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Processing locker package

Purpose

This article explains how staff process a Locker Package after it has been created, including invoicing, payment handling, driver assignment, tracking, and delivery.

Processing a locker package is the step that moves a package from intake toward delivery.

Who This Is For

  • Staff

  • Agents

  • Supervisors

Required Permissions

  • Logistics → Locker Package → View

  • Logistics → Locker Package → Edit

  • Logistics → Invoice → View (for payment status)

When You Should Use This

Process a locker package after it has been created and is ready to move forward in the logistics workflow.

You cannot process a locker package that:

  • Is missing required information

  • Is blocked by system status or permissions

What Happens Before This Step

Before processing begins:

  • Locker Package has been created

  • Pricing, taxes, and payment terms are applied automatically

  • Recipient and package details are finalized

Step-by-Step: Process a Locker Package

Step 1: Review the Locker Package

Go to Logistics → Locker Packages and open the package you want to process.

Review:

  • Recipient details

  • Package information

  • Calculated charges

  • Current status

(keep your existing screenshots here)

Step 2: Create Invoice

To request payment from the customer:

  • Select Create Invoice for the locker package

  • The system generates an invoice automatically

Important notes:

  • Invoice values are system-calculated

  • Staff cannot manually change charges

  • Payment terms are applied automatically

Step 3: Monitor Payment Status

After invoice creation:

  • Monitor invoice payment status

  • Depending on configuration, delivery actions may be blocked until:

    • Payment is completed, or

    • Payment is approved

Payment status directly affects what actions are available next.

Step 4: Assign Driver (When Allowed)

Once payment conditions are satisfied:

  • Assign a Driver to the locker package

  • Driver becomes responsible for delivery execution

Only users with driver permissions can update delivery status.

Step 5: Update Tracking & Status

As the locker package progresses:

  • Staff or drivers update status (e.g. In Transit, Delivered)

  • Status updates are recorded in tracking history

Tracking updates are visible to:

  • Staff and Admins

  • Customers (portal)

  • Public tracking (if enabled)

Step 6: Complete Delivery

After delivery:

  • Final delivery status is recorded

  • Proof of delivery may be captured (if enabled)

  • Locker package is marked as completed

No further processing actions are available after completion.

What Happens After This Step

After processing is complete:

  • Locker package history remains available for reference

  • Delivery and invoice records are retained

  • Package may be included in reporting and audits

If required, staff may instead proceed to:

  • Create Shipment (for outbound shipping)

  • Create Consolidation (grouping multiple items)

Important Rules to Know

  • Locker packages generate invoices

  • Consolidations do not generate invoices

  • Payment status controls delivery progression

  • Status changes are mandatory and sequential

  • Existing packages are not affected by future setting changes

Common Mistakes to Avoid

  • Assigning a driver before payment requirements are met

  • Expecting delivery without invoice creation

  • Skipping required status updates

  • Confusing locker package delivery with shipment delivery

Related Articles

  • Create Locker Package

  • Create Shipment

  • Staff Guide – Daily Logistics Workflow Overview

  • Admin Guide – Billing, Tracking & Reporting

  • Payment Terms Setting

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Step 1. Create invoice for package to request payment from customer

Go to Locker Packages menu -> select a package and select. Or go to package detail -> select More and select Create invoice.

 

If Locker Packages are created from an invoice, skip this step.

 


 

Step 2. The system redirects to the invoice creation page, select online payment method so that customer can pay by themselves and click Save to update invoice

⇒ Result: Customers will also see this Invoice in their portal.

 

Step 3. Invoice payment: Customer pays by himself or staff creates payment to perform Shipment tracking and Delivery the Shipment functions.

Step 4. Go back to the package locker, assign the package to the driver. From the package list, select


Or go to package detail → select Action → select Assign Driver


Step 5. Select the driver to assign and click Update


⇒ Result: Driver will receive web notification


And can see this package in his/her account

Step 6. Create shipment tracking for the package to record the current location of the package. This function is for staff and drivers. One locker package can create multiple shipment tracking. 

Go to Package detail -> select Action -> select Shipment Tracking


Step 7. Fill in the information in the Shipment Tracking form and click Save

 

Customers will receive email notification when there is new shipment tracking.

The package's shipping status will be updated and recorded in Tracking History and User Action History.


Step 8. Create Delivery the Shipment for the package, this is the final step of the delivery process - marking the package as successfully delivered. This function is for staff and drivers

Go to Package detail -> select Action -> select Delivery The Shipment

Step 9. In the Delivery Shipment page, enter information in the required fields


Step 10. Click Sign and sign the recipient's name → then select Save 


⇒ Result: The package status changes to Delivered

The system will send an email notification to the customer after delivery the shipment is successfully created.

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