--- title: "User Guide — Collected COD Module" description: "COD means Cash on Delivery. It's the money the courier physically collects from the recipient when delivering the package." url: https://sistrack.com/en/docs/cod/guia-usuario/ category: cod section: docs updated: 2026-08-03 --- *Markdown version for agents. This page on the web: https://sistrack.com/en/docs/cod/guia-usuario/* # User Guide — Collected COD Module ## What is the COD module? **COD** means *Cash on Delivery*. It's the money the courier physically collects from the recipient when delivering the package. The **Collected COD** module shows you: - ✅ How much money has been collected in a time period - ✅ Per currency (USD, MXN, COP, etc.) - ✅ Per sender (customer who ships) - ✅ Per courier who collected > **Important**: If an order appears in this report, it means it **has already been delivered and the money has already been collected**. There's no "pending collection" status here — to see what's pending, the courier sees it in their mobile app. --- ## How do I enable the module? The module is in **Beta**. It comes off by default and must be enabled by the organization owner: 1. Go to the **Organization** menu and open **System** 2. Look for the **"COD Module (Beta)"** section 3. Turn on the switch 4. Save the changes Once enabled, the **"Collected COD"** option will appear in the side menu and couriers will see a new section in their mobile app. > ⚠️ Only the Super-admin and Admin roles can enable or disable this module. --- ## Accessing the COD panel In the side menu, click **"Collected COD"** (💵 icon). The main panel will open. You'll see a yellow banner at the top indicating the module is in **Beta**. You can close it and it won't appear again in your browser. --- ## What do I see on the panel? ### Total cards (KPIs) One card for each currency in which money has been collected. Each card shows: - 💰 **Total collected** in that currency - 📦 **Number of orders** that made up that total For example, if your business charges in MXN and USD, you'll see two cards, one per currency. **Different currencies are never added together**. ### Orders table List of every order delivered with COD in the selected period. Columns: | Column | Meaning | |---|---| | **ID** | Order tracking number | | **Delivery date** | Day and time it was delivered | | **Sender** | Customer who sent the package | | **Recipient** | Person who received and paid | | **Courier** | Who delivered to the address (empty on counter deliveries) | | **Currency** | USD, MXN, etc. | | **COD amount** | Amount that had to be collected | | **Declared collected** | Amount actually collected, with its label when it differs | | **Payment method** | Cash, transfer, card, no charge, or not reported | | **Collecting agency** | The office that received the money, on counter shipments | | **Received the money** | The counter person who received the amount | When the amount collected differs from what was expected, the row carries a label: **Incomplete collection** (less was collected), **Overcollection** (more was collected), or **Not recorded** — this last one appears on counter orders delivered without anyone capturing the payment, and the report **never** shows the expected amount as if it had been collected. The office and person data is fixed at the time of collection: renaming the office or deactivating the person afterward doesn't change it. ### "Export" button Downloads the entire current table into a file compatible with Excel and Google Sheets. Respects any filters you have applied. --- ## Filters Click the **"Filters"** button (🔽 icon) to open the options: ### Date range - **From** and **To** — the period you want to check - Shows the **current month** by default - Maximum allowed: **1 year** per query > If you select a very long range, the system will warn you. ### Customer / Sender (Admin only) If you're an Admin, Manager, Accountant, or Super-admin, you can filter by a specific sender. Useful for reviewing the COD collected for a particular customer. > If you're a **Customer**, you only see your own orders — this filter doesn't appear for you. ### Courier Filter by the courier who collected the money on home deliveries. Useful for reviewing how much each courier collected. Money received at counters isn't attributed to any courier. ### Collecting agency and Received the money If your organization operates offices, you can filter by the **office** that received the money and by the **person** who received it at the counter. These filters don't appear in organizations without offices. ### Apply / Reset - **Apply**: runs the filter - **Reset**: goes back to the default range (current month, no filters) --- ## What does each role see? | Role | What they see | |---|---| | **Super-admin / Admin / Manager / Accountant** | All COD orders from all senders | | **Customer** | Only the COD orders of the packages **they sent** | | **Courier** | Doesn't access this panel — their view is in the mobile app | --- ## Why doesn't "Payment status" appear in the table? It's a deliberate decision to avoid confusion: > An order's payment status refers to whether the **sending customer paid the business** for the shipping service, **NOT** whether the COD money has already been handed over to the sender. Since it confused operators ("Pending" seemed to say the COD hadn't been collected, when it had actually already been delivered), it was decided to hide that column in this report. **The simple rule**: if an order appears in this report, the COD has already been physically collected. When the **COD Settlements** module launches (coming soon), you'll be able to see there whether you've already paid the sender the collected money. --- ## Courier view (mobile app) Couriers see their own COD summary from the mobile app, in a dedicated tab. There they see: - 💵 **Pending collection** — money from assigned orders not yet delivered - 📅 **Today** — collected on the current day - 📆 **This week** and **This month** - 🗓️ **All-time** — the entire history - 🔍 **Custom range** — they can choose specific dates All grouped by currency, just like in the web panel. --- ## Exporting to Excel 1. Apply whatever filters you want (dates, customer, courier) 2. Click **"Export"** (⬇️ icon) 3. A file downloads with the date range in the name 4. Open it with Excel, Google Sheets, or any spreadsheet app > The file correctly preserves accents and special characters when opened in Excel. **Limit per download**: up to **50,000 rows**. If your range exceeds that, the 50,000 most recent are exported. For larger volumes, split into shorter periods. > To avoid overloading the system, there's a limit of **10 downloads per minute** per user. --- ## Frequently asked questions ### Why don't I see "Collected COD" in the menu? Possible reasons: 1. **The module isn't enabled** in your organization. Ask the Admin to go to **Organization → System** and turn on the switch. 2. **You don't have permission** to view the report. Ask the Admin to check your role. ### Why doesn't an order I know was delivered today show up? The order must meet **two conditions**: 1. Be in **"Delivered"** status (the flow's terminal status) 2. Have a **COD amount greater than zero** If the order didn't have COD assigned when it was created, it won't appear here. Orders in intermediate statuses (in transit, assigned, etc.) don't appear either. ### My orders never come in with a COD amount, what's missing? The **service level** they're created with must allow collection. It's a separate setting from this module: in **Rates → Service Levels**, when editing the service, there's a **"Allow cash on delivery (COD)"** switch that's off by default. While it's off, the amount field doesn't even appear when creating the order, so there will never be anything to report here. Enabling this module **doesn't** enable collection by itself: this panel is the report of money already collected, and the permission to collect lives in each service. ### The totals I see don't match the courier's in the app They shouldn't differ — both views use exactly the same formula and the same data source. If you see a difference, check: - That both are using the **same date range** and **same time zone** - That both are filtering by the **same courier** If they still don't match, report it to the support team. ### Can I see an order's detail? In the current version of the panel there's no direct link to the detail. You can copy the ID and search for it in the **Orders** list from the main menu. ### What does the "N/A" currency mean? These are very old orders created without an explicit currency assigned. The system groups them separately so they don't mix with modern ones. Ideally there should be few of them, and only in historical data. --- ## Support Found an amount that doesn't match, or strange behavior? Since the module is in Beta, **report the case to the support team** with: - The date range you're checking - The filter applied (customer / courier) - The amount you expected vs. what you see - A screenshot if possible This helps us stabilize the module before it leaves Beta.