Order sharing between companies
The sharing function lets you grant observer companies permission to view orders. For example, if you delegate orders to different transport companies, you can upload data for them to Track & Trace. They'll only be able to see the orders that you give them access to in their workspace.
If the recipient needs to track a specific order, use the Client widget.
Enable access
To access orders, observers must have an account in RouteQ.
Identifiers
To enable access, one of the following IDs is required:
company_id
: The observer company's ID in RouteQ.Synonym: The observer company's external number. Use an external number when a contractor's number is already in the internal database and you can't save their
company_id
to it. To do this, map thecontractor_company_id
and externalnumber
.Synonyms can be any sequence of letters and numbers.
They can't contain commas because commas are used as separators.
Synonyms are case-sensitive.
Limitations
Enable access using Excel
In the route file, open the Orders sheet and add the column
shared_with_company_ids
.In the
shared_with_company_ids
column, specify thecompany_id
* for orders that observers should have access to.In the routing workspace, upload the file to Track & Trace.
In the route import window, the observers' IDs are shown on the Orders tab in the Tracking companies (id) field. If necessary, you can change the data directly in the interface.
In the route file, open the Orders sheet and add the column
shared_with_company_numbers
.In the
shared_with_company_numbers
column, specify the synonym of the observer company for the orders that it should have access to.In the routing workspace, upload the file to Track & Trace.
In the route import window, the observer IDs are shown on the Orders tab in the Tracking companies (numbers) field. If necessary, you can change the data directly in the interface.
You can combine methods: some observers can be specified using company_id
and others using their synonym.
id | shared_with_company_ids | shared_with_company_numbers |
---|---|---|
Order 1 | 1, 2, 3, 4 | |
Order 2 | 5, 6, 7, 8 | Winter Rose, East77 |
Order 3 | Indigo, 555 |
id | shared_with_company_ids | shared_with_company_numbers |
---|---|---|
Order 1 | 1, 2, 3, 4 | |
Order 2 | 5, 6, 7, 8 | Winter Rose, East77 |
Order 3 | Indigo, 555 |
Enable access using the API
Specify the company_id
* in the shared_with_company_ids
field.
Specify the
number
synonym in theshared_with_company_numbers
field.The field is used in the request body when performing the following operations:
You can combine methods: some observers can be specified using company_id
and others using their synonym.
View information about observers
In the routing workspace, you can view information about order observers:
- In the order card in the Observers field.
- On the dashboard.
Get access
By default, orders that another company grants access to are only visible to the observer company's administrators. To grant managers access, the observer company's administrators have to configure permissions in their routing workspace.
Go to Access to all companies.
and enable the option next to the appropriate company or select
To see the orders that you have access to, select the desired company from the drop-down list in the upper-left corner.