Load your master data

Master data is the reference information every parcel depends on: where it goes, who sent it, who carries it, and how it is priced. Load it once before your first day, then keep it up to date.

Recommended import order

Open Master Data → Import Data. The page lists every type with its step number. Some types depend on others, so import them in this order:

Step	Type	Requires
1	Customer Tiers	(none)
2	Account Categories	(none)
3	Payment Channels	(none)
4	Zones	(none)
5	Townships	Zones
6	Customers	Customer Tiers
7	Vehicles	(none)
8	Drivers	User accounts with the Driver type
9	Accounts	Account Categories

Note

Drivers link to existing users. Create each driver as a user with the Driver type first (see Users and roles), then import or add the driver record.

Importing a file

1. On the type’s card choose Export to download a template. If you already have records it includes them, which is a good way to see the expected format.
2. Fill in the rows in Excel or Google Sheets and save as .xlsx or .csv.
3. Choose Import and select the file.
4. Pick a mode:
   • Append adds new rows and updates rows whose code already exists.
   • Replace makes the file the complete list.
5. Pick what happens on errors:
   • Skip imports the good rows and reports the bad ones.
   • Stop imports nothing if any row is invalid.
6. Review the preview, then confirm.

Large imports run in the background. You will get a notification when they finish.

What each type means

Zones group townships for sorting and pricing, for example “Yangon East”. Townships are delivery destinations, each in one zone. Set the delivery fee for each township on the township’s page. Customer tiers let you give regular merchants better prices. Customers are your merchants. Their address becomes the default pickup address for their parcels. Vehicles and Drivers are your fleet. Use Assignments to record which driver usually drives which vehicle. Payment channels are the ways money moves: cash, each bank account, and each mobile wallet (KBZPay, WavePay, and so on). Account categories and Accounts make up your chart of accounts. Default system accounts are created for you; add your own bank and cash accounts here.

Adding records one at a time

Every type also has its own page under Master Data where you can add, edit, search, and export records. Use these for day-to-day changes after the first import.