1.) Courier User & Manager Access Rights

This configuration is used to assign courier-related roles to system users. The Courier User role allows users to create and manage courier requests. The Courier Manager role provides administrative access to manage courier configurations, pricing rules, and all courier requests across the system.

Navigation : Settings → Users & Companies → Users

2.) Courier Stages Configuration

Courier stages define the lifecycle of a courier request from creation to delivery. Administrators can configure stage names such as New, Collected, In Transit, and Delivered to reflect operational workflow. Each stage can be controlled for visibility, sale order creation, and read-only behavior to ensure proper process management.

Navigation : Courier → Configuration → Stages

3.) Courier Stage Details Configuration

This configuration defines the properties of an individual courier stage. The stage name and sequence control the order of the courier workflow. Options such as Kanban folding, sale order visibility, and read-only behavior help manage process control when a courier request reaches this stage.

Navigation : Courier → Configuration → Stages

4.) Courier Tags Management

Courier tags are used to classify and label courier requests for better identification and filtering. Administrators can create tags such as Express Delivery, Bulk Shipment, or Temperature-Controlled and assign colors for quick visual reference. Tags help improve organization, reporting, and operational clarity across courier requests.

Navigation : Courier → Configuration → Tags

5.) Courier Category Management

Courier categories are used to classify shipments based on the type of goods being delivered. Administrators can define categories such as Fragile Goods, Electronics, Perishable Goods, or Heavyweight Materials. Categories help standardize courier requests, improve handling processes, and support accurate pricing and reporting.

Navigation : Courier → Configuration → Category

6.) Courier Priority Management

Courier priorities define the urgency level of courier requests. Each priority includes a charge percentage that is applied as an additional cost when selected. Priority selection directly impacts the total courier charges, enabling flexible pricing based on delivery urgency.

Navigation : Courier → Configuration → Priority

7.) Courier Priority Details Configuration

This configuration defines the pricing behavior of an individual courier priority. The charge percentage determines the additional cost applied when the priority is selected on a courier request. The linked product is used to apply and record priority-based charges in sales orders and invoices.

Navigation : Courier → Configuration → Priority

8.) Courier Types Configuration

Courier types define the service scope of courier requests. Administrators can configure types such as Domestic, International, Same-City, or Return Logistics. Types help categorize courier operations and support accurate tracking, pricing, and reporting.

Navigation : Courier → Configuration → Types

9.) Weight Price Rules

Weight price rules define courier charges based on shipment weight ranges. Each rule specifies a minimum and maximum weight with a fixed price. The system automatically applies the matching rule to calculate courier line charges, ensuring accurate and consistent pricing based on weight.

Navigation : Courier → Configuration → Weight Price Rules

10.) Weight Price Rule Details

This view allows administrators to define a specific weight range for courier pricing. A fixed price and related product can be assigned for shipments falling within the defined weight limits. The configured rule is automatically applied to courier request lines when the shipment weight matches the range.

Navigation : Courier → Configuration → Weight Price Rules

11.) Dimension Price Rules

Dimension price rules define courier charges based on package dimensions. Each rule represents a specific box or package size with an associated fixed price. When dimensions are selected on a courier request line, the system applies the matching rule to calculate volumetric weight and pricing accurately.

Navigation : Courier → Configuration → Dimension Price Rules

12.) Dimension Price Rule Details

This section allows administrators to define pricing based on package dimensions. Length, width, and height are used to calculate the volumetric weight automatically. The configured price is applied to courier request lines when the selected dimensions match this rule, ensuring accurate volumetric-based billing.

Navigation : Courier → Configuration → Dimension Price Rules

13.) Distance Price Rules

Distance price rules define courier charges based on delivery distance ranges. Each rule includes a minimum and maximum distance with a fixed charge. When a distance is entered on a courier request, the system automatically applies the matching rule to calculate distance-based charges accurately.

Navigation : Courier → Configuration → Distance Price Rules

14.) Distance Price Rule Details

This configuration defines courier charges for a specific delivery distance range. A fixed price and related product can be assigned for distances within the defined limits. When a courier request includes a matching distance, the system automatically applies this rule to calculate distance-based charges.

Navigation : Courier → Configuration → Distance Price Rules

15.) Courier Requests Overview

This section provides a centralized view of all courier requests. Users can create new requests, track sender and receiver details, delivery dates, total charges, and current status. Multiple view options and filters help users manage and analyze courier operations efficiently.

Navigation : Courier → Courier Request

16.) Courier Request Details

This view displays complete information for an individual courier request. Users can track shipment progress through configurable stages, manage sender and receiver details, and review courier line items with automated weight, volumetric, and pricing calculations. Total charges are calculated in real time, and the request can be linked to a sales order for further processing.

Navigation : Courier → Courier Request

17.) Courier Request Collected Stage

This view shows the courier request after it has progressed to the Collected stage. Users can review sender and receiver details, courier information, and applied charges while adding internal notes for operational reference. All status changes are logged automatically in the activity history, ensuring clear tracking and auditability throughout the delivery lifecycle.

Navigation : Courier → Courier Request

18.) Courier Request Dispatched Stage

This view represents the courier request after it has moved to the Dispatched stage. All shipment, sender, and receiver details remain accessible, along with courier charges and calculation references. The Abbreviations section explains weight and pricing terminology, while the activity log records each stage transition for clear operational tracking.

Navigation : Courier → Courier Request

19.) Courier Request In Transit Stage

This view indicates that the courier request is currently In Transit after dispatch. Users can review shipment items, distance and additional charges, and the automatically calculated total amount. A sales order can be created directly from this stage, ensuring seamless billing and operational continuity.

Navigation : Courier → Courier Request

20.) Sales Order Quotation

This view displays the sales quotation generated from the courier request. All courier items, distance charges, and additional charges are automatically converted into order lines with accurate pricing. Users can review payment terms, validity, and totals before confirming and progressing the quotation to a sales order.

Navigation : Courier → Courier Request → Create Sales Order → Quotation

21.) Sales Order Confirmed

This view shows the confirmed sales order generated from the courier request. Courier details are linked directly to the order, ensuring traceability between logistics and billing. Users can review sales, shipping, and invoicing information and proceed with invoice creation or customer communication.

Navigation : Courier → Courier Request → Sales Order

22.) Sales Order Create Invoice

This view allows users to generate an invoice directly from the confirmed sales order. All courier items, distance charges, and additional charges are prefilled as invoiceable lines with accurate amounts. Users can review quantities and totals before creating the invoice, ensuring a smooth and error-free billing process.

Navigation : Courier → Courier Request → Sales Order → Create Invoice

23.) Customer Invoice Posted

This view shows the finalized customer invoice generated from the courier sales order. All courier services, distance charges, and additional fees are listed as invoice lines with the total amount due. Users can print, send, or register payment for the invoice, while the system maintains full traceability back to the courier request and sales order.

Navigation : Courier → Courier Request → Sales Order → Invoice

24.) Courier Request Print

This view highlights the print action available for a courier request. Users can generate a printable document containing complete sender, receiver, and courier details for operational or customer use. The printed output supports record keeping and offline reference throughout the delivery process.

Navigation : Courier → Courier Request

25.) Courier Request Printed Document

This document provides a complete, printable summary of the courier request in its current stage. It includes sender and receiver information, courier details, itemized shipment data, and a clear cost breakdown. The format is designed for easy sharing, record keeping, and operational reference throughout the delivery lifecycle.

26.) Courier Request Kanban Overview

This view presents courier requests organized by operational stages such as Dispatched and In Transit. Each card displays key details including reference number, sender and receiver, registration date, and total amount. Users can quickly track progress, drag requests between stages, and switch to other analytical views using the available view options.

Navigation : Courier → Courier Request

27.) Courier Request Calendar Planning View

This view displays courier requests on a calendar timeline based on their scheduled dates. It helps users plan pickups and deliveries by visualizing requests across days and weeks. Quick actions allow users to open, edit, or remove a request directly from the calendar for efficient scheduling control.

Navigation : Courier → Courier Request

28.) Courier Request Pivot Analysis View

This view provides a summarized analysis of courier requests using dynamic measures. Users can group data by period or reference to evaluate total amounts and operational performance. It supports quick insights through expandable totals, enabling efficient financial and delivery analysis.

Navigation : Courier → Courier Request

29.) Courier Request Graphical Analysis View

This view visualizes courier request data using interactive charts for quick comparison and trend analysis. Users can analyze total amounts by customer, period, or other measures to understand performance at a glance. Multiple chart types and measures help transform operational data into clear, actionable insights.

Navigation : Courier → Courier Request

30.) Courier Request Activity Tracking View

This view provides a timeline-based overview of all activities related to courier requests, such as Emails, Calls, Meetings, To-Do tasks, and Document uploads. It helps users track communication and follow-ups per courier request (e.g., C/00001, C/00002) with clear visual indicators and scheduled dates. By centralizing activities in one place, this view improves coordination, accountability, and ensures no courier-related action is missed.

Navigation : Courier → Courier Request