Stock Reservation
Reserve the stock for the approved order.
Typical owner: WarehouseRole profile / Department
Transport Admin
Delivery assignment and coordination between warehouse, individual drivers/riders and accounts.
Role accountabilities
What this role is responsible for.
- Coordinate dispatch handoffs and assign deliveries to individual drivers or riders.
- Work only within assigned company, branch and department scope.
- Send each record to the next authorized owner; decisions and approvals follow company policy.
What this role can access—and what needs a separate grant.
- Assigned routes and delivery records only. Driver sees assigned delivery data; hide unrelated customer records and all salary/finance fields; log reassignment and evidence review.
These are FieldPro security requirements and intended permission boundaries.
Operational sequence
Where this role enters the workflow.
Warehouse Dispatch
Prepare the dispatch and record the transport handoff.
Typical owner: Warehouse AdminTransport
Assign the delivery to an individual driver or rider.
Typical owner: Transport AdminDelivery
Submit the delivery outcome and required evidence or exception for authorized review.
Typical owner: Driver / Rider + ReviewerEach company sets its own owners, branch limits and approvals.
Expertise & module responsibilities
Workspaces connected to this role.
Each module shows what it manages, its process, information in and the records it hands off.
Transport & Dispatch
Make the movement from warehouse dispatch to individual driver or rider assignment understandable.
Module responsibilities & availability
- Warehouse-to-transport handoffAvailable
- Individual driver and rider assignmentAvailable
- Delivery progress and exception coordinationAvailable
- Accounts handoff after delivery reviewAvailable
Process, inputs & handoffs
Process
- Receive dispatch handoff
- Assign driver or rider
- Coordinate delivery
- Review completion or exception
Information received
- Dispatch details
- Authorized delivery assignment
Records or handoffs produced
- Transport assignment
- Delivery status
Driver, Rider & Delivery Evidence
Explain the last-mile workflow: assigned delivery, evidence submission, authorized review and the accounts handoff.
Module responsibilities & availability
- Assigned-delivery scopeAvailable
- Delivery evidence and exception review requirementsAvailable
- Permission-controlled evidence accessAvailable
- Available
Process, inputs & handoffs
Process
- Receive assigned delivery
- Perform delivery
- Submit evidence or exception
- Authorized review
- Accounts handoff
Information received
- Assigned delivery
- Delivery evidence or exception
Records or handoffs produced
- Reviewed delivery outcome
- Accounts-ready handoff
Warehouse & Stock
Connect approved orders with stock reservation, warehouse preparation and a traceable dispatch handoff.
Module responsibilities & availability
- Multiple Warehouses & LocationsAvailable
Keep stock records tied to their company warehouse and location.
- Stock In / OutAvailable
Record authorized inventory movements and source references.
- Goods Receipt (Local & Import)Available
Receive goods against the relevant local or import record.
- Delivery / DispatchAvailable
Prepare and confirm authorized stock dispatch.
- Stock TransferAvailable
Move inventory between permitted locations with traceability.
- Stock AdjustmentAvailable
Require an approved reason and audit for inventory corrections.
- Batch & Serial Number TrackingAvailable
Trace goods using assigned batch or serial identifiers.
- Expiry Date ManagementAvailable
Track applicable product expiry dates and exceptions.
- Stock Reports & ValuationAvailable
Review balances and valuation using configured costing rules.
- Integration with Sales, Purchase & ProductionAvailable
Link stock handoffs only where the operating workflow is enabled.
- Approved-order handoffAvailable
- Stock reservation stageAvailable
- Warehouse dispatch coordinationAvailable
- Links between booked orders, stock and transportAvailable
Process, inputs & handoffs
Process
- Receive approved order
- Reserve stock
- Prepare warehouse dispatch
- Hand over to transport
Information received
- Approved order
- Available stock information
Records or handoffs produced
- Reservation record
- Dispatch handoff
Branch Management
Connect each branch, its manager, supervisors and departments to the company workspace with clearly assigned access.
Module responsibilities & availability
- Branch directory and company-to-branch structureAvailable
- Branch Manager and Supervisor assignments with explicit responsibilitiesAvailable
- Branch-scoped HR, CNC, Accounts, Warehouse and Transport workspacesAvailable
- Sales teams, order bookers and assigned riders connected to their branchAvailable
- Branch-level workflow visibility and authorized exception escalationAvailable
- Company-wide oversight only for users assigned the relevant cross-branch rightsAvailable
Process, inputs & handoffs
Process
- Define the company and its branches
- Assign the Branch Manager, supervisors and department teams
- Set record visibility and approval rights for each branch
- Follow orders, stock, dispatch and delivery within the assigned scope
- Escalate exceptions and review authorized branch summaries
Information received
- Company and branch structure
- Employee and department assignments
- Configured access and approval policies
- Branch orders, stock and delivery records
Records or handoffs produced
- Branch workspace and responsibility map
- Department handoffs with branch context
- Authorized branch summaries and exception queues
Logistics & Shipment Tracking
Plan shipments and container bookings, with provider-dependent vessel positions, carrier events, ETA and delivery history.
Module responsibilities & availability
- Shipment PlanningAvailable
Organize the movement, schedule and assigned shipment responsibility.
- Container & Booking ManagementAvailable
Link container identifiers, bookings and shipment references.
- Bill of Lading / Air WaybillAvailable
Associate transport documents with their specific shipment.
- Vessel / Flight DetailsAvailable
Store the assigned carrier movement and available references.
- Port & Terminal InformationAvailable
Record the relevant loading, discharge and terminal context.
- Live Ship & Container TrackingComing soon
- Shipment Milestones & ETAAvailable
Follow reported milestones and estimated arrival updates.
- Delay Alerts & NotificationsRequires provider setup
Route configured delay events and supported exceptions through authorized notification services. Provider events and notification-channel integration remain required.
- Demurrage & Detention TrackingAvailable
Track relevant charge periods, exceptions and supporting records.
- Integration with Global Trade ModuleAvailable
Keep shipment status and documents linked to the trade transaction.
- Track by Container No. / B/L No. / Booking No.Requires provider setup
Locate the authorized shipment using a supported reference.
- Live Vessel Location (AIS)Requires provider setup
Planned authorized AIS/provider connection; availability depends on feed and permissions.
- Shipping Line Container EventsRequires provider setup
Ingest supported carrier/container milestone events with their source.
- Port of Loading / Discharge InformationRequires provider setup
Connect the movement to its relevant loading and discharge context.
- Estimated Time of Arrival (ETA)Requires provider setup
Show sourced estimates and retain update context.
- Shipment Milestones & Status HistoryRequires provider setup
Retain reported movement events and their chronology.
- Container Details (Type, Size, Seal No.)Requires provider setup
Record container specifications and relevant seal identifiers.
- Vessel Schedule & Route MapRequires provider setup
Display sourced schedule and route information when integrated.
- Transshipment DetailsRequires provider setup
Record intermediate handling/movement legs and their references.
- Delivery ConfirmationRequires provider setup
Connect authorized delivery outcome to the shipment record.
- Integration with Shipment RecordsRequires provider setup
Keep tracking and its source references tied to the right company shipment.
Process, inputs & handoffs
Process
- Create shipment and booking
- Record container and transport documents
- Connect an authorized tracking source
- Review milestones, ETA and delay events
- Record delivery outcome
Information received
- Booking/container/B/L references
- Carrier or tracking source
- Shipment plan
Records or handoffs produced
- Shipment timeline
- ETA and exception view
- Delivery and trade linkage
Global Import & Export
Coordinate international trade from counterparties and contracts through country documents, customs, shipments and finance handoffs.
Module responsibilities & availability
- Import / Export / Re-export / TransitAvailable
Classify the trade movement and its required workflow.
- Supplier & Buyer ManagementAvailable
Connect counterparties to the relevant international transaction.
- International Sales ContractsAvailable
Keep authorized contract records linked to the trade transaction.
- Shipment ManagementAvailable
Link shipments, documents and operational milestones.
- Incoterms 2020 SupportAvailable
Capture the selected Incoterm and relevant responsibilities for the transaction.
- Country-wise Document ChecklistAvailable
Use configured origin/destination requirements for the selected workflow.
- Customs Clearance TrackingAvailable
Record clearance steps, documents and authorized status updates.
- Trade Finance (LC, Remittance, etc.)Available
Link the transaction to its authorized finance workflow.
- Landed Cost CalculationAvailable
Connect shipment charges and allocations to the costing workspace.
- Integration with Warehouse & AccountsAvailable
Carry goods-receipt, cost and ledger references across the trade workflow.
Process, inputs & handoffs
Process
- Define movement and counterparties
- Record the contract and selected Incoterm
- Prepare the country document checklist
- Coordinate shipment and customs progress
- Handoff receipt, costs and finance records
Information received
- Trade transaction
- Counterparty and goods details
- Origin and destination
Records or handoffs produced
- Trade record
- Document checklist
- Shipment and finance handoffs
Claims, Returns & Insurance
Track cargo damage, quantity discrepancies, insurance/supplier/carrier claims and authorized return or re-export handoffs.
Module responsibilities & availability
- Damaged Cargo ClaimsAvailable
Record damage, supporting evidence and the responsible claim party.
- Shortage / Excess ClaimsAvailable
Track received-versus-declared quantity discrepancies.
- Insurance Claim TrackingAvailable
Link insurer references, documents and reported claim status.
- Supplier / Carrier ClaimsAvailable
Route a claim to the relevant supplier or carrier.
- Return Shipment (RMA)Available
Manage the authorization and movement of a return shipment.
- Re-export ManagementAvailable
Link an eligible return movement to the relevant re-export workflow.
- Claim Settlement HistoryAvailable
Retain decisions and verified settlement references.
- Document UploadsAvailable
Allow only the evidence and formats required by the claim workflow.
- Integration with Global TradeAvailable
Connect claims to their original goods, shipment and trade records.
Process, inputs & handoffs
Process
- Register damage or discrepancy
- Attach relevant claim evidence
- Identify supplier/carrier/insurer responsibility
- Review return/re-export if applicable
- Record verified settlement and handoff
Information received
- Shipment/goods record
- Claim evidence
- Return authorization
Records or handoffs produced
- Claim timeline
- Return/re-export linkage
- Settlement and finance references
