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- Warehouse + Fleet + Delivery
- Get started
Get Warehouse + Fleet + Delivery running in four steps.
Prepare a load pilot with named owners, review decisions and delivery evidence.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Warehouse + Fleet + Delivery. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Warehouse + Fleet + Delivery in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to open Warehouse + Fleet + Delivery, then use Proto to configure the operating scope with your team. Name the Dispatcher, Warehouse Lead, Fleet Coordinator, Independent Reviewer and Operations Manager for the pilot. Give each person access to the records they need for their part of the movement.
Prepare the first operating cycle
Choose one organization, a transport partner, an eligible driver and a ready vehicle. Enter a load with a promised delivery time and ordered pickup and delivery stops. Commit an assignment interval, submit the custody handoff and have a different person review it. Record the transfer, pickup and recipient delivery with their times and operation receipts.
Review before release
Compare actual delivery with the original promise. Check that a changed custody revision needs a new decision, a conflicting assignment cannot pass unnoticed and a failed receipt stays visible for read-first reconciliation. Confirm who owns any carrier, fleet or finance connection. Continue with the implementation plan.
Set up Warehouse + Fleet + Delivery your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.