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. To access orders, observers need to have an account in RouteQ.

If the recipient needs to track a specific order, use the Client widget.

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, link the contractor_company_id and the external number.
Limitations
- Synonyms can be any sequence of letters and numbers.
- They can't contain commas because commas are used as separators.
- The synonym is case-sensitive.

Enabling access

Possible ways:

When planning in Excel.
When planning via the API.
Via the Routing workspace.

When observers are added via Excel or the API, access is granted to individual orders. If this is done through the Routing workspace, access is granted to all orders of the selected route.

Excel

Using `company_id`

Using a synonym

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

Warning

Before using this method, link the contractor_company_id and the number synonym.

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.

In this case, you can combine the methods. Some observers can be specified using company_id, and others, using synonyms.

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

API

Using `company_id`

Using a synonym

Specify the company_id * in the shared_with_company_ids field.

The field is used in the request body when performing the following operations:

Link the contractor_company_id and the number synonym. Learn more.
Specify the number synonym in the shared_with_company_numbers field.

The field is used in the request body when performing the following operations:

In this case, you can combine the methods. Some observers can be specified using company_id, and others, using synonyms.

Routing workspace interface

Contact support if you need to:

Create an account for a company that you want to make an observer.
Enable adding observers to routes.
Link the contractor_company_id and the number synonym.

You can map the company ID and the synonym by yourself if an observer already has an account in the service and you know their ID.

To add observers to a route:

Upload routes to Track & Trace.
Select a route that you want to share.
Click the icon .
In the drop-down list, select the companies and click Apply.

Observers will get access to all orders of the selected route.

Viewing observers

In the Routing workspace, you can view order observer details:

In the courier performance report: in the fields Observer 1, Observer 2, and so on.
In the order card in the Observers field.
On the route page, in the Observers column.

Gaining 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 need 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 one of the companies from the drop-down list in the upper-left corner.

Contact support