Purpose
This guide explains the daily logistics workflow for Staff and Agents using the Thulo Logistics Module.
It shows what staff do, in what order, and how different actions connect, without going into deep configuration details.
This is the primary starting point for operational staff.
Who This Is For
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Staff
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Agents
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Operations supervisors
Note: Access to actions depends on assigned permissions.
How Staff Use the Logistics Module
Staff are responsible for executing logistics operations that move shipments from intake to delivery.
All actions are:
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Permission-based
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Status-driven
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Dependent on Admin configuration
Staff do not configure system settings.
Daily Workflow Overview (High-Level)
A typical staff workflow follows this order:
Customer Input →
Package Intake →
Pickup (if required) →
Consolidation (optional) →
Shipment Creation →
Invoice & Payment →
Driver Assignment →
Tracking →
Delivery
Not all shipments require every step.
Step 1: Review Customer Inputs
Staff begin by reviewing customer-submitted data.
This may include:
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Pre-Alerts created by customers
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Recipients created by customers
Staff cannot edit pre-alerts but can convert them into locker packages.
Step 2: Create Locker Packages
Locker Packages represent individual packages handled by the logistics company.
Staff typically:
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Create locker packages from pre-alerts, or
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Create locker packages manually for walk-in or direct intake
Required information includes:
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Recipient
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Package details (weight, dimensions)
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Office of origin
Once created, locker packages move to invoicing and processing.
Step 3: Handle Pickups (If Applicable)
Pickups are requests to collect packages from customer locations.
Staff actions include:
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Reviewing pickup requests
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Approving or rejecting pickups
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Converting approved pickups into packages or shipments
Pickup approval is required before further processing.
Step 4: Create Consolidations (Optional)
Consolidation is used to group multiple packages or shipments.
Staff may:
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Select eligible items
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Create a consolidation for operational efficiency
Important rules:
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Consolidations do not generate invoices
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Delivery tracking applies to the underlying packages or shipments
Step 5: Create Shipments
Shipments are the final outbound delivery units.
Staff:
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Create shipments from locker packages, pickups, or consolidations
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Select shipping company, mode, and delivery time
Shipment creation:
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Triggers invoice generation
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Enables tracking and delivery workflows
Step 6: Invoice & Payment Handling
After creation:
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Invoices are generated automatically
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Payment status affects delivery progression
Staff may:
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Review invoice status
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Coordinate with customers if payment is pending
Delivery actions are typically blocked until payment conditions are met.
Step 7: Assign Driver & Process Delivery
Once payment requirements are satisfied:
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Staff assign a driver
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Drivers update delivery status
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Proof of delivery may be captured
Status updates are reflected in internal and customer tracking views.
Step 8: Tracking & Status Updates
Throughout the workflow, staff:
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Monitor shipment and package statuses
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Respond to delays or exceptions
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Ensure accurate tracking updates
Tracking visibility depends on assigned permissions.
Important Rules for Staff
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Actions are available only when status allows
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Settings are controlled by Admins
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Staff may have Own or Global data visibility
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Pricing, taxes, and tariffs are applied automatically
Common Staff Mistakes to Avoid
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Skipping required steps due to permission issues
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Attempting delivery before invoice payment
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Editing records after processing has started
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Assuming settings are branch-specific (they are not)
Where to Go Next
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For step-by-step instructions:
Refer to individual task articles (Create Package, Create Shipment, Processing) -
For permission clarification:
Roles, Permissions & Branch-Style Operations -
For system understanding:
Logistics Module – Overview & Concepts