Admin Configuration – Logistics Settings (Overview)

Purpose

This article provides an overview of all Logistics settings that must be configured by Admins before daily operations can begin.

It explains what each settings group is for, why it matters, and which workflows depend on it—without going into step-by-step details (those remain in the individual settings articles).

This is the main reference page for Admins responsible for system setup and governance.

Who This Is For

• Admins (primary)

• Operations Managers

• System Implementers

How Logistics Settings Work (Important)

All Logistics settings are:

• Configured by Admins only

• Tenant-wide (shared across all staff, agents, and customers)

• Used automatically in packages, shipments, pickups, and consolidations

Once configured, these settings appear as selectable options during logistics operations.

Changes to settings typically affect future records only.

Logistics Settings Categories

1. Geography & Location Settings

These define where shipments originate and where they are delivered.

Includes:

• Countries

• States

• Cities

Used in:

• Recipient addresses

• Shipment origin and destination

• Shipping rates and routing logic

2. Organizational Settings

These provide operational context without creating hard system boundaries.

Includes:

• Office Group

• Agency Group

Used in:

• Locker Package creation

• Shipment and Consolidation creation

• Branch-style operational separation

3. Shipping Configuration

These settings define how shipments are transported.

Includes:

• Shipping Companies

• Shipping Modes

• Shipping Time

• Logistics Service

Used in:

• Shipment creation

• Delivery estimation

• Customer-facing tracking information

4. Pricing & Financial Rules

These settings control how charges and invoices are calculated.

Includes:

• Tariff Rules

• Taxes Setting

• Currency Rates

• Payment Terms

Used in:

• Automatic charge calculation

• Invoice generation

• Payment processing

5. Defaults & System Behavior

These settings control default values and system behavior.

Includes:

• Default Shipping Info

• Styles and States

• Tracking and Invoice Settings

Used to:

• Pre-fill creation forms

• Control status behavior

• Manage tracking visibility and invoice logic

6. User Management (Logistics Context)

User Management determines who can access and operate the Logistics Module.

Includes:

• Staff

• Agents

• Drivers

• Customers

Admins assign:

• Permissions

• Data visibility (Own vs Global)

• Operational responsibilities

User Management is the foundation for branch-style operations.

Recommended Setup Order (Admins)

For a smooth rollout, configure settings in this order:

1. Geography (Countries, States, Cities)

2. Organizational settings (Office Group, Agency Group)

3. Shipping configuration

4. Pricing & financial rules

5. Defaults and system behavior

6. Users and permissions

This ensures all required options are available when operations begin.

Common Admin Mistakes to Avoid

• Starting operations before configuring tariffs and taxes

• Giving staff global visibility unintentionally

• Changing pricing rules mid-operation

• Treating settings as branch-specific (they are not)

Where to Go Next

• For step-by-step setup instructions:
  Refer to individual settings articles (e.g. Tariff Rules, Shipping Modes Setting)

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

• For daily operations:
  Staff / Agent Operational Workflows