# Customer Page (https://docs.carlio.app/docs/portals/review-the-customer-page)

The tabs, the data and the actions of the shared customer page, and the dashboard switches that release data to it



The customer page shows the orders of one customer. The page has five tabs: **Overview**, **My Cars**, **Payments**, **Documents** and **Messages**.

## What each tab shows [#what-each-tab-shows]

| Tab           | Content                                                                                                                                                                                                          |
| ------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Overview**  | The customer name, one card for each order and a **Contact Dealership** button. An order card shows the car, its status, the **Expected Delivery** date, and the amounts **Agreed**, **Paid** and **Remaining**. |
| **My Cars**   | One card for each order. The card shows the car details, the shared photos and videos, the shared papers for the car, the shipment and the delivery progress.                                                    |
| **Payments**  | The agreed amount, the paid amount and the remaining or overpaid amount for each order. A list shows every payment and refund with its date, method and reference.                                               |
| **Documents** | The **Invoices** card, the documents that the dealership shared, and the **Send a document** button.                                                                                                             |
| **Messages**  | A conversation with the dealership.                                                                                                                                                                              |

Open orders and won orders appear. Lost and cancelled deals do not appear. A customer with several orders switches between them in the sidebar.

## The order card [#the-order-card]

* **Car Details**: body type, engine, transmission, fuel, color, mileage and VIN, when recorded. The plate does not appear.
* **Delivery progress**: seven stages with the date of each stage reached. The stages are **Checked**, **Bought**, **In Inventory**, **Sold**, **Loaded To Freight**, **In Transportation** and **Delivered**.
* A deal without a car shows "A car is being sourced for you". The details appear after a car is attached.

## The shipment [#the-shipment]

The **Shipment** section appears on the car card when the shipment is visible to the customer. It shows the carrier, the vessel, the container, the bill of lading, the origin, the destination, the departure, the arrival and the days remaining. A tracking number can be copied. The button **Track Shipment** opens the tracking link.

A tracked shipment also shows the **Live voyage**. It lists the status, the estimated arrival, the milestones and the ports of the route. It adds a route map and the time of the last update from the carrier.

## What the customer can do [#what-the-customer-can-do]

* Open and download shared documents and invoices. A download link works for a few minutes.
* Upload a document. Select **Send a document** and choose **ID Document**, **Contract** or **Other**. The accepted files are PDF, JPG, PNG, Markdown, Word and Excel files. Each file is at most 25 MB.
* Send messages of up to 5000 characters.
* Switch the language of the page.

The dashboard sends a notification to the team when the customer sends a message or uploads a document.

## Release data to the customer page [#release-data-to-the-customer-page]

The customer page shows only what the dealership releases. These switches control it.

| Data               | Where the switch is                                              | Default               |
| ------------------ | ---------------------------------------------------------------- | --------------------- |
| Invoice            | The invoice page, the invoice list and the **Invoices** card     | Visible               |
| Shipment           | The shipping form of the car, the switch **Visible to Customer** | Visible               |
| Car photo or video | The media list of the car, the eye button                        | Hidden until released |
| Document           | The documents list, the eye button                               | Hidden until released |

The eye button has the tooltip **Visible to Customer** or **Hidden from Customer**.

## What the page never shows [#what-the-page-never-shows]

* The purchase price of a car and its costs.
* Commissions and anything about a sales partner.
* Internal notes of the dealership, including the notes of a shipment.
* The plate of the car.
* Other customers.
* Files that the dealership did not release.

## Notes [#notes]

* The page title shows the name of the customer and of the dealership.
* The agreed price is shown in the currency of the deal.