🚚 Yoongmei Customer Portal
Prototype — mock data only
👁️ Viewing as (planner mode)
You're seeing this customer's own portal view, plus a couple of extra links (pipeline log, admin actions) not shown to the customer. This does not bypass the edit-lock on confirmed orders — use the admin dashboard's Approve/Reject/status actions for that.
🔑 Log in
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Planner? View as a customer to help troubleshoot — no login needed.
Why log in?
- See full order details, add comments, and message the planner directly
- One-click duplicate any past order, or save it as a reusable template
- Request changes to an order — routed straight to the planner for approval
- Set your usual pickup/delivery locations once, reuse them every time
Quick delivery status check (no login needed)
Register
Register your company once. Any staff who order under this account can be added afterwards under "Who places orders" below.
Logged in as
📊 Dashboard
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➕ Place a new order
WhatsApp is just a convenient alternative — you can create an order here directly. Pickup/delivery are picked from your registered locations (no typos possible), and you see the quote before it's placed.
👁️ You're viewing this customer's "Place a new order" screen in planner mode. Placing an order for a customer is deliberately not offered here — use the admin dashboard's own order-creation flow if the customer asked you to place one on their behalf.
You need at least one pickup and one delivery location registered first — see "My locations" in the menu.
This pickup → delivery pair isn't saved as a common route yet. Save it as a common route?
📦 Your deliveries
📈 Your order reports
Computed only from your own account's orders — never other customers' data.
By month
Spend by quotation type
Most-used pickup points
Most-used delivery points
📍 My locations ℹ️
Register your pickup point (consignor) and delivery point (consignee) once — the WA bot will
only accept an order once From/To match one of these.
🛣️ Common routes ℹ️
Save a route you order often, so New order can be filled in with one click.
📄 Your contract rates ℹ️
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👥 Who places orders ℹ️
By default anyone in your WhatsApp group can send an order, but every order belongs to this one company account. Register each staff member's exact WhatsApp display name (and their phone, if you have it) so every delivery shows who at your company placed it.
📏 Usual order size ℹ️
Set the quantity range you normally order.
🏢 Company profile ℹ️
Company code: —. Changes here are submitted to the planner for approval before they take effect — the record you see below stays the current approved one until then.