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 the contractor_company_id and external number.

    Limitations
    • Synonyms can be any sequence of letters and numbers.

    • They can't contain commas because commas are used as separators.

    • Synonyms are case-sensitive.

Enable access using Excel

  1. In the route file, open the Orders sheet and add the column shared_with_company_ids.

  2. In the shared_with_company_ids column, specify the company_id * for orders that observers should have access to.

  3. 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.

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.

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:

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.

Instructions

Go to Settings → Managers → Manager card → Companies and enable the option next to the appropriate company or select Access to all companies.

To see the orders that you have access to, select the desired company from the drop-down list in the upper-left corner.

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