Portal: Tracking and History

What this page is for

The layout

• A filter row: text search (order number, origin, or destination), an order-type dropdown, and a date-range dropdown (7/14/30/60/90 days).
• A count of how many orders matched.
• A table of matching orders with columns for date, order number, origin/destination (multi-site accounts see both), type, status, pickup time, and delivered time. Accounts with on-time tracking enabled also see an On-Time column (Yes/Late) once an order is delivered.
• A Send Again link on each row to re-order the same thing.

• Order number and a status pill at the top.
• From/To addresses, order type, pieces, and when it was placed.
• If delivered, a POD (proof of delivery) line with any delivery notes.
• A step timeline: Requested → Picked Up → Delivered, each stamped with its time once it happens.
• Add to this pickup - shown only while the order has not been picked up or cancelled. Enter how many more pieces are ready (1-50) and an optional one-line note; Send to driver adds them to the order's piece count and appends a timestamped line to the pickup notes the driver sees (e.g. +2 more (10:42AM-ET): in the fridge). Lines you have already added are listed under Added to this pickup. After pickup the panel is replaced by a line asking you to call the number on file.
• Print shipping label, Send Again and Back to history at the bottom. The label button is there for the side that sends the order (and for a lab account), on any order that is not cancelled. The lab dashboard's expanded order row has the same link.

Common tasks

1. Find a specific order: go to History, type the order number, origin, or destination into the search box, and press Search.
2. See a wider or narrower date range: change the days dropdown (7 to 90 days) and press Search.
3. Check exactly when something was picked up or delivered: open the order's detail page - the step timeline shows each stage with its timestamp.
4. Confirm delivery: once an order is delivered, its detail page shows the POD note if the driver left one.
5. Re-send the same order: click Send Again from either the history table or the order detail page.
6. Print a label for the box: open the order's detail page and click Print shipping label. A new tab opens with one 4 x 6 inch label and the print window comes up by itself. The label carries your courier's logo, when the order was placed, the order type and parcel type, the order number, Ship From and Ship To with phone and instructions, both ZIP codes, the piece count, the weight, and a barcode of the order number. Sending several boxes? Close the print window and click Print one per piece at the top of the label tab - you get a label for each piece ("Piece 1 of 3", up to 20). Printing is optional and changes nothing on the order - print it again any time.
7. More specimens are ready after you placed the order: open the order's detail page and use Add to this pickup instead of placing a second order - one stop, one ticket. The note is the important part; it tells the driver not to leave with just the first batch.

Things that confuse people

• You get one label unless you ask for more. The single label states the total piece count; Print one per piece is the option for multi-box orders. Either way the count is the piece count at the moment you print - if you use Add to this pickup afterwards, print again. On a regular printer, choose "Fit to page" or a 4 x 6 paper size in the print window; a label printer set to 4 x 6 needs no changes.
• No Print shipping label button? The order is cancelled, or your spot only receives it - the label belongs to whoever is packing the box.
• History only searches within the selected date range - a very old order won't show up until you widen the range.
• Not every account sees the On-Time column - some accounts intentionally don't get an on-time verdict shown to them (see Reports and Invoices); if it's missing, that's expected.
• The step timeline only fills in stages that have actually happened; a step with no time next to it hasn't occurred yet.
• Times on this page are shown in your organization's own time zone. No zone label is printed next to them.
• If an order isn't on your account, its detail page says the order was not found and may not belong to this account - that usually means it belongs to a different site than the one you're logged in as.
• If you share a building, you see only your own orders. An office spot normally matches its orders by street address. Where several practices use one address, dispatch can tie your spot to its own access point instead, and history then shows that access point's orders (plus older ones placed under your name) and nothing belonging to a neighbouring practice - even one billed to the same customer account. If you believe you are seeing another practice's orders, or missing your own, tell dispatch which access point is yours - it is a setting on your spot's Portal card, not something you can change from the portal. Send Again only ever prefills from an order that's yours to begin with.
• An order that was split shows a leg on the end of its number, like 100200.01. It is a separate order from 100200, with its own timeline and its own proof of delivery, and it now opens from history like any other. Until 12 September 2026 those numbers did not open at all.
• Add to this pickup is a heads-up, not a guaranteed change: the driver counts what is actually handed over at the stop and that count is what the order records. You can only add pieces and notes, never remove or rewrite them, and only until the driver has picked up - after that, call. Sites that receive an order (rather than send it) do not get the panel.

Related

• Placing an Order
• Getting Started
• Reports and Invoices