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 must have an account in RouteQ.

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

Identifiers

Access is granted using one of the following identifiers:

company_id: The observer company's ID in RouteQ.
Synonym: The observer company's external number. 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 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

Possible ways:

When planning via Excel.
When planning via the API.
Via the routing workspace interface.

When observers are added via Excel or API, access is granted for individual orders. If they are added from the routing workspace, access is granted for all the orders on the selected route.

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 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.

Attention. Before using this method, map the contractor_company_id and 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.

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

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:

Map 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:

You can combine methods: some observers can be specified using company_id and others using their synonym.

Routing workspace interface

Contact support to:

Register an account for the company you want to make an observer.
Enable the ability to add observers for a route.
Link the contractor company ID contractor_company_id and number synonym.

You can link the company ID and the synonym yourself if the observer is already registered in the service and you know their ID.

To add observers to a route:

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

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

View information about observers

In the routing workspace, you can view information about order observers:

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.

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 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 the desired company from the drop-down list in the upper-left corner.

Contact support