Getting Started in ParcelPilot

This section covers the basics that apply across the system, especially when you are new to the workspace or helping another user.

First things to check

1. Make sure you are in the right tenant and client context.
2. Use the left-hand navigation to move between warehouse, shipping, returns, billing, and setup areas.
3. If something is missing, check whether it is a role issue or whether you are looking at the wrong client.

Key ideas

Tenant and client

• Tenant is the warehouse business or operating environment.
• Client is the customer account inside that tenant.

Many screens are filtered by one or both. If a record seems to disappear, check the active tenant and client first.

Roles and permissions

Different users can see different actions. A user may be allowed to view a record without being allowed to change it.

For a practical guide, use Roles and Why Actions May Be Unavailable.

Day-to-day tips

• use search, filters, and sorting on list pages
• double-check bulk actions before confirming them
• use the Help links on pages when you want feature-specific instructions

Related guides

• Dashboard
• Morning Board
• Operations
• Glossary