Logging In
Enter the following URL to search for the customer portal in your preferred browser https://m2x.app/customer
Select log in with email and enter password to continue
NB. for first time users logging in you will be asked some basic details to help set up your portal access
Creating New Booking
To create a new booking click the green new booking button
Complete relevant booking details and click create to save and submit to your carrier
Reference - supporting job reference number
From - collection location
To - delivery location
Product(s) - description and quantities
for General Freight enabled customers, click the green + button to add additional product lines
Date - preferred collection date
Notes - supporting notes to pass on to carrier
Attachments - upload supporting documents
Viewing Existing Bookings
View your existing bookings from the bookings screen on the customer portal
Utilise the status filters and the filter text field search and focus on specific bookings
Use the date selector in the top right corner to specify the date range you want to view
You can see updates related to your bookings, such as what truck has been assigned, and date and timestamps against pick up and delivery events.
Viewing POD’s
POD’s can be viewed on bookings which are in delivered state. Click on the POD tick to view POD
Copying Bookings
To copy a booking use the copy icon located under the actions field on your bookings table
Editing Bookings
To edit a booking click the edit pencil located under the actions field on your bookings table
NB. bookings can only be edited when in a pending state unless your carrier has allowed you to edit bookings which have moved through to a booked state - discuss with your carrier for further information
Managing Users
Customer portal admin users are able to add and manage users of the customer portal. To do this go to the Users screen under the main menu of the customer portal
Add a new user
Click the green + button as below
User settings
Administrator users - Admin users will be able to manage other users within the customer portal. They will have the ability to add new users and to toggle whether they see pricing or not
Show pricing - if your carrier has allowed you to view pricing within your customer portal, admin users will be able to toggle on or off whether pricing can be seen for each user
Managing Locations
NB. this is only relevant for customers whom carriers have allowed them to manage their own location database
To manage your location database go to the location screen under the main menu of the customer portal
Create new location
Click the green create new button and search for the street address of your location
Drop the red location pin drop and orange access pin drop to desired location on the map - this will assist the carrier when scheduling your booking
Name the location in the property details section
Add customer details
Indicate to the carrier whether the location is Truck & Trailer appropriate or Truck only by using the check box within the accessibility section
Finally click create new to save and location will now be available within the new booking modal