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

No stages yet

No companies yet

CRM analytics

Job Title

No companies in this list yet

No people in this list yet

No lists yet

No people yet

No pipelines yet

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...

{count, plural, one {# more order needs your attention.} other {# more orders need your attention.}}

{count, plural, one {You have # more missed notification} other {You have # more missed notifications}}

Notifications couldn't be loaded

Notifications

Deleting Orders

Order notes

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

Facts, past experiences, and instructions used by AI.

Edit delivery address

New delivery address

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

Delivery methods, schedule, and lead times

Add the account and primary contact information.

Suppliers in this period

Deleting quotes

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

Delete attachment settings?

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

Manage your bank accounts for financing.

Counts saved threads by creation day. Deleted threads are not included. This differs from the recorded period-usage count.

New threads by day

Delete delivery address settings?

Control whether valid new delivery addresses found on incoming sales orders can be saved and attached to the order.

Compare each customer's new product quantities with demand calculated from imported ERP order history.

Choose the synchronized ERP tax that Logistify should apply to saved order lines.

Delete price settings?

Use the tenant's selected ERP connection to resolve missing sales-order prices.

Automatic work is paused

Advanced

Allowed automatic actions

Arrival date updates

Automatic chasing

Inbox forwarding test

Work finished without a person

Supplier mail has not been arriving

Pause follow-ups

The policy does not mention delivery dates, split deliveries, short quantities, prices, or the QuickBooks date.

Rules from your purchasing policy

Import receipt file

Review history

Purchasing system

Delete this product swap?

When customers order one product, use another catalog product instead. This is not Order Instructions.

When the order says {when}, use {product}

Same item, {change} may change · {scope}

Customer words, such as Electric Tropical Lager

Synchronize and review the canonical taxes from this tenant's configured ERP connections. Imported taxes are read-only in Logistify.

Only ERP connections configured for this tenant appear here.

Synchronize and review taxes from your ERP.

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.

Add Orders from Shopify

Connected Slack workspaces and linked Logistify users.

Link a Slack user to Logistify

Slack integration

Edit Slack user link

Select features below to active / deactivate them from your dashboard.

Invoice title is required

Order title is required

Manage beneficiary (seller) bank accounts for disbursement.

Upload and manage invoices for financing.

Monitor credit usage and manage commercial invoices.

Import Unleashed customer codes and customer IDs into Logistify.

Import Unleashed customer delivery addresses after customers are available.

Import Unleashed product codes and product IDs into Logistify.

Import Unleashed sales orders after products, customers, and delivery addresses are available.

Sign in to your account

Orders entered. Suppliers followed up. Your ERP kept current.