How to customise the Company Tracking Page v2

The Company Tracking Page is the best way to maintain communication with the end receiver regarding freight movements. Being a dynamic, publicly available webpage, you have the ability to provide a URL link to this page, set a custom colour and include special instructions text. 

In order to allow some flexibility around what information is provided to receivers, the Tracking Page can have its base-level information customized to suit your needs. These changes are made through the Edit Company page.
Should you not have access to this page please request changes from your Freight Broker or support@machship.com.

How to navigate to the Edit Company Page

Select Admin and View Companies.

Search for the company you wish to change the tracking page, select the cog on the right-hand side and the Edit Company option. 

Tracking Page Customisation

The tracking page section will appear halfway down the Edit Company page and appear as below:

The fields are:

• Public Display Name

This will be used if the name you have given to the company in MachShip is not the name which is used when advertising or presenting the company publicly. When this is populated, MachShip will replace all company names on the tracking page with the text in this box. 

• Tracking Contact Us Company Name

If the company has an outside entity or a separate company who manages customer enquiries, you can set that company here. 

• Support Phone, Support Email, Support Web Address

All of the information which is contained in these text boxes will be shown in the footer of the tracking page. An example of this can be seen below. 

How these fields are displayed can also be controlled via the below drop downs. 

The dropdowns are:

• Inherit from Parent - This will take whatever setup there is against the Parent account.

• Always Show - This will always show what is contained in the text box.

• Hide - Will never show what is contained in the text box.
  
  

• Tracking Page Template

In order to allow clients and brokers to brand the tracking page, MachShip will allow clients and brokers to further customise their tracking page.

The drop downs are:

• Inherit from Parent - This will take whatever setup there is against the Parent account.
  
  
  
• V1 - MachShip Blue Colour - This is the default colour of the MachShip tracking page.
  
  
  
• V2 - Custom Colour - This will allow you to select the hex colour that will be applied to your headings displayed on top of the tracking page. This will also show the Special Instructions textbox which will be displayed at the bottom of the tracking page.
  
  
  

  When selecting V2 - Custom Colour, the drop downs are:
  Tracking Page Primary Colour

  • Inherit from Parent - This will take whatever setup there is against the Parent account.
  • Pick a colour - This will allow you to select your preferred hex colour shown in the tracking page headings. You can type in the hex colour code or drag the mouse to your preferred colour.
  • Use default - This will use the default colour of MachShip.

  

• URL for own tracking page - Enter a custom Tracking URL if you wish to override the default Machship Tracking page.
  

Note: If you have a custom URL, this can be configured for a fee, you may send an email to clientintegrations@machship.com

Special Instructions Text

• Inherit from Parent - This will take whatever setup there is against the Parent account.
  
  
  
• Compose New Text - This will allow you to type in instructions that will be shown at the bottom of the tracking page.
  
  
  
• Do not show - No special instructions text will be shown at the bottom of the tracking page.
  
  
  
  

• Tracking Logo

In order to allow clients and brokers to brand the tracking page, MachShip will allow the uploading of a logo on the Companies page. The upload page will become available as soon as the initial company information is supplied and the company is saved. 

Once you select the save button when creating the company, the screen will refresh and you will have the Upload Tracking Logo button appear. 

To upload the logo select the Upload Tracking Logo button. This will prompt the Tracking Image Upload modal to appear.

Select Add Files, select the file and select the Upload button and then select Close. This will close the modal and the image will be uploaded and appear as below:

• Consignment Information:

Machship also enables users to provide all or some consignment information to their clients in order to help ensure that mistaken orders or issues can be dealt with before delivery. 

These are:

• Show Carrier Reference - This will be the internal identifier on the carrier end and will be used on any public tracking pages with the carrier.
• Show Customer Reference 1 and Show Customer Reference 2. These will be the 2 reference fields against the consignment and could be populated with an order or purchase order number. 
• Show MS Number - The MS number is MachShip's internal identifier and allows for a unique number for every quote, order, and consignment in the system.
• Show Items - This will provide a list of the items shipped, the total kilos and cube.

As an example, if you have item information and the system reference set as shown on the tracking page, it will contain information like the below:

Once complete, Save the company and the information will be updated.

Overview of the Current Tracking Page
The current tracking page is a bit clunky and takes up too much space on your screen.

The header will show who sent the parcel and their logo.


The middle section will tell you the references of the parcel being delivered and the carrier used for the delivery.

In this section, you will see the details of the parcel being delivered and the current tracking status. This includes the support phone number or email you'll contact if there are any issues with the delivery.

Overview of the Tracking Page V2
The new version is much more compact, clean, and concise and provides easy-to-view information regarding the parcel.

The header shows you the current movement of the parcel and the company who sent it.

The middle section shows the carrier, references and the item information of the parcel being delivered.

The bottom part will show the Contact details and Special instructions.