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.
Overview
Dashboard
Commercial
CRM
Sales
Operations
Projects
Procurement
Inventory
Field
Logistics
Fleet
Money
Finance
Logistics
Shipments
Today · 12 shipments · 3 in transit · 1 delayed
TripsNew shipment
| Shipment | Route | Status |
|---|---|---|
| SH-0334 | Jeddah Yard → Riyadh Central | In transit |
| SH-0333 | Riyadh Central → P-102 site | Delivered |
| SH-0331 | Dammam Port → Jeddah Yard | Assigned |
| SH-0330 | Riyadh Central → P-104 site | Delayed |
SH-0334 · 18 T steel rebar for P-102Customer order SO-0871
Planned
Assigned
Picked up
In transit
Delivered
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.
- 1Customer
- 2Sales order
- 3Shipment
- 4Trip
- 5Fleet
- 6Delivery
- 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.