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Logistics

Shipments, trips and fleet, tied to the customer and the invoice.

For companies moving goods rather than building them, Vertex connects the order to the vehicle to the delivery to the invoice — without a separate dispatch spreadsheet.

Shipments with vehicle, driver and delivery status — drawn from Fleet, closed out with proof of delivery. Demo data.

01The workflow

The modules, in the order your work happens.

  1. 1Customer
  2. 2Sales order
  3. 3Shipment
  4. 4Trip
  5. 5Fleet
  6. 6Delivery
  7. 7Finance
02Why it fits

What changes for a logistics business.

Concrete differences in how the work gets done — not features for their own sake.

01

Shipment to delivery

Shipments move through planning, pickup and transit to delivery, with proof of delivery captured at the end.

02

Fleet on hand

Vehicle and driver status feed directly into what logistics can assign — no guessing what's available.

03

Delivery closes the loop

A completed delivery ties back to the customer and the invoice it should trigger.

See Circumz for Logistics

Walk through this workflow with your own documents, team and numbers.