Portal manifests
The Manifests screen shows a customer the deliveries heading to your warehouse for them and what has arrived so far. It is read-only: nothing on it can be changed from the portal.
Where to find it: Portal > Manifests (/portal/manifests on your workspace address).
Who can use it: every portal role - Customer admin, Customer member and Customer viewer.
When customers use this
Section titled “When customers use this”- Check whether a delivery has arrived and how much of it was booked in.
- See which units were damaged or are still owed.
- Look at how the trailer arrived when a delivery is disputed.
The manifest list
Section titled “The manifest list”One row per manifest of this customer, never another customer’s.
| Column | What it means |
|---|---|
| Reference | The reference on the manifest. |
| Status | Pending, In progress, Completed, Completed with missing or Cancelled. |
| Expected | The expected arrival date. |
| Completed | When the manifest was closed, if it has been. |
Click the reference to open the manifest. A manifest with no reference shows “No reference” and opens like any other.
One manifest
Section titled “One manifest”At the top: the reference, its status, and three totals - Expected, Received and Damaged. Units that arrived with no product the customer knows are left out of the totals.
| Column | What it means |
|---|---|
| Code | The product code. A line that was not on the manifest carries an Extra badge; a line for an unknown product shows the scanned code. |
| Description | The product description. |
| Expected | The quantity on the manifest. |
| Received | Good units booked in. |
| Damaged | Units recorded as damaged. They are not included in Received. |
| Waiting for | For a product with a barcode per box, which boxes are still owed. |
Trailer arrival
Section titled “Trailer arrival”Below the lines, Trailer arrival shows the photos your team took of the trailer this manifest came on:
- Before unloading: the load as it arrived, the number plate and the seal.
- Empty trailer: the trailer after unloading.
Click a photo to open it full size. If your team skipped a step, the customer sees the reason and the time (and the note, when the reason is Other), but never the name of the person who skipped. A step that is not done yet says “Not taken yet.” Photos that passed their keep period say “These photos are no longer kept.” A manifest that was never on a photographed trailer says “No arrival photos.”
Damage photos are not shown in the portal.
Tips and common mistakes
Section titled “Tips and common mistakes”- If a photo is missing, check the age of the delivery against Receiving settings: photos are deleted after the keep period.
- A manifest the customer cannot find is not in their account. The portal says “This manifest is not in your account.”