Understand the agency role

An agency is a local operational location connected to the company. It prepares and receives shipments within its assigned scope.

Understand the agency role

An agency is a local operational location connected to the company. It prepares and receives shipments within its assigned scope.

Overview

An agency is a local operational location connected to the company. It prepares and receives shipments within its assigned scope.

How the roles work together

The company is the business boundary. Vendors supply the merchant and order information. Agencies handle local operations; hubs handle logistics movements between locations. Transporters carry the work assigned to them. A person signs in as a user attached to the appropriate organization and role. Changing a user assignment therefore changes the records and controls relevant to their work.

An order describes one shipment. A bag groups eligible orders and preserves their final origin and destination agencies. A transfer describes one movement between a hub or agency and another location; several transfer legs can carry the same bag toward its final destination. Keep the order barcode, bag reference and transfer reference distinct when discussing an issue.

Before acting, verify the physical situation, the record reference, current status and your assigned location. After saving, check the updated record rather than assuming the operation succeeded. Use Messages for coordination, Support for a tracked request, and Accounting for financial evidence. Public guides explain the workflow but cannot expose another organization’s records.

Steps

  1. Check your agency assignment and open its Orders and Bags pages. The visible records are filtered to the scope allowed for that agency.
  2. When preparing a new outgoing bag, your agency supplies the origin; choose the correct destination agency and add eligible orders physically held at your location.
  3. Reconcile the bag contents, seal it and mark it ready. The bag can then be attached to an eligible transfer at the same current location.
  4. Check the transfer’s next destination and transporter. A transfer may carry the bag to a hub before it reaches the final destination agency.
  5. At the receiving location, record receipt and verify the listed orders. Mark absent items as missing with useful notes; do not confirm parcels you have not found.
  6. At the final destination agency, finish verification before opening the bag. Use the released orders for the next permitted operational steps and keep the team informed through record conversations.

Good to know

A bag’s final origin and destination agencies differ from an individual transfer’s origin and destination. Always check both before handing over the physical load.

The agency list shows each agency’s hub and district coverage, helping you understand the operational network.
The agency list shows each agency’s hub and district coverage, helping you understand the operational network.
Company management creates an agency with its contact information, Hub selection, location and district coverage. This is a company configuration screen, not a permission granted to every agency user.
Company management creates an agency with its contact information, Hub selection, location and district coverage. This is a company configuration screen, not a permission granted to every agency user.

Application links require the appropriate account access. The destination is selected for your signed-in role.

Understand the agency role