This article will outline a quick overview of how Order e-Tracking works.
In an Order, you will now see a ‘Share & Invite’ button in the top right corner.
1. Create and share an e-Tracking Link
Generate an e-Tracking link for the order and share it with your customer. e-Tracking links will expire after 45 days or when the order has been completed or deleted in Rose Rocket.
By default, the e-tracking link will expire 45 days after it’s created. When an order is updated to Delivered, Invoiced, Cancelled, or a Claim is created, the link expiry will reset to 45 days.
Additional and more detailed instructions on how to complete this task can be found here:
How do I create and share an e-Tracking Link?
2. Invite to Customer Portal
e-Tracking links let you selectively share order status with your customers. If you find yourself always sharing links with your customer, add them to the Customer Portal and they'll have access to all their orders without any additional effort from your team.
Use the list to see which users already have access to the order and add or remove Portal access for a customer.
e-Tracking lets your customer see orders as it moves through Booked, In-Transit, Delivered, Invoiced or Cancelled status in Rose Rocket. To ensure no private information is revealed, only the stop city, state, zipcode, and commodity details are shown and updated with the order.
Additional and more detailed instructions on how to complete this task can be found here:
How do I invite my customers to the Rose Rocket Customer Portal?