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.

What we have not covered yet

The System, New User Setup and Reports areas are not documented yet. They were not opened during verification, and this collection does not describe screens nobody has looked at.