Logistics
Coordinate recipients, pre-alerts, packages, shipments, pickups, consolidation, and delivery confirmation in one controlled logistics workflow.
Logistics helps operations teams standardize intake, reduce missing shipment data, track movement and delivery status, capture proof of handover, and keep customer-facing shipment history consistent from pre-alert to final delivery.
What this module helps you control
Business outcomes teams expect
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.
Pre-alert Intake
Capture shipping intent early through Pre alert and Pre alert list workflows, then convert validated records into packages.
Package Registration
Register packages with operational and dimensional details for accurate handling and shipment readiness.
Shipping Creation and Shipment Management
Create and manage Shipping records with controlled numbering, sender-recipient details, and status updates.
Pickup Workflows
Run Pickup as a distinct controlled flow before final shipment progression when collection is required.
Consolidated Shipments
Combine eligible packages into Consolidated delivery records while preserving traceability.
Service Modes, Shipping Companies, and Delivery Time
Define and apply service-path settings that match operational promises and route choices.
Tracking and Billing Information
Maintain the operational linkage between Tracking and billing information without turning logistics into a finance module.
Delivery Confirmation and Proof of Handover
Confirm Delivery shipment completion with accountable handover records and proof artifacts.
Status Tracking and History
Use Delivery status, Tracking history, and User action history to manage execution quality and exceptions.
Logistics Dashboard and Reports
Review logistics workload, status distribution, and period trends for daily and monthly decisions.
Settings, Rates, and Defaults
Configure default shipping structures and Shipping rates list controls without overshadowing the operational workflow.
Start with this workflow
Follow these structured steps to launch one controlled process first, then expand.
Pre-alert to package to shipment
Create pre-alert
Attach invoice or supplier document
Validate recipient and address
Convert to package
Create shipment
Move shipment through status updates
Confirm final delivery
Register package directly
Create package
Fill sender, recipient, and package details
Choose Logistics Service and Shipping Mode
Assign shipment path
Save and track status
Pickup request flow
Create Pickup request
Review and approve or reject
Assign handling owner if needed
Complete pickup
Move record into shipment flow
Consolidate multiple packages
Select eligible packages
Create consolidated shipment
Verify grouped delivery rules
Update status across the consolidation
Complete delivery with final history preserved
Delivery confirmation with evidence
Open shipment or delivery record
Mark delivered
Record receiver details
Add signature or proof where required
Verify Tracking history and final state
Exception handling and reschedule
Mark exception status
Add remarks and evidence
Choose next action: reschedule, return, reject, or escalate
Update final outcome
Keep traceability for audit and customer communication
Who this module is for
Common problems this module helps solve
Where teams apply this module
Connected records across modules
Built-in Reports & Analytics
Compliance & Implementation Resources
Practical guides to help you rollout and validate workflows.
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.
Ready to evaluate Logistics with your team?
We will map this module to your current process, owners, controls, and rollout timeline.
User guide
How to use Logistics
Setup checklist, key workflows, reports, and troubleshooting.
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