Booked without CRM counts parcels that someone booked straight in the courier's own panel, not from an order in the app. They are yours, but nobody entered the order here. So these sales are missing from your orders, your sellers' numbers and the reports built on them.
Where to find it
Admin › ERP › Sales Department › Courier & parcels. The Booked without CRM card sits with the other cards at the top. Press it to open the parcel list on its own tab, Booked without CRM, for the same dates.
Everyone who opens the Courier page sees it. The owner sees taka and parcels; other staff see the number of parcels.
How it works
A parcel is counted here when all of these are true:
- it did not come from the app's Send to Courier or from a website order, and it is not a factory pickup;
- there is no website order with its invoice, and no seller order with its parcel ID or invoice;
- it is recognisably yours: its invoice carries one of your pages' codes, or the customer's phone (last 10 digits) belongs to a customer from your seller orders or website orders.
Example: a seller at Rangdhanu Fashion is in a hurry and books RF245 directly in the Steadfast panel. The invoice starts with RF, the code of one of the shop's pages, but there is no order RF245 in the app. The parcel shows under Booked without CRM until the order is entered.
Good to know
- It follows the dates by booking day, like the other cards. The (X%) beside it is its share of the dates' booked total.
- Not the same as Outside booking. Outside booking is for parcels that do not look like yours at all. A parcel with a known customer's phone is never counted as Outside booking, so the two cards never count the same parcel.
- Where the parcels come from. They reach the app from the courier's live updates, a sync with the courier panel, a payout list or an imported file.
- Only your store. Page codes, phones and orders are checked inside your store only.
Common problems
- A parcel is listed but its order exists. The order's invoice or parcel ID does not match the courier's. Open the order and correct the invoice so they match.
- The count keeps growing. Someone books in the courier panel instead of entering orders. Ask sellers to make the order in the app and use Request courier send or Send to Courier.