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My Dashboard

The My Dashboard section is the main view of the Client Portal.

From this screen, customers can view a summary of the activity associated with their account, access the available warehouses, and review information related to Shipments, Receptions, and Stock.

Main view of My Dashboard

Figure 1. Main view of My Dashboard

Available Warehouses

The warehouses available to the customer are displayed at the top of the dashboard.

The customer code, used to identify the customer within the Portal's operations, is also displayed.

View Warehouses

Allows customers to view the warehouses available to their account.

Period

The Period section allows you to define the time range used to display information on the dashboard.

Today

Displays information for the current day.

This Week

Displays information for the current week.

Current Month

Displays information for the current month.

Previous Month

Displays information for the previous month.

Last 3 Months

Displays information for the last three months.

Current Year

Displays information for the current year.

Custom

Allows you to define a specific time period for the query.

Summary

The dashboard displays general indicators for the selected period.

Shipments

Displays the number of shipments corresponding to the selected period.

Receptions

Displays the number of receptions corresponding to the selected period.

Stock

Displays the number of active packages currently registered in stock.

Recent Activity

Below the summary, the most recent Shipments, Receptions, and Stock records are displayed.

Recent activity in My Dashboard

Figure 2. Shipments, Receptions, and Stock in My Dashboard

Shipments

The Shipments section displays the customer's recent shipments and allows you to identify their current status.

A summary of records grouped by status is displayed at the top.

Number

Identifies the shipment within the Portal.

Recipient

Indicates the recipient associated with the shipment.

Date

Indicates when the shipment was registered.

Status

Indicates the current status of the shipment.

Available Actions

View All

Allows you to access the complete list of shipments.

Receptions

The Receptions section displays the customer's recent receptions and their current status within the process.

A summary of receptions grouped by status is displayed at the top.

Number

Identifies the reception within the Portal.

Warehouse

Indicates the warehouse associated with the reception.

Packages

Indicates the number of packages associated with the reception.

Status

Indicates the current status of the reception.

Available Actions

View All

Allows you to access the complete list of receptions.

Stock

The Stock section displays the registered packages and allows you to view their current status.

A summary of packages grouped by the available statuses is displayed at the top.

Code

Identifies the package within the system.

Contents

Displays the description of the contents registered for the package.

Pieces

Indicates the number of pieces associated with the package.

Status

Indicates the current status of the package.

Available Actions

View All

Allows you to access the complete list of packages currently in stock.