1. Courier & Parcel Management
  2. Get started
Get started

Get Courier & Parcel Management running in four steps.

Configure the first courier lane and rehearse the full path from planning to evidenced delivery.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Courier & Parcel Management. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Courier & Parcel Management in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account, then use Proto to configure Courier & Parcel Management for your business. Choose the first operating organization and time zone. App Administrator prepares team membership, transport partners and the fleet rosters.

Prepare the first operating cycle

Select a load the team can follow from physical pickup to recipient handoff. Dispatcher records the original delivery promise and assigned owner. Admin prepares the stop sequence and driver-vehicle assignment, with Transport Supervisor checking the eligibility evidence and possible conflicts.

Arrange the parcel scan and recipient-proof sources. Rehearse a physical event, a repeated notification and an independent decision on the submitted revision. Preserve the evidence when the supervisor returns a flawed scan for authorized correction and fresh submission.

Review before release

Use the actual dispatcher, supervisor and auditor identities to check their access. Try a conflicting assignment, an open critical defect and a scan mapped to another organization’s load. Confirm that a partial delivery stays exceptional and that a late completion remains measured against the original promise.

Finish by reconciling an action whose local effect persisted before a timeout. The team should be able to explain the result before considering another execution. Use Implementation for the rehearsal sequence and Pricing to plan platform usage for the expected workload.

Set up Courier & Parcel Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started