Understand the Courier menu and exact navigation paths
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to use the code-registered menu labels to reach every workspace.
Where to goAdmin Area → Courier & Logistics
What this guide helps you do
Use the code-registered menu labels to reach every workspace. The instructions below follow the supplied module’s controller, form and model rules, including server-side validation and downstream effects.
Follow these steps
- Go to Courier & Logistics in the left navigation.
- Select the workspace whose label matches the task.
- Use the record-level action only after checking permission and status.
Fields and options
DashboardSummary, flow counts and recent jobs.
Live OperationsOperational snapshot and current activity.
Live JobsProvider jobs available for review/import.
JobsInternal job register and job detail.
DispatchAssignment workspace; Dispatch permission required.
DriversDriver records, pay profile and documents.
VehiclesFleet records and compliance dates.
CustomersCourier customer records and CRM sync.
Delivery NotesPOD requests, signatures and snapshots.
ComplianceDriver and vehicle alerts; compliance permission required.
FinanceSettlements, expenses, invoices, journals; finance permission required.
Instant ReportFiltered company/driver/vehicle/client/provider reporting.
SettingsModule, provider and BP fuel configuration; integrations permission required.
Rules and limits
- Use the supported screen and permission; do not bypass validation or edit database records directly.
Check it worked
- The source record, status/history and any downstream notification, provider, POD or finance record should agree after the action.
Security, audit and operational checks
- Use the exact record and least-privilege role before changing any state.
- Verify the saved record after every action; a browser message alone is not evidence that every downstream step completed.
- Use protected document and image routes rather than exposing server filesystem paths.
- Keep customer, driver, provider, financial and credential data within the authorised workflow.
- For provider, finance, employment, transport and compliance decisions, follow the organisation’s authorised professional process.
Do not bypass the code flowDo not force database values, invent a status, mark a job completed without signed POD evidence, or expose encrypted credentials to make a screen appear successful.
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