WebOrders
Settings for the web ordering portal: configure the logo, colour scheme and confirmation report of the customer portal.
On the WebOrders settings page you define the appearance and behaviour of the web ordering portal through which your customers create transport orders themselves. Here, administrators determine the logo displayed, the colour scheme of the portal as well as the report template used for the confirmation documents.
Note: This settings area is only displayed if the WebOrders module is activated for your tenant.
1. Navigation
You can access the WebOrders settings via the Settings in the corresponding WebOrders tab. All changes made are applied via the save button on the settings page.
The settings apply to the currently selected group (tenant). When the page is opened, the values stored for this group are loaded.
2. Web Ordering Portal Logo
In this section you define which logo is displayed in the header of the customer portal.
Upload Logo
- In the Logo area, click the upload field.
- Select an image file from your device.
- The uploaded logo is shown as a preview.
- Save the settings so that the logo is applied permanently.
The uploaded image is used as the header logo of the web ordering portal.
Select the Logo to Display
Using the Logo type selection, you determine which logo the portal actually displays. The following options are available:
| Option | Meaning |
|---|---|
| Logo from the general settings | The logo stored in the general settings is used. |
| Use X4fleet logo | The default X4fleet logo is displayed. |
| Own logo | The logo uploaded in this section is used. |
| No logo | No logo is displayed in the header of the portal. |
Note: If you select the Own logo option, you should have uploaded a logo beforehand so that an image actually appears in the portal.
3. Colour Scheme of the Web Ordering Portal
In this section you adapt the colour scheme of the customer portal to your corporate design. The colours are each selected via a colour picker.
| Setting | Effect |
|---|---|
| Header colour | Background colour of the header of the portal. |
| Display colour | Background colour of the display/content area of the portal. |
| Header font colour | Colour of the font in the header. |
| Display font colour | Colour of the font in the display/content area. |
Adjust Colours
- Open the colour picker of the desired field.
- Select the desired colour.
- Save the settings.
After saving, the web ordering portal appears in the selected colours. It is recommended to combine background and font colours in such a way that texts remain easy to read.
4. Report for Order Confirmation
Here you define which report template is used to generate the order documents or confirmations in the customer portal.
Select Report Template
- Click in the Report selection field.
- Start typing – matching report templates are suggested.
- Select the desired template from the suggestion list.
- Save the settings.
The selected template is then used when an order is created in the web ordering portal and a corresponding confirmation document is generated.
Note: Only the report templates suitable for WebOrders are offered in the suggestion list.
5. Order time window interpretation
In the Order time window interpretation area, you define how long orders without an "until" time remain visible in the WebOrders table. This applies to orders for which no "until" time has been entered for the delivery.
| Setting | Effect | Default |
|---|---|---|
| Number of days after order | Number of days an order without an "until" time remains visible in the WebOrders table after the date of its delivery "from" time. If this is missing, the next available date of the pickup time window is used, and finally the order date. The value must not be less than 0. | 0 |
The setting affects the date filter of the WebOrders table and applies to the currently selected group.
6. Notes
- All settings on this page apply to the web ordering portal of the currently selected group.
- Changes only take effect after you have saved the settings.
- If the WebOrders module is not available, this tab is not displayed.