Admin Manager

Admin Manager is where your company is configured. If something needs setting up once and then used everywhere else — a client, a courier, a rate — it is set up here.

How the menu works

The menu has two levels. You pick a top-level area from the left, then a screen within it.

The top-level areas are:

Area	What it covers
Admin Manager›Business	The people and companies you work with, and what you charge
Admin Manager›System	Platform-wide settings
Admin Manager›New User Setup	Setting up a new user
Admin Manager›Reports	Reporting

Under Business you will find:

• Agents — companies that handle pickup or delivery on your behalf
• Clients — your customers. See Set up a client
• Contacts — the individual people at each client
• Couriers — your drivers and contractors
• Holidays — non-working days
• Rates — what you charge
• Staff — your own people

Every screen works the same way

Once you know one screen here, you know all of them. Each one gives you a search screen listing what already exists, with filters above it, and a detail screen when you open one record.

On a search screen you can:

• Type in the search box to narrow the list
• Use the filters above the list
• Click any row to open that record
• Use the + control to create a new one

That consistency is deliberate, and it is the fastest thing to learn about this app.

Guides in this section

• Set up a client
• Change a customer’s payment terms
• Create a custom notification

What we have not covered yet

New User Setup and Reports are not documented. Under System, only the Notification Center has been looked at — everything else in there is undocumented, and this collection does not describe screens nobody has opened.