In this article, you will learn how to add and manage a Courier client in your organization and how to view their orders and order details. As a courier, you can invite your Clients to connect with your Onfleet organization so they can enter and send orders to your Onfleet organization.
Any orders a client creates will be assigned to your organization to be completed, and you can view the orders on your dashboard.
This article will cover:
- Adding a Client
- Updating a Client
- Deleting a Client
- Accepted Invitation
- Order View
- Order ID
- Rejecting an Order
Adding a Client
To add a client to your Courier organization, you can log into your account and select "Courier" from the left sidebar, then go to "Clients", then click the "+ Invite client" icon. If you don’t see the “Courier” page as an option, please contact sales to let them know you are a courier.
This will open the "Invite client" window where you can enter an email and invite your client.
Your client will then receive an email invitation to create a client organization which will be connected to your organization.
Updating a Client
If you wish to update your client’s Organization Name or Email, click the edit icon.
If you update the organization’s email address, your client will need to confirm it before the change is active. If clients need to update their login email, they must do so in their portal.
Deleting a Client
You can remove clients until they accept their invite. Once accepted, you must contact support in order to remove them.
Accepted Invitation
Once your client has created their client organization via the email invitation, they will be able to log into the Client Portal. Your client can now create and view order details:
The client's dashboard will have a table view of the tasks, the ability to create custom notifications, and customize the tracking page for their tasks.
Note: Each order a Client creates will result in a linked pickup and dropoff task in your Onfleet organization in an “Unassigned” state. Learn more about linked tasks here.
Order View
When a client creates an order, you will be able to view it on your dashboard in either the Map View or the Table View.
If you are viewing the order in the table, you will be able to add a column for the order ID and the client name.
Order ID
When a client creates an order on their dashboard the order will have it's own unique ID number, your organization will be able to view this ID on the task details and table view. The Order ID will also be visible in any task exports your organization may perform.
The Order ID is also searchable in the search toolbar on the Map view and related tasks and recipients will be returned.
Rejecting an Order
If a client assigns an order to your organization that you are unable to fulfill, you can reject the order so that it is returned to the client.
To reject an order, you can right-click on either the pick-up or drop-off order and select "Reject client order"
Once you have selected "Reject client order", you will be required to input a reason for the rejection.
After you select "Reject order" you will see a rejection confirmation on your dashboard and the order will be returned to your client's dashboard.