Logistics
Logistics menus for drivers, crew, packing slips, and delivery plans
Use Logistics when you need delivery paperwork and driver routes. Sales still owns requests, orders, invoices, and payments.
Employees and cycles
- Logistics → Data → Employees — positions driver and crew
- Logistics → Data → Logistics Cycles — weekly visit templates for those employees
Generate daily plans from cycles the same way as sales. See Plans and visits.
Packing slips
Logistics → Activities → Packing slips
Packing slips are created when you Process a sales order with Generate packing slip checked. You can also create one by hand and link it to a sales order.
Typical fields: code, date, customer, sales order, location, products, notes.
- If the status is Draft, use Change status to move it to Processed, or Cancel it. There is no Process button here.
- When it is Processed, click Complete. Enter the delivered quantity for each product. Remaining quantity opens a new packing slip.
- You can Cancel a slip while it is Draft or Processed.
When every related packing slip is completed, the linked sales order can move to Completed. If you skip packing on the order, the order does not wait for a slip.
Status actions
| Current status | Buttons | Change status |
|---|---|---|
| Draft | Cancel | Processed, Cancelled |
| Processed | Complete, Cancel | Completed, Cancelled |
| Completed | — | — |
| Cancelled | — | — |
Complete always asks for delivered quantities.
You can import packing slips from CSV if your privilege includes Import.
Logistics plans
Logistics → Activities → Logistics Plans
Same plan model as sales: employee, date, start/end branch, customers. Attach packing slips instead of invoices.
Drivers and crew open today's plan on mobile. Home shows packing-slip codes as today's tasks.
Coming soon
Updating packing slip status on mobile is not available. Drivers see assigned packing codes on Home; they complete slips in the web app (or an operator does).