Logistics, fleet and delivery workspace guide

What the Logistics workspace covers

Plan shipments, routes, fleet activity, drivers, deliveries, customers and logistics reporting with shared operational visibility.

The workspace brings together shipments and delivery orders, fleet and vehicle records, drivers and assignments, routes, stops and schedules, proof of delivery and exceptions, customers, suppliers and costs, logistics reports and alerts. Each area is connected through shared records, role-based access and operational reporting so teams can see the full path from request to outcome.

Core topics and records

Use the workspace to manage shipments and delivery orders, fleet and vehicle records, drivers and assignments, routes, stops and schedules, proof of delivery and exceptions, customers, suppliers and costs, logistics reports and alerts. Start with the records that define your operation, then add owners, statuses, dates, documents and approval steps so the team can work from a consistent source of truth.

A typical operating workflow

Create the shipment, plan the route, assign the vehicle and driver, capture delivery progress and proof, then reconcile exceptions, costs and customer communication.

Use dashboards, saved views, reports and AI & Automation entry points to reduce routine follow-up while keeping managers in control of important decisions.

Permissions, automation and reporting

Workspace access is governed by organisation membership, product entitlements and role permissions. The same tenant isolation rules apply to records, reports and AI-assisted workflows.

Once the core records are reliable, automate reminders, approvals, exception alerts and summaries that help the team act sooner without losing visibility.