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- Warehouse + Fleet + Delivery
- Who it's for
- Multi-organization logistics
Multi-organization logistics
A logistics group may plan freight for several operating organizations while sharing staff and partner relationships. Each load identifies its organization, owner and transport partner. Team membership links staff users to an organization and records their role name and time zone. Organization records carry active state, time zone and currency, giving the operations team context for schedules and review.
How Warehouse + Fleet + Delivery is set up for you
Operating ownership
Dispatcher selects the intended organization and team owner before planning a load.
Time commitments
Assignment intervals, stop windows and the promised delivery time need a shared time-zone convention.
Partner context
Transport partner records stay linked to their operating organization and carry current contact details.
Evidence review
The reviewer and Operations Manager use the load's organization and owner references when resolving a failed action.
A logistics group may plan freight for several operating organizations while sharing staff and partner relationships. Each load identifies its organization, owner and transport partner. Team membership links staff users to an organization and records their role name and time zone. Organization records carry active state, time zone and currency, giving the operations team context for schedules and review.
Begin with two representative organizations that use different time zones. Configure their team membership and a partner directory entry for each. Agree how local time is displayed to dispatchers and how a cross-zone appointment is entered. Decide who maintains active states for organizations, staff and partners. The access design should let each person perform their assigned work while keeping unrelated operating records within the intended scope.
Rehearse a load planned in one organization and delivered in another time zone. Compare the appointment window, assignment interval and promised delivery time as actual moments, not just clock labels. Then give an exception to a reviewer and ask them to find the right owner, source revision and evidence. Keep exchange-rate and financial settlement policy in the connected finance process; the operating load records the freight amount in USD.
Features to start with
Partners and organizations
Keep operating organizations, staff membership and transport partners linked to each load.
Loads and dispatch
Plan freight loads, keep the promised delivery time and record each dispatch decision.
Warehouse custody
Review a warehouse-to-driver transfer on its submitted revision before completion.
Roles on the team
- Dispatcher
- Plans loads, checks assignments and releases movement.
- Warehouse Lead
- Prepares and submits custody transfers for review.
- Fleet Coordinator
- Maintains driver eligibility, vehicle readiness and defect evidence.
- Independent Reviewer
- Decides submitted custody and exception revisions without preparing the source work.
- Operations Manager
- Owns exception resolution and reconciliation of unresolved effects.
- Admin
- Maintains organization, user and partner scope.
Set up Warehouse + Fleet + Delivery your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.