please note: the transport company will permit access to specified dashlets if they choose to allow access
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