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Customer Guide – Using the Logistics Portal

Purpose

This guide explains how customers use the Logistics Portal to prepare shipments, track deliveries, and view invoices.
It is designed for customers who want to send packages and monitor their shipment status without interacting with internal logistics operations.

This is the primary starting point for customers using the Logistics Module.

Who This Is For

  • Customers of a logistics company

  • End users sending packages or tracking shipments

What Customers Can Do in the Logistics Portal

Customers use the portal to:

  • Create and manage Recipients

  • Submit Pre-Alerts for incoming packages

  • Track shipments and deliveries

  • View invoices and payment status

  • Access shipping policies and public tracking (if enabled)

Customers cannot process packages, create shipments, or modify logistics settings.

Step 1: Create and Manage Recipients

Recipients represent the delivery destination for shipments.

Customers can:

  • Create new recipients with address and contact details

  • Edit or update their own recipient information

  • Reuse recipients for multiple shipments

Recipients are visible only to the customer who created them.

Step 2: Submit Pre-Alerts

Pre-Alerts allow customers to notify the logistics company before packages arrive.

Customers:

  • Create a pre-alert with package and reference details

  • Submit the pre-alert to the logistics team

Important notes:

  • Pre-alerts become read-only after submission

  • Staff will convert pre-alerts into locker packages

  • Customers do not process packages themselves

Step 3: Track Shipments

Customers can track their shipments in two ways:

Customer Portal Tracking

  • View shipment and package status

  • Monitor delivery progress

  • See tracking history

Public Shipment Tracking (If Enabled)

  • Share a public tracking link

  • No login required

  • Read-only access for external viewers

Tracking information is updated by staff and drivers as the shipment progresses.

Step 4: View Invoices & Payments

Customers can:

  • View invoices generated for packages or shipments

  • Check payment status

  • Complete payments based on payment terms

Important notes:

  • Invoice amounts are calculated automatically

  • Customers cannot edit invoice details

  • Delivery may be delayed if payment requirements are not met

Step 5: Delivery & Confirmation

Once delivery is completed:

  • Shipment status is updated

  • Proof of delivery may be recorded (if enabled)

  • Tracking history reflects final delivery status

Customers can review delivery completion through the portal.

What Customers Cannot Do

To avoid confusion, customers cannot:

  • Create or process locker packages

  • Create shipments or consolidations

  • Assign drivers

  • Modify pricing, taxes, or shipping rules

  • View other customers’ shipments

These actions are handled by logistics staff.

Important Things to Know

  • Customers see only their own data

  • All logistics rules are managed by the logistics company

  • Shipment progress depends on internal processing and payment status

  • Public tracking visibility depends on company settings

Where to Go Next

  • To prepare shipment information:
    Create Recipient
    Create Pre-Alert

  • To understand shipment progress:
    Tracking Shipments

  • For policies and terms:
    Shipping Policies Page

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