Client-wise inventory
Track this workflow with controlled records, ownership, status changes and reporting.
All solutions
3PL Warehouse CRM CRM
CRM and WMS tools for client inventory, receiving, pick pack ship, storage billing and dispatch portals.
The category workflow uses the same customer, document, payment, permission and audit foundations as the rest of the platform.
Operational modules
Structure the work your team already performs.
Enable only the records and actions relevant to this business category.
Inbound receiving
Track this workflow with controlled records, ownership, status changes and reporting.
Pick pack ship
Track this workflow with controlled records, ownership, status changes and reporting.
Rate cards
Track this workflow with controlled records, ownership, status changes and reporting.
Client dispatch portal
Track this workflow with controlled records, ownership, status changes and reporting.
Weekly invoices
Track this workflow with controlled records, ownership, status changes and reporting.
01
Capture
Add the customer, requirement and source record.
02
Assign
Give the work a responsible person and next action.
03
Transact
Create documents, payments and operational records.
04
Review
Use activity and reports to manage the next decision.
Review this workflow with your team.
Start a trial or discuss the modules, roles and integrations required for deployment.