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