ℹ️ Why use this feature ?
Centralized order management: receive all transports in your main account and easily collaborate with various Dashdoc partners
Automatic matching for future orders: once your accounts are connected, all future orders from this partner automatically arrive in your main account
💻 Understanding the feature
You have received a transport from another Dashdoc partner, but it doesn't appear in your main account. This means an invited account has been created in your name and the order is on that account.
The goal of the feature: retrieve this transport to your main account.
To access your accounts (primary and invited), click at the top left of your account and open the dropdown menu:
💻 Use Case 1: Transfer a transport that hasn’t been accepted yet
Explanatory video (< 2min):
Use this method when you have a pending transport to accept on a invited account:
Access your invited account (the one created by a specific partner) from the dropdown menu at the top left.
Locate the transport you need to accept
Click on Accept
Select where you wish to accept this transport:
Keep it in the invited account (if you want to keep the accounts separate)
Accept it into your main account
Choose your main subscriber account from the list
Click on Next
Review the comparison wizard:
Check account information side by side (company name, VAT number, address, contacts)
Examine the highlighted differences between the accounts
Ensure any missing information is acceptable
Click on Accept Transport
Result: The transport is accepted in your main account, the invited account is archived, and all future orders from this partner will arrive in your main account.
💻 Use Case 2: transfer an already accepted transport
Explanatory video (< 2min):
Use this method when you have already accepted transports on the invited account and wish to reconnect it later.
Access the invited account. My transport has already been accepted and I no longer have the "Accept / Decline" buttons.
Click on the yellow banner indicating that you have both a subscriber account and a invited account.
Click on "Learn More".
Select the primary subscriber account where you want to receive future orders.
Click on "Next".
Review the comparison assistant:
Check the differences in account information.
Verify that all details are acceptable.
Click on "Link My Accounts".
The accounts are now linked. You can now link your already accepted transports. To do this, click on "View the archived account":
You can then select the transport in question and click on "Transfer to my primary account":
The order is then transferred to your primary account, in the status "To confirm." You will need to re-accept the order in your primary account.
❓ Frequently Asked Questions:
Are my orders already completed with this partner transferred to my main account?
Previous orders remain in their original accounts. They are not automatically moved, but can be transferred manually (see use case 2).
Will my future orders for this partner be redirected to my main account?
Once the reconciliation is done, all future orders in collaboration with this Dashdoc partner will come to your main account.
Is the invited account containing my old orders deleted?
The invited accounts you reconcile are not deleted. They are marked as "Archived Companies" in your dropdown menu at the top left of your account:
Can all users perform an account reconciliation?
You must be an administrator to perform this action.
What to do in case of an error in reconciliation?
Feel free to contact Dashdoc support. We can then guide you and provide you with the correct procedure to follow.