Order sharing between companies
The sharing function lets you grant other observer companies permission to view orders. For example, you deliver orders through different transport companies and upload data for them to Track & Trace. In their workspace interface, companies will only see the orders that you grant them access to.
If the recipient needs to track the transportation of a specific order, use the widget.
Identifiers
To access orders, observers must be registered in RouteQ.
To enable access, you need the observer's ID in RouteQ or their number in your database:
ID | Passed in the field | Transfer method |
---|---|---|
company_id * | shared_with_company_ids | Excel or the API |
External number | shared_with_company_numbers | API only |
ID | Passed in the field | Transfer method |
---|---|---|
company_id * | shared_with_company_ids | Excel or the API |
External number | shared_with_company_numbers | API only |
Use external numbers when contractor company numbers are already in the internal database and it's not possible to store a contractor's company_id
there. To do this, map the contractor_company_id
and the external number
.
Enable access using Excel
Specify the company_id
* in the shared_with_company_ids
field on the Orders sheet or in the Tracking companies box in the interface. You can specify multiple comma-separated IDs of different companies:
id | shared_with_company_ids |
---|---|
Order 1 | 1, 2, 3, 4 |
Order 2 | 5, 6, 7, 8 |
id | shared_with_company_ids |
---|---|
Order 1 | 1, 2, 3, 4 |
Order 2 | 5, 6, 7, 8 |
Enable access using the API
Possible ways:
Specify the company_id
* in the shared_with_company_ids
field.
Specify the external
number
in theshared_with_company_numbers
field.The field is used in the request body when performing the following operations:
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
Orders that another company granted access to are only visible to the observer company administrators by default. To make them visible to managers, the observer company administrators should configure access 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.