Use the Courier dashboard
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Read the live summary without changing operational records.
Where to goAdmin Area → Courier & Logistics → Dashboard
What this guide helps you do
Read the live summary without changing operational records. 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 Dashboard.
- Check job-flow counts.
- Check driver, vehicle, compliance, delivery-note and finance indicators.
- Go to Recent Jobs to investigate an item.
- Refresh the dashboard data when required.
Fields and options
This action uses the values already stored on the selected source record. Review that record before continuing.
Rules and limits
- Dashboard data is returned from the module model and reflects non-deleted records.
- Use the operational register as the source of truth before acting on a count.
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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