Self-Serve Portal
- 10 Apr 2023
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Self-Serve Portal
- 更新日 10 Apr 2023
- 1 読む分
- 印刷する
- 闇光
- PDF
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記事の要約
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Dashboard Page
The Dashboard Page displays all the configured widgets. You can add and manage widgets using the Dashboard page.
- Login to the DL Freight™ Participant account.
After login, the Dashboard is the default page.
- Alternatively, click on the Dashboard page from the left navigation panel.
Dashboard View
Business Workflows Page
A Business Workflow is a contract between/among the organizations or departments of an organization and defines the path an Asset can take during its lifecycle.
Most of the functions are performed at the Business Workflows. The business workflow tiles contain the workflow's name and count of the prebuilt filers values.
Currently, the business workflow tile showcases details about:
Pending Acceptance: Loads that the participant has not accepted for possession.
Dispute Raised: Loads or Invoices currently in dispute.
The Business Workflows page lists all the Business Workflows assigned to the participant account.
Business Workflows page
Instance Listing Page
- Click on the Business Workflows from the left Navigation Panel.
- From the Business Workflows page, click on the desired workflow.
- Next, view the list of instances on the Instance Listing page.
All the instances of the selected Business Workflow appear on this page.
Instance Listing page
Instance Details Page
The Instance Details Page contains detailed information about an invoice. This page contains all the process related attributes and respective data. All invoice related operations are also performed on this page.
- Click on the Business Workflows from the left Navigation Panel.
- Click on the required Business workflow to view the list of instances.
- Next, the instance listing page appears, click on the View details icon of the desired instance from the Actions column.
View Details icon
Actions Column
The Actions column is the right-most column at the Instance Listing page. This column contains several icons to perform instance-related actions from the Instance Listing page.
- Next, the instance details page appears, view all the details related to the specific instance (invoice) on this page.
Instance Details page
Master Tables Page
The Master Table is the third option in the left Navigation Panel. It displays all Master Rate tables on the platform like postal charges, base rates table etc.
Master Tables page
To change the layout of the master table tiles, select the Grid or List view as desired.
List & Grid Option
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