How to use Delivery & Logistics

Parcels, tracking numbers, drivers, COD collection and shop settlements for delivery services.

Where to start

  1. Set up your business details (name, logo, currency, KHQR)
  2. Add your staff
  3. Enter the basics first, in this order: Shops → Drivers & staff
  4. Everyday work: Shipments · COD settlements · Expenses
  5. Tools and reports: Reports

Basics (set up first)

Other modules use these, so enter them first.

Shops

កត់ត្រា៖ ឈ្មោះ · លេខទូរស័ព្ទ · គណនី ABA/ធនាគារ · អាសយដ្ឋាន · កំណត់ចំណាំ។

  1. Press Shops in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Shops
Shops list — the “Add new” button is highlighted
FieldHow to fill it
Name requiredType text
PhoneType a phone number
ABA / bank accountType text
AddressType longer text
NoteType longer text
Shops
Adding to Shops

Drivers & staff

កត់ត្រា៖ ឈ្មោះ · តួនាទី · លេខទូរស័ព្ទ · ស្លាកលេខម៉ូតូ/ឡាន · តំបន់ · ប្រាក់ខែ · ថ្ងៃចូលធ្វើការ · ស្ថានភាព។ ស្ថានភាព៖ កំពុងធ្វើការ / ឈប់។

  1. Press Drivers & staff in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Drivers & staff
Drivers & staff list — the “Add new” button is highlighted
FieldHow to fill it
Name requiredType text
PositionChoose from the list: Driver / Sorter / Admin
PhoneType a phone number
Vehicle plateType text
ZoneType text
SalaryType an amount
Start datePick a date
StatusChoose from the list: Active / Left
Drivers & staff
Adding to Drivers & staff
  • Status: Active → Left — change it from the detail page.

Everyday work

The modules you use every day.

Shipments

កត់ត្រា៖ លេខតាមដាន · កាលបរិច្ឆេទ · ហាង/អ្នកផ្ញើ · អ្នកទទួល · លេខអ្នកទទួល · ខេត្ត/ក្រុង · អាសយដ្ឋាន · ប្រភេទកញ្ចប់ · ទម្ងន់ (គីឡូ) …។ រាប់ជាចំណូលក្នុងរបាយការណ៍។ ស្ថានភាព៖ ទទួល / កំពុងដឹក / ដឹករួច / ដឹកមិនបាន / ត្រឡប់ទៅហាង។

  1. Press Shipments in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Shipments
Shipments list — the “Add new” button is highlighted
FieldHow to fill it
Date requiredPick a date
Shop / senderChoose from the list (from “Shops”)
Receiver requiredType text
Receiver phone requiredType a phone number
ProvinceType text
AddressType longer text
Parcel typeChoose from the list: Small / Medium / Large / Document
Weight (kg)Type a number
Delivery fee requiredType an amount
COD amountType an amount
Fee paid byChoose from the list: Sender / Receiver
DriverChoose from the list (from “Drivers & staff”)
StatusChoose from the list: Received / In transit / Delivered / Failed / Returned
NoteType longer text
Shipments
Adding to Shipments
  • Entries here count as income on the dashboard and in reports.
  • Status: Received → In transit → Delivered → Failed → Returned — change it from the detail page.

COD settlements

កត់ត្រា៖ លេខ · កាលបរិច្ឆេទ · ហាង · ចំនួនទឹកប្រាក់ · ចំនួនកញ្ចប់ · វិធីបង់ · កំណត់ចំណាំ។

  1. Press COD settlements in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
COD settlements
COD settlements list — the “Add new” button is highlighted
FieldHow to fill it
Date requiredPick a date
Shop requiredChoose from the list (from “Shops”)
Amount requiredType an amount
ParcelsType a number
PaymentChoose from the list: Cash / ABA / Other bank / Other
NoteType longer text
COD settlements
Adding to COD settlements

Expenses

កត់ត្រា៖ ចំណងជើង · ប្រភេទ · ចំនួនទឹកប្រាក់ · កាលបរិច្ឆេទ · វិធីបង់ · កំណត់ចំណាំ។ រាប់ជាចំណាយក្នុងរបាយការណ៍។

  1. Press Expenses in the left menu to open the list.
  2. Press “Add new” at the top right.
  3. Fill in the fields as in the table below (“required” fields must be filled).
  4. Press “Save”. Press any row in the list to view, edit or delete it.
Expenses
Expenses list — the “Add new” button is highlighted
FieldHow to fill it
Title requiredType text
CategoryChoose from the list: Rent / Salary / Utilities / Supplies / Fuel / Repairs / Marketing / Other
Amount requiredType an amount
Date requiredPick a date
MethodChoose from the list: Cash / ABA / Other bank / Other
NoteType longer text
Expenses
Adding to Expenses
  • Entries here count as expenses on the dashboard and in reports.

Tools and reports

Special screens that work with the data above.

Reports

សង្ខេបចំណូល ចំណាយ និងប្រាក់ចំណេញ៖ ថ្ងៃនេះ ខែនេះ ឆ្នាំនេះ ឬរយៈពេលជ្រើសរើស — តាមប្រភពចំណូល តាមប្រភេទចំណាយ និងមុខលក់ដាច់ជាងគេ។ បោះពុម្ពបាន។

  1. Press Reports in the left menu.
  2. Detailed lesson: Daily, monthly and yearly reports →
Reports

Still need help?

The Frienddy team is happy to help, in Khmer or English.

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