[Home](/en-us)›[Product](/en-us/product)›Customer & Business Portal Sell & bill # Customer & Business Portal Give customers direct visibility into their shipments and control over their transport requests, without flooding your inbox. [Start Free](https://portal.otms.transportial.com/auth/register)[Request a Demo](/en-us/contact) Customer portalTracking linksSelf-serviceQuotesWhite-label Public Tracking links (no login) Scoped Customer access Self-service Order submission Quote Accept/reject flows Customer portal · Overview ![Customer portal overview with counters for active orders, pending quotes, open invoices and total orders, an order status breakdown bar and the active shipments list with a progress line](/assets/screens/portal-overview.webp) The customer's home: counters, status breakdown and active shipments. 1. Portal menu: overview, live tracking, watchtower, orders, quotes, invoices, documents, chat, new request 2. Active orders, pending quotes, open invoices, total orders 3. Order status breakdown 4. Active shipments with their track-and-trace progress Customers increasingly expect self-service visibility. Transportial's customer portal gives shippers and receivers their own scoped access to track shipments, submit transport orders, accept quotes, and manage their account, reducing inbound calls and emails. ## What it does A code-level inventory of what Customer & Business Portal covers, in the terms you will find inside the product. ### A portal you switch on per section * Sections Overview, live tracking, watchtower, orders, quotes, invoices, documents, chat, new request, notifications and settings, each toggled per platform. * Scoped accounts External users see only their own business's data; access is enforced in the API, not in the screen. * Privacy controls Location book visibility (own only, addresses without names, or all) and anonymisation of co-loaded customers' data on shared trips. * Branding The portal inherits the platform's logos, colors and domain. See [white-label](/en-us/product/white-label). ### What customers do there * Request transport Order name, reference, description, pickup and delivery with date, time window and end, and goods with equipment type, quantity, weight, dimensions and ADR. Requests arrive as orders with status requested. * Follow shipments Track-and-trace timeline per order, a live map of active orders and the scoped Watchtower with location, ETA and next action. See [vehicle tracking](/en-us/product/vehicle-tracking). * Quotes and invoices Quotes with statuses, accept or decline on the shared quote link; invoices with Pay now on the public invoice page. See [invoicing](/en-us/product/invoicing). * Documents and chat Public documents for download, and a chat with the carrier scoped to their orders. ### Outside the portal * Public share links Per order, trip, quote and invoice, with visibility toggles for driver, customer details, documents, tracking and vehicle. No login. * Embeddable widgets Interactive map, customer portal, transport order request, quote request, track and trace, fleet status, driver schedule, chauffeur planner and notification feed, restricted by hostname and IP. * Automated updates Order received, order confirmation, trip planned, ETA update, goods loaded, goods delivered and trip completed templates keep customers informed by e-mail, WhatsApp or notification. See [message automations](/en-us/product/message-automations). * Business verification Verify companies before they can order, with an optional mandatory-verification setting and access requests approved by an admin. ## How it works 1. ### Enable the sections Choose which portal sections a customer sees and set the privacy rules for locations and co-loaded data. 2. ### Invite the customer Create a customer user linked to their business, or approve their access request. 3. ### They request, you decide A portal request arrives as a requested order; accept, quote or decline it on the order screen. 4. ### They follow along Track-and-trace, the live map, the Watchtower and automated updates cover the shipment; quotes and invoices are handled on their public links. Customer portal · New request ![Request a transport order form in the portal with order name, reference, description, pickup and delivery locations with dates and time windows, and goods items](/assets/screens/portal-new-request.webp) Customers request transport with locations, windows and goods; it lands as a requested order. ## Self-service is a data-quality strategy Every order re-typed from an e-mail is a chance for a wrong ZIP code or a missed time window. The portal request form and the order-request widget put the entry where the knowledge is: with the customer. Requests carry goods dimensions and ADR flags from the start, and arrive as orders in the same model the planners use. Customer portal · Order ![Portal order detail with a track-and-trace timeline through requested, accepted, planned, current and realized, and the shipment with pickup and delivery details](/assets/screens/portal-track-trace.webp) Track and trace per order: requested, accepted, planned, current, realized. ## Share what you choose, not everything A share link is a product decision. The visibility toggles let you show the tracking without the driver's name, the documents without the vehicle, or the full picture for a key account. On shared trips with several customers' goods, anonymisation hides the others' details by default. Customer portal · Watchtower ![Portal watchtower table with the customer's shipments, status, current location, ETA and next action](/assets/screens/portal-watchtower.webp) The same Watchtower the office uses, scoped to one customer. ## Concepts & terminology The words this module uses, with links to the full glossary where a term has its own page. [Open the glossary](/en-us/glossary) Customer portal The scoped web application for a customer's users, with sections enabled per platform. External user A user of account type customer, redirected to the portal and limited to their own business's data. Share link A tokenized public page for an order, trip, quote or invoice with configurable visibility. Widget An embeddable component (map, portal, order request, quote request, track and trace, fleet status, driver schedule, planner, notification feed) served under a public key with hostname restrictions. Track and trace[Glossary](/en-us/glossary/track-and-trace) The order timeline from requested through accepted, planned, current and realized, plus live position. Access request A self-service request for a portal account that an admin approves or declines. ## Inside the product Widgets · New widget ![New widget form with the type dropdown open listing interactive map, customer portal, transport order request, chauffeur planner, track and trace, quote request, fleet status, notification feed and driver schedule](/assets/screens/widget-types.webp) Nine embeddable widgets for your own website, with hostname allow-lists. ## Works with Connectors that feed or consume this module out of the box. [Stripe](/en-us/integration/stripe)[Adyen](/en-us/integration/adyen)[![](/assets/whatsapp-logo.svg)WhatsApp](/en-us/integration/whatsapp)[SMTP / Email](/en-us/integration/smtp-email)[All integrations →](/en-us/integration) ## Built for Where this module carries the most weight, plus the free tools on the same topic. [shippers](/en-us/solutions/shippers)[freight-forwarders](/en-us/solutions/freight-forwarders)[logistics-service-providers](/en-us/solutions/logistics-service-providers)[transport-companies](/en-us/solutions/transport-companies) ## Frequently asked questions ### Do customers need an account to track a shipment? No. Public share links work without login. Accounts add the portal with all orders, quotes, invoices, documents and chat in one place. ### Can customers create orders? Yes. The New request section and the embeddable order-request widget create orders with status requested, including goods and ADR details. ### Can I control what a customer sees? Yes. Sections are toggled per platform, share links have visibility toggles, and privacy settings control location visibility and anonymisation of other customers' data on shared trips. ### Can customers pay and accept quotes in the portal? Quotes are accepted or declined on the shared quote link and invoices are paid on the public invoice page with Stripe, Mollie or Adyen; both are reachable from the portal lists. ### Can I embed tracking on my own website? Yes. Track and trace, quote request, order request, customer portal and five more widgets embed with a public key and a hostname allow-list. ## Related features [View all features](/en-us/product) [Transport Order ManagementManage the full lifecycle of every shipment, from booking to delivery.](/en-us/product/transport-orders)[Invoicing & Financial ManagementClose the financial loop without leaving Transportial, from first quote to final payment.](/en-us/product/invoicing)[Multi-Tenancy & White-LabelRun your own branded logistics platform, fully isolated, fully customizable, on your own domain.](/en-us/product/white-label) View all features [Transport Order Management](/en-us/product/transport-orders)[Interactive Plan Board](/en-us/product/plan-board)[AI-Powered Trip Optimization](/en-us/product/trip-optimisation)[Fleet & Resource Management](/en-us/product/fleet-management)[3D Load Planning](/en-us/product/load-planning)[OpenMove Driver App](/en-us/product/driver-app)[Real-Time Vehicle Tracking](/en-us/product/vehicle-tracking)[Multi-Modal Routing](/en-us/product/routing)[Pricing Engine](/en-us/product/pricing-engine)[Invoicing & Financial Management](/en-us/product/invoicing)[Message Automations](/en-us/product/message-automations)[Document Management & Generation](/en-us/product/documents)[Integrated Email Inbox](/en-us/product/email-inbox)[In-App Chat](/en-us/product/chat)[Customer & Business Portal](/en-us/product/customer-portal)[Integration Framework](/en-us/product/integration-framework)[Reporting & Insights](/en-us/product/reporting)[Multi-Tenancy & White-Label](/en-us/product/white-label)[Security & Access Control](/en-us/product/security) ## Ready to put this to work? Start free with full platform access, or talk to our team about your specific operation. [Start Free](https://portal.otms.transportial.com/auth/register)[Book a Demo](/en-us/contact) --- Canonical page: https://transportial.com/en-us/product/customer-portal