Before you start
- Sign in to the correct company.
- Confirm your role and company subscription allow this module.
- Complete required master data in connected source modules before starting a transaction.
- Use demo or authorized data while learning.
Workspace map
1. Review pending, on-road, delivered, and issue KPIs
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
2. Assign single or bulk shipments
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
3. Build driver runsheets
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
4. Track active fleet and history
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
5. Handle dispatch exceptions
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
6. Print daily manifests
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
7. Include ready dental cases in the unified queue
This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.
Recommended operating sequence
- Review pending, on-road, delivered, and issue KPIs
- Assign single or bulk shipments
- Build driver runsheets
- Track active fleet and history
- Handle dispatch exceptions
- Print daily manifests
- Include ready dental cases in the unified queue
Related procedural guides
Quotation to Cash
A connected commercial path from customer and price context to delivery, invoicing, collection, and accounting.
Open guide → WorkflowsB2B Portal Order to Delivery
Extend controlled ordering to approved customers, then fulfill through the same ERP stock, warehouse, dispatch, invoice, and payment chain.
Open guide → WorkflowsDental Case Intake to Invoice
A dedicated lab path from clinic request and intake through configurable production, materials, quality, delivery, revision policy, and receivables.
Open guide →Troubleshooting
- If an action is not visible, check role, permission, record status, and plan entitlement.
- If data is missing, correct the source module and refresh this workspace.
- Read the validation message before retrying; an approval or configuration step may be required.
- Do not bypass protected correction or reversal by creating a duplicate record.