The list

The four rows of the menu open the same list, each on its own kind. The chips above the list switch between them and count each one: All kinds, Locker Package, Shipping, Pickup and Consolidation.

The list shows Tracking, Kind, Date, Customer, Destination, Status, Driver and Total Cost. A document with no price says Not priced, and why. Search a number, a tracking number or a customer, or narrow the list by status, customer, driver and dates. Export and Columns are above the list; Show archived brings back what was put away. On a row: Open and Archive.

The documents list narrowed with its filters

Make a document

Press the main button. On a kind it carries the kind’s name, for example + Shipping; on All kinds it is + New document.

The form goes in steps: Sender, Recipient, Shipping and Rate & Taxes. First check the Kind (it decides which fields the form shows) and choose the Sender / Customer, the Office of origin and the Agency. You can drop the shipping papers on the box at the top, or press Upload from your phone.

Under Recipient choose who it goes to. A recipient belongs to the customer who sends to them. A locker package has none: it waits in a locker for its owner.

Under Shipping choose the Logistic service, the Type of package, the Courier company, the Service mode, the Delivery time and the Currency.

Under Rate & Taxes type the Weight (kg). The rate card is looked up by weight and destination; leave Price / kg empty and the rate card decides. Press Save.

A consolidation has two more steps, Contains and Stamps. Under Contains choose What it consolidates and The documents it holds: at least two, of one kind and one currency. Saving moves them to Consolidated.

A document’s page

Press Open on a row. Under the document’s number the page says its status, its kind and its customer. It has these tabs:

Tab	What it holds
Document	The kind, date, status and tracking number; the parties (sender, office of origin, agency, recipient and the address it goes to); the shipping choices; and the weight, rate and taxes.
Packages / Lines	What is inside, one row per parcel: Add lines. The lines are the document’s weight: saving them sets it and prices it again.
Contains	On a consolidation only: the documents it holds.
Tracking	The journey, newest first. + Add a tracking step asks the Status it is in now, When, the Office, the Country, the City or address and a Message; press Save the step.
Delivery	Who took it, when, and who signed for it. Record the delivery asks Delivered at, the Driver, Received by, the Proof of delivery and the Signature of the person receiving it.
Activity	Every change to the document, with who made it and when.
Files	The files kept with it: + Upload file.

Button	What it does
Edit	Opens the document’s form again.
Assign driver	Choose the Driver and press Assign. A driver is anyone whose role lets them drive.
Export PDF, Export label	The document, or its label, as a file.
Send mail	Sends the document to the customer’s contacts who may see shipments in their portal. You can add other addresses and tick Attach the PDF.
Create invoice	Bills the document, when it can still be billed.
Accept, Reject	On a pickup that is waiting. Accepting makes a shipment from the pickup, with its own number; the pickup keeps its number and links to it. Rejecting keeps it a pickup, with your reason on its journey.
Archive	Takes it off the list. Show archived brings it back.

Shipments and deliveries

The list

Make a document

A document’s page