Customer portal: requesting deliveries

The Customer portal is the customer company's area inside KOLOGY Software Pro. Customers only see their own requests: they cannot access the map, drivers or other customers' data. Use this article to explain the path to your customer.

Who uses it and where

The customer company, in a browser, from the invitation link you created under Customers. After registering, they sign in with email and password and land on My requests.

Step by step: create the account (once)

1. The customer opens the invitation link. Create customer account (Invited access) appears.
2. They fill in Company, Contact, Phone, Company address, Email, Password and Confirm password (12+ characters, three groups).
3. They click Create account and continue.

Step by step: request a delivery

1. Under New delivery request, the customer enters: reference number (Delivery no.), Recipient, Address, Phone, Requested date, Time window, a note and, if known, Optional coordinates.
2. They click Send for approval. “Request sent for approval.” appears.
3. Under Request history, they follow the status: Waiting, Approved or Rejected.

Common mistakes

• “This invite is invalid, expired, or has reached its usage limit.” Ask the delivery company for a new link.
• “Could not create the account. Check the data or use another email.” The email is already in use or a field is invalid.
• Forgot password: on the sign-in screen, Forgot password sends a one-hour link by email.

Tips for the customer

• Send one request per delivery.
• Fill in the recipient's phone and time window: it avoids failed attempts.
• If you know the coordinates, enter them; the delivery lands in the right spot on the map.
• Use the note for reception, floor or receiving instructions.

Related questions

• Customers and requests
• Sign-in, first access and password recovery