Product Documentation
Product Documentation
Order management for Customers and Employees is one of the many capabilities offered through the Kodaris platform. As part of managing orders, both you and your customers can seamlessly track order shipments through the Customer Portal and the Operations Portal.
The tracking capabilities found in the Kodaris platform allow you to digitally communicate with your customers on the status and delivery of their orders at all times. There is no need for multiple systems to locate order statuses and send updates. This can all be done from Kodaris, offering your customer a unified experience.
For the Kodaris platform to gather the tracking data, it can be integrated with your chosen logistics carrier or ERP, wherever the tracking data is generated. Once the shipping integration is enabled, the tracking information will be automatically available in the Portals.
When it comes to setting up the integration, your team can configure this by leveraging our how-to videos and documentation. The Kodaris support team is also available to assist you whenever needed.
Tracking information can easily be found under the Orders screen in the Customer Portal. Your customers can use the fully customizable grid to tailor their view and searches to find exactly the tracking information they need.
There are many fields available that are related to order tracking such as:
Having access to this information not only keeps your customers informed but also empowers them to monitor the status of their order(s) at any point in the shipping process, providing them with the same experience we expect as consumers. With these capabilities, they are able to operate independently when it comes to shipment tracking, which results in time saved that your team would traditionally spend sending emails and answering phone calls about shipment statuses.
After a customer has placed an order, your team can easily find tracking information under the Orders screen in the Operations Portal. The information available on the Orders screen typically comes from your ERP or logistics carrier, and it will auto-populate with the integration.
Just like all grids found in the Kodaris platform, you can customize the Orders screen to display the information you need by adding/removing fields, rearranging fields, sorting and filtering fields, and saving filters to use your custom grid layouts. Having this information readily available allows your team to be more informed, establish efficient processes around order tracking, and provide enhanced customer service.
Similar to the tracking options in the Customer Portal, you can leverage these fields in the Operations Portal: