Panel klienta PQM – konfiguracja i wdrożenie
Panel klienta PQM – konfiguracja i wdrożenie
The customer panel lets customers check the status of their production job, view customer-facing messages and follow the progress of their order without contacting support every time they need an update.
Table of contents
Purpose of the customer panel
The customer panel is not an admin area. Its purpose is to show the customer only the information they need: current status, basic job description, deadline if available, customer-facing messages and completion information.
Creating the panel page
- Go to Pages → Add New in WordPress.
- Create a page called Order Status, Customer Panel or similar.
- Use a clear URL such as
/order-status/or/customer-panel/. - Insert the proper PQM shortcode for your version.
- Publish the page and test it in an incognito browser window.
Shortcodes: Free and Pro
PQM Free and PQM Pro may use different shortcodes for the customer panel. Use the shortcode that matches your installed version.
| Version | Suggested shortcode in this documentation | Notes |
|---|---|---|
| PQM Free | [procuma] | Use this Free-version shortcode unless your installed version shows a different one. |
| PQM Pro | [pqm_client_panel] | Example Pro shortcode. Confirm the exact shortcode in your PQM Pro settings. |
If your installed plugin displays a different shortcode in its settings, use the shortcode shown by the plugin. The examples above are documentation defaults.
Customer access models
Customer access can be implemented in several ways depending on the version and configuration: direct link, task number plus email, customer account login or token-based access.
| Model | Use case | Notes |
|---|---|---|
| Token link | The customer clicks a link from an email. | Convenient, but the token must be hard to guess. |
| Task number + email | The customer enters a job number and email address. | Good for simple identity verification. |
| Customer account | The customer logs into WordPress or WooCommerce. | Best for recurring customers. |
| Limited public lookup | The customer checks basic status by number. | Use with caution and minimal data exposure. |
Data visibility
The panel should show useful production status information, but never expose internal business data.
Safe customer-facing data
- task or order number,
- task title,
- current status,
- creation date,
- planned deadline,
- customer-facing messages,
- ready or completed information.
Data that should stay internal
- labor cost,
- margin,
- internal staff notes,
- material costs,
- operator names if your company does not want to expose them,
- other customers’ tasks,
- internal production know-how.
Customer communication
If the customer panel supports messages, decide where customer messages should go. In many companies, messages should go to customer service or a production coordinator first, not directly to the machine operator.
Example customer-facing text
You can use this panel to check the current status of your order and send a message to our team.
We respond during business hours. This panel displays basic production progress only.Testing
- Create a test task.
- Assign a test customer email.
- Send a test email with the panel link.
- Open the link in an incognito browser.
- Verify that only customer-safe data is visible.
- Change the task status and check if the panel updates.
- Send a test customer message if communication is enabled.
Security
The customer panel is a public or semi-public feature. Forms should be protected, input should be validated and every task view should confirm that the visitor is allowed to see that task.
Never test the customer panel only while logged in as a WordPress administrator. Always test the view as a non-admin or test customer.
Example WordPress page content
PQM Free
<h1>Order Status</h1>
<p>Enter your job information or use the link received by email.</p>
[procuma]
<p>If you have questions, please contact our customer service team.</p>PQM Pro
<h1>Customer Panel</h1>
<p>Check the current status of your production job.</p>
[pqm_client_panel]A well-implemented customer panel reduces status questions, improves customer experience and makes production communication more transparent.