1. Courier & Parcel Management
  2. Implementation
Reference

How a Courier & Parcel Management rollout works

Prepare a bounded courier operation and rehearse planning, scan review and delivery exceptions.

  1. Agree the first operating scope

    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.

  2. Prepare the rosters

    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.

  3. Build the load plan

    Prepare promised delivery, ordered stop windows and the driver-vehicle assignment. Rehearse overlap, equipment suitability and open critical defect checks before planning is accepted.

  4. Connect physical evidence

    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.

  5. Rehearse independent acceptance

    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.

  6. Complete and reconcile

    Run a delivery with recipient proof and actual time, then a late or refused delivery. Interrupt an action after a local effect persists and confirm the supervisor can reconcile it before another execution.

What the customer provides

Provide partner and fleet identities, driver eligibility evidence, assignment conventions, stop addresses and delivery commitments. Supply example scan events and recipient-proof references through the approved setup process. Identify a dispatcher and a separate supervisor who can rehearse the decision handoff using their own access.

Changing it afterwards

Rehearse changes to assignment rules, scan evidence requirements or reviewer responsibilities against the same cases before daily use. Preserve the original delivery promise, accepted events and earlier decisions when correcting operating records. Use Roles and access for authority checks and Data model for import order.

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