Courier company · Couriers

Managing couriers

Courier list, starting shifts, the courier card (branch, bonus rate, fines, route), IBAN requests, making a courier inactive, password reset and courier settings.

The Couriers page shows your active couriers and their current status. Click a courier's name to open the courier card.

Courier list

• The list shows Code, Name, Phone, Status and Last change. If you have more than one branch, a Branch column is added.
• For a courier on shift, Status is Idle, Moving, Waiting, Breakdown, Accident or Overtime; if the shift is closed it says Off shift.
• Start shift on the row opens the courier's shift, Off duty closes it. A courier who is off shift can't be given jobs.
• Couriers in breakdown, accident or off duty get no jobs. A courier with jobs on hand can't go off duty.

Courier card

1. Details: name, phone, district, address, start and leaving dates, note. Change them and click Save.
2. Monthly bonus rate: enter a month and a rate, then click Save. Months without an entry use the Default bonus rate (%).
3. Traffic fines: use Add to enter the amount, fine date and report number. If Deduct from earnings is ticked, the fine is deducted from earnings. In earnings, a fine counts in the month it was recorded.
4. Branch (companies with several branches): pick the new branch and click Change branch. Branch history shows earlier periods.
5. Route: pick a day to see the courier's route and pickup/delivery points on the map.
6. Change history: shows who changed what on the card.
7. Documents: the Documents button at the top of the card opens the courier's licence, SRC, insurance and similar documents; see Courier documents.
8. Recipient rating: the average of the ratings recipients gave the courier for the last 90 days and all time; see Recipient rating.
9. Earnings payout account: the courier's IBAN and (if not in their own name) the account holder. Used in the bank payment file on the earnings page; see Bank payment file.

Earnings payout account

1. On the courier card, type the IBAN in the Earnings payout account section (26 characters starting with TR; spaces don't matter).
2. If the account is not in the courier's name, type the Account holder; if empty, the courier's name is used.
3. Press Save. An invalid IBAN is not saved.
4. To remove the IBAN, clear the box and press Save.

• The IBAN is personal data: users without the manage-couriers permission see it masked, and it is deleted when the courier is erased.
• Used in: Bank payment file.
• The courier can also enter their own IBAN in the app; it is written here once you approve it. See IBAN requests.

IBAN requests

The courier enters their earnings IBAN in the app under Me › My payout IBAN. The IBAN is not written to the courier card until you approve it.

What happens when a request arrives?

• Users with the manage-couriers permission get an email (the IBAN is masked in the email).
• A New IBAN request alert appears at the bottom left of the panel.
• The menu shows the number of pending requests next to Couriers.

Approving

1. Open the Couriers page. The IBAN requests card appears at the top.
2. Each row shows the courier, the Requested IBAN, the account holder and the Current IBAN.
3. Call the courier and confirm the IBAN and the account holder.
4. Press Approve, then press Approve again in the window that opens.
5. The IBAN is written to the courier card. The next payment files use this account.
6. The courier gets a "Your IBAN was approved" notification.

Rejecting

1. Press Reject on the row.
2. Type the reason in the Reason box (optional). The reason is sent to the courier.
3. Press Reject in the window. The IBAN on the courier card does not change.

Good to know

• The History button shows approved, rejected and withdrawn requests, and who decided.
• A courier has at most one pending request at a time. A new request replaces the old one.
• The courier sends the request with their password and can send at most 5 requests a day.
• When you open the courier card, a warning shows if the courier has a pending request.
• In a company with several branches, a branch manager only sees requests from couriers in their own branch.
• In the app the courier only sees the first and last characters of the IBAN; the full IBAN is only shown in the panel.
• The Courino support team, when connected through support access, cannot approve or reject IBAN requests.

Making a courier inactive

• Untick Active on the card and click Save.
• An inactive courier disappears from the list and gets no jobs. Their mobile number becomes free for another record.
• If the courier has left, also enter the Leaving date.

Password reset

If a courier forgets their password, they can reset it themselves with Forgot password on the app's sign-in screen: the link goes by SMS if they have no email (your company's SMS account or approved platform SMS must be set up). Otherwise, open them in Administration › Users and, under Password reset, click Generate temporary password… and then Reset. Pass the new temporary password to the courier; they set their own password at first sign-in.

Vehicles

The Vehicles button on the Couriers page opens your company's vehicle list (plate, type, status). Add one with New vehicle and click a row to edit it; a vehicle you untick Active for is no longer offered in the Vehicle selection on the courier card. The same plate cannot be saved twice.

The Documents link in a vehicle's row opens that vehicle's traffic insurance, comprehensive insurance and inspection documents; the courier using the vehicle is reminded before they expire. Details: Vehicle documents.

Courier settings

From the Courier settings button on the Couriers page:

• Signature required on delivery: when on, the courier can't complete a delivery without the recipient's signature. Deliveries entered from the panel are exempt.
• Scan every parcel at pickup / Scan every parcel at delivery: when on, the courier can't mark Picked up or Delivered without scanning every parcel of the order. Actions taken in the panel are exempt. More: Parcels and barcode labels.
• How many days should courier locations be kept? Between 7 and 730 days. Expired location records are deleted automatically every day; routes can only be shown that far back.

Courier agenda

In the courier app's Agenda tab the courier sees their own jobs, leaves and personal notes day by day, and requests leave there too.

• When Show the company's upcoming scheduled jobs in the courier agenda is on in Courier settings (on by default), the courier sees only the time and pickup/delivery district of upcoming scheduled jobs of their own branch and those without a branch.
• Customer name, address and phone are not shown in the agenda.
• When it is off, the courier sees only their own jobs, leaves and notes.
• A leave request the courier makes in the app arrives on the Leaves page as Awaiting approval; see Leaves.
• Only the courier sees their notes; they are not shown in the panel.
• The courier's documents expiring within 30 days also appear in the agenda; see Courier documents.

Good to know

• The Courier map on the Operations page shows couriers' current positions. The courier app sends location while the shift is open.
• Editing the card is open to the Company owner and Administrator roles; the Operations role can start and end shifts. Courier settings is visible only to the company owner.

Courier settings also has Delivery code and Location check sections; see Turning on the delivery code and Turning on the location check.

Having trouble?

• Can't set off duty: The courier still has undelivered jobs; finish them or take them back first.
• Branch won't change: A courier with active jobs can't change branch.
• Inactive courier missing from the list: The list shows active couriers only.