Logistics & Distribution: digital workflow guide

Start digitalizing Logistics & Distribution by making clear which record passes from whom to whom. Link freight orders to dispatch, transfer, route, proof of delivery, and damage/delay exceptions.

Workflow boundaries

Record fields and ownership

For Logistics & Distribution, link freight/shipment, warehouse, and route/vehicle records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Link freight orders to dispatch, transfer, route, proof of delivery, and damage/delay exceptions. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.