Use the customer portal

This article is for customers of a transportation company that uses Transportial. With a portal account you can follow your transports and handle quotes and invoices without phoning or e-mailing the planners. Your transportation company decides which pages you see, so some of the pages below may be missing.

Overview

After you log in you see the Overview. It shows tiles for Active Orders, Pending Quotes, Open Invoices and Total Orders, an Order Status Breakdown, your Active Shipments with their pickup and delivery, and your Recent Quotes. Click a tile or View all to go to the full list.

Follow your orders

1. Click Orders in the side bar.
2. Search with Search orders... or scroll the list. It shows the order reference, name, route, delivery conditions, number of shipments, status and creation date.
3. Click an order to open it.
4. Read the shipments with their locations, dates and goods (weight, dimensions, load meters).
5. Click Download next to a document to save it, or use Track & Trace to follow the order.
6. Click Back to return to the list.

Live Tracking shows your Active Orders on a map, with the trip of each order. Watchtower gives an overview of the progress of your transports.

Request a new transport

1. Click New Request.
2. Under General Information, enter the Order Name (required), your Reference and a Description.
3. Under Pickup, search the Pickup Location and set the Date & Time and, if needed, the Time Window End.
4. Do the same under Delivery.
5. Under Goods & Equipment, describe each item: description, Weight (kg), Quantity, length, width and height in cm, and tick Hazardous goods (ADR) if it applies. Click Add Item for more.
6. Add Additional Notes such as handling instructions.
7. Click Submit Request.

You see Request Submitted!. The transportation company reviews the request and you are notified. Choose View My Orders or Create Another Request.

Accept or decline a quote

1. Click Quotes.
2. Click a quote with the status Open.
3. Check the lines. Lines marked optional can be ticked or unticked; the total updates.
4. Click Accept or Decline.

Invoices, documents, chat and settings

• Invoices: your invoices with their expiration date, total and status, such as Open, Paid or Too Late. Click one to see the details and download the PDF.
• Documents: files shared with you, such as CMRs and delivery notes. Click a row to open the file.
• Chat: conversations with the planners about your shipments.
• Notifications and Settings: your notifications and personal preferences.