There are as many ways to use CourierManager as there are courier companies – each will have its own way of doing things. So don’t consider anything below as set in stone – many variations exist, depending on settings and the permissions you set for clients and employees. Creating a shipment can be done in ..
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Small things which come up often but aren’t worth their own page. A client wants API integration – what do I do? All you have to do is create an Api Key for that client. The software can send an email to that client with the key and all necessary instructions. In a client’s page ..
Automatic invoicing allows automatic generation of invoices at intervals defined for each client (daily, weekly, monthly or bi-monthly). You can see invoicing settings in the view page of a client. From there you can quickly see the next invoicing period, and if there are shipments to be invoiced. You also have a “Invoice” link to ..
Before you start using CourierManager there are a series of steps that are needed. You don’t have to do any of them right away – you can start playing around and get back to them at any time, but you should do them before actually starting to use the software in production. Basic account setup ..
Besides the main Settings page (in the Settings menu), there is a shorter version you should go through and check if there are any decisions you want to make. You can access it from the upper right corner of any page: First thing in that page is the EasyMode setting, which will hide a number ..
You can create accounts for couriers from Company/Employees – Add, where you can fill the name and information of each employee. A user name will be automatically created for each employee. The user’s password can be set from the Company/Users menu: click on Change button and then replace the existing password with the chosen password. ..
When creating an expedition you will have to select the service type; by default you have Regular and Express. To set up the types of services characteristic to your company go to Company/Services. Write a name and a code (these 2 have to be similar) and click on Add. The code of a service have ..
There are two main types of zones: pricing zones are used to define your prices, and are what your clients care about, and routing zones are about how you deliver cargo internally – either by defining area serviced by one of your hubs, or to define a smaller subzone serviced by a courier or team of ..
The prices are setup from from the Client’s details page as well. The prices need to be specified separately for packages and envelopes, for each service type and for each zone. The default service types are Regular and Express, but you can change them in the “Services” page. It is best if you do this ..
For ecommerce software (Magento, Prestashop, WooCommerce, Opencart) see the pre-made plugins. To add an order form in your website, where customers can create shipments without logging in, you can adapt this PHP example. To integrate shipment tracking and client registration/login in your website, use the Settings/Integrations menu, then copy and adapt the links and forms ..
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