Logistics

What this module helps you control

Recipient records and address book quality

Pre-alert intake and conversion readiness

Package registration and dimensional data quality

Shipment creation and shipping-number governance

Pickup workflows and approval states

Consolidated shipment handling and grouped delivery rules

Service path choices (Shipping Company, Shipping Mode, Shipping Time, Logistics Service)

Delivery confirmation with signature and evidence capture

Delivery status, Tracking history, and User action history

Operational throughput, backlog, and exception reporting

Business outcomes teams expect

Reduce shipping-data errors by standardizing recipient and package intake fields before shipment creation.

Improve repeatability for Recipients and Address Book usage in day-to-day delivery operations.

Capture missing details earlier through Pre alert workflows and conversion checks.

Maintain cleaner package-to-shipment traceability across single and multi-package flows.

Coordinate Pickup and Consolidated handling without running ad hoc side processes.

Strengthen proof-of-delivery accountability with Delivery shipment, receiver details, and Signature records.

Get clearer visibility across pending, approved, delivered, rejected, pickup, consolidated, cancelled, and exception states.

Enable faster customer-service responses with Tracking history and User action history context.

Review operational performance by period using status-based Logistics reports.

Keep logistics teams aligned on one structured shipping and delivery workflow.

What teams use most in this module

Practical capabilities that make day-to-day execution faster, cleaner, and easier to govern.

Recipients and Address Book

Manage Recipient and Recipients data with reusable address records so repeat deliveries are faster and less error-prone.

Recipient records with core delivery profile fields

Recipient addresses and Address Book reuse for repeat deliveries

Customer-linked recipient handling where operationally used

Less free-text entry and fewer manual address errors

Consistent recipient handling across dispatchers and delivery teams

Pre-alert Intake

Capture shipping intent early through Pre alert and Pre alert list workflows, then convert validated records into packages.

Pre alert list visibility for incoming shipping intent

Pre alert creation with invoice or supplier-document attachment

Status management before conversion decisions

Convert approved pre-alerts to package records

Earlier data capture before shipment creation

Package Registration

Register packages with operational and dimensional details for accurate handling and shipment readiness.

Package registration with package type and package description

Amount and quantity-oriented handling fields where used

Weight, length, width, and height capture for execution accuracy

Volumetric weight reference for service selection

Package-level traceability from intake to delivery

Shipping Creation and Shipment Management

Create and manage Shipping records with controlled numbering, sender-recipient details, and status updates.

Create shipment with Shipping prefix and number logic

Office of origin and sender-recipient details where used

Shipment status controls and remarks through each stage

Shipment update flow for operational handoffs

Support one-to-one and multi-package shipment handling

Pickup Workflows

Run Pickup as a distinct controlled flow before final shipment progression when collection is required.

Pickup creation and ownership assignment

Pickup approval and rejection path

Distinct status handling for collection activity

Coordination checks before advancing shipment flow

Clear pickup history for audit and service review

Consolidated Shipments

Combine eligible packages into Consolidated delivery records while preserving traceability.

Create consolidation from at least two packages

Consolidated shipment details and consolidation date tracking

Grouped delivery logic for operational efficiency

Status updates at consolidation and package context levels

Audit trail for combined handling decisions

Service Modes, Shipping Companies, and Delivery Time

Define and apply service-path settings that match operational promises and route choices.

Shipping Company selection by operational path

Shipping Mode choices aligned to service commitments

Shipping Time references for expected delivery windows

Logistics Service assignment for process consistency

Structured service-path decisions instead of ad hoc selection

Tracking and Billing Information

Maintain the operational linkage between Tracking and billing information without turning logistics into a finance module.

Tracking and billing information in shipment context

Delivery prefix and tracking number governance

Invoice linkage where it exists operationally

Declared value, tax, customs, and insurance context fields where used

Payment terms visibility tied to shipment traceability

Delivery Confirmation and Proof of Handover

Confirm Delivery shipment completion with accountable handover records and proof artifacts.

Delivery date and receive by capture

Signed and not signed outcomes with Signature support

Proof-of-delivery evidence retention where required

Clear accountability for final handover actions

Operational confidence for customer communication and audit

Status Tracking and History

Use Delivery status, Tracking history, and User action history to manage execution quality and exceptions.

Pending / approved / delivered / rejected governance

Pickup / consolidated / cancelled and exception state handling

Remarks requirements for non-standard outcomes

Final-state governance controlled by authorized roles

End-to-end history across operational updates

Logistics Dashboard and Reports

Review logistics workload, status distribution, and period trends for daily and monthly decisions.

Dashboard visibility for Packages and Shipping by status

Consolidated by status and Pickup summary outputs

Monthly trends for demand and execution patterns

Backlog and throughput review for planning

Exception-focused operational follow-up

Settings, Rates, and Defaults

Configure default shipping structures and Shipping rates list controls without overshadowing the operational workflow.

Default shipping info and default service settings

Shipping rates list maintenance where applicable

Payment terms defaults for shipping context

Default Delivery status controls and governance

Tracking number pattern setup for consistency

Start with this workflow

Follow these structured steps to launch one controlled process first, then expand.

Pre-alert to package to shipment

1

Create pre-alert

2

Attach invoice or supplier document

3

Validate recipient and address

4

Convert to package

5

Create shipment

6

Move shipment through status updates

7

Confirm final delivery

Register package directly

1

Create package

2

Fill sender, recipient, and package details

3

Choose Logistics Service and Shipping Mode

4

Assign shipment path

5

Save and track status

Pickup request flow

1

Create Pickup request

2

Review and approve or reject

3

Assign handling owner if needed

4

Complete pickup

5

Move record into shipment flow

Consolidate multiple packages

1

Select eligible packages

2

Create consolidated shipment

3

Verify grouped delivery rules

4

Update status across the consolidation

5

Complete delivery with final history preserved

Delivery confirmation with evidence

1

Open shipment or delivery record

2

Mark delivered

3

Record receiver details

4

Add signature or proof where required

5

Verify Tracking history and final state

Exception handling and reschedule

1

Mark exception status

2

Add remarks and evidence

3

Choose next action: reschedule, return, reject, or escalate

4

Update final outcome

5

Keep traceability for audit and customer communication

Who this module is for

Logistics Admin

Dispatchers and Coordinators

Warehouse or package-processing staff

Delivery staff and drivers

Customer-service teams reviewing shipment status

Operations managers monitoring throughput

Common problems this module helps solve

Incomplete shipment data at intake

Duplicated or inconsistent recipient addresses

Weak package-to-shipment traceability

Pickup requests handled outside a controlled process

Poor visibility into consolidated deliveries

Missing delivery proof and signature evidence

Inconsistent shipment status usage across teams

Weak operational reporting by status and period

Where teams apply this module

Logistics operations teams running recipient-to-delivery workflows with controlled status governance

Dispatch and coordination teams managing Pickup and Consolidated delivery flows

Organizations that need proof-of-delivery discipline and handover accountability

Customer-service teams that rely on Tracking history for shipment communication

Operations managers reviewing throughput, backlog, and exception trends by period

Connected records across modules

CRM and Sales can provide customer-linked sender and recipient context for shipment preparation

Core Accounting can align invoice-related references with Tracking and billing information where required

Fleet Operations can support driver and vehicle coordination where transport resources are managed separately

Support Desk can use shipment and status history for customer communication and case handling

Data Exporter can produce volume, status, and exception datasets for operational analysis

Built-in Reports & Analytics

Packages by status

Shipping by status

Consolidated by status

Pickup summary

Monthly volume trends

Tracking history review

Delivery confirmation evidence review

Exception and backlog review

Throughput and status-distribution packs

Compliance & Implementation Resources

Practical guides to help you rollout and validate workflows.

Logistics User Guide

Operational setup, workflow controls, role governance, reporting, and troubleshooting for Logistics.

Read guide

FAQ

Can we manage both packages and shipments in one module?

Yes. Logistics supports package registration and shipment creation in one operational flow with shared status governance and history.

Can we keep reusable recipient and address records?

Yes. Recipient records and the Address Book improve repeatability and reduce manual re-entry for recurring deliveries.

Can we capture pre-alerts before package registration?

Yes. Pre alert workflows let teams capture intent early, attach documents, and convert to package records when ready.

Can we handle pickups separately from standard shipments?

Yes. Pickup can run as its own controlled workflow with approval and rejection before shipment progression.

Can we consolidate multiple packages into one delivery flow?

Yes. Consolidated workflows group eligible packages into one managed delivery path with preserved audit history.

Can we keep proof of delivery and signatures?

Yes. Delivery shipment records can include delivery date, receiver details, Signature status, and handover evidence where required.

Can customer service review shipment history?

Yes. Tracking history and User action history help support teams answer shipment questions with context.

How is this different from Inventory?

Inventory focuses on stock control and valuation, while Logistics focuses on recipient handling, shipping execution, delivery status, and proof of handover.

How is this different from Fleet Operations?

Fleet Operations manages vehicles, drivers, and maintenance, while Logistics governs shipment intake, package flow, status tracking, and delivery confirmation.

Who should control final delivery status changes?

Assign final delivered and exception status permissions to trusted operational roles to preserve accountability and audit quality.

Plans that include this module

Confirm commercial fit before rollout planning.

Business Plan

Enterprise Plan

View pricing

User guide

How to use Logistics

Setup checklist, key workflows, reports, and troubleshooting.

Open user guide

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Customer stories

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Guides

Product guide