ADMINISTRATION PORTAL USER MANUAL

Table of Contents

With Ship Logic’s cutting edge technology, it’s never been easier to take control of your courier business. Our Administration Portal allows you to manage everything from shipments, various user roles, accounts and billing, service level and rates setup, to much more. At the heart of our software is our integrated maps feature, which makes it incredibly easy for you to define driver zones, create main and regional areas, outline locations that require a surcharge, and specify areas that are only serviced on certain days. Additionally, Ship Logic includes a wide range of provider settings that allows you to tailor our software to best suit your company’s needs.

LOGGING IN TO ADMIN

Step 1:

Log in to your Ship Logic account:

  1. Enter your username and password.
  2. Click on Log in to proceed.

 

Step 2:

(For first-time users only)

Enter your temporary username and password (Received via email).

Set your own password and continue with the log in process.
Note: The password requires 8 or more characters

Login_block

Step 3:

The Dashboard will open to give you an overview of all your shipments. Use the navigation panel on the left to start exploring the system. 

PORTAL QUICK SEARCH

Quick search waybills, invoices, or credit notes

Quickly find any waybill by manually entering a waybill number or scanning a waybill with the handheld scanner to open its details.

Option 1:

Enter the waybill, invoice, or credit note number in the search bar to open that specific item.

Option 2:

To use the scanner, click inside the search bar to activate the scanner, then scan the parcel. You can scan ANY waybill to open its details. This is especially useful to complete collection requests.

OPS DASHBOARD

Our Ops Dashboard is specifically designed for your day-to-day operations, summarised in one view per Branch, per Ops manager, and per Driver. The Ops Dashboard will give you and your operations managers the ability to monitor the drivers and intervene where needed, adding to the already streamlined user experience

With access to all drivers per branch and the shipments that are assigned to each of them, the ops managers can easily open any shipment directly from the Ops Dashboard and update any details to the shipments. All changes that are made on the Ops Dashboard are immediately updated on the driver’s side, allowing the driver to navigate and complete the shipment process from there on.

How to manage the Ops Dashboard

Open the Ops Dashboard and start by selecting the branch you wish to manage.

Ops managers are assigned to branches upon user creation and will see their assigned branch by default. Set the rest of the filters by selecting them in the dropdown menus.

Select a driver form the list on the left-hand side of the dashboard or use the search bar to search for a specific driver in the list. 

Click on the driver to view their shipments on the right.

How to access and manage individual shipments via the Ops Dashboard

Click on a shipment in the list to open and manage it via the Ops dashboard.  Once opened, the operations manager can update the status, change the drivers, update any address and/or contact details etc, without leaving the Ops dashboard page.

How to manage unassigned collection and deliveries

Shipments that have no driver assigned will be listed on the Ops Dashboard under unassignedTo manage these shipments, click on the unassigned tab in red to open the list on your right-hand side.

Click on a shipment to open and assign a driver.

Once a new driver is assigned, click Save in the bottom right corner.  The shipment will now be assigned and moved to the relevant driver’s collection and deliveries.

SHIPMENTS

With shipments at the heart of your courier business, we’ve ensured that you have a hassle-free experience when using our software. Manage problematic shipments effortlessly by changing or updating addresses and contact details to minimise any failed collection and delivery attempts, saving your company valuable time and money.

The software allows you to capture and upload images related to a shipment to better manage credibility and improve follow-up and resolution times for any issues that might come your way. To make processes even more efficient, operations managers can create their own custom filter sets based on drivers, shipment statuses, and much more to streamline their future workflow.

How to navigate the shipments page

Search for the shipment in the table OR search for the waybill number in the provided search bar.  Open the relevant shipment to view and manage that shipment’s details.

How to create and manage your own custom filter sets

Add custom filters to your shipment page and work with information that is only relevant to you. 

E.g. Use custom filters to:

  • Find and manage problematic shipments
  • View shipments for a specific set of drivers

 

Set your desired filters on the main shipment page and save them to your custom filter set. (See below)

 

Go to Saved filters in the top right corner and select the dropdown. Click on Save current filters to save your new filter set.

 

To delete a custom filter, open your saved filters and click on the bin icon.

Easily access your saved filters after they have been created.

How to create a shipment

Open the Shipments page and click on the Create shipment  button in the top right-hand corner of the screen.

Start by searching for the relevant account. Type the account name and click to select.

Complete the collection and delivery details

Enter the contact details for both the sender and receiver.

Add some special instructions to give more details to the driver.

Enter the parcel dimensions and weight, add a description and an optional alternative reference.

To finalise, click on the Complete shipment  button in the bottom right-hand corner of the screen and choose the relevant service type to determine how fast the shipment should be delivered.

  Service level rates are determined by the dimensions of the parcel entered in the above step. 

Click on Save changes to complete and create the shipment.

Where to download a shipment’s waybill

Select the relevant waybill and open to view the shipment details. 

  1. Open the gear icon in the top right corner of the screen. 
  2. Click on Download label
  3. A PDF file will download to your computer. 
  4. Open the file to view the waybill information.

How to reschedule a collection

Select the relevant waybill and open to view the shipment details.

  1. Open the pencil icon next to the Earliest collection date.
  2. Change the collection times.
  3. Click Save.

How to upload POD files to a shipment

Select the relevant waybill and open to view the shipment details.

  1. Open the gear icon in the top right corner of the screen. 
  2. Click on Upload POD files
  3. Drag and drop any PDF or Image file(s) or click to open your documents.
  4. Wait for the file to load and then click on Save to complete the upload.

 POD files will be available in the shipment’s tracking events to view and access when needed.

Where to view a shipment’s tracking events

Select the relevant waybill and open to view the shipment details.

  1. Open the gear icon in the top right corner of the screen.
  2. Click on View tracking events.

Where to view a shipment’s communication log

Select the relevant waybill and open to view the shipment details. 

  1. Open the gear icon in the top right corner of the screen.
  2. Click on View communication log.

Where to view a shipment’s audit trail

Select the relevant waybill and open to view the shipment details.

  1. Open the gear icon in the top right corner of the screen.
  2. Click on View audit trail.

How to duplicate a shipment

Select the relevant waybill and open to view the shipment details.

  1. Open the gear icon in the top right corner of the screen.
  2. Click on Duplicate shipment
  3. Create a new shipment with the same shipping details

How to return a shipment

Select the relevant waybill and open to view the shipment details.

  1. Open the gear icon in the top right corner of the screen.
  2. Click on Return this shipment.
  3. A new shipment is created where the collection and delivery details are swapped, ready to be returned to the sender.
  4. Note the new waybill number assigned to the returned shipment.

How to cancel a shipment

Select the relevant waybill and open to view the shipment details.

  1. Open the gear icon in the top right corner of the screen.
  2. Click on Cancel shipment
  3. Read the pop-up carefully and either cancel or keep the shipment.

Please note

  • Cancelling a shipment before collection will not incur any costs.
  • Charges will still apply if a shipment is cancelled after collection

How to change a shipment’s status

Select the relevant waybill and open to view the shipment details. 

Change the shipment status by selecting an option from the status dropdown menu. The status will automatically update across all platforms.

How to change shipment statuses in bulk

Use the bulk editor feature if you have more than one shipment that needs to be updated. 

Go to your shipments page and select the relevant shipments by clicking in the tick box next to the shipment.

Then go to the Bulk edit icon on the right and apply the necessary changes.  

Click Save when done.

How to change the driver assigned to a collection/delivery

Select the relevant waybill and open to view the shipment details. 

Go to the collection/delivery section and change the driver by selecting one from the dropdown menu.

The new driver will receive a push notification on their device and the shipment will appear in their App’s trip sheet.

How to change the collection/delivery address on a shipment

Select the relevant waybill and open to view the shipment details. 

Edit the collection/delivery address by clicking on the icon.

Enter the new address and click on Save in the bottom right corner.

How to change a parcel’s details

Select the relevant waybill and open to view the shipment details.

Scroll to the Parcel Details section and click on the icon to edit the parcel details.

Make the necessary changes and click on Save in the bottom right corner to finalise the changes.

How to add more parcels to a shipment

Select the relevant waybill and open to view the shipment details.

Scroll to the Parcel details section, click on the icon, and click on Add another parcel.

Save in the bottom right corner.

How to remove parcels from a shipment

Select the relevant waybill and open to view the shipment details.

Scroll to the Parcels section, click on the icon, and click in the icon to delete the parcel from the shipment.

How to change a shipment’s service level

Select the relevant waybill and open to view the shipment details.

Scroll to the Service type section and click on the icon.

  1. View all relevant service levels for the shipment.
  2. Select and/or change the required service level.
  3. Save changes at the bottom.

Note: Service levels can also be changed after editing parcel details.

How to add credit/debit to a shipment

Select the relevant waybill and open to view the shipment details.

Scroll to the Billing section and click on Add transaction.

Choose the required transaction from the dropdown menu.

This transaction will now be listed in the Billing transactions list.

COLLECTION REQUESTS

What to do with unassigned collection requests

Open the request by clicking on the row of the red Collection unassigned status. Scroll to the Collection section and click on the dropdown next to driverSelect a driver to assign to the collection. The collection status will update automatically once a driver has been selected.

How to reschedule a collection request

Open the relevant request by clicking on the row. Click on the icon next to Earliest collectionChange the collection details and click Save.

How to cancel a collection request

Open the relevant request by clicking on the row. Click on the gear icon in the top right corner and select Cancel collection request. Read the pop-up carefully and either cancel or keep the collection request.

MAPS

At the heart of our software is our integrated maps feature, which makes it incredibly easy for you to define driver zones, create main and regional areas, outline locations that require a surcharge, and specify areas that are only serviced on certain days.

GENERAL

How to edit a zone on the map

Click on the zone you want to edit and accept the pop-up. This will open the edit mode and allow you to change the zone where needed.

When selecting a zone, you’ll be able to change the zone by dragging the nodes to the new desired points.

When done editing, click on Save to update the edited zone.

How to delete a zone on the map

Open the relevant map and click on the Edit zones button in the top right corner. Select the zone you want to delete and click on the bin icon in the panel on the right.

DRIVERS

With Google Maps integrated into our powerful software, you can easily create your own zones and assign them to different drivers, eliminating the need to integrate with external maps software. This allows the system to seamlessly auto-assign new collections and deliveries to your drivers based on the zone in which the shipment address is located, freeing up valuable time for your operations managers to focus on problematic shipments. To make it even more exciting, these zones are completely editable in real-time, empowering you to refine your drivers’ zones or even to assign a different driver to a specific area if the primary driver is unavailable for that day. This ensures that your customers’ parcels are always collected and delivered no matter what the circumstances are.

In short, you’ll have a bird’s eye view of all your drivers, the locations of all shipments, and who is responsible for each shipment. If that’s not full control over your fleet, then we don’t know what is.

Note: Drivers must be created as users before being assigned to zones.

How to add a new zone to the driver map

Go to the Drivers map and click on the Edit zones button in the top right corner.

Once you’re in edit mode, click on the Draw tool icon at the top of the map. This tool allows you to draw a zone, assign a driver and add a colour to the zone.

Start drawing on the map and set out your new zone. Give your zone a name and driver

Click on Save when done.

How to change the driver assigned to a zone

Click on the zone you want to edit and accept the pop-up. Change the driver for the zone in the panel on the right by selecting a different driver from the dropdown menu.

When done, click on SaveThe new driver will now receive all notifications related to shipments in that zone.

How to track a driver’s location

Click on the Filter by driver(s) dropdown and select the driver you wish to track.

You can also see a driver’s movement by selecting the Show snail trail option in the top right corner of the map.

How to see which driver is assigned to a zone

Open the Driver map and search for the relevant zone in the left-hand panel.

The name of the driver that is assigned to the zone appears below the name of the zone. 

You can also hover over a zone to see the zone’s name, as well as the driver assigned.

BRANCHES

How to add a new branch to the map

Navigate to Maps and click on the Branches tab at the top. Then click on Edit zones to open edit mode.

Once you’re in edit mode, click on the Draw tool icon at the top of the map. This tool allows you to draw a zone anywhere on the map.

RATES, SURCHARGES, AND SERVICE DAYS

How to add a new zone to the Rates, Surcharges, or Service days maps

Navigate to Maps and click on the relevant tab at the top Rates, Surcharges or Service days and click on Edit zones.

Once you’re in edit mode, click on the Draw tool at the top of the map. These tools help you to create new zones on the maps.

Complete the zone details by adding a zone name, tags and a colour in the panel on the right. 
Save the new zone when done.

How to create and manage tags for the Rates, Surcharges, or Service days maps

Tags are used to define and group zones with similar rates, surcharges, or service days. 

For example: Regional areas” for rates, “Embassies” for surcharges, and “Mondays only” for service days.

Choose the relevant map and click on Manage tags in the top right corner.

This will take you to a new page where you can add, edit, and remove tags for the relevant map.

Click on Create new tag or edit existing ones.

HUB SCANNER

Improve parcel management at your hub by using our integrated hub scanner technology. Simplify your process by scanning bulk parcels as “at hub” or “out for delivery” when using the built-in hub scanner, eliminating the need for additional software to integrate with your system. Using the built-in hub scanner, you can easily see which parcels are expected to be scanned as “at hub” or “out for delivery” per driver, significantly reducing the risk of lost parcels in your warehouse and effectively maximising your overall parcel management.

How to use the Hub scanner

Open Hub scanner and start by selecting a hub from the dropdown. More dropdown menus will appear as you complete the information. If plugged in, the scanner will become active and ready for use.

What to do if the hand-held hub scanner doesn’t work

If the hand-held scanner doesn’t work, you can manually enter the parcel reference into the provided space at the top of the page.

Press enter to submit the parcel reference.

What to do if a parcel is highlighted in red

Invalid parcels will appear in red. 

This means that the parcel is not created or not registered on the system.

You can Retry the scanner and if the parcel is still not found, you can ask an operations manager for assistance.

INTERHUB MANIFESTS

Use Outbound manifests for those shipments travelling between major hubs or centers. Easily create manifests and scan all relevant parcels into the manifest in order to update their tracking status to “In transit”

How to create a manifest

Create a new manifest by clicking on Create new manifest in the top right corner.

Enter the manifest details and select Create manifest to complete. 

Once created, you can open the manifest and start scanning the relevant parcels to add to the manifest. 

How to edit the manifest table

Open the manifest you wish to edit and click on the edit icon next to Manifest details.

Change/edit the information as needed and click on Update manifest to save the changes made.

How to add shipments to a manifest

Create a new manifest or open the manifest you wish to work with. 

Use the scanner to add shipments/parcels to your manifest. Once scanned, the shipments will be added to the manifest in the Scanned parcels section.

Please note: You can manually enter the shipment/parcel reference if the scanner is not available or not working.

How to delete a manifest

Open Interhub manifests in the right-hand navigation menu. 

Click on the trash icon next to the manifest you wish to remove.

Read the pop-up warning and click on Remove to delete.

How to close a manifest

Open Outbound manifests in the right-hand navigation menu.

Click on the manifest your wish to close and open its details

In the top right-hand corner, click on Close manifest to close the manifest when done.

BILLING

The Billing section is used to import payments that were made by account holders. If imported correctly, payments are auto-assigned to the relevant accounts.

IMPORTED PAYMENTS

How to import payments

Open Billing and click on the Import payments option.

To import payments, ensure that the file is in the correct format. Where applicable, also ensure that the account code is entered correctly.

Click on Upload file when ready.

Please note: An example of the correct format can be downloaded and the file can be uploaded in either CSV or XLSX format. 

Preview your import and click on Import payments.

What to do with unassigned payments

Go to Billing and click on the relevant imported payment to open and view.

Search for the Unassigned payments and click on the unassigned label next to a payment.

Search for the relevant account that the payment should be assigned to and click on Assign payment to complete the action.

The payment status will now change to Assigned.

IMPORTED PAYMENTS

Where to access shipment invoices

Open Billing and click on the All invoices tab.

Search for a specific invoice number or sort all the invoices by a specific category, such as Account or Date.

Click on the invoice to open, view and download its details. 

Invoices are downloadable in PDF or CSV format.

Please note: Invoices will be sent via email to the billing contact entered for that account. Invoice frequency can be set in an account’s billing section.

ACCOUNTS

ACCOUNT DETAILS

How to search for an account

Open Accounts and enter the account name or account code of the account you are looking for in the search box at the top of the page.

Click on the account to open, view and manage its account and billing details.

How to change an account’s details

Open accounts and search for the account you wish to edit. 

In the Account details section, click on the pencil icon to edit the account details.

Change the account details as needed and click on Save at the bottom of the page.

How to add more staff or users to an account

Open accounts and search for the account you wish to edit.

Scroll to the Account users section and click on Create new user.

Select a user role and enter the user’s details. Save by clicking on Create user.

The new user will receive an email with their username and a temporary password that they can use to log into the account.

How to upload and view notes on an account

Open accounts and search for the account you wish to edit.

Click on the Notes tab at the top of the page.

Enter a new note in the provided space OR click on Upload file to add external files with notes. 

Click Save to upload the file and click Add note to save your notes.

How to impersonate an account

Open accounts and search for the account you wish to edit.

On the Account details page, scroll to the Account users section.

Click on the rocket icon next to the user to impersonate that account. 

This allows you to act as the client while performing an action on their account.

ACCOUNT BILLING

How to change the billing address and contact of an account

Open accounts and search for the account you wish to edit.

Go to the Billing address and Billing contact section.

Click on the pencil icon next to the relevant section to edit the details. 

Save at the bottom of the page when done.

How to view an account’s billing information

Open accounts and search for the account you wish to edit.

Click on the Billing tab at the top of the page.

Here you’ll be able to see all billing transactions, invoices and credit notes related to the account.

How to change an account’s billing details

In the Billing details section, click on the pencil icon to change the account’s billing details 

e.g. Account type, when invoices are due, setting a credit limit, invoice frequency, etc.

Click Save at the bottom to save the changes you have made.

Where to find an account’s invoices

Scroll down and click on the Invoices tab. 

Use the search function to find invoices and filter by date to narrow your search.

Where to find an account’s credit notes

Scroll down and click on the Credit notes tab

Use the search function to find credit notes and filter by date to narrow your search.

How to get a statement for an account

Open accounts and search for the account you wish to edit.

Click on Get statement in the top right corner of the page.

Enter the relevant dates in the pop-up and click on Get statement


A PDF document will download to your computer.

How to add a transaction to an account

Open accounts and search for the account you wish to edit. Click on Add transaction in the top right corner of the page.

Select a transaction type, add a description and a waybill number, if applicable, and add the amount.

Click on Add transaction to apply the transaction to the account.

Billing transaction types

Shipping charge initial

The initial charge on a shipment during the parcel sending process based on the dimensions, weight, and service level. 

 

Shipping charge reversal

This action occurs when a parcel has gone through a SWAD machine and different dimensions and weight was recorded than what was entered by the person who created the shipment, thus resulting in a different shipment charge. The shipping charge reversal is then applied to the initial shipping charge so that the adjusted shipping charge can take effect. 

 

Shipping charge adjusted 

This is the new charge that is applied to the shipment after going through the SWAD machine. 

 

Payment

A payment that was made by the client to the courier company. 

 

Payment reversal

A payment reversal is applied when a mistake was made with the original payment. 

 

Refund

A refund transaction is added when paying out credits to a customer. 

 

Refund reversal

A refund reversal is applied to reverse a refund transaction if a mistake was made. 

 

Admin credit

When a client’s account balance is increased for any reason. 

 

Admin debit

When a client’s account balance is reduced due to possible mistakes when credit was applied.

 

Promotional credit

When credit is applied to a client’s account for promotional reasons.

 

Promotional debit

A promotional debit is applied when a mistake was made with the provided promotional credit.  

 

Balance adjustment credit

This transaction type is used to correct mistakes to balances if none of the other transaction types suffices.

 

Balance adjustment debit

This transaction type is used to correct mistakes to balances if none of the other transaction types suffices.

 

Bad debt write-off

When outstanding debt cannot be recovered and needs to be written off.

 

Bad debt write-off reversal 

This transaction is applied when a mistake has been made with the original debt write-off.

USERS

DRIVERS AND ADMINISTRATORS

How to add a new user to the system

Go to Users in the left-hand navigation menu. 

Click on Create new user in the top right-hand corner and complete the information.

Click on Create user in the bottom right-hand corner when done.

Newly created users receive an email and/or SMS with their username and a temporary password that they can use to log in to the system the first time. 

During this process, they’ll be able to set their own new (private) password.

How to change a user’s contact details

Go to Users and search for the relevant user or select the user from the list below.

Click on the user to open their details and then click on the pencil icon next to Contact details to change the details as needed.

How to change a user’s role

Go to Users and search for the relevant user or select the user from the list below. 

Click on the pencil icon next to Operational details and navigate to the top right corner and click on Change user role.

Select the new role from the dropdown menu and click on Save when done.

How to remove a user from the system

Go to Users and search for the relevant user or select the user from the list below. 

Open their details and navigate to the top right corner and click on Delete this user.

Read the pop-up warning and click on Delete user to remove. 

Types of users

Ship Logic provides you with a list of users to choose from when creating users for your company. Each user needs to be assigned a role to obtain the relevant user-rights required. 

Below are the different user types and the features they have access to

RATES AND ESTIMATES

By using Ship Logic, you can easily create various products – each with their own set of service levels – to provide your customers with a wide range of options to choose from when sending a parcel. This allows them to choose a delivery option that best suits their courier needs. 


Seamlessly maintain and update your rates at any time to reduce the loss of profit due to local and international economic changes. You can also assign your customers to different groups and set out special rates for them by adjusting the rates per group or customer, effectively increasing customer satisfaction for your loyal clients.

DRIVERS AND ADMINISTRATORS

What is a rate revision?

All rates are linked to a rate revision which is effective for a certain period of time. Rate revisions are used to revise rates for an upcoming period. All revisions created can be altered/changed before the effective date. Please note that only future-dated and draft rate revisions can be edited

For example:

  • If you want to update rates for next year, you can create a rate revision with the effective date as 1 January next year.
  • If you want the date to be effective immediately, create a rate revision with “Current time” as the effective date and time. A draft rate revision will be created. Alter the appropriate rates and click Publish to activate the rates immediately.

How to create a new rate revision

Go to Rates and estimates and click on the Rates and transit times tab at the top.

Open the dropdown menu next to Rate revision and click on Create rate revision.

Complete the information in the pop-up and add the new rate when done.

Your new rate revision will now be available as draft to edit

Publish your new revision after you have made all the changes.

How to edit a rate revision

Go to Rates and estimates and click on the Rates and transit times tab at the top.

Open the dropdown menu next to Rate revision and click on the relevant date you wish to edit.

Once selected, click on the pencil icon next to Revision details

Edit the information and click on update rate revision to save.

Please note: Only future-dated and draft rate revisions can be edited.

How to delete a rate revision

Please note: Only future-dated and draft rate revisions can be edited.

Click on the red bin icon next to the date to delete.  Read the pop-up warning and click on Delete to remove.

How to update current rates for the future

Go to Rates and estimates and click on the Rates and transit times tab at the top. 

Open the dropdown menu next to Rate revision and click on Create rate revision.

A pop-up window will appear. Select the Duplicate from the dropdown menu and choose an existing rate revision or start with a blank revision.

Complete the rest of the information by selecting your effective future dates. 

Click on add rate revision to save.

What are rate groups used for?

Preferential rates can be set up using Rate groups. All accounts belong to the Default group and can belong to a number of other rate groups as well. An account’s rate will be determined by the lowest rate across the rate groups that the account belongs to. 


Please ensure that the Default group consists of the highest rates and that the other rate groups thus offer discounted rates of the Default group’s rates.

How to create a new group and link it to specific accounts

Go to Service levels and click on the Rates and transit times tab at the top. 

Scroll to the Rate groups section and click on Create new group.

Enter the group name in the provided pop-up and click on Create group.

Click on the new group to edit and link accounts.

Click on Link accounts in the top right corner and select the relevant accounts from the list or search using the search bar. 

Then, click on Link to add the accounts. 

Complete the rest of the information and set up the group.

Click on Save at the bottom when done.

How to create different rates for different accounts

Scroll to the Rate groups section and click to open the relevant group linked to the relevant accounts.

Scroll to Rates, choose a service level and click on Add rate to create new rates.

Fill in the new rate information.

Choose between Flat rate and Formula.

Set different rates for additional parcels in a shipment by selecting the checkbox.

When done, click on Add rate and then click on Save to complete the action.

DRIVERS AND ADMINISTRATORS

What service days are used for

Service days are used to define which zones are serviced on which days, and between which times. All zones – by default – are serviced on the days/times defined in the Default settings

If a zone or a set of zones are serviced on days/times differing from the Default, you can specify them by clicking on Add service days.

How to set up an area’s service days

Go to Rates and estimates and click on the Service days tab at the top. 

Click on Add service days and select the dropdown menu. Select Zone and search for your zone in the list or search using the provided search bar.

Choose the relevant service days by selecting the tick boxes as well as changing the service times as needed. Click on Save in the bottom right corner to save your area’s service days. 

How to create a zone with specific service days

Go to Service levels and click on the Service days tab at the top. Click on Add service days and select the dropdown menu. Select the See map option and wait for the service days map to open in a new tab.

Click on Edit zones and add your new zone to the map by using one of the provided tools to create a zone – Draw tool + Predefined area

Save your new zone and go back to the Service levels tab. 

Refresh your tab , click on Add service days and then click on the dropdown menu and select Zones. Choose your newly created zone and complete the service days information below.

Click on Save at the bottom to complete.

DRIVERS AND ADMINISTRATORS

How public holidays affect daily operations

Public holidays refer to days on which no collections and/or deliveries are made. These days will be skipped when determining collection and delivery time estimates.

How to set up my company’s public holidays

Go to Rates and estimates and click on the Public holidays tab at the top.

Add a new public holiday by selecting the Add public holiday option. Fill in the required information and click on Add public holiday when done.

Click on Save at the bottom of the page to complete.

SETTINGS

GENERAL

DRIVERS AND ADMINISTRATORS

Where to set your company’s Privacy policy and Terms and conditions

Navigate to Settings and click on the General tab at the top of the page. 

Link the Policy and T&Cs by adding the external URL.

Click on Save when done.

How to change the company logo

Navigate to Settings and click on the General tab at the top of the page.  In the Company logo section, click on Choose file to select the logo from your computer. 

Once the file is selected, click on Upload and set your new logo. Company logos will appear in shipment waybills/labels and in emails sent by the system.

How to set or change your company’s office hours

Navigate to Settings and click on the General tab at the top of the page. 

Scroll to the Office hours section and enter your new office hours.

Click on Save in the bottom right corner.

Office hours are used to determine collection time estimates presented to clients when sending a parcel or submitting a collection request. These office hours also determine the default operating hours for “Service days”.

Where to set or change your company’s support contact details

Navigate to Settings and click on the General tab at the top of the page. 

Scroll to the Support contact details section. Set/change details as needed and click Save in the bottom right corner.

Please note that these details will appear in all emails sent by the system.

Where to set the values shown on your dashboard

Navigate to Settings and click on the General tab at the top of the page. 

Scroll to Dashboard settings to personalise the shipment feedback reflected on your dashboard.

How to exclude system features

Navigate to Settings and click on the General tab at the top of the page. 

Scroll down to the Exclude features section, where you can select system features to exclude from your or your operators’ use and views.

RATES AND BILLING

Where to set or change the company’s invoice settings

Navigate to Settings and go to the Rates and Billing tab

Scroll and click on the Invoice settings section.

Complete the invoice details and set when to invoice a shipment by selecting an option from the dropdown menu. 

Click on Save when done.

How to set a maximum declared value for insurance

Navigate to Settings and go to the Rates and Billing tab

Scroll and click on the Rates settings section. Here you will find the option to set the maximum declared value for insurance.

Fill in the relevant amount and click on Save in the bottom right corner.

Where to set the allowed payment methods for your courier company

Navigate to Settings and go to the Rates and Billing tab

Scroll and click on the Payment methods section.

Choose between PayFast and EFT and select the relevant payment methods by selecting the corresponding tick box. 

Click Save at the bottom. 

These are the payment options presented to clients when they send parcels.

Where to set your company’s banking details

Navigate to Settings and go to the Rates and Billing tab

Scroll and click on the Payment methods section.

Select EFT and enter the company’s banking details in the provided block. 

Click Save when done.

All EFT payments made from the client portal will go to the specified bank account

DRIVER APP

Where to set or change the proof of delivery settings

Navigate to Settings and go to the Driver app tab. 

Scroll down to the Proof of delivery settings section.

Set new POD settings or change existing settings and click on Save in the bottom right corner.

Please note: The driver needs to close and reopen the Driver app for the changes to take effect.

Where to set or change the driver app settings

Navigate to Settings and go to the Driver app tab. 

Scroll down to the Drivers settings section and change the settings as required by selecting the tick boxes as needed.

Click on Save in the bottom right corner to complete the changes.

How to manage, set, and update the predefined reasons for rejecting a shipment, failed collection attempts, and failed delivery attempts

Navigate to Settings and go to the Driver app tab. Scroll to the Predefined reasons for rejecting section.  Change existing reasons, add new reasons or remove reasons for rejecting a shipment. Newly-set reasons first need to be created here before being made available for drivers to choose when rejecting a shipment. Click on Save in the bottom right corner to save your changes.

NOTIFICATIONS

Where to set email notification details

Navigate to Settings and go to the Notifications tab.

This email address specifies the address from which emails are sent. The email address has to be verified with Ship Logic. Therefore, please contact Ship Logic before this setting is changed, otherwise no emails will be sent successfully.

Where to set which emails are sent to clients

Navigate to Settings and go to the Notifications tab

Scroll to the Email notifications section.

These are the default email notifications that will be selected for anyone with an account.

Where to set which SMSs are sent to clients

Navigate to Settings and go to the Notifications tab. Scroll to the SMS notifications section. 

These are the default SMS notifications that are selected for anyone with an account.