Property, logistics and operation
Records of incoming and outgoing mail, including attachments, notified persons, and filing and export processes. The module ensures the traceability of correspondence, links to projects and partners, and tracking the status of shipments until delivery.
Context
The Mail module is part of an internal company portal that we designed, developed and implemented for a client from the property, logistics and operations area. The portal consolidates dozens of corporate agendas into one environment with unified login, roles and auditable history — and the Mail module is a key part of it.
Challenge
Post records were kept in a paper book. Data sheets for couriers were filled in manually, there was no data import from delivery systems, and reports had to be drawn up manually.
How we delivered
The postal records module digitized the entire process of incoming and outgoing correspondence.
Records and ties: the shipment is created with attachments and the partner, project and notified persons are assigned. Addresses and contacts are taken from the directory.
Processing and Statuses: A shipment moves through the statuses through history — created, processing, equipped, delivery sheet, shipped, delivered — including comments and edits.
Submission and export: the system prepares a submission sheet and export for the carrier (XML or CSV). After importing the statuses and the tracking link, you can see where the shipment is.
A day in the life: the administration registers incoming mail for the project, prepares the initial shipments, exports the input sheet, and after importing the tracking, sees the status of the shipment.
Client benefits
Postal records are complete and clear. eInformation sheets are generated automatically. Reports for management do not require manual reading of records.
Step-by-step workflow
Creation of an incoming or outgoing shipment with attachments
Assignment of partner, project and notified persons
Processing and completing the shipment details
Creation of a data sheet and export for the carrier
Import shipment statuses and tracking link
Module capabilities
- records of incoming and outgoing mail
- annexes and notified persons
- building through history
- data sheets
- export for transporters and import of stocks
- shipment tracking link
- change history and comments
- reports for management
Integrations
- partner directory (partner and address)
- projects
- users
- tasks (link to report)
- export for carriers (XML/CSV)
- import of shipment statuses and tracking link
Process statuses
- Created
- It is being processed
- Equipped
- Application sheet
- Sent
- Delivered
- Comment
- Adjusted
Operations and further development
We designed the module with future development in mind — the modular architecture allows adding new fields, reports or integrations without interfering with the existing core. Clean code, documentation, and separate configuration files ensure that the system can be developed by another team — without depending on one person who knows "how it works."
For this type of solution, datatek, spol. s r. o. also provides long-term operational support, monitoring and SLA — so the client is sure that the system works even after years.
Do you need a similar module?
We will design and develop an internal application according to your processes — from analysis to deployment and long-term support.