Logistics - Customer Portal

This article explains what a "customer" user has access to in the customer portal in the Logistics Module.

Customer Portal (Logistics Only)

Once an admin has created a customer account (see how to create a customer/contractor company first), the customer can log into their Sospes account to view their customer portal. Below is an example of what a customer may see when logging into their Sospes account.

Please note: New Sospes accounts password default to the user's birthday in the MMDDYYYY format. When a user goes to log in for the first time, they will be asked to change their password.

customerportal1

Customers can view the following in the customer portal:

Projects

  • Any related projects in a read-only view.
    • Details include: Project Name, Number, Delivery date
  • Any notes and attachments connected to the project.
    • Customers  have the ability to edit or add new notes that can be seen by both the customer and the logistics company
    • Customers may also download any attachments
  • The In/Out page for the project.
    • This displays every time "transaction" that is made via an inbound/outbound form for the project.
    • Customers can download a csv of each transaction and have the ability to sort and search for transactions based on the following fields.
      • Location
      • Actions
      • Manufacturer
      • Model Identifier
      • Date Start 
      • Date End

Contacts

  • This will display any contacts added to the project
  • Customers may also add additional contacts to the projct

Inventory

  • An overview of inventory for the project.
  • Customer's are able to see if any of the of inventory has been damaged.
  • Customers can also see the total inventory in stock and can export a csv with inventory details.