How can Shippers add and track their orders in Track-POD New Customer Portal

Created by Tanya Derevyanko, Modified on Thu, 28 Dec 2023 at 01:53 PM by Tanya Derevyanko

You can create accounts for verified shippers and customers to give them access to the Track-POD New Customer Portal. Thus, your customers will be able to add, track, and print out shipping labels for their orders, view ePODs. 


Step 1: Go to Directories -> Shippers and add a new Shipper user with a unique Login (account for your customer), set user rights by checking appropriate boxes, then click Save.



Once you create a shipper user account in Directories -> Shippers an invitation letter is sent to the email specified as a login.



Please ask your shipper to check the email box for an invitation that contains a link for setting up a password. Once the password is set the account is ready to use.


Step 2: Now your customer can log into their Track-POD dashboard using the created account and add, import, edit, delete orders, download shipping labels, and print them out, extract reports.


Once an order is created in the Shipper's account you will see it in the Admin account in the Unscheduled Orders.



 


Step 3: Once orders are delivered the shipper can view and download ePODs in PDF.



 


Step 4. To print out a shipping label for your shipper shall tick the required order (orders), select Reports -> Shipping Label in the dropdown menu. The shipping labels will open in a new tab, they can be printed out and saved in PDF. 





In the Track-POD New Customer portal, your shipper can easily manage the view of all orders by filtering them, grouping, and managing columns.


For instance, it is easy to filter orders for a certain date range by Type, Status, Depot or Client just using the relevant buttons in the bar.


 

The columns layout is customizable, the irrelevant columns can be disabled.




 


 

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