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Admin Guide – Monitoring & Oversight

Purpose

This guide explains how Admins monitor, control, and oversee logistics operations in the Thulo Logistics Module.
It focuses on visibility, supervision, exception handling, and governance, not on day-to-day execution.

This is the primary reference for Admins after the system is live.

Who This Is For

  • Admins

  • Logistics Owners

  • Operations Managers

  • Supervisors

Admin Role in Logistics Operations

Admins are responsible for:

  • System correctness

  • Operational visibility

  • Policy enforcement

  • Financial accuracy

  • User and permission governance

Admins typically do not perform daily logistics actions, but oversee how they are executed.

Monitoring Logistics Operations

Global Visibility

Admins usually have View (Global) permissions, allowing them to:

  • View all locker packages

  • View all shipments

  • View all consolidations

  • View all pickups

This enables complete oversight across:

  • Cities

  • Offices

  • Staff and agents

Dashboards & Lists

Admins monitor operations through:

  • Logistics dashboards

  • Package and shipment lists

  • Status indicators and timestamps

Key things to monitor:

  • Pending or delayed shipments

  • Unpaid invoices blocking delivery

  • Stuck statuses

  • High-volume operational periods

Monitoring Status & Progress

The Logistics Module is status-driven, making status monitoring critical.

Admins should regularly review:

  • Current status of packages and shipments

  • Status history for delays or anomalies

  • Whether actions are progressing as expected

Status history provides an audit trail of operational activity.

Billing & Financial Oversight

Admins oversee:

  • Invoice generation

  • Payment status

  • Tariff and tax application

Key responsibilities:

  • Ensure tariff rules are applied correctly

  • Verify tax configuration

  • Monitor unpaid or overdue invoices

  • Avoid mid-operation pricing changes

Note: Consolidations do not generate invoices.

Tracking & Delivery Oversight

Admins can:

  • Monitor tracking updates

  • Verify delivery completion

  • Review proof of delivery (if enabled)

Admins should ensure:

  • Tracking is updated consistently

  • Delivery statuses match real-world outcomes

  • Public tracking settings reflect company policy

Managing Staff Performance & Access

Admins are responsible for:

  • Assigning correct permissions

  • Reviewing staff access periodically

  • Adjusting visibility (Own vs Global)

Best practices:

  • Limit global visibility to supervisors

  • Remove unused or temporary access

  • Separate operational and admin responsibilities

Exception Handling

Admins handle exceptions such as:

  • Delayed shipments

  • Failed deliveries

  • Disputed invoices

  • Permission misconfigurations

Admins may:

  • Intervene operationally

  • Reassign drivers or staff

  • Coordinate with customers

  • Adjust settings for future operations

Auditing & Compliance

Admins should use the system to:

  • Review historical records

  • Validate operational consistency

  • Ensure compliance with internal policies

Status history, invoices, and tracking records provide traceability.

Common Admin Mistakes to Avoid

  • Giving excessive permissions to staff

  • Changing tariffs or taxes mid-operation

  • Assuming branch-level data isolation exists

  • Ignoring unpaid invoices blocking delivery

Where to Go Next

  • For system setup:
    Admin Configuration – Logistics Settings (Overview)

  • For permission design:
    Roles, Permissions & Branch-Style Operations

  • For operational understanding:
    Staff Guide – Daily Logistics Workflow Overview

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