Customer Portal Getting Started User Guide

This User Guide will help clients familiarize themselves with the Customer Portal

Customer Portal Getting Started Guide: Table of Contents
1. Introduction 2. Your Dashboard  3. How to book an order 4. How to work faster by using Templates 5. How to be more efficient by customizing your Orde...
Thu, 1 Apr, 2021 at 12:50 PM
Introduction
Welcome to the Client Portal! This is where you will be able to track all your orders in real-time, book new ones, build your delivery address book, and dow...
Tue, 30 Mar, 2021 at 10:54 AM
Your Dashboard
If your carrier has granted you an Admin status, you will have access to a custom dashboard for your company. The Dashboard is the first screen you will see...
Fri, 21 May, 2021 at 10:35 AM
How to Book an Order
We've worked hard to make sure it's as quick and easy as possible for you to book an order.  To start the process, either click on the  button...
Tue, 30 Mar, 2021 at 11:09 AM
How to Work Faster by Using Order Templates
Order templates are a convenient way to dramatically increase your order-entry productivity.  An order template is essentially an order were all the inf...
Tue, 30 Mar, 2021 at 11:13 AM
How to be more efficient by customizing your Orders table
The Orders table is a powerful tool to help you review, sort and organize all your orders. Here are a few ways you can organize your table. Hint: once y...
Tue, 30 Mar, 2021 at 11:16 AM
How to build and maintain your contact list
Creating and maintaining a list of current pick-up and delivery contacts is one of the most efficient ways to become faster at booking new orders because, o...
Tue, 30 Mar, 2021 at 11:20 AM
How to book multiple orders with the Import tool
If available on your Portal, the Import Tool is what you need when you have to input a large quantity of orders at once. Please contact your shipper for det...
Tue, 30 Mar, 2021 at 11:21 AM
Take advantage of Reports to understand your shipments
Reports are essential documents to help you better understand your shipping business. Most reports are custom designed. Your carrier can provide guidance in...
Tue, 30 Mar, 2021 at 11:24 AM