Carrier Management

This guide covers everything you need to manage your carriers (delivery drivers): creating records, filling in details, editing, deleting, viewing details, statistics, and tracking performance.

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Table of Contents

1. Accessing the Carriers Module
2. Creating a Carrier
3. Carrier Form Fields
4. Editing a Carrier
5. Deleting a Carrier
6. Viewing Carrier Details
7. Carrier Statistics
8. Importing and Exporting Carriers
9. Bulk Actions

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1. Accessing the Carriers Module

In the left sidebar, click on Livreurs to expand the section. You will see two sub-pages:

• Liste Livreurs — the main list of all your carriers
• Statistiques Livreur — aggregate performance stats per carrier

The main carriers table shows the following columns:

Column	Description
Nom	Carrier name (clickable to view details)
Dernière connexion	Last login timestamp
Version	App version number
Actions	Edit ✏️, View 📖, Delete 🗑️ buttons

Filters: Use the filter bar at the top to search by name, email, phone, type, category, or depot.

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2. Creating a Carrier

1. Click the + Ajouter button in the top-left of the Carriers list.
2. Fill in all required fields in the form (see Carrier Form Fields).
3. Click Enregistrer at the bottom to save.

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3. Carrier Form Fields

The create (and edit) form is split into two main sections:

Section 1 — Information

Field	Required	Description
Nom	Yes	Full name of the carrier
Email	Yes	Email address (auto-generated from name)
Mot de passe	Yes (create only)	Password for the carrier account
Confirmation du mot de passe	Yes (create only)	Confirm password
Téléphone	Yes	Phone number

Section 2 — Parameters

Field	Required	Description
Type	No	Carrier type (Livreur, Pré vendeur, Cash Van, etc.)
Catégories Produits	No	Product categories the carrier can access
Catégorie	No	Carrier category for organizational purposes

QR Code for Mobile App

After filling in the carrier name, a QR code is displayed. The carrier can scan this QR code to download the mobile app and log in with their credentials.

Once all fields are filled, click Enregistrer at the bottom right to save the carrier.

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4. Editing a Carrier

From the List

1. Find the carrier in the Carriers list.
2. Click the pencil icon ✏️ in the Actions column.
3. Edit the required fields — the form is identical to the creation form, but pre-filled with existing data.
4. Click Enregistrer to save your changes.

From the Details Page

1. Open a carrier's detail page by clicking on their name in the list.
2. Click the Modifier button next to their name.
3. Update the fields and click Enregistrer.

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5. Deleting a Carrier

⚠️ Warning: Deleting a carrier permanently removes them from the active list.

1. In the Carriers list, find the carrier's row.
2. Click the red trash icon 🗑️ in the Actions column.
3. Confirm the deletion in the dialog that appears.

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6. Viewing Carrier Details

Click a carrier's name (shown as a blue link) anywhere in the list to open their detail page.

The detail page is divided into the following sections:

Carrier Information Card

Displays the carrier's name, email, phone, and type with quick action buttons:

• Modifier — opens the edit form
• Statistiques — opens carrier statistics

Cash Balance

Shows the carrier's current cash balance (caisse) for managing payments and transactions.

Stock Information

Displays the carrier's current stock levels with:

• Product name
• Quantity
• Quantity in boxes
• Stock value (buy and sell prices)

Transaction History

Shows recent transactions (Livraison, Versement, Retour, Commande) related to this carrier with:

• Client name
• Amount
• Transaction type
• Date

Goals

Displays the carrier's current goals and their progress.

Quick Actions

Buttons to quickly create:

• New delivery
• Order
• Payment
• Return
• Charge
• Discharge
• Initial stock

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7. Carrier Statistics

Navigate to Livreurs → Statistiques Livreur from the sidebar.

Statistics Table

Each row represents one carrier and shows aggregated data across the selected date range:

Column	Description
ID	Internal carrier identifier
Nom	Carrier name (clickable to open their detail page)
Versement Total	Total amount of payments collected
Livraisons	Total delivery amount
Commandes	Total orders amount
Bénéfice	Total profit generated by this carrier
Dépenses	Total expenses recorded
Visites sans operation	Number of visits with no associated transaction
Visites avec commande	Number of visits that generated an order
Total Solde	Carrier's total balance

Available Filters

• Nom — Search by carrier name
• Livreur — Select a specific carrier
• Dépôt — Filter by depot
• Date operation — Date range picker to filter all statistics for a specific period

Tip: Use the date picker to compare performance across different periods (e.g., last month vs this month).

Export

Click the Exporter button to download the statistics table as a CSV/Excel file for reporting.

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8. Exporting Carriers

Export

1. From the Carriers list, click the Exporter button in the toolbar.
2. The system generates and downloads a file (CSV/Excel) containing all currently visible carrier data, including any filtered results.

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9. Bulk Actions

The carriers list supports bulk actions — select multiple carriers using the checkboxes, then click the Actions button that appears to perform an operation on all selected carriers at once.

Available Bulk Actions

Action	Description
Delete Selected	Permanently delete all selected carriers (subject to permissions)

How to Use Bulk Actions

1. Select carriers: Check the box next to each carrier you want to include. You can also use the checkbox in the table header to select/deselect all.
2. Open the Actions menu: An Actions button appears above the table once at least one carrier is selected.
3. Choose an action: Click the button and select the desired action from the dropdown menu.
4. Confirm: Depending on the action, a dialog will appear for you to configure and confirm the operation.

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Change History

Every change made to this record is captured automatically, for example a change to the name, phone or settings of a carrier.

The changes can be seen in the change history table, on the carrier details page. For each change, it shows:

• what happened (added, modified)
• the field concerned, with its old value crossed out and its new value
• the user who made the change and the date and time

This lets you know who changed what, and when.