Truck Brokers
Truck Brokers are external logistics companies that pick up and deliver goods. The platform includes a dedicated truck_broker role that gives these external users a highly restricted view — they can only see the packing lists explicitly assigned to their company.
How it works
- You create a Truck Broker record representing the company.
- You invite the broker’s team members and assign them the
truck_brokerrole. - You link those users to the broker company record.
- When creating a packing list, you assign it to a broker company.
- Users linked to that broker company can now see that packing list — and only that one.
Managing truck brokers
Navigate to Settings → Truck Brokers.
Truck broker fields
Adding users to a broker
On the broker detail, add users by their user ID. These users must already be members of your organisation with the truck_broker role. A user can be linked to more than one broker company if needed.
Assigning a broker to a packing list
On the packing list detail page, use the Assign Truck Broker action to link a broker company. Once assigned:
- The broker name is shown on the packing list summary.
- Users linked to that broker can see the packing list.
- The assignment is included on the packing list when exported or printed.
Check-in records
When a truck arrives to collect a packing list, clicking Check In records a Truck Movement with:
- Truck number
- Truck company
- Driver email
- Check-in timestamp This creates a permanent audit record of which vehicle collected the goods.
