Finding your way around
This page walks through the parts of the Customer Portal you see on every screen, and the dashboard you land on after signing in.
The side menu
The menu on the side of the page takes you to the main areas:
| Menu item | What it is for |
|---|---|
| Dashboards | A summary of your orders, invoices and recent messages |
| Orders | Every order on your account, and creating new ones — see Orders and quotes |
| Tracking | Following approved shipments — see Tracking shipments |
| Invoices | Your invoices and payments — see Invoices and payments |
| Support | Chat and tickets with your carrier's team — see Support chat and tickets |
On a large screen you can collapse the menu to a narrow strip to make more room. On a phone or small tablet, open it with the menu button at the top of the page.
The top bar
The bar across the top of the page holds:
- Search — shown on Orders, Tracking and Invoices on wider screens. It filters the list on that page, for example by order or invoice number.
- Guided tour (compass icon) — replays the short introduction to the portal.
- Notifications (bell icon) — your notifications, with a count of unread ones. See Notifications.
- Messages (envelope icon) — opens Support.
- Language — switch between English and Hebrew.
- Theme — choose Light, Dark or System (follow your device's setting).
- Account menu — My profile, Settings and Sign out.
The dashboard
The dashboard is the first page after you sign in. It shows:
- Order counts by stage — cards for Draft, Quotes, Unassigned, Dispatched, On Route and Completed. See Orders and quotes for what each stage means.
- Recent Support / Chat — the latest activity in your conversation with your carrier's team. Select it to open Support.
- Invoices — the total invoiced, how much is outstanding, how much is paid, and how much falls due in the next 30 days. Select it to open Invoices.
- Recent Orders — your latest orders, with a search box. Use View on a row to open the order, or Cancel Order when the order can still be cancelled.
Working with tabs
On Orders, Tracking and Invoices, the list stays on a fixed All tab. When you open an order, a shipment or an invoice, it opens in its own tab next to All, so you can keep several open and switch between them without losing your place in the list.
The page address changes as you open tabs and apply filters. You can bookmark it, or send the link to a colleague who also has access to your account, and the same view opens again.
The guided tour
The first time you sign in, a short guided tour introduces the main areas of the portal. You can:
- step through it with Next and Back, and finish with Got it,
- close it for now with Not now, or
- hide it for good with Don't show again, which also removes the compass icon from the top bar.
To see the tour again, open Settings from the account menu and select Guided tour. From there you can Start the tour, jump to one of its steps, or, if you hid it, Turn the tour back on.
Language and theme
The portal is available in English and Hebrew. Choose the language from the top bar; Hebrew pages read right to left. Your choice is remembered in the browser you are using.
Use the theme control to switch between a light and a dark look, or to follow your device's setting.