A delivery company's day: an operations checklist

Purpose#

A delivery company's day moves through the same screens in the same order: see what is waiting, hand out pickups and parcels, follow the couriers, deal with failures, collect cash and check the numbers. This checklist ties those screens together and points to the guide for each. It sets no targets and no deadlines; the order is a suggestion.

Who can use it#

Company staff accounts (company admin, in-charge, hub). A merchant who owns a private delivery company finds the distribution, couriers, tracking and settlement screens under My delivery company. The «طلبات الاستلام» (pickup requests, Arabic in every interface language) menu item needs the regular or express pickup-request permission. Live courier tracking also needs the live-tracking feature in the plan.

What you need#

• At least one active courier under Couriers and commissions.
• An active company subscription, unless the company is exempt (platform-owned or merchant-owned). Without one, staff are sent to the plans page.

The daily checklist#

1. Start from the dashboard

   Company admin and in-charge accounts open the new dashboard; other staff see the classic one. Choose Today, 7 days, 30 days or 3 months. The Waiting for you line links to parcels ready for distribution, open pickup requests and open support tickets. A banner appears when there is no active plan or it ends within 7 days. The cards show cash held by couriers, couriers' commissions not yet paid, what the company owes its merchants and its account with the platform. Many dashboard labels are Arabic in the English interface.

2. Handle pickup requests

   Open «طلبات الاستلام». The tabs are «جديد» (new), «معيّن لمندوب» (assigned), «تم الاستلام» (done) and «ملغي» (cancelled). Choose a courier in the row and press «عيّن», then «تم الاستلام» once the parcels are collected. Assigning only records the courier on the request: the courier is not notified, so tell them yourself. See the dispatch guide.

3. Distribute the ready parcels

   Open Parcel distribution. The Ready for distribution tab lists parcels that are Received Warehouse or Received by hub. Assign one, several or all by area, within each courier's parcel limit, and skipping offline couriers if the online rule is on.

4. Follow the couriers

   The With couriers tab shows each courier's current parcels. Where the plan includes live tracking, «تتبّع المناديب» shows positions on a map that refreshes every 15 seconds; couriers must have sent a location. See the tracking guide.

5. Deal with failures and returns

   On With couriers, Failed ends the attempt for good and returns the parcel to the company, and Postpone sends it back to ready without a courier. The Expired tab holds delivered and returned parcels; for a returned parcel press Returned to merchant once it has been handed back. The Rejected requests page (under Parcels) logs parcels sent back to the warehouse with the courier's name and reason; it is not the list of final failures.

6. Collect the cash and settle

   On Courier settlements record I received cash from them and I paid their earnings. On Company merchants and their wallets record I paid them or I received from them against each merchant's COD dues. On Top up requests approve a merchant's top-up once the money arrived, or reject it with a reason. These pages record what happened; they move no money. See the courier settlement guide.

7. Check the numbers

   Open Reports → Parcel Status Reports for the parcel report by period, merchant and courier, with a CSV export. Parcels are counted by creation date. See the reports guide.

1234

1. Each courier's cash and commission due
2. Choose the movement: receive cash or pay dues
3. Enter the amount
4. Save the movement

Expected result#

The dashboard follows what you record: the «جاهز للتوزيع» card (ready for distribution) falls as parcels are assigned, the «تسليمات اليوم» card (deliveries today) rises as parcels are delivered, and the cash and commission cards fall when you record a settlement.

Common mistakes#

• Expecting a pickup courier to be told. Pickup assignment records the courier on the request only.
• Assigning parcels to an offline courier. With the online rule on, offline couriers are listed but disabled.
• Looking for final failures in Rejected requests. Final failures stay on the Expired tab with the Delivery failed badge («فشل التوصيل»); the parcel's own status is Return to Courier («فشل التوصيل — راجع للشركة»). The Rejected requests page lists parcels sent back to the warehouse, and most of its headings are fixed English text.
• Recording a settlement above the balance. On Courier settlements it is refused with "Insufficient wallet balance. Required: …, available: …"; on Company merchants and their wallets with "The amount exceeds the merchant dues (X)." or "The amount exceeds what the merchant owes (X).".

Limits and permissions#

• When your role lacks the permission a page needs, its menu entry is hidden and opening the link directly sends you to the home page without a message.
• The pickup requests and top-up pages need the company-wallet and pickup tables in the database; otherwise they answer 503 and the platform operator must apply the database updates.
• Courier settlement amounts are in US dollars on that page.