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- Logistics ERP
- Who it's for
- Warehouse distribution operators
Warehouse distribution operators
A distribution operator may plan customer deliveries while moving logistics inventory between its own facilities. ERP for Logistics supports the transport handoff through trips and delivery evidence, and a separate warehouse-transfer instruction through approved paired movements. Clear item units and facility references help the team interpret the warehouse work.
How Logistics ERP is set up for you
Facility identity
Maintain warehouse names, codes and cities so an authorized transfer uses the intended source and destination. Check active facilities before approving the instruction.
Quantity agreement
Use the inventory item's unit consistently at both facilities. Compare the authorized transfer with its outbound and inbound movement records.
Transport evidence
Keep trip stops, paperwork and delivery proof attached to the intended trip. A stock posting and a delivery confirmation remain separate operating records to inspect.
A distribution operator may plan customer deliveries while moving logistics inventory between its own facilities. ERP for Logistics supports the transport handoff through trips and delivery evidence, and a separate warehouse-transfer instruction through approved paired movements. Clear item units and facility references help the team interpret the warehouse work.
Start with a regional warehouse and a city warehouse using the same packaging item definition. Prepare a transfer for 40 units, approve it and inspect the resulting outbound effect at the source and inbound effect at the destination. Admin owns this inventory handoff within the access responsibilities agreed during setup.
Rehearse an incomplete movement pair and a wrong facility association before accepting the operating process. The team should explain the discrepancy from the transfer instruction and its linked movements. Agree the recovery procedure for an uncertain posting response before trying the action again.
Use a separate customer trip to rehearse dispatch and reviewed delivery. Configure any connection between warehouse planning and transport planning explicitly; the team should know which record owns each instruction. Follow [warehouse transfer posting](/erp-for-logistics/processes/warehouse-transfer-posting) and review [implementation](/erp-for-logistics/implementation) before widening the pilot. Keep movement history distinct from stock balances supplied by a connected inventory system.
Features to start with
Trip Execution and Evidence
Record stop progress and paperwork, then have delivery evidence reviewed before the linked trip completes.
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.