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ConceptConcepts & glossaryCustomer portal

Portal glossary

The words you meet in the customer portal and your courier's emails: order and invoice statuses, services, proof of delivery, cash on delivery, auto-pay, API keys and more.

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Orders

TermMeaning
OrderOne job: a pickup, a delivery, what is being sent and the service.
DraftAn order you saved but did not place. Your courier doesn't see it.
CourierThe delivery company whose portal you use.
Pickup (From)Where the driver collects the goods.
Deliver toWhere the goods are going.
ReceiverThe person at the delivery address. They can get delivery updates and a tracking link.
Pickup contactThe person at the pickup address.
ServiceHow fast and how the order travels, with its price and delivery promise. Your courier defines them.
Package typeThe kind of parcel (envelope, box, pallet) with its own size and weight limits.
Add-onsExtras on top of the price, such as insurance or a special handling need.
StopAn extra address on a multi-stop order: Drop off part of the goods, Collect more goods or a Return. See multi-stop orders.
ReturnA stop after the delivery that brings something back, to the pickup or to another address.
Repeating order (series)An order copied automatically on the dates you choose.
ReferenceYour own number for an order (a PO or job number).
Appointment referenceA dock or booking number the driver quotes at the address.
Time windowThe times the goods can be collected or must be delivered between.
Tracking linkA link to one order's live progress that you can share. Only people who have it can open it.

Statuses of an order

StatusMeaning
Order receivedPlaced; your courier is lining up a driver
Driver assignedA driver has the order
Awaiting pickup / Being collected / CollectedOn the way to the pickup, at it, and picked up
At the depotWaiting at your courier's depot
Out for deliveryOn the way to the receiver
Arriving nowThe driver is at the delivery address
DeliveredHanded over
Pickup delayed / Delivery missedAn attempt failed; your courier will contact you or try again
Returning / ReturnedGoing back, or back, to the sender
On holdPaused by your courier
CancelledNo delivery

Delivery paperwork

TermMeaning
Proof of delivery (POD)Who received the order and when, with the driver's photos or signature.
Shipping labelThe label for the parcel.
WaybillA document listing the shipment's details.
Bill of ladingA transport document for the shipment.
Cash on delivery (COD)The receiver pays the driver an amount at delivery.

Invoices and payments

TermMeaning
InvoiceA bill for completed orders on your billing cycle.
Amount dueWhat you owe across open invoices.
To pay / Overdue / Paid / VoidedInvoice statuses: waiting for payment, past the due date and unpaid, paid in full, cancelled.
StatementA PDF listing every invoice and payment in a period.
Credit on your accountMoney your courier owes you, which Use my credit applies to a payment.
Credit noteA document that reduces what you owe.
Saved card and auto-payA card kept with the payment partner, charged on each invoice's due date.
PrepaidYour courier asks you to pay when you place an order, not after.
Card surchargeA fee some couriers add to card payments, shown before you pay.

Account and developers

TermMeaning
Primary contactThe main person at your company, who manages colleagues.
PermissionWhat a colleague may do, for example Place orders or Pay invoices.
Company IDThe code that opens your courier's portal when you sign in from the wrong place.
API keyA secret that lets your own software place and read orders.
WebhookAn address on your side that your courier calls when an order changes.

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