Bilty Management
Code-inspected guidance for Britixo Bilty Management v1.0.0 covering three-step Bilty creation, autosave, issue and transit, finance, bilingual English/Urdu PDFs, tenant branding, QR verification, receiver e-sign/POD, WhatsApp automation, reports, REST API, webhooks and tamper-evident audit evidence.
Bilty Management module overview
Bilty Management module overviewUnderstand the complete Bilty lifecycle from draft creation and issue through transport, finance, PDF, public verification, e-signature, WhatsApp, reporting, API and audit evidence.
Open guide →GuideInstall and activate Bilty Management
Install and activate Bilty ManagementInstall the self-contained bilty_management module through the normal Britixo module lifecycle without editing core, theme or shared vendor files.
Open guide →GuideAssign Bilty Management staff permissions
Assign Bilty Management staff permissionsGrant View, Create, Edit, Issue, Finance, Fleet, Reports, API, Settings and Audit capabilities using least privilege.
Open guide →GuideOpen the Bilty Management dashboard
Open the Bilty Management dashboardOpen the operational dashboard and review the three-step creator, live summary, KPIs, transit flow and recent issued Bilties.
Open guide →GuideReplace the Britixo dashboard with Bilty Management
Replace the Britixo dashboard with Bilty ManagementRoute authorised staff to Bilty Management as their default operational workspace using the tenant-level replacement switch.
Open guide →GuideConfigure the Bilty draft lock and autosave delay
Configure the Bilty draft lock and autosave delaySet the concurrent-edit lock window and live autosave delay within the supported configuration ranges.
Open guide →GuideConfigure Bilty numbering and new-draft defaults
Configure Bilty numbering and new-draft defaultsSet the issued-number prefix, daily sequence width, default delivery type and default Bilty type for new drafts.
Open guide →GuideStart a new Bilty draft
Start a new Bilty draftBegin a clean Bilty draft and allow the module to create its draft reference only after the first autosave.
Open guide →GuideSelect the Booking Client
Select the Booking ClientUse live CRM customer search to select the client responsible for booking the Bilty.
Open guide →GuideQuick-add a Booking Client
Quick-add a Booking ClientCreate a customer from the Bilty screen with company, contact, telephone and optional email, then select the new record automatically.
Open guide →GuideSelect the Sender
Select the SenderChoose the consignor/sender from the native Britixo customer database so the issued Bilty stores the linked party and snapshot.
Open guide →GuideSelect the Receiver
Select the ReceiverChoose the consignee/receiver from the native Britixo customer database; this party is also used for receiver e-sign workflows.
Open guide →GuideChoose or add a material type
Choose or add a material typeSelect Liquid, Solid or a tenant-created material type, or create a new reusable material type from the same screen.
Open guide →GuideEnter Bilty weight details
Enter Bilty weight detailsRecord the shipment weight description in the flexible weight field used by the Bilty, PDF and API resource.
Open guide →GuideAdd a DC or SO reference
Add a DC or SO referenceEnter the delivery-challan or sales-order reference used to connect the Bilty to upstream operational records.
Open guide →GuideChoose the Bilty delivery type
Choose the Bilty delivery typeSelect Doorstep / Godown Delivery or Goods Transport Adda Delivery for the shipment.
Open guide →GuideEnter the approved freight cost
Enter the approved freight costRecord the quoted or approved freight amount that forms the base commercial value of the Bilty.
Open guide →GuideChoose Credit, To Pay or Cash Bilty type
Choose Credit, To Pay or Cash Bilty typeSelect the commercial mode that controls billing client, outstanding status and the availability of Cash-only charges.
Open guide →GuideSelect the Credit or Billing Client
Select the Credit or Billing ClientFor a Credit Bilty, select the CRM customer responsible for billing before issue.
Open guide →GuideAdd Cash upfront payment and Cash-only charges
Add Cash upfront payment and Cash-only chargesFor a Cash Bilty, record the upfront paid amount and optional Labour, TT and Other charges.
Open guide →GuideUse Fix It for missing Bilty information
Use Fix It for missing Bilty informationAfter an Issue attempt identifies missing required information, use Fix It to open the correct step, highlight the field and focus the control.
Open guide →GuideRecover and continue an autosaved Bilty draft
Recover and continue an autosaved Bilty draftOpen a saved draft from the Drafts register and continue from the latest stored version and completion state.
Open guide →GuideResolve a concurrent Bilty draft edit conflict
Resolve a concurrent Bilty draft edit conflictReload the latest draft when the version or editing lock shows that another session changed the record.
Open guide →GuideSearch and select a vehicle
Search and select a vehicleUse the live vehicle lookup to select the transport vehicle and its stored driver context.
Open guide →GuideQuick-add a vehicle and driver
Quick-add a vehicle and driverCreate a reusable vehicle record with vehicle number, colour, driver name and driver telephone from the Bilty screen.
Open guide →GuideSearch and select a broker
Search and select a brokerUse the live broker lookup to choose the transporter/broker connected to the Bilty.
Open guide →GuideQuick-add a broker
Quick-add a brokerCreate a reusable broker/transport provider record with name and telephone from the Bilty screen.
Open guide →GuideAdd an external integration reference
Add an external integration referenceStore an optional CRM, ERP or order reference for reconciliation with an external system or API workflow.
Open guide →GuideUse the Bilty operational workspaces
Use the Bilty operational workspacesNavigate the module workspaces and understand which views are filtered live registers versus dedicated first-version masters.
Open guide →GuideUse the Bookings and Dispatch workspaces
Use the Bookings and Dispatch workspacesReview booked Bilties and the dispatch queue using the live transit-status filters.
Open guide →GuideUse the Tracking and Deliveries workspaces
Use the Tracking and Deliveries workspacesReview issued tracking records and the out-for-delivery queue from operational workspace views.
Open guide →GuideUse the Fleet, Drivers and Transporters workspaces
Use the Fleet, Drivers and Transporters workspacesReview vehicle, driver and broker/transport-provider master records created through Bilty operations.
Open guide →GuideUse the Bilty Finance workspace
Use the Bilty Finance workspaceReview issued Bilties with payment status and totals when the staff member has Finance permission.
Open guide →GuideUnderstand first-version Trips, Manifests, POD, Rates and Automation workspaces
Understand first-version Trips, Manifests, POD, Rates and Automation workspacesTreat these workspaces as lifecycle-connected register views where the module explicitly states that dedicated business rules can be extended later.
Open guide →GuideIssue a Bilty
Issue a BiltyValidate all required data, allocate the official number transactionally and convert the active draft into an issued Bilty.
Open guide →GuideUnderstand issued Bilty number allocation
Understand issued Bilty number allocationUnderstand why the official BILTY NO-DDMMYYYYNNN reference is allocated only at issue time and resets its sequence daily.
Open guide →GuideBrowse and filter the Bilty register
Browse and filter the Bilty registerUse the Bilties register to find records by record, transit and payment state while keeping draft and issued records distinct.
Open guide →GuideOpen an issued Bilty record
Open an issued Bilty recordOpen an issued record to review parties, shipment details, commercial state, transit controls, payment history, public links and PDF actions.
Open guide →GuideUpdate a Bilty transit status
Update a Bilty transit statusApply an allowed shipment status from the issued Bilty view and verify the audit, webhook and WhatsApp consequences.
Open guide →GuideMove a Bilty through dispatch and in-transit stages
Move a Bilty through dispatch and in-transit stagesProgress an issued Bilty through loading, dispatch and in-transit operational states using the supported status control.
Open guide →GuideRecord destination and out-for-delivery status
Record destination and out-for-delivery statusUpdate a shipment when it reaches destination and when it leaves for final delivery.
Open guide →GuideMark a Bilty delivered
Mark a Bilty deliveredComplete the operational shipment as Delivered manually when authorised, or allow successful receiver e-sign to complete it automatically.
Open guide →GuideRecord delivery failed, returned or cancelled status
Record delivery failed, returned or cancelled statusUse exception statuses accurately and preserve the audit history instead of deleting an issued operational event.
Open guide →GuideReview Bilty dashboard KPIs and transit flow
Review Bilty dashboard KPIs and transit flowRead Bilties Today, Drafts, Awaiting Dispatch, In Transit, Delivery Queue, Exceptions, Freight and Outstanding indicators together with the transit-flow counts.
Open guide →GuideUnderstand Bilty payment statuses
Understand Bilty payment statusesInterpret unpaid, part-paid and paid outcomes in the context of Credit, To Pay and Cash Bilty modes.
Open guide →GuideEnforce Cash-only Labour, TT and Other charges
Enforce Cash-only Labour, TT and Other chargesKeep Labour, TT and Other charges available only for Cash Bilties; Credit and To Pay inputs are discarded at server and API boundaries.
Open guide →GuideAuto-create a native invoice for a Credit Bilty
Auto-create a native invoice for a Credit BiltyEnable the finance option and issue a valid Credit Bilty so the module can create a native Britixo invoice for the billing client.
Open guide →GuideReview Credit Bilty invoice payment synchronisation
Review Credit Bilty invoice payment synchronisationConfirm that native invoice payment changes update the linked Credit Bilty payment state through the module hooks.
Open guide →GuideRecord an authorised manual Bilty payment
Record an authorised manual Bilty paymentAdd amount, payment method, reference, notes and paid date from the Bilty record when manual payment recording is appropriate.
Open guide →GuideReview Bilty payment history and outstanding balance
Review Bilty payment history and outstanding balanceUse the Bilty record and Finance workspace to reconcile payment entries, total value, amount paid and remaining outstanding value.
Open guide →GuideGenerate the bilingual English and Urdu Bilty PDF
Generate the bilingual English and Urdu Bilty PDFGenerate one professional A4 PDF with English on page 1 and Urdu on page 2 when bilingual output is enabled.
Open guide →GuideConfigure the Bilty PDF font size
Configure the Bilty PDF font sizeSet the professional PDF typography scale from 95% to 125%, with 112% as the supplied default.
Open guide →GuideConfigure tenant branding on Bilty PDFs
Configure tenant branding on Bilty PDFsControl the tenant logo, complete address, telephone, email, website and VAT/tax identity shown on issued Bilty documents.
Open guide →GuideShow party, driver and broker contact details on the Bilty PDF
Show party, driver and broker contact details on the Bilty PDFChoose whether the PDF shows Booking Client, Sender, Receiver, Driver and Broker contact numbers within the private document.
Open guide →GuideControl commercial, QR and POD sections on the Bilty PDF
Control commercial, QR and POD sections on the Bilty PDFShow or hide the commercial summary, secure verification QR and completed POD/e-sign evidence without weakening protected finance rules.
Open guide →GuideUnderstand issue-time Bilty PDF snapshots
Understand issue-time Bilty PDF snapshotsUnderstand why issued documents prefer saved party and shipment snapshots so later CRM master-data edits do not silently rewrite historical facts.
Open guide →GuideDownload and review an issued Bilty PDF
Download and review an issued Bilty PDFOpen the generated PDF and verify tenant identity, both language pages, parties, transport data, commercial rules, QR and POD evidence as applicable.
Open guide →GuideVerify an issued Bilty from the QR code
Verify an issued Bilty from the QR codeOpen the HMAC-protected public verification URL encoded in the issued Bilty QR and compare the permitted shipment fields.
Open guide →GuideConfigure fields shown on public Bilty verification
Configure fields shown on public Bilty verificationIndependently control issue date, Sender, Receiver, material, weight, delivery type, vehicle and POD status on the public verification page.
Open guide →GuideUnderstand data never shown on public Bilty verification
Understand data never shown on public Bilty verificationKeep prices, payment data, party telephone numbers, driver contact data and broker data outside the public verification response.
Open guide →GuideEnable receiver e-sign and proof of delivery
Enable receiver e-sign and proof of deliveryEnable public verification first, then enable receiver e-sign/POD so issued Bilties can expose the secure signing capability.
Open guide →GuideComplete receiver e-sign from the public Bilty link
Complete receiver e-sign from the public Bilty linkUse the secure receiver signing page, provide signer details and submit the drawn PNG signature through the dedicated receipt endpoint.
Open guide →GuideUnderstand e-sign form-token expiry and rate limits
Understand e-sign form-token expiry and rate limitsUse the configurable short-lived form token, failed-attempt limit and rate window as part of the protected public signing flow.
Open guide →GuideUnderstand Bilty signature PNG validation
Understand Bilty signature PNG validationUnderstand the server-side checks for PNG structure, CRCs, dimensions, decompression bounds, visible ink, trailing data and file size.
Open guide →GuideVerify stored Bilty POD evidence
Verify stored Bilty POD evidenceReview the stored signer, signed time, signature hash and evidence hash and use the module evidence verifier when validating completed POD.
Open guide →GuideEnable Bilty WhatsApp automation
Enable Bilty WhatsApp automationTurn on Bilty WhatsApp automation only when the existing Britixo WhatsApp Enterprise module is active and a connected account is available.
Open guide →GuideUnderstand Bilty WhatsApp recipient resolution
Understand Bilty WhatsApp recipient resolutionUnderstand verified CRM-conversation precedence, optional stored-phone conversation matching and why IP addresses are never used to infer a telephone number.
Open guide →GuideConfigure Bilty WhatsApp lifecycle triggers
Configure Bilty WhatsApp lifecycle triggersEnable or disable the 12 supported events from Bilty issued through dispatch, delivery, POD, exceptions, invoice creation and payment updates.
Open guide →GuideChoose WhatsApp recipient roles per Bilty trigger
Choose WhatsApp recipient roles per Bilty triggerChoose Booking Client, Sender, Receiver, Credit Client, Driver and Broker combinations independently for each notification event.
Open guide →GuideEdit Bilty WhatsApp message templates
Edit Bilty WhatsApp message templatesEdit the complete per-event notification template within the supported length and available Bilty placeholders.
Open guide →GuideInclude Bilty verification and e-sign links in WhatsApp
Include Bilty verification and e-sign links in WhatsAppControl whether secure verification URLs and eligible receiver e-sign URLs are inserted into configured notifications.
Open guide →GuideUnderstand WhatsApp deduplication and Receiver priority
Understand WhatsApp deduplication and Receiver priorityUnderstand why duplicate roles resolving to one conversation are sent once and why Receiver is resolved first for e-sign-eligible events.
Open guide →GuideTroubleshoot Bilty WhatsApp diagnostics and fail-closed outcomes
Troubleshoot Bilty WhatsApp diagnostics and fail-closed outcomesUse the settings diagnostic to check module activity and connected accounts; unresolved destinations are skipped and audit-recorded without inventing a recipient.
Open guide →GuideBuild a Bilty report
Build a Bilty reportUse the Enterprise Report Centre to choose the report definition and generate a dataset from current Bilty records.
Open guide →GuideChoose Bilty report fields, filters and grouping
Choose Bilty report fields, filters and groupingSelect supported output fields, filter criteria and grouping while respecting Finance field visibility permissions.
Open guide →GuideSave and reuse a Bilty report definition
Save and reuse a Bilty report definitionSave a personal or permitted shared report configuration and reopen it for repeat reporting.
Open guide →GuideExport a Bilty report to PDF
Export a Bilty report to PDFGenerate a professional PDF export from the current report definition and dataset.
Open guide →GuideExport a Bilty report to XLS
Export a Bilty report to XLSGenerate the spreadsheet-compatible XLS export from the current report definition and dataset.
Open guide →GuideEmail a Bilty report PDF
Email a Bilty report PDFSend the generated report as a PDF attachment through the existing Britixo mail stack and verify the report action log.
Open guide →GuideEnable or disable the Bilty REST API and webhooks
Enable or disable the Bilty REST API and webhooksUse separate tenant-level master switches for the REST API and outbound webhooks before creating integration credentials.
Open guide →GuideCreate a Bilty API client
Create a Bilty API clientCreate an API client, capture the newly issued bearer token securely and retain only the server-side token hash afterwards.
Open guide →GuideAssign Bilty API scopes, IP allowlist and rate limit
Assign Bilty API scopes, IP allowlist and rate limitRestrict each API client to required scopes, optional source IPs and an appropriate request rate.
Open guide →GuideUse bearer authentication with the Bilty API
Use bearer authentication with the Bilty APISend the API client bearer credential to the scoped /bilty_management/api/v1 endpoints and handle denied, expired or rate-limited requests correctly.
Open guide →GuideCreate a Bilty through the API idempotently
Create a Bilty through the API idempotentlyUse the Bilty creation endpoint with a stable idempotency key so a safe retry does not create a duplicate operational record.
Open guide →GuideUse Bilty API read and tracking endpoints
Use Bilty API read and tracking endpointsUse health, Bilties, single Bilty, status, tracking, clients, material types, vehicles and brokers endpoints according to the granted scopes.
Open guide →GuideReview Bilty API request logs and revoke a client
Review Bilty API request logs and revoke a clientAudit request IDs, routes and response outcomes, then revoke an API client when access is no longer required.
Open guide →GuideCreate a signed Bilty webhook
Create a signed Bilty webhookRegister a safe HTTPS webhook endpoint, choose supported event subscriptions and protect the shared signing secret.
Open guide →GuideUnderstand Bilty webhook queue, retry and signing
Understand Bilty webhook queue, retry and signingUnderstand how lifecycle events enter the outbound queue, are signed for delivery and retain retry/log evidence.
Open guide →GuideReview the included Bilty OpenAPI contract
Review the included Bilty OpenAPI contractUse docs/openapi.yaml as the packaged contract for integration design, while treating the live enabled routes and client scopes as authoritative at runtime.
Open guide →GuideReview the Bilty audit trail
Review the Bilty audit trailUse the human-readable audit log to review staff, public, API, webhook, report, PDF, setting and operational events.
Open guide →GuideVerify the Bilty tamper-evident compliance chain
Verify the Bilty tamper-evident compliance chainRun the Compliance Centre verifier to confirm the linked SHA-256 event chain and current chain head remain consistent.
Open guide →GuideUnderstand Bilty audit redaction and evidence boundaries
Understand Bilty audit redaction and evidence boundariesUnderstand which operational facts are retained while raw API secrets and raw signature-canvas payloads are excluded or redacted.
Open guide →GuideConfigure public verification security limits
Configure public verification security limitsSet e-sign form-token lifetime, failed-attempt threshold and rate-limit window without exposing controls that would bypass core privacy protections.
Open guide →GuideReview the Bilty Administration and Configuration Centre
Review the Bilty Administration and Configuration CentreReview General, PDF, public verification, WhatsApp, Finance, API and webhook tenant controls before production use.
Open guide →GuideUnderstand protected non-configurable Bilty security rules
Understand protected non-configurable Bilty security rulesUnderstand why public privacy, authentication, Cash-only finance rules, signature integrity, API secret handling and audit integrity cannot be weakened by tenant switches.
Open guide →GuideRun the Bilty production go-live checklist
Run the Bilty production go-live checklistVerify activation, permissions, tenant settings, one complete Bilty, bilingual PDF, QR verification, receiver e-sign, Finance, WhatsApp and integrations before live rollout.
Open guide →GuideDeactivate or replace Bilty Management safely
Deactivate or replace Bilty Management safelyDeactivate or replace the module without deleting operational and audit data, then reactivate and revalidate tenant settings and integrations.
Open guide →GuideTroubleshoot a Bilty that will not issue
Troubleshoot a Bilty that will not issueUse the missing-requirements list, Fix It controls, permissions and record state to resolve issue blockers without bypassing validation.
Open guide →GuideTroubleshoot a Bilty draft lock or version conflict
Troubleshoot a Bilty draft lock or version conflictIdentify active editing locks or stale versions, reload the latest stored draft and avoid overwriting another staff member’s changes.
Open guide →CategoryCourier & Logistics Management
Related transport and logistics workflows.
Open guide →CategoryWhatsApp Web Messaging
The native WhatsApp module used by Bilty automation.
Open guide →CategoryAccounting & Bookkeeping
Native finance and invoice records connected to Credit Bilty workflows.
Open guide →