Courier Management Integration in Dash SaaS

Brand Settings

• Brand Settings enable you to establish and maintain your courier management website’s complete visual identity. Brand Settings and upload essential brand assets including Logo for the main header, Footer Logo for the bottom section, and Favicon for browser tabs. Configure your Site Title, Footer Text, and Footer Description in the respective fields. After entering all the required details, click the Save Changes button to apply the updates.
• Once saved, your branding automatically appears consistently across the entire customer-facing website – your company logo displays prominently in the header navigation, footer logo appears at the bottom of every page, favicon shows in browser tabs, and your chosen styling creates a cohesive brand experience throughout the interface, ensuring professional presentation to all visitors.
• Below you can manage the Dashboard Welcome Card Settings section allows you to customize the welcome card displayed on the dashboard. In this section, you can enter the Card Title, Card Description, Button Text, and Button Icon to control how the welcome message appears to users. After filling in all the required details, click the Save Changes button to store the settings.
• Once saved, these details will automatically appear on the Dashboard page, ensuring the welcome card reflects the updated content and provides users with clear guidance and quick access to the frontend website or key actions.

Banner Section

• The Banner Section allows you to manage the main hero area displayed on the homepage of your courier website. In this section, you can enter the Title, Description, Customer Count, Customer Description, Success Rate Count, Success Rate Description, Countries Served Count, Countries Served Description. After entering all the required details for the banner content, click the Save Changes button to apply the updates.
• Once saved, this banner automatically appears as the main hero section on your homepage, featuring your title, description, and impressive statistics displayed in highlighted boxes. The banner includes an integrated “TRACK YOUR PRODUCT” form where customers can immediately search for their packages using Tracking ID and Email fields. When customers enter their tracking information, the system validates it and redirects them to a comprehensive tracking page showing complete courier details, current delivery status, progress timeline, and real-time tracking updates.

Homepage Features

• The homepage includes a compelling banner with tracking form, feature highlights, partner logos carousel, customer testimonials slider, and complete contact information, creating an engaging customer experience.

Partner Logos

• The Partner Logos section allows you to showcase reputable brands and companies you collaborate with to build trust and credibility. In this section, you can enter the Title, Description and also you can add multiple Logos using the Add Logo and every logo in you can upload the Partner Logo. After entering all the required details for the partner logos content, click the Save Changes button to apply the updates.
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• Once saved, all uploaded partner logos automatically display on your homepage in a smooth auto-sliding carousel with professional styling, showcasing the trusted companies associated with your courier services. This visual presentation helps build customer confidence and highlights your brand’s credibility through established business partnerships with seamless transitions between partner logos.

Feature Section

• The Feature Section allows you to highlight key advantages and unique benefits of your courier service. In this Feature Section enter a compelling Feature Title Description explaining your service advantages, Get in touch Title, Get in touch Description, upload the Get in touch Image and also you can add multiple Features using the click on Add Feature button add the Features and every Feature in enter the Feature Title, Select the Feature Icon, and enter the Feature Description. After entering all the required details for each feature, click the Save Changes button to apply the updates.
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• Once saved, these features automatically display on your homepage as attractive icon-based cards in the Core Features Section with professional styling, making it easy for customers to understand your service advantages. The section includes a call-to-action area with your uploaded background imagery to encourage customer engagement and inquiries, presenting your unique selling points in an organized and visually appealing format.

About Section

• The About Section allows you to create a comprehensive company story page that builds trust and credibility. Navigate to System Setup > About Section to configure multiple subsections:
• Main About Information: Upload About Image 1 and About Image 2 to visually represent your business or team. Enter your Main Title as the page heading, write Content company information using the Rich Text Editor with formatting options. Specify your Years of Experience to highlight your industry expertise.
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• A comprehensive page showcasing your company story, journey timeline, core values, team members, and business statistics, building trust and credibility with potential customers.
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• Journey Milestones: Enter a Journey Title and Journey Description to introduce your company timeline. You can Add multiple Journey Milestones using the Add Milestone button you can add Milestones section and every Milestone in enter the Year, Title, Description of achievements, and select representative Icons for each milestone in your company’s development.
• Core Values: Enter a Values Title and Values Description to introduce your principles. Add multiple Core Values with individual titles, detailed descriptions, comprehensive Features, and representative Icons for each value. After entering all the required details for each subsection, click the Save Changes button to apply the updates.
• Once saved, the About page automatically displays a professional hero section and breadcrumb navigation. The Main About Section shows in a two-column layout featuring your images alongside a highlighted Years of Experience counter, with your Main Title prominently displayed followed by your formatted content. The Company Journey Section presents your history in an interactive timeline format with milestone cards arranged chronologically. The Core Values Section displays an attractive card layout with individual value cards showing titles, descriptions, icons, and feature lists with checkmark bullets. The Team Section automatically showcases your courier agents in an auto-sliding carousel format, helping customers connect with real people handling their deliveries.

Title Sections

• The Testimonial Section allows you to enter a title and description that highlight customer feedback and experiences. This section helps build trust by showcasing what customers say about your courier services.
• The Create Courier Section lets you enter a title and description that guide users to create a new courier request. It encourages quick actions such as booking shipments, scheduling pickups, and tracking deliveries.
• The Team Section is used to enter a title and description that introduces your professional team. This section emphasizes the expertise, dedication, and reliability of your staff who ensure smooth courier operations.
• The Contact Section allows you to enter a title and description that help users get in touch with your support team. It provides assistance for inquiries, support requests, and shipping-related questions.
• After entering all the required details for each title section, click the Save Changes button to apply the updates.
• Once saved, the updated title sections are automatically reflected on the homepage. The Testimonial and Contact section titles appear on the homepage, the Team section title and description are updated in the About Us page, and the Create Courier page title and description are updated accordingly. These changes ensure a professional and consistent appearance across all related pages.

FAQ

• The FAQ section answers common customer questions, reducing support requests and improving customer confidence by providing immediate answers to typical concerns about your courier services.
• To set up your FAQ, enter an FAQ Title as the main heading, add an FAQ Description introducing the section’s purpose, then add multiple FAQ Items each consisting of a Question and its corresponding Answer covering topics like shipping policies, delivery times, pricing, and tracking.
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• Once saved, The FAQ page automatically displays in an expandable accordion format where customers click any question to reveal the answer, making it easy to find information and resolving common concerns without needing to contact support.
• Expandable FAQ section with searchable questions and answers, reducing support requests and providing immediate assistance for common customer concerns.

Testimonials

• The Testimonials section showcases positive feedback from satisfied customers, building trust and credibility with potential new clients through social proof of your reliable service.
• To add testimonials, click the “Create” button and enter the Customer Name, their Designation, select a Rating from 1 to 5 Stars, write their Comment or review, and upload their Profile Image. You can create multiple testimonials from different customers.
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• These testimonials display on your homepage in an auto-sliding card carousel format showing customer reviews with star ratings, helping convince new customers that your courier service is reliable and trustworthy through authentic customer experiences.

Custom Pages

• Custom Pages allow you to create additional pages on your website for important information like Privacy Policy, Terms & Conditions, Refund Policy, or any other content you need to display to customers or for legal compliance.
• To create a new custom page, click the “Create” button and enter a Page Title, create a unique Page Slug, write your Page Content using the text editor, and choose whether to Enable Page Footer to show or hide the footer on this specific page. The list page shows all pages with Title, Slug, Footer status, and Action buttons to View, Edit, or Delete.
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• Once created, these pages become accessible through their custom URLs and can be linked from your footer, navigation menu, or anywhere else on your site, providing essential legal pages, company policies, and any other static content your business needs.
• Create additional pages for Privacy Policy, Terms & Conditions, or any other content requirements with rich text editing and optional footer inclusion.

Footer Section

• The Footer Section appears at the bottom of every page on your website, providing important contact information and navigation links so customers can always find essential information regardless of which page they’re viewing.
• To configure your footer, enter the Footer Content, add Footer Links for important pages like About Us, Services, and Contact, include your Social Media Links so customers can connect with you, and write your Copyright Text.
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• The footer displays across all pages, showing your contact information, including Address, Email, and Phone number, along with the links you’ve configured and copyright notice, ensuring customers can always reach you and access important information from any page.

Branches

• Branches allow you to manage your physical locations, pickup points, and delivery hubs that form your courier network. To create a new branch, click the Create button at the top of the Branches page. Enter the Branch Name, complete location address, City, State, and Country information to ensure accurate and comprehensive branch details. After entering all required information, click the Create button to save the branch.
• The Branch list displays all added locations with details such as Branch Name, Location, City, State, Country, and Action columns, making branch management simple and organized.
• In the Action column, click the Edit button to modify branch details, or click the Delete button to remove the branch record from the system.
• Once saved, branches automatically appear in source and destination dropdown menus on the customer-facing courier creation form, enabling visitors to select precise pickup and delivery locations from your available service areas. This provides customers with clear location options while ensuring you only offer services in areas where you have operational presence, creating efficient location-based service management.

Service Types

• Service Types allow you to categorize the different delivery options offered to customers. To create a new service type, click the Create button at the top of the Service Types page. Enter the Service Type name, such as Standard Delivery, Express Delivery, Same Day Delivery, or International Shipping, and use the Enable toggle to activate or deactivate the service. After configuring the required details, click the Create button to save the service type.
• The Service Types list displays all available service types with Name, Status, and Action columns for easy management.
• In the Action column, click the Edit button to update service type details, or click the Delete button to remove the service type record from the system.
• Once saved, active service types automatically appear in dropdown menus on the customer-facing courier creation form, allowing visitors to select the delivery option that meets their needs. Only enabled services display to customers, ensuring they can choose from available options while maintaining control over which services you currently offer, providing clear service level selection with professional presentation.

Tracking Statuses

• Tracking Statuses allow you to define the various stages of courier delivery for clear visibility into package progress. To create a new Tracking Status, click the Create button at the top of the Tracking Statuses page. Enter the Tracking Status name such as “Ready For Packing,” “On The Way,” “Out For Delivery,” or “Delivered,” and choose a Status Color for consistent highlighting, Select an Icon from the comprehensive icon library that visually represents the status stage, After configuring the required details, click the Create button to save the Tracking Status.
• You can reorder statuses using drag-and-drop functionality to match your delivery workflow. And click on edit button you can modify the status, and click delete button you can delete the status.
• Once saved, these tracking statuses automatically appear throughout the customer-facing website with consistent color coding and iconography. Customers see these statuses on the tracking page with professional visual representation, progress timeline display, and clear status indicators that help them understand exactly where their package is in the delivery process, providing transparency and building trust through real-time status updates.

Package Categories

• Package Categories allow you to classify different types of items being shipped for better handling procedures. To create a new Tracking Status, click the Create button at the top of the Tracking Statuses page. Enter the Category name such as “Documents,” “Electronics,” and set the Enable status to activate or deactivate each category. After configuring the required details, click the Create button to save the Category.
• The management page displays categories with Name, Status, and Action columns for efficient organization.
• In the Action column, click the Edit button to update Category details, or click the Delete button to remove the Category record from the system.
• Once saved, enabled categories automatically appear in selection dropdowns on the customer-facing courier creation form, helping visitors properly classify their packages for appropriate handling and delivery procedures. Only active categories display to customers, ensuring they can choose from available options while maintaining organized package classification with a clear category selection interface.

Pending Couriers Management

• Customers can submit courier requests through a user-friendly multi-step form with the same fields as the admin interface, automatically creating pending requests for your approval.
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• The Pending Couriers section manages all courier requests submitted through your public website or by other company users that require administrative approval before processing, ensuring quality control and proper verification.
• When customers create courier requests from your website, they automatically appear here with “Pending” status, containing complete courier details including sender information, receiver details, package specifications, and service requirements.
• The list page displays pending requests with Tracking ID, Sender Name, Created By, Request Status, Created At, and Action columns. You can Approve requests to convert them into active couriers, Reject requests that don’t meet criteria, or Delete invalid submissions.
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• Clicking on any Tracking ID opens the complete courier details view, allowing you to review all information including sender/receiver details, package specifications, service type, branch selections, and pricing before making approval decisions.
• Approved couriers automatically move to the main Couriers section and trigger email notifications to customers if enabled, while rejected requests can include reason notifications for customer feedback.

Couriers Management

• To create a courier, click the “Create” button and complete the comprehensive form with three main sections: Sender Information: Enter sender name, mobile number, and email address for communication and tracking purposes.
• Delivery Details: Specify receiver name and contact number, select service type from available options, choose source and destination branches with automated filtering, and enter the complete receiver address.
• Package Information: Add package title, select category, specify dimensions (weight, height, width), set price, choose expected delivery date, and provide detailed package description.
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• The system automatically generates a unique Tracking ID and assigns the first tracking status from your configured workflow, creating a complete courier record ready for processing.
• The courier list displays all packages with Tracking ID, Package Title, Sender Name, Created By, Tracking Status, Category, Payment Status, Created At, and comprehensive Action options.
• In Action column: click on Copy Tracking Link button Generates a shareable URL for customer tracking, click on Add Payment: Opens payment form for pending payments with receipt upload, click on the Update Tracking Status: Change delivery status with automatic customer notifications, View: Complete courier details with tracking history and status timeline Edit: Modify courier information and specifications, Delete: Remove courier records with confirmation.
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• From the courier view page, you can update tracking status using the dropdown menu, which instantly reflects on the customer-facing tracking page and triggers automatic email notifications if enabled in system settings.
• The tracking history maintains a complete log of all status changes with timestamps, providing full visibility into the courier’s journey from creation to delivery.

Payments Management

• To add a payment, click “Create” and the system auto-fills Tracking ID and Sender Name from the selected courier. Enter the Payment Date, confirm the Amount (auto-filled from courier price), select Bank Account from configured options, add a Description, and upload Receipt documentation (image or PDF).
• Payment records support three status levels: Pending, Cleared/Paid, and Cancelled, with automatic courier payment status updates when payments are marked as cleared.
• The payments page displays comprehensive information including Tracking ID, Payment Date, Sender Name, Price, Tracking Status, Payment Status, Receipt access, and Action options for complete financial oversight.
• Advanced filtering options allow you to search by Tracking ID, Sender Name, Payment Status, and Tracking Status, making it easy to locate specific transactions or analyze payment patterns.
• In Action column Update Status: Mark payments as Cleared or Cancelled (pending only), Edit: Modify payment details and information, Delete Remove payment records with confirmation, Download Receipt Access uploaded payment documentation.

Courier Agents Management

• To add a courier agent, click “Create” and enter comprehensive details including Agent Name, Phone number, Email address, upload Avatar image, set Status (Active/Inactive), specify Address, and assign to a Branch from your configured locations.
• Agent information appears in the public Team section of your website, helping customers connect with real people handling their deliveries and building trust through transparency.
• The agents list displays Avatar, Name, Phone, Email, Branch Name, Address, Status, and Action columns with View, Edit, and Delete options for complete staff management.
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• Active agents appear in the website’s Team carousel, showcasing your professional staff to customers and providing a personal touch to your courier services.

Service Agreements Management

• Service Agreements manage contractual relationships with customers, providing formal documentation for ongoing courier service arrangements and special terms.
• To create an agreement, click “Create” and enter Customer Name, specify Agreement Duration with start and end dates, and write comprehensive Agreement Details using the rich text editor for formatting and professional presentation.
• The agreements list displays Customer Name, Agreement Duration, and Action options (View, Edit, Delete) for efficient contract management and customer relationship tracking.

Courier Returns Management

• To process a return, click “Create” and select the Courier from available packages, choose the Customer, specify Return Date, set Status (Pending or Processed), and enter detailed Reason for the return request.
• Return records link directly to original courier packages, maintaining complete traceability and enabling efficient reverse logistics management.
• The returns list shows Tracking ID, Package Title, Customer, Return Date, Status, and Action columns with View, Edit, and Delete options for comprehensive return processing.
• Clicking Tracking ID opens complete courier details, allowing you to review original package information alongside return request details for informed decision-making.

Courier Contracts Management

• Contracts manage formal agreements for ongoing courier services, providing structured documentation for business relationships and service level agreements.
• To create a contract, click “Create” and enter Customer Name, select Service Type from available options, set Contract Status (Active/Expired), specify Contract Duration with start and end dates, and write detailed Contract Details using the rich text editor.
• The contracts list displays Customer Name, Service Type, Contract Duration, Status, and Action options (View, Edit, Delete) for efficient contract lifecycle management.

Contacts Management

• Your public Contact page features a comprehensive contact form with fields for First Name, Last Name, Email Address, Phone Number, Subject, and Message, plus Newsletter Subscription option. The page also displays embedded Google Maps, business hours, and complete contact information.
• The contacts list shows all inquiries with First Name, Last Name, Email, Phone, Subject, and Action columns. Use the search functionality to quickly locate submissions by name, email, or subject matter.
• Each contact record includes View and Delete options for processing inquiries and maintaining organized customer communication records.
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• Complete contact information with form submission, embedded maps, business hours, and social media links for comprehensive customer communication options.

Track Courier Page

• Real-time package tracking with comprehensive status timeline, package details, sender/receiver information, and delivery progress visualization for complete transparency.