Courier & Parcel Management coordinates courier loads from planning through physical pickup, parcel milestones and evidenced delivery. Each load has an operating organization, assigned owner, transport partner, promised delivery time and freight amount.
Loads in one list
Transport Supervisor approves, rejects or returns the submitted parcel scan revision with a reason; the preparer cannot approve their own work.
Every feature works on the same records. Pick one to see the screen your team works in.
Build a feasible courier load around its partner, promised delivery and ordered stop windows.
Loads
| Record number | Subject | Status | Promised delivery at | Actual pickup at | Actual delivery at | |
|---|---|---|---|---|---|---|
| LDS-19394 | Riverside retail morning route | Exception | 15 Oct | 23 Oct | 25 Oct | |
| LDS-35529 | North hill medical supplies | Exception | 29 Oct | 02 Nov | 10 Nov | |
| LDS-53576 | Westport same-day parcels | Exception | 23 Oct | 01 Nov | 09 Nov | |
| LDS-13273 | Market district afternoon loop | Exception | 31 Oct | 03 Nov | 12 Nov | |
| LDS-99436 | Airport business park pickup | Exception | 23 Oct | 26 Oct | 04 Nov |
Match eligible drivers and ready vehicles to a load interval without overlapping commitments.
Drivers
| Driver code | Name | Active | Eligibility until | External authority | |
|---|---|---|---|---|---|
| DRV-ALV-12 | Mina Alvarez | Yes | 21 Oct | License CA D2846117 | |
| DRV-OKO-07 | Jamal Okoro | Yes | 22 Oct | License OR D4038291 | |
| DRV-PET-18 | Kira Petrov | Yes | 23 Oct | License WA D5170462 | |
| DRV-SHA-04 | Arun Shah | Yes | 29 Oct | Carrier permit CP-21864 | |
| DRV-NGU-21 | Tessa Nguyen | Yes | 01 Nov | Hazmat endorsement H-4072 |
Record physical parcel events with their tracking number, scan time and supported package weight.
Approval conditions
| Parent | Tracking number | Scan type | Scanned at | Package weight LB | Revision | |
|---|---|---|---|---|---|---|
| Old town residential deliveries | PS-37760 | Pickup | 28 Oct | 430 | 720 | |
| Cedar valley express run | PS-16349 | Sortation | 16 Oct | 600 | 700 | |
| Westport same-day parcels | PS-12231 | Out For Delivery | 29 Oct | 910 | 660 | |
| Airport business park pickup | PS-32339 | Delivered | 24 Oct | 620 | 320 | |
| Riverside retail morning route | PS-88517 | Exception | 16 Oct | 400 | 710 |
Review each submitted parcel scan revision independently and retain the reason for its outcome.
Review decisions
| Parent | Source revision | Reviewer | Decision | Reason | Decided at | |
|---|---|---|---|---|---|---|
| Old town residential deliveries | 850 | Lena Brooks | Approve | Delivery window confirmed | 11 Oct | |
| Airport business park pickup | 600 | Lena Brooks | Return | Recipient address needs correction | 19 Oct | |
| North hill medical supplies | 200 | Jamal Okoro | Approve | Damage evidence reviewed | 12 Oct | |
| South quay returns route | 430 | Jamal Okoro | Return | Partner capacity approved | 02 Nov | |
| Airport business park pickup | 700 | Arun Shah | Approve | Missing proof of delivery | 21 Oct |
Close a load from recipient proof and actual delivery, then compare the result with its original promise.
Loads
| Record number | Promised delivery at | Actual delivery at | Counterparty | Freight amount USD | |
|---|---|---|---|---|---|
| LDS-49411 | 23 Oct | 25 Oct | Harbor Trail Logistics | 490 | |
| LDS-14901 | 26 Oct | 29 Oct | Northcrest Express | 390 | |
| LDS-18636 | 03 Nov | 05 Nov | Stonebridge Delivery | 710 | |
| LDS-12186 | 15 Oct | 19 Oct | Cedarwick Fleet Services | 460 | |
| LDS-18213 | 01 Nov | 07 Nov | Harbor Trail Logistics | 200 |
Investigate uncertain actions and preserve the evidence behind every correction or accepted completion.
Operation receipts
| Parent | Operation key | Action | Expected revision | Result state | Occurred at | |
|---|---|---|---|---|---|---|
| Market district afternoon loop | load-northhill-1015 | Assign driver | 630 | Pending | 27 Oct | |
| Cedar valley express run | route-westport-1015 | Record pickup scan | 510 | Failed | 15 Oct | |
| North hill medical supplies | pod-willow-1014 | Confirm stop arrival | 460 | Needs review | 31 Oct | |
| Riverside retail morning route | scan-market-1014 | Upload delivery proof | 760 | Pending | 04 Nov | |
| Westport same-day parcels | handoff-airport-1013 | Flag damaged parcel | 290 | Failed | 25 Oct |
Planned load to evidenced delivery ships ready to use. One step needs a named approval before the work moves on: Review parcel scan (Transport Supervisor).
Check stop windows, eligible assignments and the promised delivery.
Record physical pickup and its actual time before dispatch.
Tie the physical event to its tracking number and operating load.
Give the submitted revision an independent evidence decision.
Close complete service from recipient proof and actual delivery time.
Compare uncertain actions with the effects that actually persisted.
Open any load to see its load assignments, the roles that work on it, its process stages and its approvals on one page.
Promised delivery at, Equipment class, Counterparty and Owner.
Each line is linked to this load.
Dispatcher, Transport Supervisor and Auditor, each with their own permissions.
Prepare operating scope and Plan the load, with the role that acts.
Review parcel scan, with who decides.
High-roof parcel van · Draft
| Load | Driver | Vehicle |
|---|---|---|
| South quay returns route | Lena Brooks | Van 18, refrigerated |
| Cedar valley express run | Lena Brooks | Van 21, standard |
| Riverside retail morning route | Tessa Nguyen | Van 04, electric |
Transport Supervisor decides submitted scan revisions through the authorized review procedure. Keep the preparer separate from the reviewer and check the current revision when recording a decision.
Signed in as Transport Supervisor
| Decision | Approver | |
|---|---|---|
| Review parcel scanGive the submitted revision an independent evidence decision. | Transport Supervisor |
Everyone opens Courier & Parcel Management to the work that is theirs. Pick a role to see what it starts with.
Prepare assigned operational records and execute eligible reviewed actions.
This is the first screen this role sees.
Loads · Dispatcher
Review eligible revisions independently and reconcile operational evidence.
This is the first screen this role sees.
Parcel scans · Transport Supervisor
| Parent | Tracking number | Scan type | Scanned at | Package weight LB | Revision | |
|---|---|---|---|---|---|---|
| Old town residential deliveries | PS-37760 | Pickup | 28 Oct | 430 | 720 | |
| Cedar valley express run | PS-16349 | Sortation | 16 Oct | 600 | 700 | |
| Westport same-day parcels | PS-12231 | Out For Delivery | 29 Oct | 910 | 660 | |
| Airport business park pickup | PS-32339 | Delivered | 24 Oct | 620 | 320 | |
| Riverside retail morning route | PS-88517 | Exception | 16 Oct | 400 | 710 |
Maintain organization configuration and membership.
This is the first screen this role sees.
Drivers · App Administrator
| Driver code | Name | Active | Eligibility until | External authority | |
|---|---|---|---|---|---|
| DRV-ALV-12 | Mina Alvarez | Yes | 21 Oct | License CA D2846117 | |
| DRV-OKO-07 | Jamal Okoro | Yes | 22 Oct | License OR D4038291 | |
| DRV-PET-18 | Kira Petrov | Yes | 23 Oct | License WA D5170462 | |
| DRV-SHA-04 | Arun Shah | Yes | 29 Oct | Carrier permit CP-21864 | |
| DRV-NGU-21 | Tessa Nguyen | Yes | 01 Nov | Hazmat endorsement H-4072 |
Read authorized evidence and reports.
This is the first screen this role sees.
Parcel scans · Auditor
| Parent | Tracking number | Scan type | Scanned at | Package weight LB | Revision | |
|---|---|---|---|---|---|---|
| Old town residential deliveries | PS-37760 | Pickup | 28 Oct | 430 | 720 | |
| Cedar valley express run | PS-16349 | Sortation | 16 Oct | 600 | 700 | |
| Westport same-day parcels | PS-12231 | Out For Delivery | 29 Oct | 910 | 660 | |
| Airport business park pickup | PS-32339 | Delivered | 24 Oct | 620 | 320 | |
| Riverside retail morning route | PS-88517 | Exception | 16 Oct | 400 | 710 |
Maintain stop plans, assignment windows and vehicle defect evidence for authorized courier operations.
Explain parcel movement, delivery performance and unresolved actions from their underlying evidence.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 30 | ||
| Planned | 17 | 57% | |
| Dispatched | 9 | 53% | |
| In transit | 6 | 67% |
Sample totals per stage
Group Loads by Organization, Owner and Status with promised delivery at and freight amount USD to distinguish operational work from recorded freight value.
List load assignments with Load, Driver, Vehicle, starts at, ends at and Status to inspect overlapping commitments.
List Drivers with driver code, Active, eligibility until and external authority for the assignment interval under review.
Group vehicle defects by Vehicle and show reported at, Severity, repair evidence and released at without treating every historical Critical entry as currently open.
Group parcel scans by Parent and tracking number with scan type, scanned at, package weight LB, Status and Revision, retaining repeated milestones without summing their weight as separate parcels.
Compare actual delivery at with promised delivery at on Delivered Loads and group by actual delivery week, retaining late deliveries against the original promise.
Group load stops by Parent and stop sequence with window start, window end, actual arrival at, actual departure at and proof reference.
Group review decisions by Parent and source revision with Reviewer, Decision, Reason, decided at and operation key.
List operation receipts with result state Pending, Failed or needs review alongside expected revision, effect references and failure reason.
See how Courier & Parcel Management fits your kind of team.
Coordinate local pickup, sortation and delivery milestones with a clear owner for each load.
Keep partner handoffs, parcel events and proof references tied to the correct operating load.
Plan business delivery windows and retain the evidence needed to explain late or refused service.
Each stage of planned load to evidenced delivery names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Ask Proto to prepare load work and explain parcel evidence within the team's operating authority.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 15 tablesStart with one team and one process, then add the rest once the basics are running.
Choose the organization, partner lane and dispatch shift. Set the time zone and name the people responsible for load preparation, supporting records and independent scan decisions.
App Administrator loads partners, drivers and vehicles with stable identities. Admin prepares assignment and defect records, and Transport Supervisor checks the evidence supporting eligibility for the pilot interval.
Prepare promised delivery, ordered stop windows and the driver-vehicle assignment. Rehearse overlap, equipment suitability and open critical defect checks before planning is accepted.
Arrange the scan and recipient-proof sources. Check provider identity, timestamps and load mapping, including a repeated notification and an event for another operating organization.
Submit a supported scan, return a flawed submission and prepare an authorized correction. Test a stale decision and self-review before accepting the valid current revision.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure Courier & Parcel Management for your business. Begin with a familiar partner lane, a bounded dispatch shift and a dispatcher-supervisor pair that can rehearse both a completed delivery and an exception.
Record the operating organization, assigned owner, transport partner and promised delivery. Add ordered stop windows and an eligible driver-vehicle assignment so the dispatch team can explain how the plan will be performed.
Examine driver eligibility across the assignment interval, vehicle equipment and capacity, readiness and critical defect evidence. Check existing commitments before confirming another interval for the same driver or vehicle.
Use Pickup, Sortation, Out For Delivery, Delivered and Exception. Retain the tracking number, physical scan time and supported package weight with the correct load and organization.
Transport Supervisor independently approves, rejects or returns the submitted revision with a reason. The dispatcher who prepared the scan cannot provide its independent approval.
The receiving procedure uses provider event identity to return the existing result. A tracking number can have different valid milestones, so distinguish the event identity from the parcel identity during setup.
Obtain the recipient proof reference for the correct stop and the actual delivery time. Check the whole load before marking it Delivered; partial or refused service remains an explicit Exception.
Compare actual delivery with the original promised time. Keep that promise intact so the delivery-week and late-delivery review reflects the commitment the team originally made.
Read the current revision, stops, decisions and operation receipts before requesting an authorized correction. Preserve executed evidence and use a fresh submission when a returned scan needs another review.
Transport Supervisor checks the operation receipt against linked local effects before another attempt. Record completion only when the expected effects match; otherwise retain the discrepancy for review. Follow Correct and reconcile.
Start free, then use Proto to change fields, steps and approvals before your team goes live.