Courier & Logistics Management
Code-inspected operating and technical guidance for driver onboarding, fleet compliance, jobs, dispatch, secure proof of delivery, provider feeds, BP fuel, finance, reports and automation.
Driver onboarding, pay and compliance
01Create a driver recordOnboard an employed or self-employed driver with contact, pay and compliance details.02Edit a driver safelyUpdate driver details without losing document or assignment history.03Understand driver employment statusesApply the supported employment lifecycle consistently.04Understand driver availability statesUse availability independently from employment status.05Configure fixed-job driver payPay a fixed amount per assigned job.06Configure percentage driver payCalculate driver pay as a percentage of agreed job revenue.07Configure per-mile driver payCalculate driver pay from job distance.08Configure hourly driver payCalculate driver pay from planned job duration.09Configure day-rate driver payUse a fixed day amount for each assigned job.10Configure hybrid driver payCombine a fixed amount with a percentage of job revenue.11Understand salary driver pay in dispatchUse salary as a non-per-job pay method.12Use a manual driver-pay override at dispatchOverride the calculated assignment amount with an authorised value.13Upload a driver compliance documentAdd protected evidence to a driver record.14Download a protected driver documentReview retained evidence through the authorised endpoint.15Approve a driver documentApprove verified evidence and recalculate compliance.16Reject a driver documentReject unusable or incorrect evidence without deleting the audit history.17Recalculate driver complianceUnderstand how required evidence produces pending, action-required or compliant results.18Understand driver onboarding progressUse the percentage as a code-backed readiness indicator.19Handle an expired driving licencePrevent dispatch when the driver licence has expired.20Handle right-to-work evidenceMaintain right-to-work dates and protected evidence.21Secure driver National Insurance and bank detailsUnderstand how sensitive driver values are retained.22Suspend or offboard a driverRemove operational eligibility while retaining history.
Fleet and vehicle compliance
01Create a vehicle recordAdd a fleet asset with capacity, ownership, allocation and compliance dates.02Edit a vehicle recordUpdate fleet details while preserving job history.03Understand vehicle ownership typesClassify the commercial ownership relationship.04Understand vehicle availability statesControl operational allocation independently from compliance.05Track vehicle MOT expiryMaintain the monitored MOT date and act before it expires.06Track vehicle tax expiryMaintain the monitored vehicle tax date and act before it expires.07Track vehicle insurance expiryMaintain the monitored insurance date and act before it expires.08Track hire-and-reward cover expiryMaintain the monitored hire-and-reward cover date and act before it expires.09Track goods-in-transit cover expiryMaintain the monitored goods-in-transit cover date and act before it expires.10Track vehicle operator-licence informationRetain operator-licence references needed for fleet control.11Record vehicle capacity and load limitsUse payload, cubic capacity and vehicle type when planning work.12Link a vehicle to a default driverMaintain a normal allocation without bypassing job dispatch.13Store vehicle Courier Exchange and telematics referencesConnect fleet records to external provider identifiers.14Handle a vehicle compliance expiryRemove an expired vehicle from dispatch and restore it after renewal.15Place a vehicle into maintenanceBlock the asset from dispatch while work is carried out.16Soft-delete a retired vehicleRetire an unused asset without breaking historic jobs.
Courier customers and CRM synchronisation
01Create a courier customerCreate the operational customer and synchronise it with the core CRM customer when configured.02Edit a courier customerKeep operational and core CRM customer data aligned.03Configure customer payment termsSet the due-date default used by commercial workflows.04Configure customer markup and VAT defaultsMaintain commercial defaults for quoting and invoicing.05Configure customer notification recipientsSend relevant job or POD communications to the approved list.06Synchronise a core CRM customer into CourierRespond to core customer create/update hooks.07Synchronise a courier customer to the core CRMCreate or update the core client/contact from the Courier form.08Use customer country and currency formatsPrevent validation and reporting errors.09Deactivate or soft-delete a customerRemove an inactive customer from new work while preserving linked jobs.
Jobs, stops, dispatch and status control
01Create a courier jobCreate an internal job with collection, delivery, receiver, route, load and commercial details.02Edit a draft or pre-dispatch jobCorrect operational details before assignment.03Understand job sources and external referencesIdentify whether a job was created internally or imported from a provider.04Enter collection and delivery addressesMaintain the endpoints used to create default stops.05Add intermediate waypointsCreate ordered stops between collection and delivery.06Enter receiver details correctlyProvide the identity and contact needed for dispatch and POD.07Enter job distance and durationSupply the values used by routing, driver pay and reports.08Record job load, weight and vehicle requirementsGive dispatchers the information needed to select a suitable asset.09Record quoted and agreed revenueSeparate the offered amount from the final commercial amount.10Understand gross-margin calculationRead the module’s direct job margin formula.11Make a draft job availableMove a prepared job into the available queue.12Mark an available job as quotedRecord that an available job has reached quotation state.13Open the dispatch workspaceSelect only code-eligible jobs, drivers and vehicles.14Understand dispatch eligibility checksTroubleshoot why a driver, vehicle or job cannot be assigned.15Dispatch a jobCreate the assignment, POD and operational side effects atomically.16Understand the 30-minute assignment response windowUse the dispatch response due time as an operational control.17Accept an assigned jobRecord driver/operations acceptance.18Move a job en route to collectionStart the collection journey.19Mark a job collectedRecord successful collection.20Move a job en route to deliveryStart the delivery leg after collection.21Complete a job with signed PODClose the job only when local evidence satisfies the model.22Cancel a jobClose an active job without completing delivery and release resources.23Reopen a cancelled job as draftReturn a cancelled job to controlled preparation.24Understand the complete job-status matrixApply only model-authorised transitions.25Understand job payment statusesTrack invoice/payment progress separately from delivery status.26Create the core CRM invoice for a jobGenerate or reuse the linked invoice from job commercial values.27Reconcile job payment from invoice status changesAllow the core invoice hook to update the job payment state.28Record a core payment against a Courier invoiceReconcile a new payment back to the linked job.29Review job historyTrace every lifecycle change, source and assignment.30Release resources after completion or cancellationVerify driver and vehicle return to available state.31Handle job notifications and recipient mergingUnderstand who can receive dispatch, status and POD emails.
Provider live jobs and external imports
01Open Live Jobs for a providerReview cached external work without creating an internal job.02Refresh a live provider feedForce a provider fetch when the cache is stale or an authorised refresh is needed.03Import an external jobCreate one internal job from a normalised provider record.04Understand provider-job normalisationMap provider payload fields into the module’s common live-job structure.05Prevent duplicate external importsUse provider ID and external job ID as the authoritative identity.
Delivery notes, proof of delivery and public signing
01Create a delivery note manuallyCreate a secure POD request for a job.02Understand automatic POD creation at dispatchVerify that assignment creates or reuses the job delivery note.03Use the public POD linkAllow the intended recipient to review and sign without staff-area access.04Capture a POD signatureSubmit a supported signature image through the public page.05Capture a delivery snapshotAttach visual delivery evidence required for completion.06Choose the POD goods conditionRecord the delivery outcome used locally and by provider submission.07Submit a signed PODCommit the local proof, close the job where eligible and trigger downstream actions.08Serve protected POD signature and snapshot imagesView retained evidence through token-authorised routes.09Understand protected POD storageKnow how captured evidence is retained.10Resend a delivery note emailSend the existing POD request again without creating a duplicate note.11Understand POD recipient selectionVerify all addresses used for signature requests and completion messages.12Handle an expired POD linkCreate a controlled replacement or update through the supported process.13Handle a POD already signedAvoid duplicate evidence submissions.14Troubleshoot a missing signature imageCheck capture, protected file and token evidence in sequence.15Troubleshoot a missing delivery snapshotRestore the evidence workflow instead of bypassing completion.16Understand provider POD submission stagesTrack signature, snapshot and final POD submission separately.17Retry a failed provider POD submissionUse retained stage state and sync evidence to retry safely.18Understand external completion without local PODPrevent a provider webhook from closing a job without local evidence.
Compliance workspaces and alerts
01Open Courier compliance alertsReview driver and vehicle exceptions from one workspace.02Review driver compliance alertsIdentify expired, missing, rejected or incomplete driver evidence.03Review vehicle compliance alertsIdentify fleet records with expiring or expired monitored dates.04Understand compliant, pending, action-required and expired statesApply the same compliance vocabulary throughout operations.05Run daily compliance reviewUse alerts as an operational queue.06Understand automated vehicle-expiry enforcementKnow what the cron automation changes when monitored dates pass.
Finance, settlements, expenses and accounting
01Open the Courier Finance workspaceReview revenue, costs, settlements, provider invoices, journals and ledger entries.02Interpret the Courier finance summaryCheck headline revenue/cost values before detailed reconciliation.03Create a driver settlementAggregate completed-job driver pay for a date range.04Approve a driver settlementAuthorise a reviewed settlement before payment.05Mark a driver settlement paidRecord payment reference and paid timestamp.06Cancel a driver settlementClose an invalid or superseded settlement without marking it paid.07Add a courier expenseRecord an approved operational cost and link it to job/driver/vehicle where applicable.08Record a fuel courier expenseUse the supported fuel expense classification and preserve its operational link.09Record a toll courier expenseUse the supported toll expense classification and preserve its operational link.10Record a parking courier expenseUse the supported parking expense classification and preserve its operational link.11Record a maintenance courier expenseUse the supported maintenance expense classification and preserve its operational link.12Record a subcontractor courier expenseUse the supported subcontractor expense classification and preserve its operational link.13Record a insurance courier expenseUse the supported insurance expense classification and preserve its operational link.14Record a other courier expenseUse the supported other expense classification and preserve its operational link.15Understand job-linked expense margin updatesKnow how an expense changes other costs and gross margin.16Post a job accounting journalCreate the module journal for completed job revenue/cost effects.17Post an expense accounting journalTrace the accounting entry created from a courier expense.18Review the Courier ledgerTrace journal lines back to their source.19Review provider invoicesCompare imported provider invoices with jobs and accounting records.20Synchronise provider invoices manuallyFetch and import invoices from one configured provider.21Understand core invoice creation rulesKnow how the accounting service finds clients and avoids unsupported writes.22Understand invoice-status reconciliationMap core invoice changes back to Courier payment states.23Understand payment reconciliationMap core payments to the linked Courier job.
Instant reports and scheduled summaries
01Create an instant Courier reportGenerate filtered operational/financial results on demand.02Run an instant company reportFilter the instant report to the company scope.03Run an instant driver reportFilter the instant report to the driver scope.04Run an instant vehicle reportFilter the instant report to the vehicle scope.05Run an instant client reportFilter the instant report to the client scope.06Run an instant provider reportFilter the instant report to the provider scope.07Use the today instant-report periodApply the today date selection consistently.08Use the yesterday instant-report periodApply the yesterday date selection consistently.09Use the this month instant-report periodApply the this month date selection consistently.10Use the last month instant-report periodApply the last month date selection consistently.11Use the this year instant-report periodApply the this year date selection consistently.12Use the custom date range instant-report periodApply the custom date range date selection consistently.13Download an instant report PDFCreate a portable report from the same filters.14Email an instant reportSend the generated report to an authorised recipient.15Generate a driver reportReview one driver’s completed-job and pay data for a period.16Email a driver reportSend a reconciled driver report to an authorised address.17Configure the daily close report timeSet the organisation’s daily operational summary time.18Configure the operations emailSet the fallback recipient for operational summaries and notifications.19Understand daily close duplicate preventionKnow why the same summary is not sent repeatedly.
Provider connections, APIs and webhooks
01Create a provider connectionConfigure an external job/invoice/POD provider with secure endpoints and mappings.02Edit a provider connection without overwriting secretsChange endpoints/mapping while preserving valid stored credentials.03Understand supported provider typesChoose the type matching the external service.04Configure Bearer authenticationSend a bearer token.05Configure API-key authenticationSend a configured API key/header.06Configure Basic authenticationSend username/password using Basic authentication.07Configure OAuth2 client-credentials authenticationObtain and use an access token from a token endpoint.08Configure No-authentication providerCall a public/allowlisted provider endpoint without credentials.09Validate provider URLs and network safetyPrevent integrations from calling private or unsafe destinations.10Configure provider endpoint pathsMap live jobs, details, invoices, status, POD and document upload actions.11Configure provider mapping JSONMap nested provider values into the module’s normalised fields.12Test a provider connectionVerify authentication, URL and response handling without importing everything.13Understand provider live-job cachingUse cache and force refresh without excessive provider calls.14Configure provider polling intervalBalance feed freshness against provider limits.15Push a local job status to a providerUnderstand status mapping after local transitions.16Upload POD documents to a providerSend protected signature/snapshot evidence through the provider client.17Synchronise provider invoicesFetch provider invoice payload and import controlled records.18Configure a provider webhookReceive authenticated provider events at the module route.19Understand provider webhook event processingKnow how invoice, job and location payloads are routed.20Troubleshoot a provider webhook signature failureCorrect secret/signature configuration before trusting the event.21Review provider sync logsUse timing, request type and sanitised response evidence for troubleshooting.22Understand provider request limits and errorsInterpret controlled HTTP failures.
BP fuel connection, fuel cards and reconciliation
01Configure the BP fuel connectionCreate the secure connection used to fetch fuel transactions.02Test the BP fuel connectionValidate the endpoint and authentication before importing transactions.03Run a manual BP fuel syncFetch transactions for the controlled lookback period.04Understand automatic BP fuel sync timingKnow when cron fetches fuel transactions.05Create a fuel cardAdd a masked card alias and allocate it to a driver/vehicle.06Edit a fuel-card allocationMove or correct the driver/vehicle association.07Deactivate a fuel cardStop future active matching without deleting reconciliation history.08Understand BP transaction mappingMap external transaction fields into fuel expense/reconciliation records.09Import BP fuel transactionsCreate/reconcile fuel records from the provider payload.10Review a BP sync recordUse processed count, dates and error details to confirm reconciliation.11Troubleshoot an unmatched BP fuel transactionCorrect card/mapping allocation without fabricating a match.12Secure BP credentials and headersKeep integration secrets out of visible records and logs.
Settings, cron automation and technical code flow
01Configure general Courier settingsMaintain operational defaults, notifications, reporting and integration behaviour.02Run Courier cron automationProcess scheduled compliance, provider, BP and daily-report work.03Understand the Courier automation sequenceKnow the major tasks run by the model automation entry point.04Verify cron after deploymentProve scheduled automation runs without duplicating work.05Understand core CRM hooks used by CourierKnow which external CRM events update module records.06Understand Courier public routesIdentify token and webhook endpoints without exposing internal files.07Understand the Courier controller-action mapUse the exact code flow behind every admin workspace.08Understand the Courier model workflow mapTrace validation and side effects to model methods.09Understand Courier accounting side effectsTrace customer sync, invoices, journals and payments through the accounting service.10Understand provider-client request flowTrace endpoint construction, auth, TLS validation and response controls.11Understand BP-client request flowTrace BP transaction requests and OAuth handling.12Understand secret encryption and redactionKnow where sensitive integration and driver values are protected.13Understand notification loggingTrace emails as events linked to an entity and recipient.14Understand schema readiness checksRecognise a missing/partial installation before using workflows.15Understand input normalisation helpersKnow how dates, enums, fields and nested mappings are constrained.
Troubleshooting and operational controls
01Troubleshoot a dispatch rejectionResolve the exact failed eligibility rule.02Troubleshoot an invalid job status changeUse the status matrix and evidence prerequisites.03Troubleshoot a failed core invoice creationCheck customer, commercial and core-table prerequisites.04Troubleshoot incorrect job marginReconcile revenue, assignment pay and linked expenses.05Troubleshoot a provider connection failureResolve URL, auth, endpoint, mapping or network validation.06Troubleshoot missing live provider jobsCheck provider activation, interval, mapping and cache.07Troubleshoot duplicate provider jobsUse provider and external identifiers to reconcile rather than re-import.08Troubleshoot provider invoice importValidate endpoint, payload identity and import limit.09Troubleshoot BP fuel syncCheck connection activation, dates, mapping and card allocation.10Troubleshoot daily close not sentCheck time, email, cron and duplicate-prevention records.11Troubleshoot protected document accessCheck permission, record identity and protected storage without exposing a path.12Troubleshoot missing module menusCheck role capabilities and schema rather than editing navigation files.13Operational go-live checklist for CourierVerify the complete module before accepting live jobs.