Customer Web
A better Customer Web
for the people you deliver for
Customer Web is where your customers book and follow their own orders. Booking now fits on one page, orders look clearer, customers can print their own labels and see the price line by line, and logins work by email invitation.
Hi there,
This page is for two groups. If you run transport, it tells you what your customers will see and what you can switch on for them. If you book with a transport company that uses Zendera, it shows what is new for you. Most of it is already live for everyone. Three parts depend on settings the transport company chooses, and we point those out as we go.
1 · New order
Book an order on one page
The three-step booking wizard is gone. Create a new order is now one page, so you can see and change everything at once.
Each stop has its location, the day, a time window and a contact. The contact needs a name and a phone number, so the driver can always call someone.
Enter the number of colli and the weight per colli or the total, and the other is worked out. Size is per colli, in cm, and the volume is shown each and in total.
Every service you are allowed to book is listed. If your times are outside a service's usual hours, it says so, and the transport company confirms or contacts you. No services set up yet? Choose Let us choose the service.
The Your order card stays in view and tells you what is left before you can submit, such as an Order reference. Click an item to jump to it.
The form is saved in your browser as you type. Come back later and choose Continue to pick up your unfinished order, or Start new. Recent locations, contacts and products are offered first.
Both stops start from now until 16:00 today, or tomorrow 10:00 to 16:00 late in the afternoon. A time window must be at least 15 minutes long.
2 · Order details
A clearer order page, and labels you print yourself
Open an order from Home and it has the same new look as the form. The status sits next to the order number. Pick-up and delivery show their time window, contacts and instructions, including the instructions the receiver left on the tracking page. Then come the stop times, from dispatched and ETA to arrived and completed. Cargo is a table with each and total, and proof of delivery photos and the signature open large.
Print all labels
Click Print labels in the title row. You get one PDF with the same transport label the transport company prints, one per product.
Or only some
Tick products in the cargo table, then click Print selected.
Or straight from the list
On Home, each order in progress, picked up or completed has a small printer button at the end of its row. It prints the whole order without opening it.
Labels are ready once the transport company has confirmed the order. While an order is in review the button stays greyed out, and its tooltip says Available when we confirm the order. A greyed-out button always tells you why.
3 · Prices
See the price line by line
Instead of one total, Your order now shows how the estimate is made up: each line with what it is charged per, any discount, the total ex. VAT, the VAT and the total incl. VAT. The order page shows the same breakdown. On a phone, tap Price details in the bottom bar.
An example estimate with made-up prices. The lines come from the price list the transport company uses for you.
For transport companies: prices only show to Customer Web users who have the Pricing permission for that customer. Driver pay is never shown.
4 · Time windows
Let customers set their own time windows
Some customers know exactly when goods are ready and when they must arrive, and the usual opening hours of a service don't fit them. For those, you can let the customer's own times decide. This is set per order type, so you choose which services work this way.
In Zendera, open Settings → Reference data → Order types, open the order type and tick Customer sets pickup and delivery time windows on Customer Web in the Customer Web card. It is off by default.
The service is always offered, and the pick-up and delivery windows go on the order exactly as entered. The order type's opening hours and book-ahead limits are not applied.
Customer Web only checks that the times make sense: the latest time is after the earliest, delivery doesn't start before the goods are ready, and the window isn't already over.
Order types without the tick work as before. If the times don't fit their usual hours, the customer sees a note and you confirm the order.
The same order type page also has a new Opening hours card, with one row per weekday and a quick way to set all active days at once. See Reference data for more on order types.
5 · Cargo carriers
Pallets and cages, per location
If the transport company tracks cargo carriers such as pallets and cages, customers can now follow them in Customer Web. A Cargo carriers page in the side menu has two tabs.
One card per location, with the balance of each cargo carrier product at that location.
Every registration with its date, location, order, product and the change. Deliveries show in green and pick-ups in red. Click an order to open it.
For transport companies: this follows your cargo carrier settings under Settings → Notifications → Track & trace, in the Cargo carriers card. A location only appears when Cargo carrier overview is on for it, and the balance only when Balance is on. The menu item hides itself for customers with no cargo carrier activity. See Track & trace settings.
6 · Logins
Invite users by email, reset passwords by email
Giving a customer access used to mean making up a password and passing it on. Now Zendera sends the email for you.
Add the user in Zendera
Open Settings → Customer web → Users and click New user. Fill in the user details and give access to one or more customers.
Choose how they get a password
In the Login card, Send invitation is chosen for you: the user gets an email with a link to set their own password, valid for 7 days. Or choose Set a password now (with Generate) and pass it on yourself.
Follow up
The users table now has Status and Last login columns. Open a user to Resend invitation while they are invited, or to Send password reset email once they are active.
On the Customer Web login page, click Forgotten password? and enter your email. That's all: you no longer need to know the organization. The reset link works for 24 hours, and your old password works until you set a new one.
An invitation opens a Set your password page. If a link has expired, the page says so and offers Send me a new link. A new password needs at least 10 characters, with an uppercase and a lowercase letter, a number and a special character.
Email addresses are no longer case sensitive at login, so a capital letter won't lock anyone out. If Zendera shows No Customer Web address is set up for this organization, contact support and we will set it up.
Also new in Zendera: when you create an order and choose a customer, a short summary of that customer shows below the field, with the contact, price list, departments and groups, and a link to Open customer.
For transport companies
What you control
Booking on one page, the order page, labels, invitations and password reset are live for everyone. These three depend on your settings:
Per order type, off by default. Settings → Reference data → Order types, Customer Web card.
Per Customer Web user and customer, with the Pricing permission. Settings → Customer web → Users.
Your cargo carrier visibility settings. Settings → Notifications → Track & trace, Cargo carriers card.
Not sure how to set it up for a customer? Talk to us and we'll help.
Invite your first customer user
Open Customer Web users in Zendera, add a user and choose Send invitation. They'll get an email and can book their first order on the new form.