Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- Logistics ERP
- Customer order system
- Route planning or vehicle tracking
- Accounting and invoicing
- Inventory system
ERP for Logistics · Available now
Example screen with sample data
Carry freight work from customer request to confirmed delivery.
ERP for Logistics runs the operating handoffs from customer freight intake through planned trips, delivery evidence and charge preparation. Dispatcher captures freight orders with the customer lane, weight and promised date; the capture workflow raises a Requested trip for that lane.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewTrip Schedule×
Logistics ERP · Trips
New trip
Trip Schedule
Trips in one list
Trips in view
6Approved
2Scheduled
2In progress
2| Customer | Origin | Destination | Planned start | Planned end | Vehicle | |
|---|---|---|---|---|---|---|
| Harbor Point Textiles | Reno distribution center | Sacramento receiving dock | 28 Oct | 04 Nov | Tractor 11, day cab | |
| Harbor Point Textiles | Fresno cold storage | Modesto food depot | 30 Oct | 01 Nov | Box truck 12, liftgate | |
| Eastgate Fabricators | Tacoma cross-dock | Kent transfer terminal | 18 Oct | 20 Oct | Tractor 11, day cab | |
| Northbay Produce Co. | Salem fulfillment hub | Eugene customer warehouse | 27 Oct | 31 Oct | Reefer truck 03, 24 ft | |
| Cedarline Home Goods | Mesa freight depot | Tempe office depot | 27 Oct | 29 Oct | Tractor 11, day cab |
6 of 6 records
Reno distribution centerTrips · TRP-67496
ApprovedCustomerHarbor Point Textiles
DestinationSacramento receiving dock
Planned start28 Oct
Planned end04 Nov
VehicleTractor 11, day cab
Approve tripTRP-67496 · Reno distribution center
Dispatcher approves the Requested trip for scheduling after the resource plan is prepared.
Waiting for Dispatcher
ApproveReturn
- Tables, ready to use
- 15
- Saved views
- 16
- Roles with set permissions
- 5
- Reports and dashboards
- 9
Features
Freight and trip work in view
Every feature works on the same records. Pick one to see the screen your team works in.
Freight Intake
Capture the customer's lane, shipment weight and promised date before the trip-planning handoff.
- Customer context
- Weight and timing
- Planning handoff
- Freight orders
- Parties
- Trips
- Freight charges
OverviewFreight Orders by Promise×
Logistics ERP · Freight Intake
New
Freight Orders by Promise
Freight orders
| Customer | Origin | Destination | Weight | Weight unit | Promised at | |
|---|---|---|---|---|---|---|
| Willowfield Foods | Reno distribution center | Sacramento receiving dock | 510 | lb | 18 Oct | |
| Eastgate Fabricators | Fresno cold storage | Modesto food depot | 160 | kg | 21 Oct | |
| Harbor Point Textiles | Tacoma cross-dock | Kent transfer terminal | 140 | short ton | 19 Oct | |
| Eastgate Fabricators | Salem fulfillment hub | Eugene customer warehouse | 640 | metric ton | 16 Oct | |
| Morrow Office Furnishings | Mesa freight depot | Tempe office depot | 870 | oz | 17 Oct |
6 of 6 records
Reno distribution centerFreight orders · FO-87635
CustomerWillowfield Foods
DestinationSacramento receiving dock
Weight510
Weight unitlb
Promised at18 Oct
Fleet and Dispatch
Plan the vehicle, driver and trip window, then approve requested transport work for scheduling.
- Resource choice
- Scheduled window
- Dispatch decision
- Vehicles
- People
- Users
- Trips
- Trip stops
- Parties
OverviewAvailable Vehicles×
Logistics ERP · Fleet and Dispatch
New
Available Vehicles
Vehicles
| Vehicle number | Vehicle type | Capacity | Capacity unit | Status | |
|---|---|---|---|---|---|
| VHC-10979 | Box truck | 70 | lb | Available | |
| VHC-43997 | Day cab tractor | 540 | kg | Available | |
| VHC-32521 | Refrigerated van | 510 | pallets | Available | |
| VHC-98217 | Flatbed truck | 100 | cubic feet | Available | |
| VHC-39800 | Sleeper tractor | 910 | cubic meters | Available |
6 of 6 records
Box truckVehicles · VHC-10979
AvailableCapacity70
Capacity unitlb
Trip Execution and Evidence
Record stop progress and paperwork, then have delivery evidence reviewed before the linked trip completes.
- Stop progress
- Trip paperwork
- Delivery decision
- Trips
- Trip stops
- Delivery evidence
- Transport documents
- People
OverviewDelivery Review Queue×
Logistics ERP · Trip Execution and Evidence
New
Delivery Review Queue
Confirmed waits for the transport reviewer
| Trip | Delivered at | Recipient name | Proof | Status | |
|---|---|---|---|---|---|
| Denver to Aurora, Oct 19 | 03 Nov | Nora Bennett, Sacramento delivery | sacramento_signed_pod.pdf | Pending | |
| Mesa to Tempe, Oct 18 | 29 Oct | Imani Clarke, Modesto delivery | modesto_temp_log.pdf | Pending | |
| Tacoma to Kent, Oct 17 | 25 Oct | Omar Rahman, Kent delivery | kent_dock_receipt.jpg | Pending | |
| Fresno to Modesto, Oct 16 | 21 Oct | Lena Ortiz, Eugene delivery | eugene_delivery_signature.pdf | Pending | |
| Tacoma to Kent, Oct 17 | 03 Nov | Arun Mehta, Tempe delivery | tempe_pallet_photo.jpg | Pending |
6 of 6 records
Nora Bennett, Sacramento deliveryDelivery evidence · DE-24429
PendingTripDenver to Aurora, Oct 19
Delivered at03 Nov
Proofsacramento_signed_pod.pdf
Freight and Trip Charges
Keep order charges and trip charges in their own context and post eligible approved trip charges for invoicing.
- Order charges
- Trip drafts
- Approved posting
- Freight charges
- Freight orders
- Trip charges
- Trips
- Delivery evidence
- Parties
OverviewTrip Charge Drafts×
Logistics ERP · Freight and Trip Charges
New
Trip Charge Drafts
Approval waits for the transport reviewer
| Trip | Charge type | Amount | Status | |
|---|---|---|---|---|
| Denver to Aurora, Oct 19 | Linehaul | 510 | Draft | |
| Reno to Sacramento, Oct 16 | Fuel surcharge | 100 | Draft | |
| Denver to Aurora, Oct 19 | Liftgate service | 770 | Draft | |
| Denver to Aurora, Oct 19 | Detention | 520 | Draft | |
| Salem to Eugene, Oct 17 | Refrigeration | 260 | Draft |
6 of 6 records
LinehaulTrip charges · TC-80870
DraftTripDenver to Aurora, Oct 19
Amount510
Inventory and Warehouses
Establish item identities and active facilities before authorizing warehouse-to-warehouse stock work.
- Item identity
- Facility context
- Transfer readiness
- Inventory items
- Warehouses
- Stock transfers
- Stock movements
OverviewActive Inventory Items×
Logistics ERP · Inventory and Warehouses
New
Active Inventory Items
Inventory items
| Name | SKU | Unit | Reorder point | Active | |
|---|---|---|---|---|---|
| Stretch wrap, 18 in roll | WRAP-18-CLEAR | roll | 860 | ||
| Gel cold pack, 1 lb | COLD-1LB-BLUE | pack | 290 | ||
| Thermal shipping label, 4 x 6 | LABEL-4X6-THERMAL | case | 280 | ||
| Double-wall carton, 18 x 18 | CARTON-18X18-DW | each | 410 | ||
| Poly strapping, 1/2 in | STRAP-HALF-POLY | bundle | 580 |
6 of 6 records
Stretch wrap, 18 in rollInventory items · II-15641
SKUWRAP-18-CLEAR
Unitroll
Reorder point860
Warehouse Transfers
Approve a source-to-destination stock instruction and inspect matching outbound and inbound movement records.
- Transfer instruction
- Approved posting
- Pair review
- Stock transfers
- Stock movements
- Inventory items
- Warehouses
OverviewTransfer Posting Queue×
Logistics ERP · Warehouse Transfers
New
Transfer Posting Queue
Stock transfers
| Name | From warehouse | To warehouse | Item | Quantity | Required at | |
|---|---|---|---|---|---|---|
| Pallet wrap, Reno to Sparks | Fresno cold storage | Fresno cold storage | Reusable pallet, 48 x 40 | 40 | 18 Oct | |
| Cold packs, Fresno to Modesto | Salem fulfillment hub | Fresno cold storage | Stretch wrap, 18 in roll | 890 | 14 Oct | |
| Dock labels, Tacoma to Kent | Fresno cold storage | Salem fulfillment hub | Poly strapping, 1/2 in | 220 | 01 Nov | |
| Shipping cartons, Salem to Eugene | Fresno cold storage | Austin transfer center | Poly strapping, 1/2 in | 860 | 27 Oct | |
| Strapping rolls, Mesa to Tempe | Austin transfer center | Mesa freight depot | High-visibility dock cone | 240 | 22 Oct |
6 of 6 records
Pallet wrap, Reno to SparksStock transfers · ST-27029
ApprovedFrom warehouseFresno cold storage
To warehouseFresno cold storage
ItemReusable pallet, 48 x 40
Quantity40
Required at18 Oct
Process
From customer lane to confirmed delivery
Freight request to delivery and charges ships ready to use. 2 steps need a named approval before the work moves on: Approve trip (Dispatcher) and Confirm delivery (Transport Reviewer).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Capture freight order
Record the customer lane, shipment weight and promised date and identify the Requested trip.
Reno distribution centerTRP-67496 · DispatcherCapture freight orderBy Dispatcher -
Approve trip
Dispatcher approves the prepared request and checks the Scheduled trip result.
Reno distribution centerTRP-67496 · DispatcherApprove tripBy DispatcherApprovalDispatcher approves the Requested trip for scheduling after the resource plan is prepared. -
Record trip progress
Keep actual stop timing and delivery evidence attached to the intended trip.
Reno distribution centerTRP-67496 · Transport ManagerRecord trip progressBy Transport Manager -
Confirm delivery
Transport Reviewer confirms eligible recipient evidence before the linked trip completes.
Reno distribution centerTRP-67496 · Transport ReviewerConfirm deliveryBy Transport ReviewerApprovalTransport Reviewer checks the delivery evidence and confirms the outcome on the intended trip. -
Prepare trip charges
Finance Officer prepares the trip amount under the agreed billing convention.
Reno distribution centerTRP-67496 · Finance OfficerPrepare trip chargesBy Finance Officer -
Post trip charges
Post an eligible approved charge and inspect its invoicing handoff.
Reno distribution centerTRP-67496 · Finance OfficerPost trip chargesBy Finance Officer
Inside a record
Connect the trip with its operating evidence
Open any trip to see its delivery evidence, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Customer, Destination, Planned start and Planned end.
- 2Delivery evidence
Each line is linked to this trip.
- 3Who works on it
Dispatcher, Transport Reviewer and Transport Manager, each with their own permissions.
- 4Process stages
Capture freight order and Approve trip, with the role that acts.
- 5Approvals
Approve trip and Confirm delivery, with who decides.
Trip ScheduleReno distribution center×
Logistics ERP · Trips
Log activity
Reno distribution center
Harbor Point Textiles · Approved
1
Record details
CustomerHarbor Point Textiles
DestinationSacramento receiving dock
Planned start28 Oct
Planned end04 Nov
2
Delivery evidence
Reno distribution center
| Trip | Delivered at | Recipient name |
|---|---|---|
| Denver to Aurora, Oct 19 | 03 Nov | Nora Bennett, Sacramento delivery |
| Mesa to Tempe, Oct 18 | 29 Oct | Imani Clarke, Modesto delivery |
| Tacoma to Kent, Oct 17 | 25 Oct | Omar Rahman, Kent delivery |
- Delivery evidence
- 6
3
Who works on it
- DispatcherManage delivery evidence, freight orders, trip stops
- Transport ReviewerView delivery evidence, freight charges, freight orders…
- Transport ManagerManage delivery evidence, freight orders, Parties, transport…
4
Process stages
- Capture freight orderDispatcher
- Approve tripDispatcher
5
Approvals
- Approve tripDispatcherApproved
- Confirm deliveryTransport ReviewerWaiting
Approvals
Decisions that move transport work forward
Dispatcher approves requested trips for scheduling. Transport Reviewer confirms eligible delivery evidence and performs the charge approval assigned during setup through the supported action path.
OverviewApprovals×
Logistics ERP · Overview
Approvals
Signed in as Dispatcher
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- ST-44186Pallet wrap, Reno to SparksDraft2dActions
- ST-89281Cold packs, Fresno to ModestoDraft2dActions
- ST-38062Dock labels, Tacoma to KentDraft4dActions
- ST-65303Shipping cartons, Salem to EugeneDraft5dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Approve tripDispatcher approves the prepared request and checks the Scheduled trip result. | Dispatcher | |
| Confirm deliveryTransport Reviewer confirms eligible recipient evidence before the linked trip completes. | Transport Reviewer | |
| Approve stock transfers | Admin |
3 approval rules · set per role in Proto
Roles
A workspace for each role
Everyone opens Logistics ERP to the work that is theirs. Pick a role to see what it starts with.
Dispatcher
Captures assigned transport operations work and evidence.
This is the first screen this role sees.
OverviewTrip Schedule×
Trip Schedule
Trips · Dispatcher
| Customer | Origin | Destination | Planned start | Planned end | Vehicle | |
|---|---|---|---|---|---|---|
| Harbor Point Textiles | Reno distribution center | Sacramento receiving dock | 28 Oct | 04 Nov | Tractor 11, day cab | |
| Harbor Point Textiles | Fresno cold storage | Modesto food depot | 30 Oct | 01 Nov | Box truck 12, liftgate | |
| Eastgate Fabricators | Tacoma cross-dock | Kent transfer terminal | 18 Oct | 20 Oct | Tractor 11, day cab | |
| Northbay Produce Co. | Salem fulfillment hub | Eugene customer warehouse | 27 Oct | 31 Oct | Reefer truck 03, 24 ft | |
| Cedarline Home Goods | Mesa freight depot | Tempe office depot | 27 Oct | 29 Oct | Tractor 11, day cab |
6 of 6 records
Transport Reviewer
Reviews evidence and authorizes eligible domain outcomes.
This is the first screen this role sees.
OverviewTrip Schedule×
Trip Schedule
Trips · Transport Reviewer
| Customer | Origin | Destination | Planned start | Planned end | Vehicle | |
|---|---|---|---|---|---|---|
| Harbor Point Textiles | Reno distribution center | Sacramento receiving dock | 28 Oct | 04 Nov | Tractor 11, day cab | |
| Harbor Point Textiles | Fresno cold storage | Modesto food depot | 30 Oct | 01 Nov | Box truck 12, liftgate | |
| Eastgate Fabricators | Tacoma cross-dock | Kent transfer terminal | 18 Oct | 20 Oct | Tractor 11, day cab | |
| Northbay Produce Co. | Salem fulfillment hub | Eugene customer warehouse | 27 Oct | 31 Oct | Reefer truck 03, 24 ft | |
| Cedarline Home Goods | Mesa freight depot | Tempe office depot | 27 Oct | 29 Oct | Tractor 11, day cab |
6 of 6 records
Transport Manager
Owns transport operations setup, planning and assigned operational work.
This is the first screen this role sees.
OverviewTrip Schedule×
Trip Schedule
Trips · Transport Manager
| Customer | Origin | Destination | Planned start | Planned end | Vehicle | |
|---|---|---|---|---|---|---|
| Harbor Point Textiles | Reno distribution center | Sacramento receiving dock | 28 Oct | 04 Nov | Tractor 11, day cab | |
| Harbor Point Textiles | Fresno cold storage | Modesto food depot | 30 Oct | 01 Nov | Box truck 12, liftgate | |
| Eastgate Fabricators | Tacoma cross-dock | Kent transfer terminal | 18 Oct | 20 Oct | Tractor 11, day cab | |
| Northbay Produce Co. | Salem fulfillment hub | Eugene customer warehouse | 27 Oct | 31 Oct | Reefer truck 03, 24 ft | |
| Cedarline Home Goods | Mesa freight depot | Tempe office depot | 27 Oct | 29 Oct | Tractor 11, day cab |
6 of 6 records
Finance Officer
Prepares authorized financial drafts and reconciles confirmed receipts for this app.
This is the first screen this role sees.
OverviewTrip Schedule×
Trip Schedule
Trips · Finance Officer
| Customer | Origin | Destination | Planned start | Planned end | Vehicle | |
|---|---|---|---|---|---|---|
| Harbor Point Textiles | Reno distribution center | Sacramento receiving dock | 28 Oct | 04 Nov | Tractor 11, day cab | |
| Harbor Point Textiles | Fresno cold storage | Modesto food depot | 30 Oct | 01 Nov | Box truck 12, liftgate | |
| Eastgate Fabricators | Tacoma cross-dock | Kent transfer terminal | 18 Oct | 20 Oct | Tractor 11, day cab | |
| Northbay Produce Co. | Salem fulfillment hub | Eugene customer warehouse | 27 Oct | 31 Oct | Reefer truck 03, 24 ft | |
| Cedarline Home Goods | Mesa freight depot | Tempe office depot | 27 Oct | 29 Oct | Tractor 11, day cab |
6 of 6 records
Admin
Maintain user and staff setup, item and warehouse records, and the authorized warehouse-transfer handoff.
- Manage Users, People, inventory items, Warehouses, stock transfers
- View stock movements
- Approve stock transfers
Reports
Understand timing, charges and stock movements
Read trip timing, delivery evidence, charge progress and warehouse movements in their proper context.
Overview×
Logistics ERP · Overview
Logistics ERP dashboard
This quarter
Stock transfers in view
6Total quantity
2,820Draft
6Trips by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Requested | 34 | ||
| Approved | 10 | 29% | |
| Scheduled | 4 | 40% | |
| In progress | 1 | 25% |
Number of trips by status
Sample counts per stage
- 01Freight Demand by Lane
Group freight orders by Customer, Origin, Destination and weight unit, showing Weight and promised at without inferring an order completion status.
- 02Trip Plan and Actuals
Compare trip planned start and planned end with actual start and actual end by Vehicle and Driver.
- 03Stop Arrival Variance
Compare trip stop planned arrival with actual arrival and inspect departed at within each Trip and Sequence.
- 04Delivery Evidence Status
Group delivery evidence by Status with delivered at, recipient name and Trip to separate pending, confirmed and disputed evidence.
- 05Fleet Assignment Status
Group Vehicles by Status and vehicle type, retaining capacity unit when comparing Capacity.
- 06Trip Charge Progress
Group trip charges by Trip and Status, showing charge type and Amount under the agreed billing-currency convention.
- 07Freight Charge Breakdown
Group freight charges by Order and charge type, showing Amount and invoice reference without treating an invoice reference as payment evidence.
- 08Warehouse Transfer Pairing
Compare each stock transfers item and quantity with its linked Outbound and Inbound stock movements at from warehouse and to warehouse.
- 09Warehouse Movement History
Group stock movements by Warehouse, Item and Direction with Quantity and posted at, reporting movement history rather than an opening-balance-adjusted stock position.
Who it's for
For transport and distribution teams
See how Logistics ERP fits your kind of team.
Regional freight carriers
Coordinate customer lanes, assigned trips and reviewed delivery evidence across regional transport work.
Warehouse distribution operators
Coordinate transport work alongside approved warehouse transfers and inspect each recorded stock effect.
Contract transport teams
Keep customer transport commitments, delivery decisions and charge preparation understandable across repeat work.
Controls
Review the evidence before accepting the outcome
Each stage of freight request to delivery and charges names the role that acts and the status it records, so a change is never anonymous.
OverviewFreight request to delivery and charges×
Logistics ERP · Process
Freight request to delivery and charges
Each stage, the role that acts and the status it records
Process stages
11Approval steps
2Roles involved
4Tables touched
13Approve tripApproval
DispatcherStatusRequested → Scheduled
RecordsTrips
Record trip progress
Transport Manager, DispatcherStatusScheduled → in progress
RecordsDelivery evidence, Trip stops, Trips
Confirm deliveryApproval
Transport ReviewerStatusPending → Confirmed
RecordsDelivery evidence, Trips
- StartTripsApprove tripRequested → Scheduled
- StepDelivery evidenceRecord trip progressScheduled → in progress
- ApprovalDelivery evidenceConfirm deliveryPending → Confirmed
- ApprovalTrip chargesApprove trip chargesDraft → Approved
- StepTrip chargesPost trip chargesApproved → Invoiced
AI agent
Prepare the next logistics action with your assistant
Prepare freight and trip work and explain its evidence while people retain the operating decisions.
It can
- Dispatcher: Review freight promises, help prepare the stop plan and summarize pending delivery evidence for the intended trip.
- Transport Manager: Compare the trip window with its assigned vehicle and driver context, then help prepare the planning handoff.
- Transport Reviewer: Show the recipient proof and paperwork for a selected trip and explain the decision still needed before confirmation.
- Finance Officer: Separate freight-order charges from trip drafts and show which trip charges are approved for posting.
Stays with a person
- The assistant cannot replace the responsible person's approval or treat an uploaded proof file as a confirmed delivery.
- It must use authorized record access and identify the intended parent trip, order or transfer before acting.
- A matching customer lane is insufficient to identify a generated trip when repeated orders exist.
- A billing reference does not establish payment, and an uncertain transfer response must not lead to another posting without checking the existing result.
Open Delivery Review Queue for records I am authorized to access.
For the selected trip, summarize the recipient evidence and transport documents.
Show Transport Reviewer what still needs a decision; do not confirm it for them.
After authorized confirmation, inspect the linked trip's resulting status.
The assistant cannot replace the responsible person's approval or treat an uploaded proof file as a confirmed delivery.
Data model
Your data, in tables you can change
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 15 tables15tables
- Freight Intake4
- Fleet and Dispatch6
- Trip Execution and Evidence5
- Freight and Trip Charges6
- Inventory and Warehouses4
- Warehouse Transfers4
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Choose the operating pilot
Select a customer lane and the people responsible for capture, planning, delivery review and charges. Include warehouse-transfer work only after assigning its inventory administration scope.
Establish references and access
Configure customers, vehicles and staff identities. Agree capacity and weight units, date conventions and the access needed for the supported approval actions.
Rehearse intake and dispatch
Capture a freight order, identify its resulting Requested trip and assign vehicle, driver and planned dates. Have Dispatcher approve the trip and inspect Scheduled.
Rehearse delivery review
Record stop actuals and recipient proof, then have Transport Reviewer confirm the evidence and inspect the linked trip’s completion. Include a disputed case and an incorrect trip association.
Rehearse charge posting
Finance Officer prepares a draft, the agreed reviewer approves it and the eligible charge posts for invoicing. Check the accounting result and recovery procedure before repeating an uncertain handoff.
Pricing
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
- No per-user or per-seat fees
- Viewing, editing, approving and exporting records in the app is free
- Pay only for machine work: API calls, imports, workflows and AI agents
- Prepaid credits from $5. Purchased credits never expire
Machine work rate card Included per $1 of credit
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
How do I get started?
Click Get started, then use Proto to configure ERP for Logistics for your business. Begin with a customer lane, the planning team and a reviewer who can inspect delivery proof. Add a charge-posting rehearsal and a warehouse transfer when their access and reference records are ready.
What happens when a freight order is captured?
Dispatcher records the customer lane, weight and promised date. The capture action raises a Requested trip for that customer lane. Identify the actual result before assigning resources, particularly when the customer has repeated orders on the same route.
Who approves a trip for scheduling?
Dispatcher approves the Requested trip through the dispatch action, which commits Scheduled. Transport Manager prepares the vehicle, driver and planned window before that handoff.
How are vehicles and drivers assigned?
Transport Manager selects the fleet vehicle and staff member on the trip. Check vehicle status, compatible weight and capacity units, and the planned window before dispatch. Map the driver identity to the correct platform user during setup.
What confirms a delivery?
Transport Reviewer inspects the recipient and proof evidence and confirms eligible delivery evidence through the delivery action. The linked trip completes as part of that handoff. Uploading proof alone does not replace the review decision.
How should disputed evidence be handled?
Use the disputed-delivery queue to investigate the trip association, recipient details and proof. Agree the correction and review path before confirmation so the outcome remains understandable to the operating and finance teams.
How do freight charges differ from trip charges?
Freight charges belong to freight orders and can be Linehaul, Fuel or Accessorial. Trip charges belong to trips and move through preparation, approval and posting. Agree how their commercial scope relates before combining amounts.
Does posting a charge collect payment?
Posting hands an approved trip charge to the invoicing process. Configure the accounting connection separately and inspect its result. An invoice reference identifies billing context; it does not establish a cash receipt.
What does a warehouse transfer post?
An approved transfer creates linked outbound and inbound movement records for the same item and quantity at the source and destination warehouses. Inspect the complete pair before accepting the warehouse handoff.
Is route optimization part of the setup?
Configure a chosen route-planning service separately if the team needs optimization. Agree how its output becomes the trip and stop plan, and keep resource assignment and dispatch approval with the responsible people.
Set up Logistics ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.