Knowledge Base

Complete operations & system guide for Net4Courier

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Net4Courier Knowledge Base

Complete Operations & System Guide

This comprehensive knowledge base covers all aspects of Net4Courier - from pickup to delivery, finance to CRM. Use your browser's search (Ctrl+F / Cmd+F) to find specific topics.

How To Guides - Step-by-step tutorials organized by category

Quick Start
- Quick Start Guide
System Setup Guides
Operations Guides
Import Operations Guides
Dashboard & Reporting Guides
Finance Guides
Help & Feedback
- Suggest a New Topic
- Quick Reference Table
Operations Flow
Reconciliation
Accounts & Finance
Customer Management (CRM)
Pricing & Billing
System Settings
Compliance & Audit
Status Codes Reference
Quick Reference Index

How To Guides

Step-by-step tutorials for common tasks in Net4Courier. These guides help you get started quickly with essential operations. Guides are organized into categories for easy reference.

Quick Start Guide

New to Net4Courier? Follow these steps to set up your system:

Create Company → Set up your organization profile
Create Branch(es) → Define your operational locations
Create Warehouses → Set up sorting hubs and storage
Add Users → Create staff accounts and assign roles
Configure Rate Cards → Set up pricing for services
Start Operations → Begin processing shipments

System Setup Guides

How to Create a New Company

Navigation: System Settings → Companies → Click "New Company"

When to Use: When setting up Net4Courier for the first time or adding a new legal entity.

Prerequisites: Administrator access

Detailed Steps:

Access the Company Setup Page
- From the left menu, click System Settings
- Select Companies
- Click the "+ New Company" button (top right corner)
Enter Basic Information | Field | Description | Example | |-------|-------------|---------| | Company Name | Official registered business name | "Express Logistics LLC" | | Company Code | Short unique identifier (2-10 chars) | "EXLOG" | | Registration Number | Business license/registration ID | "DED-123456" | | Tax Number | VAT/GST registration number | "TRN100234567890" |
Enter Contact Information | Field | Description | Example | |-------|-------------|---------| | Email | Primary business email | "info@expresslogistics.ae" | | Phone | Main contact number | "+971 4 123 4567" | | Website | Company website (optional) | "www.expresslogistics.ae" |
Enter Address Details
- Street Address - Building name, street
- City - Select from dropdown
- State/Emirate - Select from dropdown
- Country - Select from dropdown
- Postal Code - ZIP/PIN code
Upload Company Logo (Optional but recommended)
- Click "Upload Logo"
- Select image file (PNG, JPG)
- Recommended size: 200x80 pixels
- Logo appears on reports, invoices, and AWB labels
Save the Company
- Review all entered information
- Click "Save" button
- Success message confirms creation

What Happens Next:

Company is created with status "Active"
You can now create branches under this company
Company appears in company dropdown across the system

Common Issues: | Problem | Solution | |---------|----------| | "Company code already exists" | Use a different unique code | | Logo not uploading | Check file size (<2MB) and format (PNG/JPG) | | Required field missing | Fill all fields marked with * |

Important: You must create at least one company before creating branches, users, or processing any transactions.

How to Create a New Branch

Navigation: System Settings → Branches → Click "New Branch"

When to Use: When setting up a new operational location, office, or franchise.

Prerequisites: At least one company must exist.

Detailed Steps:

Access the Branch Setup Page
- From the left menu, click System Settings
- Select Branches
- Click the "+ New Branch" button
Select Parent Company
- Choose the company this branch belongs to from the dropdown
- All settings and reports will link to this company
Enter Branch Information | Field | Description | Example | |-------|-------------|---------| | Branch Name | Descriptive location name | "Dubai Main Office" | | Branch Code | Short unique code (3-6 chars) | "DXB" | | Manager Name | Branch manager's name | "Ahmed Al Rashid" | | Manager Phone | Manager's contact | "+971 50 123 4567" | | Manager Email | Manager's email | "ahmed@company.ae" |
Configure Currency Settings | Field | Description | Example | |-------|-------------|---------| | Currency Code | ISO currency code | "AED" | | Currency Symbol | Display symbol | "AED" or "د.إ" | | VAT Percentage | Default tax rate | 5.00 |
Configure AWB Numbering | Field | Description | Example | |-------|-------------|---------| | AWB Prefix | Prefix for all AWB numbers | "DXB" | | Starting Number | First AWB number | 100001 | | Increment | Number increment (usually 1) | 1 |

Example: With prefix "DXB", starting 100001, first AWB will be "DXB100001"
Enter Branch Address
- Complete street address
- City, State, Country selection
- Postal code
Set Branch Options
- Is Head Office - Toggle ON for main branch
- Is Active - Toggle ON to enable operations
Save the Branch
- Click "Save" button
- Branch is now available for user assignments and operations

After Creating a Branch:

Create warehouses under this branch
Assign users to the branch
Set up branch-specific rate cards if needed

Multi-Branch Tips:

Each branch maintains its own AWB sequence
Users can be assigned to multiple branches
Financial reports can be filtered by branch
Inventory is tracked per warehouse per branch

How to Create a New Warehouse

Navigation: System Settings → Warehouses → Click "New Warehouse"

When to Use: When adding a new storage location, sorting hub, or collection point.

Prerequisites: At least one branch must exist.

Detailed Steps:

Access Warehouse Setup
- Navigate to System Settings → Warehouses
- Click "+ New Warehouse" button
Select Parent Branch
- Choose the branch this warehouse belongs to
- Warehouses inherit branch currency and settings
Enter Warehouse Details | Field | Description | Example | |-------|-------------|---------| | Warehouse Name | Descriptive name | "Main Sorting Hub" | | Warehouse Code | Short unique code | "WH-DXB-01" | | Capacity | Storage capacity (units) | 10000 | | Warehouse Type | Select type | Sorting Hub / Storage / Collection Point |
Enter Address & Contact
- Address - Complete physical location
- Contact Person - Warehouse supervisor name
- Contact Phone - Direct contact number
- Contact Email - Warehouse email
Configure Settings
- Is Active - Enable/disable warehouse
- Operating Hours - Start and end times (optional)
Save the Warehouse
- Click "Save"
- Warehouse appears in inscan location dropdown

Using Warehouses:

Select warehouse during Inscan operations
Track inventory per warehouse
Generate warehouse-specific reports
Manage capacity utilization

How to Create New Users

Navigation: System Settings → Users → Click "New User"

When to Use: When adding staff members, agents, or external user accounts.

Prerequisites: Company and at least one branch must exist.

Detailed Steps:

Access User Management
- Navigate to System Settings → Users
- Click "+ New User" button
Enter Login Credentials | Field | Description | Example | |-------|-------------|---------| | Username | Unique login ID | "ahmed.rashid" | | Password | Secure password (min 8 chars) | "SecurePass123!" | | Confirm Password | Re-enter password | "SecurePass123!" |

Password Requirements: Minimum 8 characters, include uppercase, lowercase, and numbers.
Enter Personal Information | Field | Description | Example | |-------|-------------|---------| | Full Name | Display name | "Ahmed Al Rashid" | | Email | User's email | "ahmed@company.ae" | | Phone | Contact number | "+971 50 123 4567" | | Employee ID | Internal ID (optional) | "EMP-001" |
Select User Type | Type | Description | |------|-------------| | Staff | Internal employees | | Agent | Delivery agents/couriers | | Customer | External customer accounts | | Vendor | Supplier/partner accounts |
Assign Role
- Select from available roles:
  - Administrator - Full system access
  - Manager - Operations and reports
  - Operator - Day-to-day operations
  - Finance - Billing and payments
  - Courier - Delivery operations only
  - Read Only - View access only
Assign Branches
- Check all branches this user can access
- Set Default Branch - Primary working location
- User can switch between assigned branches during login
Set Account Status
- Is Active - Enable to allow login
- Force Password Change - Require new password on first login
Save the User
- Click "Save"
- User can now log in with provided credentials

User Login Process:

User enters username and password
If assigned to multiple branches, selects branch from dropdown
Dashboard loads with branch-specific data

Navigation: System Settings → Roles → Select Role → Edit Permissions

When to Use: When customizing what menus and features a user role can access.

Detailed Steps:

Access Role Management
- Navigate to System Settings → Roles
- Find the role you want to modify
- Click "Edit" or "Manage Permissions"
View Permission Categories Permissions are organized by module: | Module | Contains | |--------|----------| | Operations | AWB Entry, Pickup, DRS, POD, MAWB | | Masters | Parties, Products, Service Types | | Finance | Invoices, Receipts, Journals, Ledger | | CRM | Customer Dashboard, Contracts, Tickets | | Reports | All report types | | Settings | Company, Branch, User, Role setup |
Set Menu Permissions For each menu item, configure: | Permission | Description | |------------|-------------| | View | Can see the menu and read data | | Create | Can add new records | | Edit | Can modify existing records | | Delete | Can remove records |
Apply Permissions
- Check/uncheck boxes as needed
- Click "Save Permissions"
- Changes apply immediately to all users with this role

Example Role Configurations:

Operations Manager:

Full access to Operations module
View access to Finance module
No access to Settings module

Courier/Delivery Agent:

View + Update: DRS, POD
View only: AWB lookup, Tracking
No access: Masters, Finance, Settings

Finance Clerk:

Full access: Invoices, Receipts
View only: Ledger, Reports
No access: Operations, Settings

Navigation: System Settings → Roles → Select Role → Edit Permissions

When to Use: When limiting access to sensitive features or data.

Detailed Steps:

Decide on Restriction Approach
- Create New Role - For unique permission set
- Modify Existing Role - For adjusting current access
To Create a Restricted Role:
- Go to System Settings → Roles
- Click "+ New Role"
- Enter role name (e.g., "Limited Finance Access")
- Set permissions to minimum required
To Remove Menu Access:
- Edit the role permissions
- Uncheck all boxes for menus to hide completely
- Menu will not appear in user's navigation
To Allow View-Only Access:
- Check only "View" permission
- Uncheck Create, Edit, Delete
- User can see data but cannot modify
Assign Restricted Role to Users:
- Go to System Settings → Users
- Edit the user
- Change Role dropdown to the restricted role
- Save

Common Restriction Scenarios:

Scenario	Configuration
Hide all finance menus	Uncheck all Finance permissions
Prevent data deletion	Uncheck Delete for all modules
Read-only access	Check only View permissions
COD collection only	Only POD and DRS permissions

How to Give Access for Agents, Customers, Vendors

Navigation: Masters → Parties + System Settings → Users

When to Use: When onboarding external parties who need system access.

Detailed Steps:

Step 1: Create Party Record

Go to Masters → Parties
Click "+ New Party"
Select Party Type: | Type | Use For | |------|---------| | Agent | Delivery agents, couriers, franchisees | | Customer | Shipping customers, corporate clients | | Vendor | Service providers, suppliers |
Fill in party details:
- Party Name, Code
- Contact information
- Address details
- Tax registration (if applicable)
Click "Save"

Step 2: Create User Account

Go to System Settings → Users
Click "+ New User"
Enter username and password
Set User Type matching the party type
Select appropriate Role: | Party Type | Recommended Role | |------------|------------------| | Agent | Courier / Delivery Agent | | Customer | Customer Portal | | Vendor | Vendor Access |
Assign branch access
Click "Save"

Step 3: Link User to Party (if required)

Some reports and dashboards filter by linked party
Edit user and select related party from dropdown

Access Levels by Type:

Type	Can Access
Agent	DRS, POD capture, route assignments
Customer	Track shipments, request pickups, view invoices
Vendor	View assigned work, submit invoices

How to Configure Service Types

Navigation: System Settings → Service Types

When to Use: When adding new delivery service options.

Detailed Steps:

Go to System Settings → Service Types
Click "+ New Service Type"
Enter service details: | Field | Example | |-------|---------| | Service Name | "Express Next Day" | | Service Code | "EXP-ND" | | Description | "Guaranteed next business day delivery" | | Transit Days | 1 | | Is Active | Yes |
Click "Save"

Standard Service Types:

Express Same Day
Express Next Day
Standard (2-3 days)
Economy (4-7 days)
International Express
International Standard

How to Set Up Zones

Navigation: Pricing & Billing → Zone Management

When to Use: When configuring geographic pricing regions.

Detailed Steps:

Go to Pricing & Billing → Zone Management
Click "+ New Zone"
Enter zone details: | Field | Description | Example | |-------|-------------|---------| | Zone Name | Descriptive name | "UAE Local" | | Zone Code | Short identifier | "UAE-L" | | Description | Zone coverage | "Within same emirate" |
Add Zone Members:
- Select countries, states, or cities included
- Use checkboxes to select multiple
Click "Save"

Sample Zone Structure: | Zone | Coverage | |------|----------| | Local | Same city | | Regional | Same country | | Gulf | GCC countries | | Middle East | ME region | | International | Rest of world |

Operations Guides

How to Create a New Shipment (AWB Entry)

Navigation: Shipments → AWB Entry → Click "New AWB"

When to Use: When booking a new shipment for a customer.

Prerequisites: Customer must exist in the system, or enter walk-in details.

Detailed Steps:

Access AWB Entry
- From left menu, click Shipments
- Select AWB Entry
- Click "+ New AWB" button
Enter Shipper (Consignor) Details | Field | Description | Example | |-------|-------------|---------| | Customer | Select from dropdown or search | "ABC Trading LLC" | | Shipper Name | Person sending | "Mohammed Ali" | | Phone | Contact number | "+971 50 123 4567" | | Email | Email for notifications | "m.ali@abc.ae" | | Address | Pickup/origin address | "Building 5, Al Quoz" | | City/State/Country | Origin location | Dubai, UAE |
Enter Consignee (Receiver) Details | Field | Description | Example | |-------|-------------|---------| | Consignee Name | Person receiving | "John Smith" | | Phone | Receiver contact (required) | "+44 7700 900123" | | Address | Delivery address | "45 High Street" | | City/State/Country | Destination | London, UK | | Postal Code | ZIP/PIN code | "SW1A 1AA" |
Enter Shipment Details | Field | Description | |-------|-------------| | Product Type | Document / Parcel / Heavy Cargo | | Service Type | Express / Standard / Economy | | Pieces | Number of packages | | Actual Weight | Weight in KG | | Dimensions | L x W x H (cm) for volumetric | | Description | Contents description | | Declared Value | Value for customs/insurance |
Configure Payment & Charges | Field | Description | |-------|-------------| | Payment Mode | Prepaid / Collect / Third Party / COD | | COD Amount | If Cash on Delivery, enter amount | | Apply Rate Card | System calculates based on assigned rate | | Other Charges | Fuel, handling, packaging fees | | Total Amount | System calculates total |
Special Handling (if needed)
- Fragile
- Temperature controlled
- Dangerous goods
- Priority handling
Save and Print
- Click "Save" to generate AWB number
- System shows: AWB Number, Barcode
- Click "Print AWB Label" for shipping label
- Click "Print Invoice" if prepaid

AWB Number Format: [BranchPrefix][Sequence]
Example: DXB100001, DXB100002

After Creating AWB:

Shipment status: BOOKED
Ready for inscan at warehouse
Appears in shipment tracking

How to Create a Pickup Request (Staff)

Navigation: Pickup Management → Click "New Pickup"

When to Use: When a customer calls to schedule a pickup.

Detailed Steps:

Access Pickup Management
- Click Pickup Management in left menu
- Click "+ New Pickup" button
Select or Add Customer | Option | Action | |--------|--------| | Existing Customer | Search by name, code, or phone | | New Customer | Click "Add New" and enter details |
Enter Pickup Details | Field | Description | Example | |-------|-------------|---------| | Pickup Date | Scheduled date | 2024-01-15 | | Time Slot | Morning (9-12) / Afternoon (12-5) / Evening (5-8) | Morning | | Pickup Address | Collection location | "Office 301, Business Bay" | | Contact Person | Person to meet | "Sarah Ahmed" | | Contact Phone | Direct phone | "+971 50 987 6543" |
Enter Shipment Estimate | Field | Description | |-------|-------------| | Expected Pieces | Approximate number of packages | | Estimated Weight | Approximate total weight (KG) | | Product Type | Document / Parcel / Cargo | | Destination | Where shipment is going | | Special Instructions | "Handle with care", "Call before arrival" |
Save the Request
- Click "Create Pickup Request"
- System assigns Pickup Request Number
- Status: PICKUP_REQUESTED
Assign Courier (from Dashboard)
- Go to Pickup Dashboard
- Find the unassigned pickup
- Click "Assign"
- Select available courier
- Status changes to: ASSIGNED_FOR_COLLECTION

Pickup Workflow:

Requested → Assigned → In Transit → Collected → At Hub

How to Create a Pickup Request (Customer Self-Service)

Navigation: Customer Portal → Request Pickup

When to Use: When customers with portal access create their own pickup requests.

Prerequisites: Customer must have portal login credentials.

Detailed Steps (Customer Portal):

Login to Customer Portal
- Open the customer portal URL
- Enter username and password
- Dashboard shows account summary
Request New Pickup
- Click "Request Pickup" button on dashboard
- System pre-fills customer address from profile
- Enter pickup details: | Field | Description | |-------|-------------| | Pickup Date | Preferred collection date | | Time Slot | Morning / Afternoon / Evening | | Expected Pieces | Number of packages | | Estimated Weight | Approximate total weight | | Special Instructions | Handling notes |
- Click "Submit Request"
Track Request Status
- View status in My Pickups section
- Receive SMS/Email confirmation
- Get courier assignment notification
- Track courier en-route (if enabled)

Detailed Steps (Staff Assisting Customers):

Log into main system as staff
Go to Pickup Management
Click "+ New Pickup"
Select the customer from dropdown
System pre-fills their registered address
Verify/modify pickup details as needed
Click "Create Pickup Request"
Customer receives confirmation notification

How to Process Inscan (Warehouse Receiving)

Navigation: Sorting/Hub Operations → Inscan

When to Use: When shipments arrive at warehouse from pickups or transfers.

Detailed Steps:

Access Inscan Page
- Go to Sorting/Hub Operations → Inscan
- Select Warehouse (your location)
Scan or Enter AWB | Method | Action | |--------|--------| | Barcode Scan | Use scanner to read AWB barcode | | Manual Entry | Type AWB number and press Enter | | Bulk Scan | Continuous scanning mode |
Verify Shipment
- System displays shipment details
- Verify pieces count matches
- Check weight (optional reweigh)
- Check for damage
Complete Inscan
- Click "Confirm Inscan"
- Status updates to: RECEIVED_AT_HUB
- Shipment location updated to warehouse
Handle Exceptions | Issue | Action | |-------|--------| | Piece count mismatch | Note discrepancy, create exception | | Damaged package | Take photo, mark as damaged | | Unknown AWB | Check if AWB exists, create if new |

After Inscan:

Shipment ready for sorting
Ready for MAWB bagging (if international)
Ready for DRS assignment (if local delivery)

How to Create MAWB and Bag Shipments

Navigation: Sorting/Hub Operations → Process Manifest

When to Use: When preparing shipments for air freight dispatch.

Detailed Steps:

Create New MAWB
- Go to Sorting/Hub Operations → Process Manifest
- Click "+ New MAWB"
Enter MAWB Header | Field | Description | Example | |-------|-------------|---------| | MAWB Number | Master AWB from airline | "176-12345678" | | Carrier | Airline name | "Emirates" | | Flight Number | Flight details | "EK 501" | | Origin | Departure airport | "DXB" | | Destination | Arrival airport | "LHR" | | ETD | Departure date/time | 2024-01-15 14:00 | | ETA | Arrival date/time | 2024-01-15 19:00 |
Create Bags
- Click "+ Add Bag"
- Enter bag details:
  - Bag Number (auto or manual)
  - Bag Type (Document / Parcel)
  - Seal Number
- Create multiple bags as needed
Add Shipments to Bags
- Select a bag
- Scan AWB barcodes OR
- Search and select shipments
- System validates:
  - Shipment destination matches MAWB destination
  - Shipment not already in another MAWB
  - Shipment is eligible (inscanned, not on hold)
Complete Bagging
- Review bag contents
- Confirm piece/weight totals
- Click "Finalize Bag"
- Enter seal number
Finalize MAWB
- All bags completed
- Review manifest summary:
  - Total bags
  - Total shipments
  - Total weight
- Click "Finalize MAWB"
- Status: DISPATCHED
Print Manifest
- Click "Print Manifest"
- Generates PDF with:
  - MAWB header
  - Bag list with seal numbers
  - All shipment details

How to Create DRS (Delivery Run Sheet)

Navigation: Sorting/Hub Operations → DRS-Outscan

When to Use: When assigning shipments to couriers for delivery.

Detailed Steps:

Access DRS Page
- Go to Sorting/Hub Operations → DRS-Outscan
- Click "+ New DRS"
Create DRS Header | Field | Description | Example | |-------|-------------|---------| | DRS Date | Delivery date | Today's date | | Courier | Select delivery agent | "Ahmed - Courier 01" | | Vehicle | Assign vehicle (optional) | "VAN-001" | | Route/Zone | Delivery area | "Dubai Marina" |
Add Shipments to DRS | Method | Action | |--------|--------| | Scan AWB | Scan barcodes of shipments | | Search | Find by AWB number | | Bulk Add | Filter and add multiple | | Auto-Assign | System suggests based on zone |
Review DRS
- Verify all shipments listed
- Check delivery sequence
- View total pieces, COD amounts
- Reorder if needed (drag-drop)
Dispatch DRS
- Click "Dispatch"
- All shipments status: OUT_FOR_DELIVERY
- Courier receives notification
- Print DRS sheet for courier

DRS Sheet Includes:

All AWBs with consignee details
Sequence/route order
COD collection amounts
Signature fields

How to Capture POD (Proof of Delivery)

Navigation: Operations → POD Capture (or Mobile App)

When to Use: When courier delivers a shipment.

Mobile POD Capture:

Open POD App/Page
- Courier accesses mobile POD interface
- Scan or enter AWB number
Confirm Delivery Status | Status | When to Use | |--------|-------------| | Delivered | Shipment successfully delivered | | Partial | Some pieces delivered | | Refused | Customer refused to accept | | Not Delivered | Customer unavailable, wrong address |
Capture POD Details

For Delivered: | Field | Required | |-------|----------| | Received By | Yes - Name of person | | Relation | Optional - Self, Relative, Guard, etc. | | Signature | Yes - Digital signature capture | | Photo | Optional - Package/delivery photo | | GPS Location | Auto-captured | | Delivery Time | Auto-captured |

For Not Delivered: | Field | Required | |-------|----------| | Reason | Yes - Select from list | | Remarks | Optional - Additional notes | | Reschedule Date | Optional |
Collect COD (if applicable)
- Enter amount collected
- Select payment method (Cash/Card)
- Capture payment reference
Submit POD
- Click "Submit"
- Status updates to: DELIVERED or NOT_DELIVERED
- Tracking history updated
- COD recorded in system

Offline Mode:

POD can be captured without internet
Data stored locally in device
Auto-syncs when connection restored

How to Update Bulk POD via Excel

Navigation: Operations → POD → Excel Upload

When to Use: When processing multiple POD updates at once.

Detailed Steps:

Download Template
- Go to Operations → POD → Excel Upload
- Click "Download Template" for blank template, OR
- Click "Template with AWBs" to pre-fill pending deliveries
Fill the Template | Column | Required | Valid Values | |--------|----------|--------------| | AWB No | Yes | Shipment number | | Delivery Status | Yes | Delivered, Not Delivered, Partial, Refused | | Delivery Date | Yes | YYYY-MM-DD format | | Received By | For Delivered | Name of receiver | | Relation | Optional | Self, Relative, Guard, Colleague, Other | | Non-Delivery Reason | For Not Delivered | Address Wrong, Customer Unavailable, etc. | | Remarks | Optional | Additional notes |
Upload File
- Click "Upload"
- Select your Excel file
- Wait for validation
Review Validation Results | Indicator | Meaning | |-----------|---------| | Green row | Valid, ready to process | | Red row | Error - see error message | | Yellow row | Warning - review needed |
Fix Errors (if any)
- Common errors:
  - AWB not found
  - AWB not eligible for POD (not out for delivery)
  - Missing required field
  - Invalid status value
- Fix in Excel and re-upload
Process Updates
- Click "Process POD Updates"
- System updates all valid records
- Download Results Report

Results Report Shows:

Success count
Failed count with reasons
Per-AWB status

How to Process Return to Shipper (RTS)

Navigation: Operations → RTS Management

When to Use: When shipment cannot be delivered and must return to sender.

Detailed Steps:

Initiate RTS
- Search for the AWB
- Click "Initiate RTS"
Select RTS Reason | Reason | Description | |--------|-------------| | Customer Refused | Consignee refused delivery | | Undeliverable Address | Address incorrect/incomplete | | Customer Unreachable | Multiple delivery attempts failed | | Shipment Unclaimed | Held at location, not collected | | Customs Rejected | Failed customs clearance |
Configure RTS Options | Option | Description | |--------|-------------| | Swap Addresses | System swaps shipper ↔ consignee | | RTS Charge Mode | Prepaid / Collect from shipper | | RTS Amount | Return shipping charge |
Confirm RTS
- Review swap details
- Click "Create RTS"
- New AWB created for return (or same AWB updated)
- Original AWB status: RTS_INITIATED
Process RTS Shipment
- RTS shipment follows normal flow:
- Inscan → MAWB (if international) → DRS → Delivery to shipper

RTS Tracking:

Original AWB shows "Returned to Shipper"
Timeline shows RTS initiation and delivery

How to Track a Shipment

Navigation: Multiple access points (Quick Search, Shipments List, Public Tracking)

When to Use: When checking shipment status, location, or delivery history.

Prerequisites: AWB number required for tracking.

Detailed Steps:

Method 1: Quick Search (Fastest)

Locate Quick Search box in top navigation bar
Enter AWB number (e.g., "DXB100001")
Click search icon or press Enter
View complete shipment details and timeline

Method 2: Shipments List

Go to Shipments → All Shipments
Use available filters: | Filter | Options | |--------|---------| | Date Range | From/To dates | | Status | Booked, In Transit, Delivered, etc. | | Customer | Select customer | | Origin/Destination | City or country |
Click on any shipment row to view details

Method 3: Public Tracking Page

Open /tracking page (no login required)
Enter AWB number in search box
Click "Track" or press Enter
View public tracking timeline

Tracking Information Display:

Section	Details Shown
Header	AWB No, Current Status, Service Type
Parties	Shipper & Consignee names and addresses
Shipment	Pieces, Weight, Dimensions, Description
Timeline	Chronological status history with dates
Location	Current location / last scan point
POD	Delivery proof if delivered (signature, photo)

Status Timeline Example:

✓ Booked - 10 Jan 09:00 - Dubai Hub
✓ Picked Up - 10 Jan 11:30 - Courier collected
✓ Received at Hub - 10 Jan 14:00 - Dubai Sorting
✓ In Transit - 10 Jan 18:00 - Dispatched to destination
✓ Arrived at Destination - 11 Jan 08:00 - London Hub
✓ Out for Delivery - 11 Jan 09:30 - Assigned to courier
✓ Delivered - 11 Jan 11:15 - Signed by: J. Smith

Tips:

Bookmark /tracking?awb=AWB123456 for quick access
Share tracking link with customers
Set up alerts for status changes

Import Operations Guides

How to Create a New Import (Air/Sea/Land)

Navigation: Import Operations → Import Dashboard → Click "New Import"

When to Use: When receiving shipments from international or domestic sources.

Detailed Steps:

Access Import Entry
- Go to Import Operations → Import Dashboard
- Click "+ New Import"
Select Import Mode | Mode | Use For | Identifier | |------|---------|------------| | Air | International air freight | MAWB Number | | Sea | Ocean cargo | Bill of Lading (BL) | | Land | Road transport | Truck/Vehicle Number |
Enter Import Header (Mode-Specific)

For Air Imports: | Field | Description | Example | |-------|-------------|---------| | MAWB Number | Master Airwaybill | "176-12345678" | | Airline | Carrier name | "Emirates" | | Flight No | Flight number | "EK 501" | | Origin Airport | Departure | "LHR" | | Dest. Airport | Arrival | "DXB" | | ETA | Expected arrival | 2024-01-15 14:00 |

For Sea Imports: | Field | Description | Example | |-------|-------------|---------| | Bill of Lading | BL number | "MAEU123456789" | | Shipping Line | Carrier | "Maersk" | | Vessel Name | Ship name | "MSC Oscar" | | Port of Loading | Origin port | "Southampton" | | Port of Discharge | Dest port | "Jebel Ali" |

For Land Imports: | Field | Description | Example | |-------|-------------|---------| | Truck Number | Vehicle reg | "UAE-12345" | | Transport Co | Carrier name | "Gulf Transport" | | Origin City | Starting point | "Riyadh" | | Dest City | Arrival point | "Dubai" |
Add Shipments
- Click "+ Add Shipment" or
- Use bulk Excel import
- Enter AWB details for each shipment
Save Import
- Click "Save"
- Import status: CREATED
- Ready for customs processing

How to Process Import Customs Clearance

Navigation: Import Operations → Customs Clearance

When to Use: When clearing imported shipments through customs.

Prerequisites: Import must exist and have status awaiting clearance.

Detailed Steps:

Access Customs Processing
- Go to Import Operations → Customs Clearance
- Or from Import Dashboard, click "Process Customs" on an import
Select Import to Process
- Filter by date, status, or MAWB/BL number
- Click on import to view shipments
Review Shipment Details For each shipment, verify: | Field | Purpose | |-------|---------| | HS Code | Harmonized System classification | | Customs Value | Declared value for duty calculation | | Description | Contents match declaration | | Origin Country | Country of manufacture |
Process Individual Shipments | Action | When to Use | |--------|-------------| | Approve | Shipment cleared, no issues | | Hold for Inspection | Physical inspection required | | Mark Duty Pending | Duty payment awaited | | Reject | Cannot clear, return required |
Enter Duty Details (if applicable) | Field | Description | |-------|-------------| | Duty Amount | Calculated import duty | | Tax Amount | VAT/GST if applicable | | Payment Reference | Duty payment receipt | | Clearance Date | Date of approval |
Bulk Processing
- Select multiple shipments with checkboxes
- Click "Bulk Customs Update"
- Apply same status to all selected
- Useful for routine clearances
Upload Documents
- Attach customs declaration
- Upload duty receipts
- Store inspection reports
Complete Processing
- Click "Save Clearance"
- Cleared shipments status: CLEARED
- Ready for local delivery

Clearance Status Reference:

Status	Description	Next Action
Pending	Awaiting processing	Review and process
Cleared	Approved for release	Ready for delivery
Held	Under inspection	Wait for result
Duty Pending	Payment required	Pay duty
Rejected	Cannot clear	Return to origin

How to Create Import via Excel Upload

Navigation: Import Operations → Excel Upload

When to Use: When importing large batches of shipment data.

Detailed Steps:

Download the Template
- Go to Import Operations → Excel Upload
- Select Import Mode: Air, Sea, or Land
- Click "Download Template"
- Template has mode-specific fields
Template Structure | Sheet | Contents | |-------|----------| | Sheet 1: Header | Import metadata | | Sheet 2: Shipments | Individual AWB details |
Fill Header Sheet | Column | Required | Description | |--------|----------|-------------| | Reference Number | Yes | MAWB/BL/Truck No | | Carrier Name | Yes | Airline/Shipping Line | | Origin | Yes | Origin location | | Destination | Yes | Destination | | ETA Date | Yes | Expected arrival | | Remarks | No | Additional notes |
Fill Shipments Sheet | Column | Required | Description | |--------|----------|-------------| | AWB Number | Yes | Shipment number | | Shipper Name | Yes | Sender name | | Consignee Name | Yes | Receiver name | | Consignee Address | Yes | Delivery address | | Pieces | Yes | Package count | | Weight | Yes | Total weight (KG) | | Description | Yes | Contents | | Customs Value | No | Declared value | | HS Code | No | Customs code |
Upload and Validate
- Click "Upload Excel"
- System validates:
  - Required fields present
  - Positive values for pieces/weight
  - No duplicate AWB numbers
  - Valid format
Review Validation Results | Indicator | Meaning | |-----------|---------| | Green ✓ | Valid row | | Red ✗ | Error - see message | | Yellow ⚠ | Warning - review |
Fix Errors
- Download error report
- Fix issues in Excel
- Re-upload corrected file
Process Import
- Click "Import" to create records
- Transaction-safe: All or none
- View imported records in dashboard

Dashboard & Reporting Guides

How to Use Customer Dashboard

Navigation: CRM → Customer Dashboard

When to Use: For complete customer overview and quick actions.

Dashboard Components:

Customer Search
- Search by: Name, Code, Phone, Email
- Recent customers shown
- Click customer to load profile
Summary Cards | Card | Shows | |------|-------| | Total Shipments | All-time shipment count | | Pending Deliveries | Currently in transit | | Outstanding Balance | Unpaid invoice amount | | This Month Volume | Current month shipments |
Recent Shipments Table
- Last 10 shipments
- AWB, Date, Status, Destination
- Click to view full details
Financial Summary
- Open invoices with aging
- Payment history
- Credit limit and usage
- Average payment days
Quick Actions | Action | Function | |--------|----------| | New Pickup | Create pickup request | | Shipment History | Full shipment list | | Statement | Generate account statement | | Edit Profile | Update customer info |

Tips:

Pin frequently accessed customers
Export data to Excel for analysis
Set alerts for credit limit breach

How to Use Pickup Dashboard

Navigation: Pickup Management → Dashboard

When to Use: For daily pickup management and courier assignment.

Dashboard Layout:

Summary Cards | Card | Shows | |------|-------| | Total Today | All pickup requests for today | | Pending Assignment | Not yet assigned to courier | | In Progress | Courier en route | | Completed | Collected and at hub | | Failed | Collection failed |
Filters
- Date range
- Status (Pending, Assigned, Collected, Failed)
- Customer
- Courier
- Area/Zone
Pickup List
- Request number
- Customer name & address
- Time slot
- Assigned courier
- Status with color coding

Daily Workflow:

Morning: Review & Assign
- Check pending assignments
- Review time slots
- Assign couriers by zone
- Send notifications
Midday: Monitor
- Track collection progress
- Handle delays
- Reassign if needed
Evening: Reconcile
- Verify all collected
- Follow up on failures
- Reschedule for tomorrow

Assigning Couriers:

Select unassigned pickup(s)
Click "Assign"
Choose courier from available list
Click "Confirm"
Courier receives notification

How to De-brief Courier (End of Day)

Navigation: Reconciliation → DRS Reconciliation

When to Use: At end of day to close courier's delivery run.

Detailed Steps:

Access DRS Reconciliation
- Go to Reconciliation → DRS Reconciliation
Select DRS | Filter | Select | |--------|--------| | Date | DRS date (usually today) | | Courier | Delivery agent name | | DRS Number | Specific DRS (optional) |

Click "Load DRS"
Review Delivery Status For each shipment: | Status | Action Required | |--------|-----------------| | Delivered | Verify POD captured | | Not Delivered | Select reason, add notes | | Pending | Update with actual status |
Reconcile COD Collection | Field | Value | |-------|-------| | Expected COD | System calculated total | | Collected Amount | Actual amount from courier | | Difference | Shortfall or excess |

If difference exists:
- Document reason
- Create adjustment entry
Record Expenses | Expense Type | Example | |--------------|---------| | Fuel | Daily fuel cost | | Toll | Road toll receipts | | Parking | Parking fees | | Other | Miscellaneous |

Attach receipts if required.
Review Summary | Metric | Value | |--------|-------| | Shipments Delivered | X / Total | | Delivery Rate | XX% | | COD Collected | Amount | | Expenses | Amount | | Net Collection | Amount |
Submit Day-End
- Click "Submit Day-End"
- DRS status: CLOSED
- Print Day-End Report
- COD transferred to finance

How to Reconcile Courier Cash/COD

Navigation: Accounts & Finance → Courier Receipts

When to Use: To match COD collected against expected and record handover.

Detailed Steps:

Access Courier Receipts
- Go to Accounts & Finance → Courier Receipts
Filter Collections | Filter | Purpose | |--------|---------| | Date Range | Period to reconcile | | Courier | Specific courier | | Status | Pending / Reconciled |
Load Collection Data
- Click "Load Collections"
- System shows all COD shipments
Review Collection Details | Column | Shows | |--------|-------| | AWB No | Shipment number | | Customer | Consignee name | | Expected | COD amount on AWB | | Collected | Amount received | | Difference | Variance |
Record Cash Handover | Field | Enter | |-------|-------| | Amount Received | Actual cash from courier | | Payment Method | Cash / Cheque / Bank Transfer | | Reference | Receipt number or bank ref | | Received By | Staff name | | Date | Handover date |
Handle Discrepancies | Situation | Action | |-----------|--------| | Short Collection | Create debit note to courier | | Excess Collection | Create credit note | | Disputed Amount | Mark for investigation | | Customer Issue | Follow up with customer |
Confirm Receipt
- Click "Confirm Receipt"
- System updates:
  - Courier ledger balance
  - Cash/Bank account
  - Shipment payment status
  - Reconciliation report

Finance Guides

How to Create an Invoice

Navigation: Accounts & Finance → Invoices → Click "New Invoice"

When to Use: When billing customers for shipment services.

Detailed Steps:

Access Invoice Creation
- Go to Accounts & Finance → Invoices
- Click "+ New Invoice"
Select Customer
- Search and select customer
- System loads:
  - Customer details
  - Billing address
  - Payment terms
  - Outstanding balance
Select Shipments to Bill | Option | Action | |--------|--------| | Individual | Select specific AWBs | | Date Range | All unbilled in period | | Auto-Select | All unbilled for customer |
Review Line Items For each shipment: | Column | Value | |--------|-------| | AWB No | Shipment number | | Date | Shipment date | | Destination | Delivery location | | Weight | Chargeable weight | | Rate | Applied rate | | Amount | Line total |
Add Other Charges | Charge | Example | |--------|---------| | Fuel Surcharge | Percentage or fixed | | Insurance | Based on value | | Packaging | Special packing | | Handling | Heavy cargo |
Apply Discounts (if any)
- Contract discount
- Volume discount
- Promotional discount
Review Totals | Field | Value | |-------|-------| | Subtotal | Sum of line items | | Discount | Applied discounts | | Tax (VAT) | Calculated tax | | Total | Final invoice amount |
Save and Generate
- Click "Save"
- Invoice number generated
- Status: DRAFT or ISSUED
- Click "Print Invoice" for PDF

Invoice Workflow:

Draft → Issued → Partially Paid → Fully Paid

How to Record Customer Payment (Receipt)

Navigation: Accounts & Finance → Receipts → Click "New Receipt"

When to Use: When receiving payment from customers.

Detailed Steps:

Access Receipt Entry
- Go to Accounts & Finance → Receipts
- Click "+ New Receipt"
Select Customer
- Search and select customer
- System shows:
  - Outstanding invoices
  - Total amount due
  - Credit balance (if any)
Enter Payment Details | Field | Description | Example | |-------|-------------|---------| | Receipt Date | Payment date | Today | | Payment Method | Cash/Cheque/Bank/Card | Bank Transfer | | Reference | Check no. or bank ref | "TRF-12345" | | Bank Account | If bank transfer | "Emirates NBD" | | Amount | Payment amount | 15,000.00 |
Allocate to Invoices | Method | Action | |--------|--------| | Auto-Allocate | FIFO allocation | | Manual | Select invoices to pay | | Partial | Pay portion of invoice |
Review Allocation | Invoice | Amount | Allocated | Balance | |---------|--------|-----------|---------| | INV-001 | 5,000 | 5,000 | 0 | | INV-002 | 8,000 | 8,000 | 0 | | INV-003 | 10,000 | 2,000 | 8,000 |
Handle Excess Payment
- Credit to customer account, OR
- Record as advance payment
Save Receipt
- Click "Save"
- Receipt number generated
- Invoices updated
- Print receipt voucher

How to Set Up Rate Cards

Navigation: Pricing & Billing → Rate Cards → Click "New Rate Card"

When to Use: When configuring pricing for services.

Detailed Steps:

Access Rate Card Setup
- Go to Pricing & Billing → Rate Cards
- Click "+ New Rate Card"
Enter Basic Details | Field | Description | Example | |-------|-------------|---------| | Rate Card Name | Descriptive name | "UAE Express 2024" | | Rate Card Code | Unique identifier | "UAE-EXP-24" | | Effective From | Start date | 2024-01-01 | | Effective To | End date (optional) | 2024-12-31 | | Currency | Pricing currency | AED |
Select Applicability | Field | Options | |-------|---------| | Movement Type | Domestic / International / Both | | Service Type | Express / Standard / Economy | | Payment Mode | Prepaid / Collect / Both | | Zone | Select applicable zones |
Define Weight Slabs | From (KG) | To (KG) | Rate Type | Rate | |-----------|---------|-----------|------| | 0.00 | 0.50 | Fixed | 25.00 | | 0.51 | 1.00 | Fixed | 35.00 | | 1.01 | 5.00 | Per KG | 10.00 | | 5.01 | 10.00 | Per KG | 8.00 | | 10.01 | 999.00 | Per KG | 6.00 |
Add Additional Charges | Charge | Type | Value | |--------|------|-------| | Fuel Surcharge | Percentage | 5% | | Min. Charge | Fixed | 25.00 | | Remote Area | Fixed | 50.00 |
Save Rate Card
- Click "Save"
- Rate card available for assignment
Assign to Customers
- Go to customer profile
- Select rate card from dropdown
- Set priority if multiple cards

How to Use Rate Simulator

Navigation: Pricing & Billing → Rate Simulator

When to Use: To test rate calculations before quoting customers.

Detailed Steps:

Access Rate Simulator
- Go to Pricing & Billing → Rate Simulator
Enter Shipment Details | Field | Enter | |-------|-------| | Customer | Select or leave blank for default | | Origin | City/Country | | Destination | City/Country | | Weight | Actual weight (KG) | | Dimensions | L x W x H (cm) | | Service Type | Express / Standard | | Payment Mode | Prepaid / Collect |
Click Calculate
- System processes all applicable rate cards
- Shows calculated rates
Review Results | Column | Shows | |--------|-------| | Rate Card | Applied rate card name | | Zone | Determined zone | | Base Rate | Weight-based rate | | Fuel Charge | Surcharge amount | | Other Charges | Additional fees | | Total | Final amount |
View Formula Trace
- Click "Show Calculation"
- See step-by-step breakdown:
  - Volumetric weight calculation
  - Chargeable weight selection
  - Slab determination
  - Rate application
  - Surcharge addition

Use Cases:

Quote customers accurately
Verify rate card configuration
Compare different service levels
Test special pricing scenarios

How to Generate Reports

Navigation: Various report locations

Common Reports and How to Generate:

Financial Reports

Accounts Receivable Aging

Go to Reports → AR Aging
Select date
Filter by customer (optional)
Click "Generate"
Export to Excel or PDF

Revenue Report

Go to Reports → Revenue
Select date range
Group by: Branch / Customer / Service
Click "Generate"

Operations Reports

Shipment Status Report

Go to Reports → Shipment Status
Select date range
Filter by status
Click "Generate"

Delivery Performance

Go to Reports → Delivery Performance
Select period
View metrics: On-time %, SLA breach, etc.

Courier Performance

Go to Reports → Courier Report
Select courier and date range
View deliveries, COD, expenses

Export Options

Format	Use For
PDF	Printing, official records
Excel	Analysis, manipulation
CSV	System imports

How to Use Public Tracking Page

Navigation: /tracking (no login required)

When to Use: Share with customers for self-service tracking.

For Customers:

Access Tracking Page
- Open: https://[your-domain]/tracking
- No login required
Enter AWB Number
- Type AWB number in search box
- Click "Track" or press Enter
View Tracking Results | Section | Shows | |---------|-------| | Status | Current shipment status | | Timeline | All status updates | | Location | Last scanned location | | Delivery | Expected/actual delivery |
Timeline Details Each event shows:
- Date and time
- Status description
- Location
- Remarks (if any)

For Staff:

Share tracking URL with customers
Format: /tracking?awb=AWB123456
Embed in emails or SMS notifications

Suggest a New How-To Topic

Can't find what you're looking for?

We're constantly improving this knowledge base based on user feedback. If you need help with something not covered in these guides:

Submit Your Question

Use the Form Below - Scroll to bottom of Knowledge Base page
Describe Your Task - What are you trying to accomplish?
Provide Context - Which module or feature relates to your question?

Contact Support

Email: support@net4courier.com
Subject: "Knowledge Base Request: [Your Topic]"
Include: Screenshots if you're stuck on a specific screen

How To Guides - Quick Reference

Task	Guide Section
Set up company	System Setup Guides
Create branch/warehouse	System Setup Guides
Add users and roles	System Setup Guides
Book new shipment	Operations Guides
Create pickup request	Operations Guides
Receive at warehouse	Operations Guides
Create MAWB/manifest	Operations Guides
Assign deliveries (DRS)	Operations Guides
Capture POD	Operations Guides
Process returns (RTS)	Operations Guides
Track shipment	Operations Guides
Import (Air/Sea/Land)	Import Operations Guides
Customs clearance	Import Operations Guides
Bulk POD update	Operations Guides
Customer dashboard	Dashboard & Reporting Guides
Pickup dashboard	Dashboard & Reporting Guides
Courier de-briefing	Dashboard & Reporting Guides
Create invoice	Finance Guides
Record payment	Finance Guides
Set up rate cards	Finance Guides
Rate simulator	Finance Guides
Generate reports	Finance Guides

Operations Flow

Complete Shipment Lifecycle

Pickup Request → Collection → Inscan → AWB Entry → QC Complete
       ↓
MAWB Bagging → Manifest → Dispatch → In Transit
       ↓
Destination Arrival → Sorting → DRS/Outscan → Out for Delivery
       ↓
POD Capture → Delivered (or) RTS/Return
       ↓
Invoice → Payment → Closed

Pickup Management

Navigation: Pickup Management

Purpose: Manage customer pickup requests from creation to collection.

Workflow Steps

Create Pickup Request
- Customer calls or submits online request
- Enter customer details, pickup address, expected pieces
- System assigns Pickup Request Number
- Status: PICKUP_REQUESTED
Assign Collection Agent
- Dispatcher assigns courier/agent to pickup
- Agent receives notification with pickup details
- Status: ASSIGNED_FOR_COLLECTION
Collect Shipment
- Agent arrives at customer location
- Verifies package count and condition
- Collects COD amount if applicable
- Status: SHIPMENT_COLLECTED
Return to Hub
- Agent brings collected packages to warehouse
- Ready for inscan process
- Status changes upon inscan

Key Fields

Field	Description
Pickup Request No	Auto-generated unique identifier
Customer	Party who requested pickup
Pickup Address	Collection location
Expected Pieces	Anticipated number of packages
Pickup Date/Time	Scheduled collection time
Assigned Agent	Courier assigned for collection
COD Amount	Cash to collect (if applicable)
Remarks	Special instructions

Keywords

pickup request, collection, customer pickup, assign agent, schedule pickup, pickup scheduling, courier assignment, collect shipment, pickup confirmation

Inscan (Warehouse Receiving)

Navigation: Sorting/Hub Operations → Inscan

Purpose: Receive shipments into the warehouse and create AWB entries.

Workflow Steps

Scan Package
- Scan barcode or enter AWB/Reference number
- If from Pickup Request, system auto-populates details
- Status: INSCANNED
Verify Details
- Check weight and dimensions
- Verify piece count matches
- Inspect for damage
Quality Check
- Validate packaging
- Confirm address accuracy
- Check prohibited items
- Status: QC_COMPLETED
Convert to AWB
- If from Pickup Request, convert to full AWB
- Assign AWB number based on branch prefix
- Ready for bagging/dispatch

Two-Step Pickup Conversion

Step	Action	Result
Step 1	Inscan	Creates initial warehouse entry
Step 2	AWB Conversion	Generates full shipment record

Keywords

inscan, warehouse receiving, barcode scan, QC check, quality control, receive shipment, warehouse entry, package verification, inscan origin

AWB Entry & Shipments

Navigation: Shipments

Purpose: Create and manage Air Waybills (AWB) for all shipments.

Creating New AWB

Shipper Details
- Select or create consignor (sender)
- Enter origin address
- Contact information
Receiver Details
- Select or create consignee (receiver)
- Enter destination address
- Contact information
Shipment Information
- Service type (Express, Standard, Economy, etc.)
- Number of pieces
- Actual weight
- Dimensions (L x W x H) for volumetric weight
- Declared value
- Payment mode (Prepaid, COD, Credit, To Pay)
Additional Charges
- Other charges (handling, packaging, insurance)
- Fuel surcharge (auto-calculated)
- Tax calculations
AWB Generation
- System generates AWB number: [BranchCode]-[Type]-[Sequence]
- Example: AWB-DOM-001234 (Domestic), AWB-INT-001234 (International)

AWB Number Format

Component	Description
Prefix	AWB
Type	DOM (Domestic), INT (International)
Sequence	Auto-increment per branch

Movement Types

Type	Description
Domestic	Within same country
International Export	Outgoing to foreign country
International Import	Incoming from foreign country
Transhipment	Through transit only

Payment Modes

Mode	Description
Prepaid	Sender pays in advance
COD	Cash on Delivery - Receiver pays
Credit	Billed to customer account
To Pay	Receiver pays (non-COD)

Key Actions

Print AWB: Generate A5 AWB document
Print Label: Generate 4x6 shipping label
View Timeline: See complete status history
Update Status: Manual status update
Create RTS: Initiate return shipment

Keywords

AWB entry, air waybill, shipment creation, consignor, consignee, sender, receiver, booking, create shipment, weight, dimensions, volumetric, COD, prepaid, credit, to pay, domestic, international, export, import

Process Manifest (MAWB)

Navigation: Sorting/Hub Operations → Process Manifest

Purpose: Group shipments into bags and create Master Air Waybills for transit.

MAWB Workflow

Create MAWB
- Enter origin and destination cities
- Specify carrier/airline details
- Flight number and departure time
- Select co-loader if applicable
Create Bags
- Add bags to MAWB
- Assign bag numbers and seal numbers
- Each bag has weight and piece limits
Add Shipments to Bags
- Scan AWB barcodes
- System validates:
  - Route matches MAWB destination
  - Shipment not on hold
  - Not already bagged
- Status: BAGGED
Finalize MAWB
- System validates all bags
- Blocks if any shipment on hold
- Generates manifest documents
- Status: MANIFESTED
Dispatch
- Hand over to carrier
- Status: IN_TRANSIT

Bag Validation Rules

Validation	Description
Route Match	Shipment destination must match MAWB destination
Not On Hold	Shipments with hold status cannot be bagged
Not Duplicate	Same AWB cannot be in multiple bags
Status Check	Only eligible statuses can be bagged

MAWB Statuses

Status	Description
Draft	Being prepared
Finalized	Ready for dispatch
Dispatched	Handed to carrier

Keywords

MAWB, master airwaybill, manifest, bagging, bag shipment, flight manifest, carrier, co-loader, dispatch, finalize manifest, seal number, bag number, transit, air cargo

Import Module (Air/Sea/Land)

Navigation: Import Operations → Import Dashboard

Purpose: Manage incoming shipments from international or domestic sources via air, sea, or land transport.

Import Modes

Mode	Identifier	Use Case
Air	MAWB (Master Airwaybill)	International air freight
Sea	BL (Bill of Lading)	Ocean cargo
Land	Truck/Vehicle Number	Road transport

Import Dashboard (`/import-dashboard`)

The dashboard provides:

Summary Cards: Total imports, pending customs, cleared, in transit
Filters: Date range, mode, status, origin
Import List: All imports with key details and actions

Create New Import (`/import-entry`)

Step 1: Select Import Mode

Choose Air, Sea, or Land

Step 2: Enter Header Details

Field	Air Mode	Sea Mode	Land Mode
Reference	MAWB Number	Bill of Lading	Truck Number
Carrier	Airline Name	Shipping Line	Transport Company
Origin	Origin Airport	Port of Loading	Origin City
Destination	Dest. Airport	Port of Discharge	Destination City
ETA	Flight ETA	Vessel ETA	Truck ETA

Step 3: Add Shipments

Enter individual AWB/shipment details
Or use Excel Import for bulk entry

Customs Processing (`/import-customs`)

Purpose: Process customs clearance for import shipments.

Workflow:

Select import awaiting clearance
Review shipment details (HS Code, Value)
For each shipment, set:
- Customs Status: Cleared, Held, Duty Pending, Rejected
- Duty Amount: If applicable
- Clearance Date: When cleared
Upload supporting documents if required
Bulk update available for multiple shipments

Clearance Statuses:

Status	Description
Pending	Awaiting customs processing
Cleared	Approved and released
Held for Inspection	Physical inspection required
Duty Pending	Payment awaited
Rejected	Not cleared, return required

Excel Import (`/import-excel-upload`)

Purpose: Bulk import creation via Excel upload.

Template Structure:

Sheet 1: Header - Import metadata (MAWB/BL, carrier, dates)
Sheet 2: Shipments - Individual AWB details

Workflow:

Click "Download Template" (mode-specific)
Fill in header and shipment details
Click "Upload" and select file
Review validation:
- Required fields check
- Positive values validation
- Duplicate AWB detection
Preview valid/error rows
Click "Import" to process
System creates import with all shipments

Template Columns (Shipments):

AWB Number, Shipper Name, Consignee Name
Pieces, Weight, Description
Customs Value, HS Code
Origin, Destination

Import Statuses

Status	Description
Created	Import header created
Arrived	Shipment arrived at destination
In Customs	Undergoing customs processing
Cleared	All customs formalities complete
Released	Ready for local delivery
Completed	All shipments delivered

Keywords

import, air import, sea import, land import, MAWB, bill of lading, customs, clearance, duty, HS code, excel import, bulk import, carrier, freight, cargo, customs processing, import dashboard

DRS-Outscan (Dispatch)

Navigation: Sorting/Hub Operations → DRS-Outscan

Purpose: Create Delivery Run Sheets and dispatch shipments for last-mile delivery.

DRS Workflow

Create DRS
- Select delivery agent (courier)
- Set delivery date
- System generates DRS number
Add Shipments
- Scan AWB barcodes
- Only shipments with status INSCAN_ORIGIN or RETURN_COMPLETED eligible
- System validates eligibility
Finalize DRS
- Confirm all shipments added
- Print DRS sheet for courier
- Status: OUT_FOR_DELIVERY
Handover
- Physical handover of packages to courier
- Courier signs DRS acknowledgment

DRS Contents

Information	Description
DRS Number	Unique identifier for the run sheet
Courier	Assigned delivery agent
Date	Delivery date
Shipment List	AWBs included in this DRS
Total Pieces	Sum of all packages
COD Total	Cash to collect
Route	Delivery area/route

Keywords

DRS, delivery run sheet, outscan, dispatch, last mile, delivery agent, courier dispatch, out for delivery, delivery handover, route assignment

Proof of Delivery (POD)

Navigation: Mobile POD Capture (field agent)

Purpose: Capture delivery confirmation with evidence.

POD Capture Process

Search Shipment
- Scan AWB barcode or enter manually
- View shipment and recipient details
Capture Delivery Status
- Delivered: Successful delivery
- Partial Delivery: Some items delivered
- Refused: Recipient refused delivery
- Not Delivered: Unable to deliver
Collect Evidence
- Photo: Capture up to 3 photos
- Signature: Digital signature capture
- GPS Location: Auto-captured coordinates
- Receiver Name: Who received the package
- Relation: Relationship to consignee
COD Collection
- If COD shipment, collect cash
- Record amount collected
- Payment mode (Cash, Card, UPI)
Submit POD
- System updates shipment status
- Status: DELIVERED or POD_CAPTURED

Delivery Status Options

Status	Use Case
Delivered	Full delivery completed
Partial	Only some pieces delivered
Refused	Customer refused to accept
Not Delivered	Customer not available, wrong address, etc.

Offline Support

POD can be captured without internet
Data stored locally (IndexedDB)
Auto-syncs when connection restored

Bulk POD Update

Navigation: Operations → POD → Bulk Update (/pod-bulk)

For updating multiple PODs at once using a grid interface:

Filter by date range, DRS number, or courier
Select multiple AWBs using checkboxes
Apply status update to all selected
Confirm and submit

POD Excel Batch Upload

Navigation: Operations → POD → Excel Upload (/pod-excel-upload)

For processing large batches of POD updates via Excel:

Step 1: Download Template

Click "Download Template" for blank template, OR
Click "Template with AWBs" to pre-populate with pending deliveries

Step 2: Fill Template The Excel template includes these columns:

Column	Required	Description
AWB No	Yes	Shipment number
Delivery Status	Yes	Delivered, Not Delivered, Partial, Refused
Delivery Date	Yes	Date of delivery (YYYY-MM-DD)
Received By	For Delivered	Name of person who received
Relation	Optional	Self, Relative, Guard, Colleague, etc.
Non-Delivery Reason	For Not Delivered	Address Wrong, Customer Unavailable, etc.
Remarks	Optional	Additional notes

Step 3: Upload and Validate

Click "Upload" and select your filled Excel file
System validates each row:
- AWB exists in system
- Shipment is eligible for POD (out for delivery)
- Required fields are filled
- Status value is valid
Preview shows valid rows (green) and errors (red)

Step 4: Process Updates

Click "Process POD Updates" to apply changes
System updates:
- POD status in InscanMaster
- AWB Tracking history
- Shipment timeline
Download Results Report showing success/failure per AWB

Keywords

POD, proof of delivery, delivery confirmation, signature, photo evidence, GPS, location, COD collection, delivered, refused, not delivered, mobile capture, delivery status, bulk POD, excel upload, batch update, POD template

Return to Shipper (RTS)

Navigation: Sorting/Hub Operations → Return to Shipper (RTS)

Purpose: Process return shipments back to original sender.

RTS Workflow

Initiate RTS
- From POD capture: Click "Create RTS"
- From RTS page: Search original AWB
RTS Details
- Original shipment auto-linked
- Addresses automatically swapped
- Specify RTS reason
- Select charge mode
RTS Charge Modes

Mode	Description
Free	No charge for return
Chargeable	Apply rate card to return shipment

RTS Statuses
- RTS_REQUESTED: Return initiated
- RTS_COLLECTED: Picked up for return
- RTS_INSCANNED: Received at hub
- RTS_IN_TRANSIT: Being shipped back
- RTS_DELIVERED: Returned to shipper

Keywords

RTS, return to shipper, return shipment, failed delivery, return, address swap, reverse logistics, return reason, return pickup

Returns/RTO

Navigation: Sorting/Hub Operations → Returns/RTO

Purpose: Manage Return to Origin (RTO) shipments.

RTO vs RTS

Type	Description
RTO	Return to Origin - Failed delivery returns
RTS	Return to Shipper - Customer-initiated returns

RTO Reasons

Recipient not available
Wrong address
Refused by recipient
Address incomplete
Customer moved

Keywords

RTO, return to origin, failed delivery, undelivered, return management, delivery failure

Reconciliation

DRS Reconciliation

Navigation: Reconciliation → DRS Reconciliation

Purpose: Match DRS dispatches with actual deliveries and returns.

Reconciliation Process

Select DRS
- Choose courier and date range
- View all DRS for the period
Update Status
- Mark each shipment as Delivered, RTS, or Pending
- Verify COD amounts collected
Balance Verification
- Total shipments dispatched
- Total delivered
- Total returned
- COD collected vs expected

Keywords

DRS reconciliation, delivery reconciliation, match delivery, verify dispatch, COD verification, delivery status update

Courier Day-End Submission

Navigation: Reconciliation → Courier Day-End

Purpose: End-of-day submission by delivery agents.

Day-End Process

Courier Login
- Courier accesses submission page
Submit Deliveries
- List of all assigned shipments
- Update final status for each
- Submit pending PODs
Cash Submission
- Total COD collected
- Expenses incurred
- Net amount to deposit

Keywords

day end, courier submission, daily closing, cash submission, delivery closing, end of day

Courier Receipt

Navigation: Reconciliation → Courier Receipt

Purpose: Record cash received from delivery agents.

Receipt Process

Select Courier
- Choose delivery agent
- View pending cash balance
Record Receipt
- Date and amount received
- Payment mode
- Reference number
Balance Update
- Courier ledger updated
- COD account credited

Keywords

courier receipt, cash receipt, COD receipt, agent payment, cash collection, deposit

Expense Approval

Navigation: Reconciliation → Expense Approval

Purpose: Approve expenses claimed by delivery agents.

Expense Types

Fuel/Petrol
Vehicle maintenance
Mobile recharge
Parking
Toll charges
Miscellaneous

Approval Workflow

Courier Submits Expense
- Enter expense type and amount
- Attach receipt/proof
Manager Reviews
- View pending expenses
- Approve, reject, or request clarification
Settlement
- Approved expenses adjusted against collections
- Or reimbursed separately

Keywords

expense approval, courier expense, reimbursement, fuel expense, delivery expense, expense claim

Courier Ledger

Navigation: Reconciliation → Courier Ledger

Purpose: View complete transaction history for delivery agents.

Ledger Contents

Transaction Type	Description
COD Collection	Amount collected from customers
Cash Deposit	Amount deposited to company
Expense	Approved expenses
Advance	Money given to courier
Adjustment	Manual adjustments

Keywords

courier ledger, agent ledger, transaction history, courier balance, COD ledger, agent account

Accounts & Finance

General Ledger

Chart of Accounts

Navigation: Accounts & Finance → General Ledger → Settings → Chart-of-Accounts

Purpose: Define account structure for financial transactions.

Account Types

Type	Nature	Examples
Assets	Debit	Cash, Bank, Receivables, Equipment
Liabilities	Credit	Payables, Loans, Advances
Income	Credit	Freight Revenue, Service Charges
Expenses	Debit	Salaries, Rent, Utilities
Equity	Credit	Capital, Retained Earnings

Account Hierarchy

Parent accounts contain sub-accounts
Self-referential structure for unlimited nesting
Example: Assets → Current Assets → Cash → Petty Cash

Keywords

chart of accounts, COA, account head, ledger account, account type, account nature, account hierarchy

Financial Period

Navigation: Accounts & Finance → General Ledger → Settings → Financial Period

Purpose: Manage financial years and monthly periods.

Features

Auto-generate monthly periods for financial year
Open/Close periods for transactions
Only open periods accept transactions
Admin controls period status

Keywords

financial period, financial year, fiscal year, period closing, open period, close period, month end

Control Accounts

Navigation: Accounts & Finance → General Ledger → Settings → Control Accounts

Purpose: Link operational modules to general ledger accounts.

Key Mappings

Control Account	Purpose
Accounts Receivable	Customer invoice postings
Accounts Payable	Vendor bill postings
Cash Account	Cash transactions
Bank Account	Bank transactions
Freight Revenue	Shipment revenue
COD Payable	COD amounts due to customers

Keywords

control accounts, account mapping, GL mapping, integration accounts, posting accounts

Tax Setup

Navigation: Accounts & Finance → General Ledger → Settings → Tax Setup

Purpose: Configure tax rates and rules.

Tax Types

GST (Goods & Services Tax)
VAT (Value Added Tax)
Service Tax
Customs Duty

Keywords

tax setup, GST, VAT, tax rate, tax configuration, tax calculation

Cash and Bank

Navigation: Accounts & Finance → General Ledger → Transactions → Cash and Bank

Purpose: Record cash and bank transactions.

Transaction Types

Cash Receipt
Cash Payment
Bank Deposit
Bank Payment
Bank Transfer

Keywords

cash voucher, bank voucher, cash payment, bank payment, cash receipt, bank deposit, fund transfer

Journal Voucher

Navigation: Accounts & Finance → General Ledger → Transactions → Journal Voucher

Purpose: Record adjusting and non-cash entries.

Use Cases

Opening balances
Year-end adjustments
Error corrections
Provisions
Accruals

Keywords

journal entry, journal voucher, adjusting entry, correction entry, provision, accrual

Financial Statements

Navigation: Accounts & Finance → General Ledger → Reports → Financial Statements

Trial Balance

List all accounts with balances
Verify debits equal credits
Filter by date range

Profit & Loss Account

Revenue minus expenses
Operating profit calculation
Net profit/loss

Balance Sheet

Assets, Liabilities, Equity
Point-in-time financial position
Verify accounting equation

Keywords

trial balance, profit and loss, P&L, income statement, balance sheet, financial statement, financial report

Account Receivables (AR)

Invoices

Navigation: Accounts & Finance → Account Receivables → Transactions → Invoices

Purpose: View and manage customer invoices.

Invoice Types

Shipment Invoice (based on AWBs)
Service Invoice
Credit Note (reduces balance)
Debit Note (increases balance)

Keywords

invoice, customer invoice, AR invoice, billing, invoice list, invoice history

Generate Invoice

Navigation: Accounts & Finance → Account Receivables → Transactions → Generate Invoice

Purpose: Create invoices for unbilled shipments.

Invoice Generation Process

Select Customer
- Choose customer to bill
- View credit terms and limits
Select Shipments
- Filter by date range
- Show only uninvoiced AWBs
- Multi-select shipments
Review Charges
- Freight charges
- Additional charges
- Taxes
Generate
- Create invoice
- Print/Email to customer
- Status: INVOICED

Keywords

generate invoice, create invoice, billing, shipment billing, unbilled shipments, invoice generation

Credit / Debit Notes

Navigation: Accounts & Finance → Account Receivables → Transactions → Credit / Debit Notes

Purpose: Adjust customer balances.

Type	Effect
Credit Note	Reduces customer balance (refund, discount)
Debit Note	Increases customer balance (additional charge)

Keywords

credit note, debit note, CN, DN, adjustment, refund, discount

Customer Payments

Navigation: Accounts & Finance → Account Receivables → Transactions → Customer Payments

Purpose: Record payments received from customers.

Payment Process

Select Customer
- View outstanding invoices
- See account balance
Record Payment
- Amount received
- Payment mode (Cash, Cheque, Bank Transfer, Card)
- Reference number
Allocate to Invoices
- Apply payment to specific invoices
- Or auto-allocate to oldest first

Keywords

customer payment, receipt, payment collection, payment allocation, invoice payment, AR receipt

Aging Reports

Navigation: Accounts & Finance → Account Receivables → Reports → Aging Reports

Purpose: Analyze overdue customer balances.

Aging Buckets

Current (not due)
1-30 days overdue
31-60 days overdue
61-90 days overdue
Over 90 days overdue

Keywords

aging report, AR aging, overdue, outstanding, collection, receivables aging

Account Payables (AP)

Suppliers

Navigation: Accounts & Finance → Account Payables → Settings → Suppliers

Purpose: Manage vendor/supplier master data.

Supplier Types

Co-loaders
Forwarding agents
Fuel vendors
Service providers
Landlords

Keywords

supplier, vendor, AP vendor, supplier master, vendor list

Vendor Bills

Navigation: Accounts & Finance → Account Payables → Transactions → Vendor Bills

Purpose: Record bills from vendors.

Bill Entry

Select vendor
Enter bill details (date, number, amount)
Line items with account allocation
Tax calculations

Keywords

vendor bill, purchase invoice, AP invoice, supplier bill, expense bill

Vendor Payments

Navigation: Accounts & Finance → Account Payables → Transactions → Vendor Payments

Purpose: Record payments made to vendors.

Payment Process

Select vendor
View outstanding bills
Record payment amount and mode
Allocate to bills

Keywords

vendor payment, supplier payment, bill payment, AP payment, pay vendor

Expense Management

Navigation: Accounts & Finance → Account Payables → Transactions → Expense Management

Purpose: Track and manage operational expenses.

Keywords

expense management, expense tracking, operational expense, cost management

TDS / Withholding

Navigation: Accounts & Finance → Account Payables → Transactions → TDS / Withholding

Purpose: Manage tax deducted at source on vendor payments.

Keywords

TDS, withholding tax, tax deduction, TDS payment, TDS challan

Vendor Aging

Navigation: Accounts & Finance → Account Payables → Reports → Vendor Aging

Purpose: Analyze payable dues by age.

Keywords

vendor aging, AP aging, payable aging, outstanding payables

Customer Management (CRM)

Customer Dashboard

Navigation: Customer Management (CRM) → Customer Dashboard

Purpose: Overview of customer metrics and activities.

Dashboard Widgets

Total active customers
Monthly shipment volume
Revenue by customer
Overdue balances
Recent activities

Keywords

customer dashboard, CRM dashboard, customer overview, customer metrics

Customer Profiles

Navigation: Customer Management (CRM) → Customer Profiles

Purpose: Manage customer master data.

Customer Information

Field	Description
Customer Code	Unique identifier
Company Name	Business name
Contact Person	Primary contact
Email/Phone	Communication details
Address	Billing and operational addresses
Party Type	Customer classification
Credit Terms	Payment terms (days)
Credit Limit	Maximum outstanding allowed
Account Nature	Receivable/Payable

Party Types

Type	Description
Consignor	Sender/Shipper
Consignee	Receiver
Customer	Regular booking customer
Co-loader	Partner carrier
Forwarding Agent	Freight forwarder
Vendor	Service provider

Keywords

customer profile, customer master, party master, customer data, CRM, contact management, customer information

Contracts & Pricing

Navigation: Customer Management (CRM) → Contracts & Pricing

Purpose: Manage customer-specific pricing agreements.

Contract Features

Customer-specific rate cards
Volume discounts
Validity periods
Priority-based rate selection
Effective date versioning

Keywords

customer contract, pricing agreement, rate agreement, customer pricing, special rates, contract pricing

SLA Management

Navigation: Customer Management (CRM) → SLAs

Purpose: Define and track Service Level Agreements.

SLA Parameters

Delivery time targets
First attempt success rate
POD upload time
RTS processing time
Complaint resolution time

Keywords

SLA, service level agreement, delivery target, performance metrics, service commitment

Complaints & Tickets

Navigation: Customer Management (CRM) → Complaints / Tickets

Purpose: Track and resolve customer issues.

Complaint Types

Delivery delay
Damaged package
Wrong delivery
Missing items
Billing dispute
Staff behavior

Ticket Workflow

Ticket created (customer/agent)
Assigned to handler
Investigation
Resolution
Customer feedback
Closed

Keywords

complaint, ticket, customer issue, support ticket, grievance, resolution, customer service, dispute

Pricing & Billing

Zone Management

Zone Categories

Navigation: Pricing & Billing → Zone Management → Zone Categories

Purpose: Group zones into categories for rate structuring.

Keywords

zone category, zone group, geographic category

Zones

Navigation: Pricing & Billing → Zone Management → Zones

Purpose: Define geographic zones for rate calculation.

Zone Configuration

Field	Description
Zone Code	Unique identifier
Zone Name	Descriptive name
Category	Zone category
Countries	Countries in zone
Cities	Cities in zone
Postal Codes	PIN codes in zone

Zone Resolution Priority

City match
Country match
Default zone

Keywords

zone matrix, zone definition, geographic zone, delivery zone, rate zone, postal zone

Rate Cards

Navigation: Pricing & Billing → Rate Cards

Purpose: Configure pricing for shipments.

Rate Card Structure

Component	Description
Rate Card Name	Identifier
Movement Type	Domestic/International
Payment Mode	Prepaid/COD/Credit
Valid From/To	Validity period
Status	Draft/Pending/Active/Expired

Zone-Based Pricing

Each zone in a rate card has:

Base weight and rate
Additional per-kg rate
Minimum charge
Fuel surcharge %
Tax mode

Slab-Based Pricing

Weight slabs with different rules:

PerStep: Charge per weight step
PerKg: Charge per kilogram
FlatAfter: Flat rate after base

Rate Card Statuses

Status	Description
Draft	Being prepared
Pending Approval	Submitted for review
Active	Currently in use
Expired	Past validity date
Suspended	Temporarily disabled

Keywords

rate card, pricing, freight rate, shipping rate, weight slab, zone rate, pricing setup, rate configuration

Rate Simulator

Navigation: Pricing & Billing → Rate Simulator

Purpose: Test rate calculations before applying.

Simulator Inputs

Origin and destination
Weight and dimensions
Service type
Payment mode
Customer (for contract rates)

Output

Applicable rate card
Zone resolution path
Weight calculation (actual vs volumetric)
Slab charges breakdown
Total with taxes

Keywords

rate simulator, rate calculator, quote, pricing test, rate check, shipping cost calculator

Charges Configuration

Special Charges

Navigation: Pricing & Billing → Special Charges

Purpose: Configure special handling charges.

Examples:

Hazardous material handling
Temperature-controlled
Oversized package
Weekend delivery

Keywords

special charges, handling charges, special handling, surcharge

Fuel Surcharge

Navigation: Pricing & Billing → Fuel Surcharge

Purpose: Configure fuel surcharge percentages.

Configuration

Percentage based on fuel index
Valid date ranges
Movement type specific

Keywords

fuel surcharge, FSC, fuel charge, fuel adjustment

Other Charge Types

Navigation: Pricing & Billing → Other Charge Types

Purpose: Define additional charge types.

Examples:

Packaging charge
Insurance
Address correction
Redelivery charge
Documentation fee

Keywords

other charges, additional charges, miscellaneous charges, charge types

Discounts & Contracts

Navigation: Pricing & Billing → Discounts & Contracts

Purpose: Manage volume discounts and special contracts.

Discount Types

Volume-based discount
Customer-specific discount
Promotional discount
Loyalty discount

Keywords

discount, volume discount, contract discount, special pricing, promotional rate

System Settings

Company Setup

Navigation: System Settings → Companies

Purpose: Configure company information.

Company Details

Company name and code
Registration numbers (GST, PAN)
Address
Logo
Contact information
Country (for movement type calculation)

Keywords

company setup, company master, company profile, organization setup

Branch Management

Navigation: System Settings → Branches

Purpose: Manage branch/location master data with multi-branch support.

Branch Details

Branch Code - Used in AWB prefix for unique numbering
Branch Name - Display name (e.g., "Dubai Main Office")
Currency Code/Symbol - Branch-specific currency (e.g., AED, USD)
Address - Complete physical address with city, state, country
Manager Name - Branch manager contact
Linked Company - Parent company relationship
VAT Percentage - Tax rate for this branch
Is Head Office - Flag for main branch

AWB Number Configuration

Each branch can have its own AWB numbering sequence:

AWB Prefix - Unique prefix (e.g., "DXB", "SHJ")
Starting Number - First AWB number to use
Increment - Step value (typically 1)
Last Used Number - Tracks current sequence

Multi-Branch User Access

Users can be assigned to multiple branches via User-Branch assignments
Each assignment has an IsDefault flag for primary branch
Branch-Restricted Login: Users with multiple branches see a branch selection dropdown after entering credentials
Dashboard header displays: Company Name | Branch Name | User Name
All operations are scoped to the user's selected branch

Warehouse Management

Each branch can have multiple warehouses at /warehouses:

Warehouse Code/Name - Identification
Capacity - Storage capacity in units
Address - Physical location
Contact Person - Warehouse manager
Status - Active/Inactive

Keywords

branch, location, office, hub, warehouse, branch master, currency, multi-branch, user branch, branch assignment, AWB prefix

Service Types

Navigation: System Settings → Service Types

Purpose: Configure available service offerings.

Default Service Types

Service	Transit Days	Express
Standard	3-5 days	No
Express	1-2 days	Yes
Overnight	Next day	Yes
Same Day	Same day	Yes
Economy	5-7 days	No
Document Express	1 day	Yes
Freight	5-10 days	No
COD	2-3 days	No

Keywords

service type, service offering, delivery type, shipping service, express service, standard service

Status Management

Navigation: System Settings → Status Management

Purpose: Configure shipment statuses and status groups.

Status Groups

Group	Description
Pre-Pickup	Before collection
Collection	Pickup process
Origin Warehouse	At origin hub
Transit	Moving between locations
Destination Warehouse	At destination hub
Delivery	Last mile process
Exception/Return	Problems and returns
Billing	Financial processing
Closed	Completed shipments

Keywords

status management, shipment status, status group, status configuration, tracking status

User Management

Navigation: System Settings → User Management

Purpose: Manage system users.

User Details

Username and password
Full name and email
Role assignment
Branch assignment
Active/Inactive status

Keywords

user management, user creation, user access, login credentials, employee access

User Types

Navigation: System Settings → User Types

Purpose: Define user classifications.

Examples:

Admin
Manager
Operator
Courier
Customer

Keywords

user type, user category, user classification

Roles & Permissions

Navigation: System Settings → Roles & Permissions

Purpose: Configure access control.

Role Configuration

Role name
Permissions per module
Create/Read/Update/Delete access

Keywords

roles, permissions, access control, user rights, security, authorization

Geography Masters

Countries

Navigation: System Settings → Geography Masters → Countries

Purpose: Maintain country master data.

Keywords

country, country master, country list

States

Navigation: System Settings → Geography Masters → States

Purpose: Maintain state/province data.

Keywords

state, province, region, state master

Cities

Navigation: System Settings → Geography Masters → Cities

Purpose: Maintain city master data.

Keywords

city, city master, town, urban area

Locations / Pincodes

Navigation: System Settings → Geography Masters → Locations / Pincodes

Purpose: Maintain postal code data.

Keywords

pincode, postal code, ZIP code, location, area code, serviceability

Compliance & Audit

Audit Logs

Navigation: Compliance & Audit → Audit Logs

Purpose: Track all system activities.

Logged Information

User actions (create, update, delete)
Login/logout events
System changes
Timestamp and IP address

Keywords

audit log, activity log, user activity, system log, tracking log

Regulatory Reports

Navigation: Compliance & Audit → Regulatory Reports

Purpose: Generate compliance reports.

Keywords

regulatory report, compliance report, government report, statutory report

Data Export

Navigation: Compliance & Audit → Data Export

Purpose: Export data for analysis or migration.

Export Formats

Excel (XLSX)
CSV
PDF

Keywords

data export, export data, download data, data download

Document Management

Navigation: Compliance & Audit → Document Management

Purpose: Store and manage documents.

Keywords

document management, file storage, document upload, attachments

Status Codes Reference

Complete Status List

ID	Code	Status Name	Group
1	PICKUP_REQUESTED	Pickup Requested	Pre-Pickup
2	PICKUP_SCHEDULED	Pickup Scheduled	Pre-Pickup
3	ASSIGNED_FOR_COLLECTION	Assigned for Collection	Collection
4	PICKUP_ATTEMPTED	Pickup Attempted	Collection
5	SHIPMENT_COLLECTED	Shipment Collected	Collection
6	PICKUP_CANCELLED	Pickup Cancelled	Collection
7	INSCAN_ORIGIN	Inscanned at Origin	Origin Warehouse
8	QC_COMPLETED	QC Completed	Origin Warehouse
9	BAGGED	Bagged	Origin Warehouse
10	MANIFESTED	Manifested	Origin Warehouse
11	IN_TRANSIT	In Transit	Transit
12	ARRIVED_DESTINATION	Arrived at Destination	Destination Warehouse
13	INSCAN_DESTINATION	Inscanned at Destination	Destination Warehouse
14	SORTED	Sorted	Destination Warehouse
15	OUT_FOR_DELIVERY	Out for Delivery	Delivery
16	DELIVERY_ATTEMPTED	Delivery Attempted	Delivery
17	DELIVERED	Delivered	Delivery
18	POD_CAPTURED	POD Captured	Delivery
19	DELIVERY_FAILED	Delivery Failed	Exception/Return
20	RETURN_TO_ORIGIN	Return to Origin	Exception/Return
21	RETURN_COMPLETED	Return Completed	Exception/Return
22	ON_HOLD	On Hold	Exception/Return
23	LOST	Lost	Exception/Return
24	DAMAGED	Damaged	Exception/Return
25	RTS_REQUESTED	RTS Requested	Exception/Return
26	RTS_COLLECTED	RTS Collected	Exception/Return
27	RTS_INSCANNED	RTS Inscanned	Exception/Return
28	RTS_IN_TRANSIT	RTS In Transit	Exception/Return
29	RTS_DELIVERED	RTS Delivered	Exception/Return
30	INVOICED	Invoiced	Billing
31	CLOSED	Closed	Closed

Keywords

status code, status ID, shipment status, tracking status, courier status, AWB status

Quick Reference Index

Common Tasks

Task	Navigation
Create pickup request	Pickup Management
Receive shipment	Sorting/Hub Operations → Inscan
Create AWB	Shipments → New
Dispatch for delivery	Sorting/Hub Operations → DRS-Outscan
Capture POD	Mobile POD (field)
Generate invoice	Accounts & Finance → AR → Generate Invoice
Record payment	Accounts & Finance → AR → Customer Payments
Add customer	CRM → Customer Profiles
Create rate card	Pricing & Billing → Rate Cards
Check rate	Pricing & Billing → Rate Simulator

Keyboard Shortcuts

Shortcut	Action
Ctrl+F	Search this document
Enter	Submit form
Esc	Close dialog
Tab	Next field

Search Keywords Summary

Operations: pickup, collection, inscan, AWB, shipment, manifest, MAWB, bag, DRS, outscan, dispatch, POD, delivery, RTS, return, tracking

Finance: invoice, receipt, payment, journal, ledger, GL, AR, AP, tax, GST, aging, credit note, debit note

CRM: customer, party, contract, SLA, complaint, ticket

Pricing: rate card, zone, slab, fuel surcharge, discount, charges, simulator

System: company, branch, user, role, permission, status, service type

Last Updated: January 2026 Version: 1.0 Net4Courier - Linked To Deliver

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Knowledge Base

Quick Navigation

Popular Topics

Net4Courier Knowledge Base

Complete Operations & System Guide

Table of Contents

How To Guides

Quick Start Guide

System Setup Guides

How to Create a New Company

How to Create a New Branch

How to Create a New Warehouse

How to Create New Users

How to Give Access to Menu for Users

How to Restrict Menu Access to Users

How to Give Access for Agents, Customers, Vendors

Step 1: Create Party Record

Step 2: Create User Account

Step 3: Link User to Party (if required)

How to Configure Service Types

How to Set Up Zones

Operations Guides

How to Create a New Shipment (AWB Entry)

How to Create a Pickup Request (Staff)

How to Create a Pickup Request (Customer Self-Service)

How to Process Inscan (Warehouse Receiving)

How to Create MAWB and Bag Shipments

How to Create DRS (Delivery Run Sheet)

How to Capture POD (Proof of Delivery)

How to Update Bulk POD via Excel

How to Process Return to Shipper (RTS)

How to Track a Shipment

Method 1: Quick Search (Fastest)

Method 2: Shipments List

Method 3: Public Tracking Page

Import Operations Guides

How to Create a New Import (Air/Sea/Land)

How to Process Import Customs Clearance

How to Create Import via Excel Upload

Dashboard & Reporting Guides

How to Use Customer Dashboard

How to Use Pickup Dashboard

How to De-brief Courier (End of Day)

How to Reconcile Courier Cash/COD

Finance Guides

How to Create an Invoice

How to Record Customer Payment (Receipt)

How to Set Up Rate Cards

How to Use Rate Simulator

How to Generate Reports

Financial Reports

Operations Reports

Export Options

How to Use Public Tracking Page

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How To Guides - Quick Reference

Operations Flow

Complete Shipment Lifecycle

Pickup Management

Workflow Steps

Key Fields

Keywords

Inscan (Warehouse Receiving)

Workflow Steps

Two-Step Pickup Conversion

Keywords

AWB Entry & Shipments

Creating New AWB

AWB Number Format

Movement Types

Payment Modes

Key Actions

Keywords

Process Manifest (MAWB)

MAWB Workflow

Bag Validation Rules

MAWB Statuses

Import Dashboard (`/import-dashboard`)

Create New Import (`/import-entry`)

Customs Processing (`/import-customs`)

Excel Import (`/import-excel-upload`)