Clients Overview

The Clients section is the directory of your shippers: the companies for which you organise transport, to whom you invoice your forwarding service, and which you can attach to loads to enable automated pickup and delivery notifications. From here you add a new client, browse their company data, decide which operational notifications they should receive via email/SMS/WhatsApp, and — when they want to actively collaborate on the platform — you send them an invitation to register on Truckscanner.

Where the section lives

From the left-hand menu of the platform, under the «Operativo & Trasporti» group, click on «Clienti» (building icon). The direct URL is /company/{companyId}/trading-partners.

The title at the top is «Partner Commerciali» — the technical name of the section, but throughout the rest of the platform and these guides we just call them «Clients» (Italian: «Clienti»), which also matches the menu entry.

The clients table

The table lists every client of your forwarder company. Each row is clickable: clicking it opens the detail drawer on the right with the full company data.

Always-visible columns:

• Nome — the client's company name. The only sortable column (click the header to flip A→Z / Z→A).
• P.IVA — VAT number prefixed by the country code (e.g. IT03031930354).
• Città — the client's registered city, formatted City, Province (e.g. Milano, MI).
• Referente — the contact person at the client, if filled in.
• Truckscanner — the client's status on the platform:
  • if they have never been invited you see the «Collabora su Truckscanner» button (the shortcut to invite them);
  • if they were invited and completed registration, you see the «Registrato» badge;
  • if invited but the invitation is still pending, you see the «Invitato» badge with three small icons next to it: copy invitation link, resend invitation, cancel invitation.
• Stato — «Attivo» or «Inattivo» badge, referring to the directory record (not to the platform).
• Azioni — three icons at the end of the row: pencil (edit), power-off (deactivate), trash (delete).

To the right of the filter bar there's a column-customizer icon: clicking it lets you show/hide additional optional columns — Phone, Email, Email Notifications, SMS Notifications, Country, Notes, Created at.

At the bottom you have pagination: «Risultati 1-N di M», a «Righe per pagina» selector (default 10), and four navigation buttons.

The filters

Above the table there's a two-level bar that helps you narrow the list down.

Platform status

The four tabs at the top filter on the client's Truckscanner status. Each tab has a counter next to it showing the matching number of clients:

• Tutti (All) — the entire directory, regardless of platform status.
• Registrato (Registered) — only clients who accepted the invitation and are active on Truckscanner.
• Invitato (Invited) — only clients with a pending invitation that hasn't been accepted yet.
• Non invitato (Not invited) — only clients in the directory you haven't sent an invitation to yet (partners you only use for your internal operational notifications).

The active tab is highlighted and its counter turns lime.

Search

The «Ricerca» field below the tabs lets you filter by name or VAT. The placeholder reads «Cerca per nome o P.IVA…» — the table updates live as you type (no Enter required). Clearing the text restores the full list.

Show inactive

The «Mostra inattivi» toggle, off by default, hides deactivated clients. Turning it on includes them in the list (you'll recognise them by the «Inattivo» badge in the Stato column).

Active filters appear as chips below the bar: clicking the X on a chip removes that filter; when there are two or more, a «Cancella tutti» link appears to wipe everything in one click.

The client detail drawer

Clicking a row opens a panel on the right showing the full company record. At the top you always see:

• the company name in large type,
• the «Attivo» or «Inattivo» badge,
• the VAT number with country prefix (e.g. IT03031930354),
• if the VAT is Italian or European and we verified it on VIES, a small green «VIES» badge appears next to it (tooltip: «P.IVA verificata tramite VIES, il sistema ufficiale dell'Unione Europea»). If VIES reports the VAT as invalid, the badge is red.

The drawer has three tabs: Anagrafica (registry — identifying data and contacts), Commerciale (commercial — company data, e-invoicing, documents) and Notifiche (notifications — channel preferences and the history of messages sent to the client).

«Anagrafica» tab

The tab is organised in blocks:

• Dati Aziendali (company data) — VAT, fiscal code, legal form, ATECO sector code + description, activity status (Attiva / Cessata), incorporation date.
• Indirizzi (addresses) — the Sede legale (registered office) is highlighted with a lime label. Below it you find any Unità locali (local branches: warehouses, depots) with full address and optional description.
• Referente (contact) — name, phone (clickable, opens the OS dialer), email (clickable, opens the email client).
• Note — free-text notes you wrote on the client record, if any.
• At the bottom, system dates: Creato il (created at) and Aggiornato il (updated at).

«Commerciale» tab

The Commercial tab gathers the engagement data of the client: public company information, e-invoicing details, contacts and contractual documents.

• Dati commerciali — annual turnover, employee count, enterprise size (Piccola / Media / Grande). They only appear if data enrichment found something publicly; otherwise you see the message «Nessun dato commerciale disponibile».
• Fatturazione elettronica — PEC and SDI code when available. The PEC is clickable and opens a new email.
• Contatti aziendali — website, company phone and email (in addition to the individual contact in the Anagrafica tab).
• Documenti — «+ CARICA DOCUMENTO» button in the top right. When there are no documents the area shows the message «Nessun documento caricato — Carica contratti, listini o altri documenti per questo cliente». Supported file types are PDF, Excel and images, up to 20 MB per file. Document types available on upload are Contratto (PDF), Contratto (Excel), Listino prezzi, Altro.

«Notifiche» tab

The Notifications tab is where you decide which channels Truckscanner uses to communicate with this client whenever their loads progress, and where you see the full history of everything that's been sent to them.

At the top, always visible even when scrolling the list, sit the two channel preference toggles:

• Notifiche Email — Tracking, conferme ritiro/consegna, documenti. On by default.
• Notifiche SMS / WhatsApp — Avvisi in tempo reale. On by default. Truckscanner tries WhatsApp first and automatically falls back to SMS if the number doesn't have an active WA account.

Turning a toggle off disables that channel for all future loads of this client, both as sender and as receiver. The change is immediate (no Save button). The client can also unsubscribe themselves by clicking the «Disiscriviti» link at the bottom of the emails they receive: in that case the Email toggle switches off automatically.

Below the toggles you see the notification history, in reverse chronological order. Each entry shows:

• channel icon on the left (envelope for email, speech bubble for SMS/WhatsApp);
• title of the notification (e.g. Ritiro effettuato — LD-ABC123, Merce consegnata — LD-DEF456, Problema segnalato — LD-XYZ789);
• date and time of dispatch and the target contact used (email or phone);
• status badge on the right:
  • INVIATA (green) — the notification went out successfully;
  • BLOCCATA (amber) — Truckscanner blocked the send because the client had already received too many notifications of the same type in the past hour (anti-flooding, max 5/h);
  • ERRORE (red) — the send failed; usually the contact is invalid or not reachable;
  • IN CODA (grey) — the send is still being processed.

Clicking a history row expands it to show the message summary (the body), the actual channel used (e.g. «Inviato via WhatsApp»), the related load reference when present (commessa #123), and — if the status is BLOCCATA or ERRORE — an actionable hint such as «Invio bloccato: troppe notifiche in 1 ora.» or «Invio non riuscito. Verifica i recapiti del cliente.». Clicking again collapses the row.

Row actions

At the end of each table row there are three small icons, each with a tooltip on hover:

1. Pencil (Modifica) — opens the drawer in edit mode: no tabs, just the fields Nome cliente *, address (with autocomplete), contact name, contact phone and email, notes. At the bottom the ANNULLA and SALVA buttons. Confirmation toast: «Cliente aggiornato».
2. Power-off (Disattiva) — deactivates the client (it stays in the archive but disappears from load selectors). Toast: «Cliente disattivato». The icon is disabled when the client is already inactive. To reactivate, open the drawer and use the RIATTIVA button at the bottom.
3. Trash (Elimina) — opens a confirmation dialog «Elimina cliente — Sei sicuro di voler eliminare il cliente Acme S.r.l.? Questa azione non può essere annullata.» (the client name is dynamic). Confirming with the red ELIMINA button removes the client permanently and you get the toast «Cliente "Acme S.r.l." eliminato».

The same three actions — plus reactivation — are also available inside the drawer in view mode, at the bottom: MODIFICA (lime), DISATTIVA (or RIATTIVA if inactive), ELIMINA (red).

Adding clients: single new or bulk import

In the page header, top right, there are two entry points to the system:

• «+ NUOVO» (lime) — opens the «Nuovo cliente» dialog where you can search for the client by VAT (with VIES check and institutional data enrichment) or enter the data manually. The dialog description reads: «Aggiungi un mittente o destinatario alla rubrica. Potrai associarlo alle commesse per le notifiche automatizzate di ritiro e consegna.»
• «⤴ IMPORTA CSV» (outline) — opens the bulk import dialog: you download a template_clienti.csv template with predefined columns (company name, VAT country, VAT number, address, city, province, ZIP, country, contact name, contact phone, contact email, notes), fill it in and upload it.

For step-by-step details of the two flows see the dedicated guides linked at the bottom.

Truckscanner status: client «in directory» vs client «collaborator»

A distinction that often confuses new users: a client in your directory is not automatically an active collaborator on Truckscanner.

• In directory — the client record only exists inside your forwarder company. You use it to attach the client to loads, to receive operational notifications on behalf of the end client, to archive contracts and rate cards. The client knows nothing about Truckscanner: they only receive direct email/SMS/WhatsApp communications when their loads progress.
• Active collaborator — when you want the client to have direct access to the platform to see their transport status in real time and to send you their pickup/delivery availability, you invite them onto Truckscanner by clicking the «Collabora su Truckscanner» button on their row. They'll receive an invitation email; once they accept, the Truckscanner status column turns to «Registrato» and the client will see their shipper dashboard with their shipments.

The two coexist: every client is first «in directory», then optionally also «collaborator». The invitation can always be cancelled and resent from the icons next to the badge.

Common issues

See also

• Add and invite a client — guide coming soon
• Import clients from a CSV file — guide coming soon
• Edit an existing client — guide coming soon
• For forwarders — overview