COD operations
Follow COD through to settlement
Keep delivered parcels and received courier payouts in separate views.
Start with the parcel reference
Use the order and courier references to match a payout to a delivered parcel. Keep a record of the expected COD amount and any delivery or return charges associated with that order.
Compare expected and received amounts
When a courier settlement arrives, compare its parcel list and charges with your order records. Keep unmatched entries visible so your team can investigate a missing parcel reference or an amount that needs clarification.
Leave a record for the next person
Record the settlement reference and any follow-up notes. A colleague should be able to see which courier balances remain open and what has already been checked without searching through a separate chat history.