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 ..
To manage the clients you work with, go to the Company main menu and then Clients section. A few test clients are already added by default. You can use the “Occasional client” for any one-time deliveries for which you don’t want to create a new client. To add a new client, click on the Add ..