Customer Portal Dashboard Overview

Sidebar Navigation

The sidebar on the left side of your dashboard provides quick access to various sections of the portal. The options available are:

1. New Inquiry: Create a new inquiry.

2. Home: Return to the main dashboard.

3. Inquiries: Access past and current leads.

4. Shipments: View shipment details and tracking.

5. FMC Rates: Check current FMC rates.

6. Parties: Manage transaction parties.

Under the Account section, you'll find:

• Notifications: View your notifications for updates and alerts.

• Chat Notifications: Access your chat notifications for any messages.

• Account: Manage your account settings and personal information.

• Logout: Log out of the customer portal securely.

Main Dashboard Area

The centre of your dashboard is divided into four columns, each presenting important information at a glance. Only the last 50 entries for each category will be displayed:

1. Inquiries:

   • This column shows your 50 most recent inquiries.

   • You can quickly see the status and details of each inquiry.

2. Invoices:

   • Here, the latest 50 invoices are displayed.

   • It allows you to monitor your billing and payment status.

3. AMS Filing:

   • This column lists your 50 most recent AMS (Automated Manifest System) filings.

   • You can track the status and details of each filing.

4. ISF Filing:

   • This section displays your 50 most recent ISF (Importer Security Filing) filings.

   • Keep track of the compliance status for your shipments.

Additional Information

1. Outstanding Invoices & Credits: Summary of invoices and available credits.

2. Graphical Shipment Overview: Visual representation for easy monitoring.