Skip to content
QuantyDocs
Open Quanty

Pages for the client

A client can follow your work without an account and without calling you. The tracking link shows one order on the road: its stages, the expected arrival and a rough position. The link for the client opens a page with all its orders, their documents and its invoices. Neither page ever shows prices, the carrier or the driver.

Before you start

  • Your organization has the TMS add-on. Making client links belongs to the Dispatch module (see TMS modules).
  • A tracking link needs a confirmed order. The link for the client needs a client contractor that is not archived.
  • E-mailing the client's link needs an e-mail address and a way to send (your mailbox, a shared mailbox or Quanty).

The tracking page

The tracking link belongs to one order. You make it on the order's Sharing (Tracking link for the client, see TMS links for clients, carriers and drivers) or in Tracking (Send the client a tracking link, see Tracking and the vehicle board). With the automatic action E-mails to clients on, the client also gets a tracking link by e-mail when the order is loaded and when it is delivered (see TMS overview).

The tracking page of one order.
The tracking page on a phone: the shipment with its reference, the stages of the transport, the expected arrival and the route with planned and actual times
PartWhat it shows
The heading"Shipment ZL/4471/2026" (the client's reference) or "Your shipment", your company, and "Carrier order number: 2026/11/014".
Stages of the transportPlanned, Loading, On the way, Unloading, Delivered (or Transport cancelled).
Expected arrival:"today 14:30", or "The arrival time is not known yet."; when late: "The arrival may be later than planned. The time above is the current estimate." After delivery: "Delivered 04.11.2026 13:55".
RouteEach stop with its city, postal code and country, the window (Planned:, or "to be agreed"), Arrived: and Left:. No company names and no streets.
Last known position"Near: Poznań" and "The position is approximate." "As of 12:40." Shown only for your own fleet, once the order is on its way, rounded to about 5 km and named after a nearby stop's city or the country.

"The page refreshes itself every 2 minutes." The tracking link works for 14 days after the last unloading unless you set another validity.

The client's page

The link for the client opens Orders and invoices "From Przykładowa Spedycja", with Orders and Invoices.

The client's page: its orders.
The client's page on a phone: Orders and Invoices, and its orders with your number, its reference, the route, the progress and the loading and unloading days

Orders

Its orders of the last 90 days and the coming ones, confirmed and later, 25 a page (Show more), newest first. Each shows "Order 2026/11/014", "Your reference: ZL/4471/2026", the route, "Loading 04.11.2026", "Unloading 05.11.2026", a plain status, "Expected arrival today 14:30" while on the way or "Delivered 05.11.2026 13:55", and "Documents: 2".

Show the order opens it: the Route with each stop's Plan:, Arrived: and Left:, and the Documents it may download (Download), or "Documents appear here once they are ready." All orders goes back. With no orders: "Orders of the last 90 days and the upcoming ones appear here."

Invoices

The client's page: its invoices.
The client's page, Invoices: invoices with their number, issue and due dates, amount paid and left to pay, the state, the KSeF number and Download PDF

Invoices issued to it in Quanty (corrections included), from the last 365 days or still not fully paid, 25 a page. Each shows its number (or Correction), "Issued 05.11.2026", "Due 05.12.2026", "Paid 500,00 EUR", "To pay 985,00 EUR", the state (To pay, Overdue, Partly paid, Paid), "KSeF: …" and Download PDF.

The foot says "The link works until 02.05.2027. After that ask Przykładowa Spedycja for a new one."

  1. Open the client's card and choose ⋯, Link for the client ("Mleczarnia Gądki sees its orders with their status and documents, and its invoices. No freight prices and no carrier.").
  2. Set Valid for (days) ("Empty: 180 days. At most 365.") and the Page language.
  3. To e-mail it, switch on Send by e-mail ("The client gets the link in an e-mail in the page language."), fill in To and Cc (optional) ("Separate several addresses with a comma.") and pick who sends it.
  4. Click Make the link (or Make and send). "The link is ready": copy the address now; with e-mail: "E-mail sent to anna.kowalska@mleczarnia.pl from …".
Link for the client.
Link for the client: what the client will see, Valid for (days), the page language and Send by e-mail, with Make the link

Nothing is e-mailed until a person does that. A client has one live link: Make a new link replaces it ("The old address stops working at once."), and Revoke the link stops it. The line under the title shows "Active · valid until 02.05.2027 · last opened yesterday 18:20".

  • "The link works, but the e-mail did not go out." Copy the address and send it yourself.
  • For a client that comes from Marcos TMS while that connection runs, or for sample data, Quanty does not e-mail the link: "Turn off the e-mail, make the link and send it yourself."
  • "This client is archived. Restore it first, then make the link." An archived client's link stops opening; it opens again if the client is restored before the link expires.

Documents the client sees

Of an order's documents the client sees the CMR and the proof of delivery by default. Any other document only after Visible to the client in its menu on the order card ("The client sees it"), and a hidden or rejected document never. The carrier's invoice and your order for the carrier are never shown.

Visible to the client takes only a file you may open in Files: a confidential file is refused ("This file is confidential in Files, so the client never sees it."), and so is a file only some people of your company see ("Only some people of your company see this file in Files. Share it with the whole company first, then show it to the client."). The client's page never shows a document whose file is confidential, deleted, or not visible to the whole company, unless the carrier or a driver sent it through their link; a file made private later disappears from the page too.

What the client never sees

Prices and the freight, your margin, the carrier, the driver, plates, internal notes, issues, exact GPS positions, the carrier's invoice and your order to the carrier.

Good to know

  • Downloads on the client's page use short-lived addresses, so a copied download link stops working after a couple of minutes.
  • When an admin anonymises one of the client's contact persons: "The link for the client keeps working: it belongs to the company, not to this person. If this person got it, revoke it under 'Link for the client' on the client's card."
  • An invoice too long for a PDF on the page reads "This invoice is too long for a PDF here. Ask Przykładowa Spedycja to send it."

Who can do this

Tracking links, the client's link and Visible to the client belong to the Dispatch module. The client needs no account.