View the detailed tutorial below to learn how to navigate the Koho dashboard for new and active users.
As a new user, your Dashboard is a centralized location for all of the resources necessary to get you started on your journey with Koho.
1-A: Use the top navigation bar from anywhere in the app to visit your Dashboard, get a quote, manage and track any existing shipments, message our team, pay your invoices, and view your reports.
1-B: Click the 'Support' button to visit our Resource Center any time you need additional assistance navigating our platform.
1-C: Click your account name in the top right corner of the navigation bar to open your Profile Menu, where you can access your profile settings, search history, payment methods, address book, and product book.
1-D: As a new user, your Dashboard will provide you easy access to resources to help get you started on your Koho journey. Click 'Get Instant Rates' to book your first shipment.
1-E: We recommend adding a payment method to your account before booking your first shipment. Applying for a Koho credit account will give you the opportunity to review and confirm any charges before submitting payment.
1-F: Learn more about how Koho works so you can feel confident navigating our platform.
As an Active User, Your Dashboard has three main sections: Notifications, Active Shipments, and Recent Searches.
Pertinent notifications on your account and shipments will appear the top of your Dashboard. Each notification will bring you to the necessary step to complete the outstanding task or view more details.
2-A. We'll notify you if there are actions to take on your account such as adding a payment method to your account, if you're over your liability limit on our credit account, or if you have any past due invoices.
2-B. We'll also notify you of any recent messages related to your shipments. When you click to 'View' a message, it will lead you to the message thread of that particular shipment. Clicking ‘View All Messages’ will direct you to a filtered shipment list of all 'Unread Messages' that hasn’t been viewed or read. From there, you can click on the 'Messages' icon to the left of that shipment, and it will take you directly to that conversation.
Under 'Active shipments', you will find four main statuses: Dispatched for Pickup, In Transit, Delivered Recently, and Exceptions. Clicking on each status will direct you to a filtered shipment list organized by that status. For example, clicking on ‘Delivered Recently’ will allow you to view shipments filtered by 'Delivered'.
When you run a rate search, your three most recent searches will appear in the Dashboard. Once clicked, those exact same parameters will be populated into a new search. There are two ways you can manage your recent searches:
4-A. You can click on the 'Manage Your Search History' link. There, you can view your recent searches and 'favorite' whichever searches you would like to always appear in your dashboard
4-B. You can also access your search history by navigating to the drop down menu and selecting 'Search History'.
