Logi Bundals › Learn › Lesson 6 of 8

Cash and COD: every rupee under a name.

Cash goes missing between the door and the drawer. Here COD and pickup cash are written under the rider's name at the moment the job is marked done, and the day is closed once against the counted cash.

Apps in this lesson: Delivery, Cash Hub. Screens on this page show the demo company, Sahyadri Express Couriers, Pune.

After this lesson you can
  • Put a COD parcel on a delivery run with a rider
  • Mark it delivered or failed, from the office or the rider's phone
  • Add counter cash coming in and going out
  • Read what each rider owes the drawer today
  • Close the day against the counted cash
Step by step

From the door to the drawer count.

Names in bold are the words on the screen.

  1. Add the delivery

    Open Delivery and press Add delivery. Fill Parcel number, Receiver, Address and Phone, choose the Rider and type COD to collect ₹. The parcel shows as Out.

  2. Mark it delivered

    In the office press Delivered and type who received it. On the phone the rider presses Delivered, types the name and presses Confirm delivery. If the parcel had COD, the amount is added to Cash Hub under that rider's name.

  3. Or mark it failed

    Choose a reason under Failed…: Not at home, Wrong address, Refused, Refused COD, Phone unreachable or Other. Later, Try again today puts the parcel back out and the attempt count goes up by one.

  4. Open Cash Hub

    Open Cash Hub. The top row shows Cash in today, Cash out today, Should be in the drawer and Last day close. Below are Today's ledger and From riders today.

  5. Add counter cash

    Press Add entry, or + New and Cash entry. Choose the Direction (Cash in or Cash out), type Amount ₹ and a Note, and fill Rider (if from a rider) when a rider hands money in.

  6. Close the day

    In the box Close the day type Cash counted in the drawer ₹ and press Close day. The message shows the difference. After closing, no more entries can be added for today.

Cash Hub / Today's ledger
Opening balance+ ₹12,000
Walk-in · Anil Joshi+ ₹1,850
Courier boy fuel− ₹300
Akash handed in · Akash Kale+ ₹3,800
Pickups · cash collected · Imran Shaikh+ ₹9,250
Should be in the drawer₹26,600
Entered by Priya More. The drawer figure is today's cash in minus today's cash out, so the money left from yesterday is typed as the first entry of the day.
Delivery / Today
LB-D-1190 · Aditi Pawar
Baner, Pune · Imran Shaikh · COD ₹1,800
Out
LB-D-1188 · Meena Joshi
Kothrud, Pune · Akash Kale · received by Meena Joshi
Delivered
LB-D-1175 · R. Mehta
Camp, Pune · Refused COD · attempt 2 · COD ₹2,400
Failed
COD collected and COD still out are counted at the top of the Delivery screen.
Before you move on

Common mistakes, and how to check your work.

Common mistakes
  • Closing the day before the last rider is back. COD marked delivered after the close is not added to Cash Hub
  • Forgetting the opening balance. The drawer figure then looks short by yesterday's cash
  • Typing rider cash without the rider's name. It then does not show under "From riders today"
  • Using a cash out entry to hide a shortage. Close the day with the real count and let the difference show
  • Leaving a failed parcel untouched. It stays on the list until it goes out again
It worked if
  • A delivered COD parcel shows as "COD · parcel number" in today's ledger
  • From riders today lists each rider with a total
  • After closing, the screen shows "Day closed" with the difference
  • Next morning, Last day close shows yesterday's difference and date

Questions about this lesson

Can a closed day be opened again?

No. A day is closed once. Anything that turns up later is typed the next day, with a note saying which day it belongs to.

Can I close with the count left blank?

No. The counted cash must be a number, so a blank count is refused.

Does Cash Hub cover UPI and bank money?

No. Cash Hub is the cash drawer only. A payment by UPI, bank or card is recorded on the invoice in Invoicing, with the mode.

Who can see the difference?

Anyone with the Cash Hub app sees it on the screen. Every close is also written to the owner's edit log with the expected and the counted amount.

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