Process Journey
One job, start to finish — and what the system is doing behind it at each stage.
Start
Approve dispatch and release the trip
Capture the customer request, approve it, reserve stock, and release the work into a live trip from the same chain.
- Customer dispatch request with approval control
- Reserve-on-dispatch before the truck leaves
- One-click dispatch-to-trip conversion
Middle
Complete delivery and bill from the trip
Run the trip, capture delivery proof, deduct stock on shipment, and raise the invoice without rebuilding the job in finance.
- Delivery notes and proof-of-delivery captured on trip flow
- Deduct-on-ship logic updates the warehouse ledger
- Per-kilogram trip billing and invoice generation
Finish
Track OTIF, margin, and receivables
Close the loop with management visibility across OTIF, trip profitability, invoice follow-up, and customer balances.
- OTIF and trip performance reporting
- Trip costing, expense allocation, and margin review
- Receivables aging and customer balance follow-up
Start where it hurts
Three problems, and where to open the system
Late deliveries
Start in Trips, confirm which deliveries slipped, then use OTIF and trip performance reporting to isolate route or service bottlenecks.
Cashflow pressure
Move from invoice status into receivables aging and customer balances so finance can follow up without leaving the same operating picture.
Stock shrinkage
Trace reserve, dispatch-out, return, and adjustment history from the movement ledger when stock no longer matches field activity.
Next step
See the system running against your own operation
A guided walkthrough takes one job from dispatch request through stock reservation, delivery and proof, into invoicing and receivables follow-up — using the modules that match how your team already works.
