It will take 1 minute. You can safely close this pop-up if you don't want to wait. You'll also receive an email when setup is complete.

Track and manage outstanding invoices and collection activities

Accounts Receivable

Manage bank accounts for your suppliers.

Manage bank accounts for your buyers.

Manage beneficiary and buyer bank accounts.

Bank Details

Job Title

This process may take several minutes for large files. You can safely close this pop-up if you don't want to wait. You'll receive an email notification when the upload is complete.

Contact Person Title

View and manage all dock appointments

Appointments

View and manage appointments across all docks

Dock Calendar

Configure load types and their default durations

Load Types

Configure warehouse and dock operating hours

Dock Settings

Manage loading dock appointments and schedules

Dock Scheduling

Manage driver check-ins and dock assignments

Check-in Queue

Gate check-in

Title

Connect through Meta’s embedded signup. You’ll sign in with Facebook to authorize this workspace and register or link your WhatsApp Business number.

Microsoft Teams

Microsoft Teams tenant installations, linked users, and conversation references for this Logistify tenant.

Link a Microsoft Teams user to Logistify

Microsoft Teams integration

Set default Microsoft Teams briefing conversation

Edit Microsoft Teams user link

Uploading Files...

Notifications

Deleting Orders

Select the ERP system to fetch sales orders for {buyerName}

Edit delivery address

New delivery address

Select a location to edit, or use Add to create a new address.

Delete attachment settings?

Control whether sales orders require attachments and which file types are allowed.

Manage your bank accounts for financing.

This role is for people who need similar access as the account owner. This role can see and manage almost everything.

This role is for people from Logistify AI who need to provide customer support.

This role is for people who need to export data and download reports.

This role is for people who need to approve data analyses.

This role is for people who need to save and complete stock takes and notify the Warehouse Manager to review.

This role is for people who need to approve stock takes and either write on or write off stock variances.

This role is for people who need to approve stock takes and notify the Finance Manager for final approval.

This role is for people who need to save and complete Batch Inbounds i.e. receive inbounds and exchange Token between Transporter and Warehouse.

This role is for people who need to approve Batch Inbounds which in-turn automatically updates the Total Stock Inbounded in the Inventory Tables.

This role is for people who need to initiate and save Stock Takes.

This role is for people who need to save and complete Stock Takes.

This role is for people who need to create Batch Outbounds.

This role is for people who need to delete Batch Outbounds.

This role is for people who need to save and complete Batch Outbounds i.e. dispatch outbounds and exchange Token between Transporter and Warehouse.

This role is for people who need to approve Batch Outbounds which in-turn automatically updates the Total Stock Outbounded in the Inventory Tables.

This role is for people who need to add Partner details for Transporters, Buyers, and Suppliers and notify Partner Details Manager for review and final approval.

This role is for people who need to approve updates to Partner details for Transporters, Buyers, and Suppliers.

This role is for people who need to add new Procurements and notify the Procurement Manager for review and final approval.

This role is for people who need to approve Procurements which in-turn automatically creates Batch Inbounds.

This role is for people who need to save and complete Batch Returns i.e. receive returns and exchange Token between Transporter and Warehouse.

This role is for people who need to approve Batch Returns which in-turn automatically updates the Total Stock Returned in the Inventory Tables.

This role is for people who need to add SKUs and Notify SKU Manager for final approval.

This role is for people who need to approve changes to SKUs.

This role is for people who need to view procurements, inventory and stock movements, but can't edit any of them. This role can also export data and download reports.

This process may take more than 1 hour for large files. You can safely close this pop-up if you don't want to wait. You'll receive an email notification when the upload is complete.

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AI Agents for Supply Chain Coordination

Sales Order Agent

System Integration Agent

Accounts Receivable Agent

Dock Scheduling & Procurement