Operational Flow
How a job travels through the platform — from the customer request to the report that explains what it earned.
The shape of the work
Four stages, one continuous record
Plan
Capture customers, routes, vehicles, products and dispatch requests in one place.
Execute
Approve dispatch, reserve stock, convert to trips, and track delivery live.
Bill
Ship to deduct stock, bill per kilogram, raise invoices and follow up payments.
Improve
Use OTIF, returns and cost reports to optimize routes, margins and stock.
Dispatch to invoice
The six steps behind every delivery
Dispatch request
Customer submits with LPO and preferred vehicle.
Approve & reserve
Admin approves; warehouse stock is reserved.
Trip & ship
Converted to a trip; shipping deducts on-hand stock.
Deliver
Proof of delivery captured; OTIF measured.
Returns
Any return is inspected and restocked or scrapped.
Bill & report
Invoice raised; performance and margins reported.
Where each team starts
The surfaces each department works from
Operations
Dispatch and trip control
Lead with the screens that release work: request intake, approvals, active trips, POD, and exception handling.
- Operations dashboard and trip workflows
- Pending dispatch, OTIF, and POD-rate widgets
- Trips, trip detail, and invoice handoff
Warehouse
Reserve, move, return, and reconcile
Use the stock-on-hand and movement-ledger surfaces to prove that warehouse accountability is embedded in the product.
- Stock on hand by item and location
- Stock in, adjust, and transfer actions
- Full movement ledger for audit and reconciliation
Finance
Trip activity becomes commercial output
Show where deliveries become invoices, reports, collections follow-up, and margin visibility.
- Invoice detail and print surfaces
- Costing, revenue, and delivery financial reports
- Customer balances and receivables-oriented workflows
Customer-facing
Portals extend the project beyond internal admin users
The project already contains external access layers that can be used as proof of service transparency and rollout maturity.
- Customer portal: trips, invoices, support, documents, reverse logistics
- Driver portal: trips, POD, messages, support, returns
- Useful proof for implementation, support, and self-service positioning
Next step
Walk the flow against a job of your own
Bring a real dispatch scenario and we will run it through the system end to end — approval, stock, trip, proof, invoice and report.
