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- Logistics ERP
- Who it's for
- Regional freight carriers
Regional freight carriers
Regional freight teams need to carry the customer's request through planning without losing its lane and timing context. ERP for Logistics gives Dispatcher a freight intake record, Transport Manager a resource plan and Transport Reviewer the evidence needed to confirm delivery. Finance Officer prepares charges against the appropriate order or trip.
How Logistics ERP is set up for you
Repeated customer lanes
Record customer, origin, destination and promised date at intake. Inspect the resulting Requested trip so repeated work on the same lane remains distinguishable during planning.
Fleet planning
Compare shipment weight and vehicle capacity using agreed units. Review the planned trip window and driver assignment before Dispatcher approves the work for scheduling.
Delivery handoff
Capture the recipient and proof on the intended trip. Transport Reviewer confirms the evidence before the linked trip completes.
Regional freight teams need to carry the customer's request through planning without losing its lane and timing context. ERP for Logistics gives Dispatcher a freight intake record, Transport Manager a resource plan and Transport Reviewer the evidence needed to confirm delivery. Finance Officer prepares charges against the appropriate order or trip.
Choose a regional lane served by an operating team that can rehearse the same movement together. Start with a customer order whose weight and promised date are clear. Have Dispatcher capture it and Transport Manager identify the Requested trip before assigning the vehicle and driver.
Record an intermediate stop and the final delivery during the rehearsal. Ask Transport Reviewer to inspect the paperwork and proof, then confirm the outcome. Include a disputed case so the team agrees how missing or incorrect evidence is resolved before confirmation.
Finally, let Finance Officer prepare a trip charge and show its separate approval and invoicing handoff. Configure any accounting or vehicle-tracking connection separately, with clear ownership of its result. Follow [freight intake and dispatch](/erp-for-logistics/processes/freight-intake-and-dispatch) and [trip execution and delivery](/erp-for-logistics/processes/trip-execution-and-delivery) before extending the pilot to another lane.
Features to start with
Freight Intake
Capture the customer's lane, shipment weight and promised date before the trip-planning handoff.
Fleet and Dispatch
Plan the vehicle, driver and trip window, then approve requested transport work for scheduling.
Freight and Trip Charges
Keep order charges and trip charges in their own context and post eligible approved trip charges for invoicing.
Roles on the team
- Dispatcher
- Captures assigned transport operations work and evidence.
- Transport Reviewer
- Reviews evidence and authorizes eligible domain outcomes.
- Transport Manager
- Owns transport operations setup, planning and assigned operational work.
- Finance Officer
- Prepares authorized financial drafts and reconciles confirmed receipts for this app.
- Admin
- Maintain user and staff setup, item and warehouse records, and the authorized warehouse-transfer handoff.
Set up Logistics ERP your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.