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Page guideOrdersCustomer portal

Overview

Every part of the portal Overview page: the greeting, the tiles, your unfinished draft, the orders on the way, open invoices and the messages you may see.

4 min readLast updated
On this page

The Overview sums up what is moving, what is waiting and what you owe. Open it with Overview in the top bar (on a phone, the bottom bar). If you can't place orders, the portal opens on this page right after you sign in, and the menu item is called Home. What you see depends on what your company's primary contact lets you do (see Invite colleagues).

At a glance

AreaWhat it shows or does
GreetingGood morning, Good afternoon or Good evening with your first name (in your courier's time zone), your company underneath
TilesIn progress, Delivered and closed, Drafts and Amount due
Continue your draftThe order you started and didn't place yet
On the wayOrders that are moving, with status and arrival time
Open invoicesUp to 5 unpaid invoices with Pay now (or View when your courier doesn't take online payment)
The Overview: the greeting, the four tiles, On the way with six orders and Open invoices with Pay now

The tiles

TileWhat it countsClick to open
In progressplaced, not delivered yetOrders on In progress
Delivered and closedfinished ordersOrders on Delivered and closed
Draftssaved, not placed (only if you can place orders)Orders on Drafts
Amount duewhat you owe, with how many invoices are open and overdue (or nothing to pay). If you only see the invoices for your own orders it reads Due on your orders (or nothing open for your orders)Invoices on To pay

The order tiles show only when you can view orders. Amount due shows only when you can view invoices; it turns amber when something is due and red when an invoice is overdue.

Continue your draft

When you have an unfinished order, a card shows where it goes and what's inside (or Not started yet). Continue opens it on the order screen. Discard asks Discard this draft?; Discard draft deletes it for good, Keep it goes back.

On the way

Lists every order in progress (the count is in the title) with its status, where it's going and Arriving by with the time; while a driver is assigned it says who is driving. Track opens the order. All orders opens the full list; Updated under the list says when it was last refreshed.

When nothing is moving you see one of these instead:

MessageWhenButtons
Place your first orderyou can place orders and have never placed onePlace an order
No orders to show yetyou can view orders but not place them, and none are finishednone
Nothing on the road right nowyou have finished orders, none movingNew order and Order again from history (if you can place orders), otherwise Finished orders
Orders aren't part of your accessyou can't view orders or see invoicesYour profile, Help (start an order with New order in the top bar)

Open invoices

Shows up to 5 pending or overdue invoices with the number, the due date (Overdue in red) and the amount due. Click a number to open the invoice. Pay now (with the Pay invoices permission) opens the payment window; see Pay invoices. When your courier hasn't set up online payment, each invoice shows View instead and a line says to pay by bank transfer or cheque. All invoices opens the list. When nothing is owed it says You're all paid up. (if you only see the invoices for your own orders: No open invoices for your orders.)

Banners you may see

BannerMeaning
Your account is on hold, so new orders are paused.Your courier paused ordering. Invoices, payments and statements still work; the New order buttons are hidden.
We updated our terms / privacy policyRead the terms or Read the policy opens the new text; I accept records your agreement; Later hides it for now.
Viewing as …Someone at your courier is looking at the portal as you, to help. Exit ends it.

Good to know

  • New orders aren't started from here any more: New order in the top bar opens the order screen (see New order screen).
  • If you can't place orders and open a link to start one, the page says Your account can't place orders (with See your orders) or, while your account is on hold, New orders are paused (with See your invoices).
  • Money and dates follow your courier's regional settings, for example $1,441.00 in Canada.

Still stuck?

Ask your courier company: they can see your account. Or tell us what you were trying to do.

Contact us