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Getting Started: Streamlining 3PL Operations for Merchants
Getting Started: Streamlining 3PL Operations for Merchants

Maximize logistics efficiency: Cigo Tracker guide for 3PL & merchants. From setup to advanced tools, streamline your operations.

Updated over a week ago

Comprehensive Cigo Tracker Guide for 3PL Providers and Merchants

Welcome to the detailed guide designed to help you seamlessly integrate into the Cigo Tracker ecosystem, specifically tailored for third-party logistics (3PL) providers and merchants. As the logistics landscape evolves, the ability to efficiently manage and track operations becomes imperative. Cigo Tracker offers a robust platform that not only enhances operational efficiency but also elevates the service delivery experience. This guide is structured to walk you through every step of the process, from setting up your merchant account to leveraging advanced features for a comprehensive logistics solution.

Getting Started with Your Merchant Account

Setting up your merchant account on Cigo Tracker is the first step toward unlocking a wide array of functionalities aimed at streamlining your logistics operations.

Create Your Merchant Account

  • Account Setup: Begin by contacting your account manager at Cigo Tracker. They will guide you through the initial steps, ensuring you have the necessary access to start setting up your merchant account.

  • Profile Configuration: In the 'Merchants' section, click on “+ add merchant” to fill out your business information, establish login credentials, and set up contact details, laying the groundwork for your account.

Define Roles and Permissions

  • Customize Roles: Tailor the platform to meet your operational needs by defining roles and permissions. This ensures that team members have the appropriate level of access to the platform’s functionalities.

Create and Associate Locations

  • Location Setup: Add and manage locations to be associated with your merchant account. This is crucial for organizing delivery jobs and ensuring they are linked to the correct operational bases.

  • Branded Web Tracker: Customize the web tracker for each location with your merchant branding. This not only enhances the customer experience but also promotes your brand during the tracking process.

By diligently following these steps, you’re well on your way to fully leveraging Cigo Tracker’s capabilities, laying a robust foundation for your logistics and supply chain operations.

For a more detailed walkthrough on setting up your merchant account, including step-by-step instructions and best practices, be sure to visit our comprehensive guide: Getting Started: Setting Up My Merchants.

Seamless Integration: API and CSV

In the fast-paced world of logistics, having seamless integration between your internal systems and Cigo Tracker can significantly enhance efficiency and accuracy. Cigo Tracker offers robust integration options through APIs and CSV files, catering to diverse business needs and technical capabilities.

API Integration

  • Automated Data Sync: Integrate your systems with Cigo Tracker using our API to automate the flow of information. This ensures that data such as job statuses, tracking updates, and operational metrics are always current and accurate.

  • Customizable Workflows: Tailor the API integration to fit your specific operational workflows, allowing for a more flexible and responsive logistics management approach.

  • Enhanced Security: Securely transmit data between your systems and Cigo Tracker, maintaining the integrity and confidentiality of your information.

For more detailed information on API integration, visit our API Documentation.

CSV Uploads

  • Bulk Data Management: For those who prefer not to integrate via API, Cigo Tracker supports CSV uploads. This allows for the efficient management of large datasets, including job creation, updates, and more.

  • Simplicity and Accessibility: CSV uploads provide a straightforward method for data transfer, making it accessible to businesses of all sizes and technical backgrounds.

  • Flexible Update Schedules: Choose when and how often to update your data through CSV uploads, giving you control over your operational planning and execution.

To understand how to effectively prepare and import your CSV files, including tips on customizing your CSV templates, check out our guide: Getting Started: Understanding CSV Imports.

Merchant Portal: A Dual Perspective

The Merchant Portal in Cigo Tracker offers two distinct levels of access and control to accommodate the varying needs of merchants within the logistics and supply chain management ecosystem. Each level is designed with specific functionalities and permissions to ensure that users have the necessary tools to manage their operations efficiently. The differences between these levels are crucial for optimizing the use of Cigo Tracker to suit your business's operational requirements.

Merchant Level 1

Merchant Level 1 users have access to the dashboard, planner, customer, and jobs modules within the Cigo Tracker platform.

Getting Started: Streamlining 3PL Operations with Cigo Tracker (Merchant Level 1)

Main Usage

  • Search Customers: Users can search for customers across all assigned locations, providing a comprehensive view of client information and interactions.

  • Create Jobs: They have the ability to create jobs, facilitating the efficient management of logistics operations.

  • Update and Delete Jobs: Level 1 users can update and delete jobs that they have created, as well as those created by other merchants sharing the same assigned location. This level of control ensures that job management is flexible and responsive to the needs of the operation.

Merchant Level 2

In addition to the features available to Level 1, Merchant Level 2 users gain access to the import tool, and if enabled, the ability to add and manage jobs via Cigo Tracker's Public API.

Getting Started: Streamlining 3PL Operations with Cigo Tracker (Merchant Level 2)

Main Usage

  • Import Tool: Level 2 users can leverage the import tool to efficiently upload jobs in bulk, significantly streamlining the process of job management.

  • API Access: If this feature is enabled, Level 2 merchants have the capability to add and manage jobs through the Public API, offering advanced integration and automation options for their logistics operations.

Key Differences

The primary distinction between Merchant Level 1 and Level 2 lies in the additional functionalities afforded to Level 2 users, particularly the import tool and, potentially, API access.

While both levels enable users to search for customers and create, update, and delete jobs, Level 2’s access to the import tool and API functionalities caters to businesses that require more advanced data management and integration capabilities.

This distinction ensures that Cigo Tracker can accommodate businesses with different operational complexities and technical requirements, making it a versatile platform for a wide range of logistics and supply chain management needs.

Conclusion: Elevating Logistics with Cigo Tracker

By embracing the comprehensive features and customization options offered through Cigo Tracker, merchants can significantly enhance their logistics and supply chain operations. Whether through seamless system integration or utilizing the tailored experiences of the merchant portal, Cigo Tracker is designed to meet the diverse needs of today’s logistics providers and merchants.

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