Your first operating day

Use this checklist on day one. It touches every part of the system once, so your team sees how the pieces connect.

1. Book parcels. Add a few parcels from Parcels, or import a day’s worth with Bulk Import. Each parcel gets a VR code. → Parcels

2. Print labels. Select the parcels and choose Print Labels. Stick a label on each parcel.

3. Collect from merchants. Create a Pickup Run for a driver, add merchant stops, and start it. The driver records what was collected, with photos. → Pickup runs

4. Scan in at the hub. When the driver returns, scan every parcel on Hub Scanning until the pending list is empty. → Hub and sorting

5. Sort. Assign a sort location to each parcel so the hub team knows which shelf or route it belongs to.

6. Dispatch. Create a Delivery Run per driver, scan parcels onto it, and start the run. → Delivery runs

7. Deliver. Drivers mark each parcel Delivered or Failed on their phone, with proof photos and the cash collected. → Drivers

8. Receive the cash. When drivers return, record a Cash Collection. If the cash does not match, a supervisor approves the variance. → Cash collections

9. Pay merchants. Create a Merchant Payout for the parcels whose cash has been received, approve it, then process it when the money is sent. → Merchant payouts

10. Check the numbers. Open Reports → Daily Summary and the Dashboard. Journal entries were posted automatically along the way. → Accounting

Tip

Run day one with a small batch first, perhaps one merchant and one driver, before moving the whole operation over.