Logistics
      Back to home
      1. Knowledge Base
      2. Logistics

      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.