Courier Management Integration in Dash SaaS

Introduction

The Courier Management System in Dash SaaS offers a seamless solution for businesses to efficiently process orders, track parcels in real-time, and gain strategic insights through robust reporting features. By streamlining order processing and providing advanced tracking capabilities, this module ensures smooth and error-free courier management operations. From inputting sender and recipient details to optimizing delivery routes and providing proof of delivery, businesses can enhance customer satisfaction and improve overall delivery service efficiency with Dash SaaS’s Courier Management System.

Key Features

• Courier Agents Management: Easily onboard, manage, and track courier agents to ensure reliable delivery and pickup services, enhancing logistics efficiency.
• Service Agreements: Create and maintain service agreements with partners, defining clear terms and responsibilities for smooth business operations.
• Returns Management: Handle product returns seamlessly, ensuring a streamlined process for tracking, inspecting, and managing returned items.
• Feedback and Complaints: Capture and address customer feedback and complaints to improve service quality and foster customer satisfaction.
• Invoice Management: Automate and streamline invoicing processes for accurate billing, tracking payments, and maintaining financial transparency.
• Payment Management: Manage and monitor payments, process refunds, and track transactions to keep financial workflows organized and efficient.
• System Setup: Customize and configure system settings to meet specific business needs, optimizing user experience and operational effectiveness.

Step 1 : Super Admin Access

• Make sure your super admin has access to your system before you do anything else.
• Go to the “add-on manager” area of the super admin dashboard.
• To start the setup procedure, click the “+” (Module Setup) button.
• You will be asked to upload the ZIP file for “Courier Management.”
• Don’t forget to enable the module after the setup is complete so that other people can buy it.

Step 2 : Company Login Access

• Once the super admin enables the Courier Management Add-On, company admins can proceed to purchase it and gain access.
• Start by heading to the “subscription plan” page and select the relevant “usage plan.”
• Locate the Courier Management Add-On and complete the purchase process.

Step 3 : How to use the Courier Management Add-on?

• After purchasing the Courier Management Add-On, find it out in the sidebar.
• Once you find it out, you will see three pages over there.
• On the first page, you will get to see the list of couriers including all the details like tracking ID, packing title, sender name, created by, tracking status, category, payment type, payment status, created, and action where you can copy, edit, view or delete the details whenever you want. You can also create the couriers whenever you want.
• Then comes the page for payments where you can see the list of payments including the required details.
• After that, there is a page for courier agents where you can add courier agents with the help of create button given at the top. You can also see the status whether the courier agent is active or inactive. You can also view edit and delete the agent details whenever you want. You can also export, reset, and reload the list easily.
• Then comes the page for service agreements, where you can create, edit, view, and delete the service agreements. Here also you can export, reset, and reload the service agreement’s list easily.
• Following that, there is a page for courier returns where you can see the list of all the courier returns including the details like, package, customer, return date, reason, and the status whether ithe return is processed or pending. You can also edit, view, and delete the details easily.
• Then comes the page for contracts where you can view each and every contract detail, and create new contracts easily.
• At last, there is a page for system setup where you can setup new branches, service types, tracking types, and package categories.

So, this is how you can integrate the Courier Management Module, and use it by following these super-easy steps.