| Role | View stock & batches | Record receipt | Record adjustment | Create / edit product | Write off / quality-hold batch |
|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Allowed |
| Operator | Allowed | Not allowed | Not allowed | Not allowed | Not allowed |
| Delivery | Not allowed | Not allowed | Not allowed | Not allowed | Not allowed |
Overview
Once an order is packed it still has to leave your godown, reach the customer, and — if it is cash-on-delivery — bring the money back. Shipping is where you do all three: raise a shipment against the order, move it through pickup → transit → delivered, handle the parcels that bounce back (RTO), and reconcile every rupee of COD from the rider's hand to your bank. No more chasing the driver on WhatsApp to ask "delivered ki nahi?".
Where to find it
Open Shipping from the left sidebar at /shipping. It is the canonical shipping list — a status-tabbed table of every shipment with a detail rail on the right. Click any row (or Update status in the rail) to open the shipment detail at /shipping/<id>, where you move the status forward and record COD. Shipping shows up for the owner, manager, warehouse, and delivery side of the team; field roles also reach their dispatch view from the mobile app.
The list header shows four live tiles that refresh on their own:
The other three tiles are In transit, Out for delivery, and Failed — so you see the day's movement at a glance before you open a single row.
Key concepts
- Shipment status — the parcel's journey, in fixed steps: draft → confirmed → awaiting pickup → picked up → in transit → out for delivery → delivered. A shipment can also go to failed, or down the RTO path. You can only move to the next allowed step — Neev won't let you jump from awaiting pickup straight to delivered.
- Shipping mode — how it travels: courier (carrier with an AWB and tracking number), own fleet (your driver, with name and phone on the shipment), local transport, or customer pickup.
- AWB — the Air Waybill / tracking number a courier gives the parcel. It shows on the list, the detail header, and is what you search by.
- RTO — return-to-origin. When a parcel can't be delivered (customer not available, refused, wrong or incomplete address, damaged or lost in transit) it goes RTO initiated, then RTO received when it lands back with you.
- COD status — for cash-on-delivery parcels: pending → collected → remitted. COD can only be marked collected once the shipment is delivered or failed, and a single COD shipment is capped at .Max COD per shipment₹1,00,000
Common workflows
A shipment is always created against an existing order — it carries the recipient, the delivery address, the mode (courier / own fleet / local transport / pickup), and whether it's COD. New shipments start in draft.
Open the shipment, type an optional note, and hit the Mark … button for the next valid step (Mark Awaiting pickup, Mark In transit, Mark Out for delivery, Mark Delivered). Each move is written to the tracking history with who and when.
If the shipment is on a courier wired to Shiprocket, carrier scans flow in and move the status automatically — confirmed, in transit, out for delivery, delivered, RTO or failed — and land in the same tracking timeline.
Once a COD shipment is Delivered (or Failed), open it and hit Mark COD collected in the Cash on delivery panel. That stamps the amount, the collector, and the time. COD then sits at collected until it's remitted.
Work the COD reconciliation view to see pending, collected, and remitted totals and amounts. Mark collected cash as remitted once it reaches your account — that closes the loop on every rupee. You can also clear a batch of collected parcels in one go.
When the last leg lands, Neev closes the loop for you: marking a shipment Delivered auto-moves a shipped order to delivered and records it in the order's history as a system change — you don't touch the order separately.
Role notes
Shipping actions are not split by role the way invoices or inventory are. Anyone who can open Shipping can update a shipment's status and record COD — so decide internally who owns COD reconciliation before cash starts moving.
What does still differ is the order side, governed by each role's normal permissions:
- Owner and Manager run shipping end-to-end and also hold the order-level powers (dispatch, cancel) around it.
- Operator can draft orders and look up the spine, but cannot confirm, dispatch, or cancel the underlying order.
- Delivery is the most restricted role — read-only on orders and the accompanying invoice. The delivery role does not carry
orders.dispatch; dispatching an order is a manager/owner action.
The order auto-close on delivery is done by the system, never charged to the rider's account.
Tips & time-savers
Searching the list by AWB or order number jumps you straight to the parcel — handy when a customer calls asking "where's my order?" with only the tracking number in hand.
Gotchas
A single COD shipment can't exceed ₹1,00,000. If a customer owes more, split the cash across shipments or settle the balance through a normal payment.