Logi Bundals › Learn › Lesson 5 of 8

Tracking Desk: start with the parcels that need you.

Most parcels need nothing from you today. The Tracking Desk puts the few that do on the first tab, so the morning starts there and not with a phone call from a customer.

Apps in this lesson: Tracking Desk. Screens on this page show the demo company, Sahyadri Express Couriers, Pune.

After this lesson you can
  • Read the four tabs and know which one to open first
  • Add an update to one parcel with a status and a note
  • Update many parcels in one go
  • Ask connected carrier software for new scans
  • Know what your customer sees of each update
Step by step

Ten minutes every morning.

Names in bold are the words on the screen.

  1. Open the first tab

    Open Tracking Desk. The tabs are Needs attention, Moving, Delivered and All, each with a count. Needs attention holds every parcel with the status Query and every parcel with no update for 3 days, marked Stuck.

  2. Open a parcel

    Click a row. The shipment panel shows the customer and receiver, the carrier, the price, the invoice and the Timeline of every update with the time and the person.

  3. Add an update

    Under Add an update choose the Status: Booked, Moving, Out for delivery, Delivered, Query or Cancelled. Type the Carrier AWB if you have it, write a Note such as "Cleared customs" and press Save update. A note is required.

  4. Update many together

    Tick the boxes on the left of the rows. A bar appears with the number selected. Choose the new status, type one note for all and press Update all. Print labels on the same bar prints labels for the ticked parcels.

  5. Ask the carrier software

    Press Pull tracking from ITD / Xpresion. The portal asks for new scans on up to 20 parcels still on the way, oldest update first, and adds only the scans it does not have. This needs your own login for that software saved in Connect. Inside a panel, Pull from carrier does the same for one parcel.

  6. Find one parcel fast

    Press Search AWB, customer, phone or app at the top, or Ctrl K, and type the AWB or the customer's name.

Tracking Desk / Needs attention
LB-240801 · Sunil Jadhav
Toronto, Canada · DHL Express · Held at customs · Toronto
Stuck
LB-240802 · Rao Dental Lab
Sydney, Australia · FedEx · Departed Mumbai
Stuck
LB-240803 · Meera Exports
London, United Kingdom · Address query from carrier
Query
A parcel still on the way with no update for 3 days is marked Stuck.
Tracking Desk / Moving
LB-240804 · Patil Spices
Dubai, UAE · Aramex · Arrived Dubai hub
Moving
LB-240805 · Meera Exports
London, United Kingdom · DHL Express
Out for delivery
LB-240807 · Anil Joshi
New York, USA · UPS
Booked
The customer's tracking page shows the status and the notes. Lines the portal writes about a carrier, a partner or a vehicle are replaced with plain words there.
Before you move on

Common mistakes, and how to check your work.

Common mistakes
  • Naming the carrier in a note you type. Your own notes are shown to the customer as typed
  • Leaving a parcel on Query after the question is answered. It stays under Needs attention until the status changes
  • Using one vague note for a bulk update. Every ticked parcel gets the same words
  • Pressing the pull button with no connection saved in Connect. The portal tells you so and changes nothing
  • Opening the All tab first and scrolling. The first tab is the work
It worked if
  • The count on Needs attention goes down as you work
  • Each parcel's Timeline shows your note with your login and the time
  • A parcel you updated today no longer shows Stuck
  • The pull message says how many parcels were updated, or "Nothing new"

Questions about this lesson

When does a parcel count as stuck?

When its status is Booked, Moving or Out for delivery and it has had no update for 3 days.

Is the customer told when a status changes?

Not by the portal. Nothing is messaged by itself. The customer sees the update on your tracking page, which you switch on under Website & Apps.

Where does the carrier AWB come from?

You type it in an update, or it is filled in when scans are pulled from connected carrier software. Once it is on the parcel it is not overwritten by a pull.

Who can add updates?

Anyone whose login has the Tracking Desk app. Other staff can open a shipment panel to read it, without the update form.

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