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You’re a Logistics manager — where to begin

You own what happens after an order is confirmed: getting it dispatched, tracking it while it’s out, and keeping the delivery agent roster in good shape.

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What you can do

  • Full access to Deliveries — dispatch, track, and mark orders delivered.
  • Full access to the delivery agent roster: add agents, set coverage areas, disable/reactivate.
  • View stock levels, so you can check availability before dispatching (you can’t edit stock directly — that’s Inventory manager’s job).
  • View orders in delivery context, and see team performance for logistics.

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What you can’t do

  • No Cashflow, or broad staff management.
  • You can view inventory but can’t edit stock, run transfers, or manage products — hand that to an Inventory manager.

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Where to begin

  1. Learn the handoff. Orders arrive in your world the moment they’re Confirmed. Read Hand off confirmed orders to deliveries for the full dispatch-to-delivery flow.
  2. Build your delivery agent roster. Go to Manage delivery agents and add the couriers or logistics partners you actually work with, with the areas they cover.
  3. Know the stock rule. Dispatch checks stock at the delivery agent’s location before it lets you proceed — no stock, no dispatch. Delivery, not dispatch, is what actually removes stock. Read Manage stock and waybills to understand why.
  4. Use send-to-agent, not call-the-customer. Deliveries is a handoff to your delivery agent, not a customer conversation — use Send to delivery agent and Copy to get order details to them fast.

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What good looks like

Nothing sits in Confirmed waiting on you for more than a day. Every dispatched order gets marked Delivered (or Rescheduled/Cancelled) promptly, because that’s what unlocks stock accuracy and lets Remittance start tracking what the agent owes.