Integrations
Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- SCM with Route Optimization
- Route generation
- Fleet authority
- GPS and trip events
- Delivery documents
SCM with Route Optimization · Available now
Example screen with sample data
Plan the route, review the decision, track the load.
A Dispatcher prepares a freight load with its organization, transport partner, owner, promised delivery date and freight amount. Ordered stops hold addresses and delivery windows.
- No per-user fees
- Manual work is free
- Configure it in Proto
OverviewActive Loads×
SCM with Route Optimization · Loads
New load
Active Loads
Loads in one list
Loads in view
6Planned
2Dispatched
2In Transit
2Planned2
Refrigerated produce to RenoCedar Ridge Carriers
29 Oct
Furniture shipment to PortlandSilver Mesa Logistics
29 Oct
Add
Dispatched2
Medical supplies to SacramentoSummit Gate Freight
01 Nov
Frozen meals to SpokaneNorth Pine Carriers
18 Oct
Add
In Transit2
Retail cartons to BoiseBlue Heron Haulage
26 Oct
Packaging stock to EugeneNorth Pine Carriers
30 Oct
Add
Refrigerated produce to RenoLoads · LDS-65420
PlannedPromised delivery at29 Oct
OwnerTessa Ward
CounterpartyCedar Ridge Carriers
Review routeLDS-65420 · Refrigerated produce to Reno
Transport Supervisor decides on the submitted route revision.
Waiting for Transport Supervisor
ApproveReturn
- Tables, ready to use
- 14
- Saved views
- 13
- Roles with set permissions
- 5
- Reports and dashboards
- 8
Features
See the freight work in motion
Every feature works on the same records. Pick one to see the screen your team works in.
Load planning
Prepare each freight load with a clear owner, partner, promise and route planning boundary.
- One accountable owner
- A specific partner
- A dated promise
- Loads
- Load stops
- Route proposals
- Load assignments
- Transport partners
- Team members
OverviewDelivery Exceptions×
SCM with Route Optimization · Load planning
New
Delivery Exceptions
Loads
| Record number | Subject | Status | Promised delivery at | Actual delivery at | Counterparty | |
|---|---|---|---|---|---|---|
| LDS-31144 | Refrigerated produce to Reno | Exception | 31 Oct | 03 Nov | Blue Heron Haulage | |
| LDS-43639 | Medical supplies to Sacramento | Exception | 26 Oct | 30 Oct | Canyon Fork Freight | |
| LDS-16293 | Retail cartons to Boise | Exception | 16 Oct | 19 Oct | Blue Heron Haulage | |
| LDS-94192 | Furniture shipment to Portland | Exception | 15 Oct | 22 Oct | Blue Heron Haulage | |
| LDS-20004 | Frozen meals to Spokane | Exception | 02 Nov | 09 Nov | Silver Mesa Logistics |
6 of 6 records
Refrigerated produce to RenoLoads · LDS-31144
ExceptionPromised delivery at31 Oct
Actual delivery at03 Nov
CounterpartyBlue Heron Haulage
Route proposals
Keep each route candidate tied to its load and its own revision for independent review.
- A defined candidate
- A visible queue
- A separate decision
- Route proposals
- Loads
- Load stops
- Review decisions
- Operation receipts
OverviewRoute Review Queue×
SCM with Route Optimization · Route proposals
New
Route Review Queue
Approval conditions
| Parent | Status | Revision | Estimated miles | Capacity units | Optimization version | |
|---|---|---|---|---|---|---|
| Packaging stock to Eugene | Submitted | 180 | 890 | 430 | Route plan v1.2 | |
| Furniture shipment to Portland | Submitted | 570 | 370 | 30 | Route plan v1.3 | |
| Bakery ingredients to Tacoma | Submitted | 410 | 880 | 830 | Route plan v2.0 | |
| Packaging stock to Eugene | Submitted | 770 | 700 | 890 | Route plan v2.1 | |
| Bakery ingredients to Tacoma | Submitted | 490 | 300 | 120 | Route plan v2.2 |
6 of 6 records
Route plan v1.2Route proposals · RP-23753
SubmittedParentPackaging stock to Eugene
Revision180
Estimated miles890
Capacity units430
Assignments and fleet
Hold and confirm driver and vehicle intervals against load requirements and fleet readiness.
- Driver eligibility
- Vehicle readiness
- A bounded hold
- Load assignments
- Drivers
- Vehicles
- Vehicle defects
- Loads
- Route proposals
OverviewDriver Eligibility×
SCM with Route Optimization · Assignments and fleet
New
Driver Eligibility
Drivers
| Driver code | Name | Active | Eligibility until | External authority | |
|---|---|---|---|---|---|
| DRV-018 | Gabriel Torres | 15 Oct | CDL class A, Oregon | ||
| DRV-024 | Nina Shah | 19 Oct | CDL class A, Nevada | ||
| DRV-031 | Devin Brooks | 15 Oct | CDL class B, Idaho | ||
| DRV-045 | Farah Ali | 25 Oct | CDL class A, Washington | ||
| DRV-052 | Cole Bennett | 13 Oct | Hazmat endorsement, Oregon |
6 of 6 records
DRV-018Drivers · DRV-40273
NameGabriel Torres
Active✓
Eligibility until15 Oct
External authorityCDL class A, Oregon
Stop execution
Record ordered delivery stops, promised windows and actual arrival evidence for each load.
- Ordered work
- Time windows
- Observed events
- Load stops
- Loads
- Record attachments
- Route proposals
OverviewStop Windows×
SCM with Route Optimization · Stop execution
New
Stop Windows
Load stops
| Parent | Stop sequence | Address | Window start | Window end | Actual arrival at | |
|---|---|---|---|---|---|---|
| Furniture shipment to Portland | 40 | North Valley cold store, Reno | 17 Oct | 22 Oct | 29 Oct | |
| Refrigerated produce to Reno | 50 | Riverbend medical dock, Sacramento | 16 Oct | 19 Oct | 27 Oct | |
| Frozen meals to Spokane | 70 | Hillside retail DC, Boise | 18 Oct | 26 Oct | 01 Nov | |
| Refrigerated produce to Reno | 20 | Eastbank furniture dock, Portland | 17 Oct | 26 Oct | 29 Oct | |
| Frozen meals to Spokane | 10 | Pinecrest freezer dock, Spokane | 22 Oct | 28 Oct | 01 Nov |
6 of 6 records
North Valley cold store, RenoLoad stops · LS-43919
ParentFurniture shipment to Portland
Stop sequence40
Window start17 Oct
Window end22 Oct
Actual arrival at29 Oct
Review and evidence
Keep route decisions, operation outcomes and delivery attachments tied to the load.
- Independent decision
- Durable outcome
- Supporting material
- Review decisions
- Operation receipts
- Record attachments
- Route proposals
- Loads
- Team members
OverviewOperation Outcomes×
SCM with Route Optimization · Review and evidence
New
Operation Outcomes
Operation receipts
| Parent | Operation key | Action | Expected revision | Result state | Failure reason | |
|---|---|---|---|---|---|---|
| Bakery ingredients to Tacoma | dispatch-load-3018 | Assign driver | 890 | Failed | Driver hours limit reached | |
| Furniture shipment to Portland | assign-truck-3021 | Confirm vehicle readiness | 720 | Needs Review | Trailer capacity exceeded | |
| Furniture shipment to Portland | confirm-pickup-3024 | Publish route plan | 510 | Failed | Stop window has expired | |
| Frozen meals to Spokane | record-arrival-3027 | Dispatch load | 60 | Needs Review | Vehicle inspection is overdue | |
| Retail cartons to Boise | post-delivery-3030 | Record stop arrival | 750 | Failed | Delivery proof is missing |
6 of 6 records
dispatch-load-3018Operation receipts · OR-91067
FailedParentBakery ingredients to Tacoma
ActionAssign driver
Expected revision890
Failure reasonDriver hours limit reached
Organization and access
Maintain organization scope, transport partners, team members and user access.
- Organization identity
- Member scope
- Partner directory
- Organizations
- Team members
- Users
- Transport partners
- Drivers
- Vehicles
OverviewOrganization Directory×
SCM with Route Optimization · Organization and access
New
Organization Directory
Organizations
| Name | Code | Active | Time zone | Currency | |
|---|---|---|---|---|---|
| Crestline Freight Services | CREST-FRT | America/Los_Angeles | USD | ||
| Highland Route Logistics | HIGH-ROUTE | America/Denver | EUR | ||
| Blue Mesa Distribution | BLUE-MESA | America/Chicago | GBP | ||
| Silver Creek Transit Group | SILVER-CRK | America/New_York | CAD | ||
| Pine Vale Freight | PINE-VALE | America/Phoenix | MXN |
6 of 6 records
Crestline Freight ServicesOrganizations · ORG-11340
USDCodeCREST-FRT
Active✓
Time zoneAmerica/Los_Angeles
Process
From plan to delivered load
From load plan to delivery review ships ready to use. One step needs a named approval before the work moves on: Review route (Transport Supervisor).
Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.
-
Register load
Record the partner, owner and delivery promise.
Refrigerated produce to RenoLDS-65420 · DispatcherRegister loadBy Dispatcher -
Prepare stops
Put addresses and time windows in order.
Refrigerated produce to RenoLDS-65420 · DispatcherPrepare stopsBy Dispatcher -
Submit route
Send a specific route revision for review.
Refrigerated produce to RenoLDS-65420 · DispatcherSubmit routeBy Dispatcher -
Review route
Have a supervisor decide with a recorded reason.
Refrigerated produce to RenoLDS-65420 · Transport SupervisorReview routeBy Transport SupervisorApprovalTransport Supervisor decides on the submitted route revision. -
Confirm assignment
Reserve an eligible driver and ready vehicle.
Refrigerated produce to RenoLDS-65420 · DispatcherConfirm assignmentBy Dispatcher -
Dispatch load
Move the reviewed plan into the trip.
Refrigerated produce to RenoLDS-65420 · DispatcherDispatch loadBy Dispatcher
Inside a record
Connect the operating signals
Open any load to see its load assignments, the roles that work on it, its process stages and its approvals on one page.
- 1Record details
Promised delivery at, Owner and Counterparty.
- 2Load assignments
Each line is linked to this load.
- 3Who works on it
Dispatcher and Admin, each with their own permissions.
- 4Process stages
Register load and Prepare stops, with the role that acts.
- 5Approvals
Review route, with who decides.
Active LoadsRefrigerated produce to Reno×
SCM with Route Optimization · Loads
Log activity
Refrigerated produce to Reno
Cedar Ridge Carriers · Planned
1
Record details
Promised delivery at29 Oct
OwnerTessa Ward
CounterpartyCedar Ridge Carriers
2
Load assignments
Refrigerated produce to Reno
| Load | Driver | Vehicle |
|---|---|---|
| Replacement parts to Bend | Marcus Bell | Truck 28, 53 foot dry van |
| Packaging stock to Eugene | Hana Kim | Truck 28, 53 foot dry van |
| Medical supplies to Sacramento | Noah Bennett | Truck 07, 53 foot dry van |
- Load assignments
- 6
3
Who works on it
- DispatcherManage Loads, record attachments, route proposals
- AdminManage Users, team members, Organizations
4
Process stages
- Register loadDispatcher
- Prepare stopsDispatcher
5
Approvals
- Review routeTransport SupervisorApproved
Approvals
Review the route revision
OverviewApprovals×
SCM with Route Optimization · Overview
Approvals
Signed in as Transport Supervisor
Waiting for you
4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
- RP-23753Route plan v1.2Submitted0dActions
- RP-33926Route plan v1.3Submitted2dActions
- RP-18742Route plan v2.0Submitted4dActions
- RP-27514Route plan v2.1Submitted6dActions
Who approves what
| Decision | Approver | |
|---|---|---|
| Review routeHave a supervisor decide with a recorded reason. | Transport Supervisor |
1 approval rule · set per role in Proto
Roles
A workspace for each role
Everyone opens SCM with Route Optimization to the work that is theirs. Pick a role to see what it starts with.
Dispatcher
Prepare assigned operational records and execute eligible reviewed actions.
This is the first screen this role sees.
OverviewActive Loads×
Active Loads
Loads · Dispatcher
Planned2
Refrigerated produce to RenoCedar Ridge Carriers
29 Oct
Furniture shipment to PortlandSilver Mesa Logistics
29 Oct
Add
Dispatched2
Medical supplies to SacramentoSummit Gate Freight
01 Nov
Frozen meals to SpokaneNorth Pine Carriers
18 Oct
Add
In Transit2
Retail cartons to BoiseBlue Heron Haulage
26 Oct
Packaging stock to EugeneNorth Pine Carriers
30 Oct
Add
App Administrator
Maintain organization configuration and membership.
This is the first screen this role sees.
OverviewDriver Eligibility×
Driver Eligibility
Drivers · App Administrator
| Driver code | Name | Active | Eligibility until | External authority | |
|---|---|---|---|---|---|
| DRV-018 | Gabriel Torres | 15 Oct | CDL class A, Oregon | ||
| DRV-024 | Nina Shah | 19 Oct | CDL class A, Nevada | ||
| DRV-031 | Devin Brooks | 15 Oct | CDL class B, Idaho | ||
| DRV-045 | Farah Ali | 25 Oct | CDL class A, Washington | ||
| DRV-052 | Cole Bennett | 13 Oct | Hazmat endorsement, Oregon |
6 of 6 records
Transport Supervisor
Review eligible revisions independently and reconcile operational evidence.
This is the first screen this role sees.
OverviewRoute Review Queue×
Route Review Queue
Route proposals · Transport Supervisor
| Parent | Status | Revision | Estimated miles | Capacity units | Optimization version | |
|---|---|---|---|---|---|---|
| Packaging stock to Eugene | Submitted | 180 | 890 | 430 | Route plan v1.2 | |
| Furniture shipment to Portland | Submitted | 570 | 370 | 30 | Route plan v1.3 | |
| Bakery ingredients to Tacoma | Submitted | 410 | 880 | 830 | Route plan v2.0 | |
| Packaging stock to Eugene | Submitted | 770 | 700 | 890 | Route plan v2.1 | |
| Bakery ingredients to Tacoma | Submitted | 490 | 300 | 120 | Route plan v2.2 |
6 of 6 records
Auditor
Read authorized evidence and reports.
This is the first screen this role sees.
OverviewDelivery Exceptions×
Delivery Exceptions
Loads · Auditor
| Record number | Subject | Status | Promised delivery at | Actual delivery at | Counterparty | |
|---|---|---|---|---|---|---|
| LDS-31144 | Refrigerated produce to Reno | Exception | 31 Oct | 03 Nov | Blue Heron Haulage | |
| LDS-43639 | Medical supplies to Sacramento | Exception | 26 Oct | 30 Oct | Canyon Fork Freight | |
| LDS-16293 | Retail cartons to Boise | Exception | 16 Oct | 19 Oct | Blue Heron Haulage | |
| LDS-94192 | Furniture shipment to Portland | Exception | 15 Oct | 22 Oct | Blue Heron Haulage | |
| LDS-20004 | Frozen meals to Spokane | Exception | 02 Nov | 09 Nov | Silver Mesa Logistics |
6 of 6 records
Admin
Maintains user access and checks administrative scope across the operating organization.
- Manage Users, team members, Organizations
- View Loads, route proposals, review decisions
Reports
Read the delivery result
Compare route plans, assignment choices and delivery outcomes using recorded evidence.
Overview×
SCM with Route Optimization · Overview
SCM with Route Optimization dashboard
This quarter
Route proposals in view
6Total estimated miles
3,520Submitted
6Loads by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 49 | ||
| Planned | 33 | 67% | |
| Dispatched | 24 | 73% | |
| In Transit | 16 | 67% |
Number of loads by status
Sample counts per stage
- 01Delivery Promise Performance
Compare promised and actual delivery times by load and transport partner.
- 02Route Proposal Mileage
Review estimated miles by proposal revision and optimization version.
- 03Route Decision Outcomes
Group Approve, Reject and Return decisions by reviewer and decision date.
- 04Assignment Utilization
Review driver and vehicle assignment intervals and their statuses.
- 05Stop Arrival Variance
Compare each stop's window and actual arrival time.
- 06Fleet Readiness
Group vehicles by readiness and equipment class.
- 07Operation Failure Review
Examine failed and needs-review receipts by action and reason.
- 08Freight by Partner
Sum freight amount by transport partner and load status.
Who it's for
Fit your freight operation
See how SCM with Route Optimization fits your kind of team.
Regional freight teams
Coordinate partner loads, reviewed routes and delivery promises across a regional network.
Private fleet operations
Pair route decisions with driver eligibility, vehicle readiness and observed stop events.
Multi-organization logistics
Keep freight organizations, partners and reviewer responsibility aligned on each load.
Controls
Keep decisions and attempts traceable
Each stage, from load plan to delivery review, names the role that acts and the status it records, so a change is never anonymous.
OverviewFrom load plan to delivery review×
SCM with Route Optimization · Process
From load plan to delivery review
Each stage, the role that acts and the status it records
Process stages
10Approval steps
1Roles involved
2Tables touched
9Submit route
DispatcherStatusDraft → Submitted
Review routeApproval
Transport SupervisorStatusSubmitted → Approved
RecordsReview decisions
Confirm assignment
DispatcherStatusHeld → Confirmed
RecordsVehicles, Drivers
- StartDispatcherSubmit routeDraft → Submitted
- ApprovalReview decisionsReview routeSubmitted → Approved
- StepVehiclesConfirm assignmentHeld → Confirmed
- StepLoadsDispatch loadPlanned → Dispatched
- StepLoadsRecord transitDispatched → In Transit
AI agent
Ask Proto for the next fact
Use Proto to prepare a load, inspect route decisions and explain delivery exceptions.
It can
- Dispatcher: Show my planned loads with the next promised delivery time and their route proposal status.
- Transport Supervisor: List submitted route candidates with their load, revision, estimated miles and stop windows.
- App Administrator: Find ready vehicles of the required equipment class and drivers whose eligibility extends through the assignment interval.
- Auditor: Explain a delivered load using its route decision, stop times, attachments and operation receipts.
Stays with a person
- A person must decide whether a route candidate is acceptable for the load.
- Proto can assemble the relevant records and point out a changed revision, but Transport Supervisor makes and records the review decision.
- Dispatcher remains responsible for the operating facts entered during the trip.
Show the submitted route for load L-104, the ordered stop windows, the current proposal revision and any earlier review decisions. Do not dispatch it. Prepare the facts for Transport Supervisor to decide.
A person must decide whether a route candidate is acceptable for the load.
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 14 tables14tables
- Load planning6
- Route proposals5
- Assignments and fleet6
- Stop execution4
- Review and evidence6
- Organization and access8
Implementation
Roll out one team at a time
Start with one team and one process, then add the rest once the basics are running.
Set the scope
Choose an organization, its time zone, active partners and the team members who will dispatch and review.
Prepare records
Enter drivers, vehicles, load owners and a representative load with ordered stop windows.
Rehearse review
Submit a route candidate, have Transport Supervisor decide on the current revision and record the reason.
Run dispatch
Hold and confirm an eligible driver and ready vehicle, then record pickup and stop events.
Check outcomes
Record actual delivery, inspect exceptions and receipts, and review the reports with Auditor.
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 SCM with Route Optimization for your business. Start with one organization, one dispatcher, one independent supervisor and a real load with ordered stops.
What does a route proposal contain?
A proposal links to a load and organization. It can carry a revision, estimated miles, capacity units, generation time and optimization version. Submit the candidate the supervisor will actually review.
Who decides whether a route is acceptable?
Transport Supervisor reviews the submitted revision and records an Approve, Reject or Return decision with a reason. Dispatcher prepares the candidate and uses the decision in planning dispatch.
How are drivers and vehicles assigned?
Dispatcher holds a dated assignment interval for a load, driver and vehicle. Check driver eligibility, vehicle readiness, equipment class and capacity before confirmation.
Can the team see stops and arrival times?
Yes. Load stops hold ordered stops, windows, actual arrival and departure times, and a proof reference. Compare those events with the load's promised and actual delivery times.
What happens when a delivery is delayed?
Mark the load Exception, record the observed times and attach the relevant evidence. Transport Supervisor can inspect the route decision and operation outcomes during follow-up.
Where are review reasons kept?
Review decisions store the decision, source revision, reviewer, date and reason against the load. Route Review Queue helps the supervisor find submitted candidates.
How do we inspect failed operations?
An operation receipt can record an action, expected revision, result state and failure reason. Operation Outcomes focuses attention on Failed and Needs Review receipts.
Can we connect GPS or route generation?
Plan those connections during implementation. Agree where route candidates and trip events originate, who maintains them, and how failed updates are reconciled.
Which reports help the first review?
Start with Delivery Promise Performance, Route Proposal Mileage, Stop Arrival Variance and Operation Failure Review. Open the underlying load or receipt when a result needs explanation.
Set up SCM with Route Optimization your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.