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Industry · Distribution & Logistics

Logistics ERP that ties every shipment to its profit

Logistics companies sell services, not products. Each shipment or job has revenue from the customer and costs from carriers, agents, customs brokers and warehouses — often arriving weeks apart and in different currencies.
  • M01Jobs / Projects
  • M02Sales
  • M03Purchasing
  • M04Accounting
  • M05Documents
  • M06Customer Portal

Context

ERP in logistics

The ERP must capture all of it against the job so you know which customers, lanes and services make money.

01Operational challenges

What usually breaks before the ERP project starts

01

Costs arriving late

Carrier invoices arrive after the customer has been billed, eroding margin unnoticed.

02

Rating complexity

Customer rates by lane, weight, volume and surcharge maintained manually.

03

Multi-currency jobs

Revenue and costs in different currencies with exchange differences.

04

Customer visibility

Customers want tracking and documents without calling.

02Core flows

How the ERP should handle each part of the business

Sales flow
Quotes from rate cards; bookings create jobs; customer invoicing from job charges.
Procurement
Carrier and agent costs accrued against jobs; supplier invoices matched to accruals.
Inventory
Typically limited, unless warehousing is offered — see 3PL.
Warehouse
Where offered, storage and handling services billed by activity.
Accounting
Job profitability with accruals; multi-currency; revenue recognition on completion.
CRM
Customer accounts, tenders and rate negotiations tracked.

03Industry workflows

Workflows specific to logistics

01

Job lifecycle

Booking, pickup, transit, delivery and proof of delivery tracked per job.

02

Cost accruals

Expected costs accrued at booking and matched to invoices later.

03

Rate management

Rate cards with lanes, breaks and surcharges applied automatically.

04

Document management

Bills of lading, invoices and customs documents attached to jobs.

04 — Reporting

Reports that should come out of the system, not a spreadsheet

  • Profit per job, customer and lane
  • Unbilled jobs
  • Unmatched carrier invoices
  • On-time delivery
  • Revenue by service type
  • Accrual accuracy

05 — Compliance

Compliance considerations

Customs documentation, dangerous goods rules, and transport regulations. Documents linked to jobs simplify audits and claims.

Regulatory requirements vary by jurisdiction. We configure the system to support your obligations; confirm specific rules with your auditor or compliance advisor.

06 — Integrations

Systems the ERP needs to talk to

Transport management systems, carrier APIs, customs systems, GPS tracking and customer portals are typical.

07AI opportunities

Where AI is genuinely useful here

Practical uses that sit on top of clean ERP data. None of them replace getting the core transactions right first.

01

Carrier invoice matching

Read carrier invoices and match lines to job accruals.

02

Document extraction

Extract shipment details from bills of lading and booking emails.

03

Customer status updates

Draft proactive delay notifications from tracking events.

08ERP modules

Modules a typical deployment includes

  • M01Jobs / Projects
  • M02Sales
  • M03Purchasing
  • M04Accounting
  • M05Documents
  • M06Customer Portal
  • M07CRM
  • M08Reporting

09Roadmap

Implementation roadmap

  1. 01

    Job model

    Define job structure, charges and cost codes.

  2. 02

    Billing and accruals

    Customer invoicing and cost accruals.

  3. 03

    Integration

    TMS, carrier and tracking connections.

  4. 04

    Portal

    Customer tracking and documents online.

10Common mistakes

Mistakes we see repeatedly

01

No cost accruals

Billing before costs are known hides losses.

02

Rates in spreadsheets

Manual rating leads to under-billing.

03

Ignoring FX

Exchange differences must be captured per job.

04

Duplicating the TMS

Integrate with operational tools rather than rebuild them.

Insights

Related reading

FAQ

Frequently asked questions

Can we see profit per shipment?

Yes, with revenue and cost lines captured against each job.

Do we need a TMS as well?

Often yes for operations; the ERP handles finance, billing and profitability, integrated with the TMS.

Can customers track shipments?

Through a portal or integration with tracking providers.

Next step

Do you know your profit per shipment?

We will show how job costing works across your operations.