Included in: Enterprise
Accounting
Learn how Accounting fits into your Xfatora rollout.
Module
Logistics
Coordinate packages, shipments, pickups, and delivery status with clear tracking.
Manage recipients, pre-alerts, packages, shipments, pickup requests, and consolidation workflows from one place. Keep tracking history, control statuses, and generate consistent documentation for operations teams.
Key Benefits
One workflow for packages, shipments, pickups, and consolidated deliveries
Recipient records and address book for repeatable shipping details
Pre-alert intake to reduce missing information before processing
Status tracking with history (pending, approved, delivered, and more)
Label/tracking numbers and shipment documentation (where used)
Operational reporting for volume, status distribution, and throughput
Screenshots
Real screens from the platform.
Features & Capabilities
Comprehensive feature set designed for operational excellence
Recipients & address book
Maintain recipient records and addresses so shipping details are consistent and reusable.
Recipient profiles linked to customers (where used)
Multiple addresses per recipient
Address book for repeatable deliveries
Fewer manual errors in shipping details
Fast lookup during shipment creation
Pre-alert intake
Capture shipment intent early, attach documents, and convert to packages when ready.
Pre-alert list for incoming items
Attachments for invoices or documents (where used)
Convert pre-alert to package
Clear ownership and status
Reduce missing data before processing
Packages & shipping
Register packages, assign drivers (where used), and track shipments through defined statuses.
Register packages with dimensions/weight fields (where used)
Shipping list with status filters
Driver assignment (where configured)
Pickup handling as a shipment type
Tracking history and remarks
Consolidation
Group multiple packages into a consolidated shipment when operationally needed.
Select packages to consolidate
Consolidation record with history
Send consolidation documentation (where used)
Reduce operational overhead for grouped deliveries
Clear audit trail for consolidated handling
Delivery confirmation
Capture delivery details and maintain traceability for operations.
Delivery status updates
Delivery date and handover record (where used)
Signature capture (where configured)
Tracking history per shipment
User action history for accountability
Reports
Review operational performance and status distribution over time.
Packages by status
Shipping by status
Pickup and shipment summaries
Consolidation summaries
Volume trends by period
Common Workflows
Step-by-step processes to achieve your business goals
Pre-alert to package to shipment
1
Create a pre-alert and attach relevant documents
2
Convert the pre-alert to a package when confirmed
3
Create a shipment and select service mode (where used)
4
Assign a driver or owner when required
5
Update shipment status as it moves through processing
6
Confirm delivery and keep tracking history
Consolidate shipments
1
Select at least two packages for consolidation
2
Create a consolidation record and verify details
3
Generate consolidation documentation (where used)
4
Track consolidation status changes and history
5
Complete delivery and close the consolidation record
Common Use Cases
Operations teams coordinating multi-step delivery workflows
Logistics service providers managing packages and shipments
Businesses needing traceability for delivery status changes
Teams standardizing recipient and address handling
Reducing errors by using pre-alert intake and structured processing
Connected records across modules
Customers: link shipments and recipients to customer records (where used)
Accounting: keep shipment documentation aligned with financial records (where used)
Fleet Operations: coordinate drivers and vehicles when applicable
Built-in Reports & Analytics
Packages by status
Shipping by status
Consolidated by status
Pickup summary
Monthly volume trends
Compliance & Implementation Resources
Practical guides to help you rollout and validate workflows.
Available in These Plans
Choose the plan that fits your business needs
Business Plan
Enterprise Plan
Ready to get started with Logistics?
Join hundreds of businesses already using Xfatora to streamline their operations
User guide
How to use Logistics
Setup checklist, key workflows, reports, and troubleshooting.
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