Warehouse + Fleet + Delivery coordinates freight loads from planning through warehouse custody, driver and vehicle assignment, dispatch, and delivery. Each load has an operating organization, owner, transport partner, promised delivery time and freight amount.
Loads in one list
Independent Reviewer decides the frozen warehouse-to-driver transfer scope against the parent load revision.
Every feature works on the same records. Pick one to see the screen your team works in.
Plan freight loads, keep the promised delivery time and record each dispatch decision.
Load stops
| Parent | Stop sequence | Address | Window start | Window end | Actual arrival at | |
|---|---|---|---|---|---|---|
| Bakersfield to Las Vegas, garden stock | 20 | Reno distribution center, pickup | 11 Oct | 17 Oct | 23 Oct | |
| Oakland to Fresno, returned merchandise | 60 | Sacramento retail hub, delivery | 11 Oct | 20 Oct | 26 Oct | |
| Sacramento to Eugene, display materials | 90 | Fresno crossdock, pickup | 12 Oct | 16 Oct | 25 Oct | |
| Fresno to Oakland, packaged goods | 70 | Oakland service depot, delivery | 22 Oct | 30 Oct | 08 Nov | |
| Modesto to San Jose, household supplies | 40 | Stockton warehouse, pickup | 18 Oct | 25 Oct | 01 Nov |
Check driver eligibility, vehicle readiness and committed assignment intervals.
Drivers
| Driver code | Name | Eligibility until | External authority | Active | |
|---|---|---|---|---|---|
| DRV-018 | Theo Park | 03 Nov | CA-DL-842611 | Yes | |
| DRV-024 | Imani Reyes | 24 Oct | NV-DL-193842 | Yes | |
| DRV-031 | Rafael Dube | 15 Oct | OR-DL-581067 | Yes | |
| DRV-045 | Leena Kapoor | 21 Oct | ID-DL-220481 | Yes | |
| DRV-052 | Marcus Holt | 28 Oct | AZ-DL-478193 | Yes |
Keep ordered stops, appointment windows and actual movement times with each load.
Record attachments
| Parent | Title | Evidence type | Uploaded at | Visibility | Uploaded by | |
|---|---|---|---|---|---|---|
| Reno to Sacramento, apparel replenishment | Reno load bill of lading | Bill of lading | 25 Oct | Internal | Caleb Foster | |
| Sacramento to Eugene, display materials | Sacramento delivery receipt | Proof of delivery | 23 Oct | Shared | Olivia Chen | |
| Reno to Boise, seasonal inventory | Trailer 7 seal photo | Seal photo | 21 Oct | Internal | Arun Desai | |
| Bakersfield to Las Vegas, garden stock | Oakland unloading photos | Inspection report | 01 Nov | Shared | Elias Romero | |
| Reno to Sacramento, apparel replenishment | Driver inspection report | Temperature log | 27 Oct | Internal | Caleb Foster |
Review a warehouse-to-driver transfer on its submitted revision before completion.
Approval waits for the independent reviewer
| Parent | Warehouse | Driver | Pallet count | Revision | Status | |
|---|---|---|---|---|---|---|
| Sacramento to Eugene, display materials | Reno distribution center | Theo Park | 23 | 270 | Submitted | |
| Modesto to San Jose, household supplies | Fresno crossdock | Imani Reyes | 13 | 520 | Submitted | |
| Stockton to Portland, store fixtures | Stockton warehouse | Rafael Dube | 9 | 570 | Submitted | |
| Reno to Sacramento, apparel replenishment | Sacramento retail hub | Leena Kapoor | 9 | 190 | Submitted | |
| Oakland to Fresno, returned merchandise | Modesto service depot | Marcus Holt | 26 | 620 | Submitted |
Keep operating organizations, staff membership and transport partners linked to each load.
Transport partners
| Code | Name | Contact name | Address | Eligibility note | Organization | |
|---|---|---|---|---|---|---|
| SB-FRT | Silver Basin Freight | Mina Salazar | 1840 Sagebrush Rd, Reno, NV | Cargo insurance valid through December | Cedar Ridge Distribution | |
| CR-CAR | Cedar Ridge Carriers | Arun Desai | 221 Cedar St, Fresno, CA | Liftgate service approved | Juniper Valley Warehousing | |
| HL-LOG | Harbor Lane Logistics | Tariq Mensah | 48 Harbor Way, Oakland, CA | Cold chain coverage verified | Willow Crest Delivery | |
| NF-TRN | North Fork Transport | Olivia Chen | 710 North Fork Rd, Boise, ID | Driver roster review complete | North Fork Supply Services | |
| JV-HLG | Juniper Valley Haulage | Elias Romero | 95 Juniper Ave, Stockton, CA | Pending updated safety certificate | Bright River Logistics |
Trace decisions, attachments and operation results when work needs review.
Operation receipts
| Parent | Operation key | Action | Expected revision | Result state | Failure reason | |
|---|---|---|---|---|---|---|
| Sacramento to Eugene, display materials | dispatch:reno-sac:1014 | Assign driver | 480 | Failed | Driver license expires before delivery | |
| Reno to Sacramento, apparel replenishment | pickup:fresno-oak:1014 | Release load | 200 | Needs review | Trailer seal differs from manifest | |
| Sacramento to Eugene, display materials | handoff:stockton-portland | Confirm pickup | 930 | Failed | Pickup appointment was missed | |
| Stockton to Portland, store fixtures | delivery:reno-boise:1015 | Record warehouse handoff | 340 | Needs review | Vehicle inspection is overdue | |
| Bakersfield to Las Vegas, garden stock | review:trailer-7-seal | Verify delivery | 670 | Failed | Freight count does not match load plan |
Load plan to confirmed delivery ships ready to use. 2 steps need a named approval before the work moves on: Review custody (Independent Reviewer) and Reconcile exceptions (Independent Reviewer).
Record the promise, partner and ordered stops on one load.
Check driver eligibility, vehicle readiness and committed intervals.
Have an independent reviewer decide the frozen transfer scope against the parent load revision.
Record pickup and a durable dispatch receipt before movement.
Keep actual delivery beside the original promise and completion receipt.
Review discrepancies and authorize correction against retained evidence.
Open any load to see its load assignments, the roles that work on it, its process stages and its approvals on one page.
Promised delivery at, Owner and Counterparty.
Each line is linked to this load.
Dispatcher, Warehouse Lead and Fleet Coordinator, each with their own permissions.
Set operating scope and Plan load, with the role that acts.
Review custody and Reconcile exceptions, with who decides.
North Fork Transport · Planned
| Load | Driver | Vehicle |
|---|---|---|
| Fresno to Oakland, packaged goods | Olivia Chen | Tractor 18, sleeper cab |
| Reno to Boise, seasonal inventory | Imani Reyes | Tractor 18, sleeper cab |
| Reno to Boise, seasonal inventory | Imani Reyes | Tractor 18, sleeper cab |
Signed in as Independent Reviewer
| Decision | Approver | |
|---|---|---|
| Review custodyHave an independent reviewer decide the frozen transfer scope against the parent load revision. | Independent Reviewer | |
| Reconcile exceptionsReview discrepancies and authorize correction against retained evidence. | Independent Reviewer | |
| Approve loading handoffs, Loads | Independent Reviewer |
Everyone opens Warehouse + Fleet + Delivery to the work that is theirs. Pick a role to see what it starts with.
Plans loads, checks assignments and releases movement.
This is the first screen this role sees.
Loads · Dispatcher
Prepares and submits custody transfers for review.
This is the first screen this role sees.
Loading handoffs · Warehouse Lead
| Parent | Warehouse | Driver | Pallet count | Revision | Status | |
|---|---|---|---|---|---|---|
| Sacramento to Eugene, display materials | Reno distribution center | Theo Park | 23 | 270 | Submitted | |
| Modesto to San Jose, household supplies | Fresno crossdock | Imani Reyes | 13 | 520 | Submitted | |
| Stockton to Portland, store fixtures | Stockton warehouse | Rafael Dube | 9 | 570 | Submitted | |
| Reno to Sacramento, apparel replenishment | Sacramento retail hub | Leena Kapoor | 9 | 190 | Submitted | |
| Oakland to Fresno, returned merchandise | Modesto service depot | Marcus Holt | 26 | 620 | Submitted |
Maintains driver eligibility, vehicle readiness and defect evidence.
This is the first screen this role sees.
Load assignments · Fleet Coordinator
Decides submitted custody and exception revisions without preparing the source work.
This is the first screen this role sees.
Loading handoffs · Independent Reviewer
| Parent | Warehouse | Driver | Pallet count | Revision | Status | |
|---|---|---|---|---|---|---|
| Sacramento to Eugene, display materials | Reno distribution center | Theo Park | 23 | 270 | Submitted | |
| Modesto to San Jose, household supplies | Fresno crossdock | Imani Reyes | 13 | 520 | Submitted | |
| Stockton to Portland, store fixtures | Stockton warehouse | Rafael Dube | 9 | 570 | Submitted | |
| Reno to Sacramento, apparel replenishment | Sacramento retail hub | Leena Kapoor | 9 | 190 | Submitted | |
| Oakland to Fresno, returned merchandise | Modesto service depot | Marcus Holt | 26 | 620 | Submitted |
Owns exception resolution and reconciliation of unresolved effects.
This is the first screen this role sees.
Loads · Operations Manager
Maintains organization, user and partner scope.
Answer delivery, assignment, custody and operation follow-up questions from linked records.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 40 | ||
| Planned | 19 | 48% | |
| Dispatched | 11 | 58% | |
| In transit | 7 | 64% |
Sample counts per stage
Group loads by status, organization and transport partner.
Compare delivery times with retained promises for delivered loads.
List committed start and end times by driver and vehicle.
Show active drivers by eligibility expiry date.
Pair vehicle readiness with linked defect severity and release time.
Compare handoff status with decisions by source revision and reviewer.
Group failed and needs-review receipts by action and failure reason.
Compare actual arrival time with each stop's appointment window.
See how Warehouse + Fleet + Delivery fits your kind of team.
Coordinate warehouse pickups and regional delivery commitments across a shared fleet.
Track partner-led freight against load promises, handoffs and delivery evidence.
Keep freight ownership, partner scope and time zones clear across operating organizations.
Each stage of load plan to confirmed delivery names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Ask Proto to prepare load work and surface decisions for the right person.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 15 tablesStart with one team and one process, then add the rest once the basics are running.
Define an operating organization, its team membership, partner directory and time-zone convention.
Enter eligible drivers, ready vehicles and any open defects; agree how source authority is checked.
Plan a load with ordered stops, a promise, an assignment and a submitted custody handoff.
Review custody independently, record its completion receipt, then dispatch and deliver with actual times.
Test a late delivery, a changed handoff revision and a failed operation receipt before widening use.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| 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 |
Click Get started, then use Proto to configure Warehouse + Fleet + Delivery for your business. Pilot one operating organization, a representative load and a complete warehouse-to-recipient movement.
The load carries its operating organization, owner, transport partner, freight subject, promised delivery time and movement state. Stops, assignments, custody, decisions, receipts and attachments link to it.
Yes. The assignment links a driver and vehicle to the load for a committed start and end interval. Check eligibility, readiness and overlaps before confirmation.
The Warehouse Lead submits a frozen transfer scope. An Independent Reviewer decides it against the parent load revision and records a reason. The transfer completes after its physical time and operation receipt are recorded.
Review the changed transfer scope again. The prior decision belongs to the earlier submitted revision.
Yes. The load retains the promised delivery time separately from actual delivery. Stop windows and actual stop times add location-level context.
A stop can hold a proof reference. The load can also carry titled attachments with an evidence type and internal or shared visibility.
The Operations Manager checks linked local effects and the authoritative external result. An unresolved receipt moves into review with the discrepancy recorded before any authorized correction.
Connect the finance process to the freight amount and completed movement evidence when your team needs invoice or settlement decisions.
Start free, then use Proto to change fields, steps and approvals before your team goes live.