How to Use Portal Features

A guide to managing your account and shipping orders

If you are a business partner, please refer to our B2B User Portal Features guide, which includes extended functionality for buyers. We also recommend API integration for registering and receiving package information via requests and webhooks.

Sign In to Your Account

To access all portal features, sign in to your Kivvi account.

Once logged in, you can:

  • Create a shipping order
  • View and manage existing orders
  • Update delivery information
  • Add services to your orders
  • Communicate with our team

View Existing Shipping Orders

To view your orders, press the "View All" button on the main dashboard.

Order States

Shipping orders progress through various states depending on the order type

Parcel Orders
StateDescription
NewOrder is created, no awaited packages have been added yet.
ShippedAwaited packages have been added. The order is pending.
ReceivedAll packages have been received. The order is validated.

Purchase Orders
StateDescription
DraftOrder is created and can be modified. Service lines can be added and invoiced from this state.
NewThe first invoice for order services has been created and posted.
BoughtAll declared items have been purchased.
ShippedAll declared items have been shipped. The order is pending and all items are in "Shipped" state.
ReceivedOrder has been validated.

Common States (Both Order Types)
StateDescription
In TransitPackages are in transit between facilities.
ArrivedPackages have arrived at a location.
StoredPackages are stored at a warehouse location.
Out for DeliveryPackages are out for delivery to the recipient.
DeliveredPackages have been delivered to the recipient.
CancelledOrder has been cancelled.


Sorting, Filtering, and Search

To help you find orders quickly, we have added several filtering and sorting options.

Sort Orders By
  • Order reference number
  • Total amount of the order
Filter by State
FilterDescription
ActiveAll active orders not in "Delivered" or "Cancelled" state (default filter)
AllAll orders regardless of state
CancelledOnly cancelled orders
In DeliveryAll orders that have left the warehouse and are on the way to the recipient

Filter by Order Type
FilterDescription
Parcel Shipping OrderOrders where you made an online purchase yourself
Purchase Shipping OrderOrders where we placed the purchase on your behalf

Search

You can search for orders using the following fields:

  • Order name
  • Recipient
  • Creation date

To perform a search, select a search type, enter a value in the search field, and press the magnifying glass icon.

View and Manage Order Details

To view detailed information about a specific order, press the link on the order name.

Add Services

You can add additional services to your order as long as it has not yet reached the "In Delivery" state.

To add services:

  • Select the desired services:
    • Extra Packaging — additional protective packaging for safe delivery
    • Content Check — inspection of items before shipment
    • Insurance — full coverage against loss or damage
  • Press the "Add Services" button
  • Review the selected services in the checkout wizard
  • Confirm your selection



The selected services will be added to the invoice and performed accordingly.

Manage Delivery

You can update the recipient or delivery method for an order as long as the packages have not yet left our warehouse.

Change Recipient

To change the recipient:

  • Go to the order's "Recipient" card and press the pencil icon
  • In the wizard, select a recipient from those you have saved in "My Addresses"
  • Press the "Confirm" button

The order will be redirected to the new recipient.

Change Delivery Method

To change the delivery method:

  • Go to the order's "Delivery" card and press the pencil icon
  • In the wizard, select the desired delivery carrier, method, or point
  • Press the "Confirm" button

The delivery method will be updated accordingly.

Communication

If you have any comments or questions regarding your order, you can leave a message in the chatter at the bottom of the page.

You will also receive all reports related to requested services — such as "Photo of Contents" or "Content Check" — in the chatter.

Support

If you have any questions, our support team is available to assist.

How to create an Order
A step-by-step guide to placing your first order with Kivvi