Knowledge Base
Logistics
Logistics
The Console helps your team plan and manage the movement of goods and people. You can organise dispatches, follow movements, plan journeys and review the time and cost involved. Logistics information stays connected to the wider work, so production, project and finance teams can understand what needs to move and what it will take to get there.
A journey may be a product delivery, a visit to a customer, a transfer between your sites or another business trip. It may use your own fleet or an external courier. The Console gives your team a place to plan those movements and keep the information available to the people responsible.
Organise a dispatch
A dispatch begins with what needs to leave your site, where it is going and when it needs to arrive. Review the destination, the goods or documents involved, and the people responsible for sending and receiving them.
You can plan delivery using an internal vehicle or an external courier. Where a dispatch relates to a production job or customer order, keeping the movement associated with that work helps colleagues understand its delivery position.
Prepare the relevant delivery note before the goods leave. Check the recipient, address and shipment details so the document reflects what is being sent.
Use your fleet or an external courier
For an internal delivery, record the fleet resources your team uses and plan the journey around their availability. For an external delivery, keep the courier’s details and the information your team needs to arrange work with them.
You can save frequently used vehicles, couriers and destinations for later use. Once that information is in place, your team can select familiar options during future planning rather than entering the same details each time. This also makes it easier to consider the expected time and cost of different delivery choices.
Choose the arrangement that suits the movement. Your own fleet may be appropriate for a local delivery or site transfer, while an external courier may be better suited to another destination or timeframe.
Plan a journey on the map
The map gives you a visual way to select locations and consider a route. You can use saved destinations or enter a new address when the journey goes somewhere your team has not used before.
Routing tools help estimate distance, travel time and associated costs. Review the proposed route against the needs of the journey, including collection and delivery times, available transport and any charges that may apply. These estimates provide a basis for planning; confirm the actual arrangements before travel or dispatch.
A journey can include multiple stops, such as deliveries to several customers on the same run. You can also account for the return leg where one is needed. Keeping the stops together helps your team consider the full distance, time and cost rather than treating each part as an unrelated trip.
Account for the full cost
The cost of a journey may be more than the route itself. Add the relevant expenses, such as fuel, parking, tolls, courier fees, fares or other charges.
The details will depend on the purpose of the trip. Sales travel to a customer may involve different costs from a product delivery or a transfer between your own sites. Recording those differences helps your team understand what the activity is expected to cost and why.
Review the amounts before confirming the journey. If the plan changes, update the route and expenses so the expected cost remains useful.
Follow movements
Movements give your team a record of what is being transported and the journey planned for it. As arrangements change, update the movement so the people managing the associated customer order, project or internal transfer can see the current position.
For a journey with several customer stops, keep the destinations and their order clear. This helps the team understand which deliveries belong to the same run and what remains to be completed.
Keep documents with the journey
A route plan can be prepared as a document for the people making or reviewing the journey. Delivery notes and other relevant files can be kept with the movement so they are available when needed.
Check the addresses, stop order, transport method, timing and costs before sharing a plan. Saving documents with the work gives your team a record to return to after the journey is complete.
See the financial effect
A journey may create costs before an invoice or bank payment arrives. Review those expected expenses while planning so the business can see their likely effect.
Confirmed journey information can contribute to logistics cost records and expected financial activity in the Console. When actual expenses appear in your bank records, your finance team can review and reconcile them against what was planned.
This gives you a clearer understanding of the cost of customer visits, deliveries and internal transfers alongside the wider work they support.
Build a useful logistics record
Save the destinations, fleet and courier information your team uses regularly. Keep journeys and movements current, and record the outcome once the work is complete.
Over time, these records help your business review routes, transport choices and costs. They also give the people responsible for a customer, production job or site transfer a clearer view of where the work needs to go.


