Skip to content

Logistics & distribution

Know who is handling each delivery issue.

Less repeated context gathering and a clearer handoff when an exception needs attention.

Discuss this workflow

The challenge

What slows the team down.

Delivery questions, supplier documents and unresolved exceptions move between email, spreadsheets and team messages.

What Planerix brings together

Bring the relevant emails and documents together. Create a task for the delivery issue, attach the details and track who is handling it and when it is due.

What gets easier

Less repeated context gathering and a clearer handoff when an exception needs attention.

How it works

The workflow, step by step.

01

Collect the exception context

02

Review and assign ownership

03

Track the resolution

Connected sources
Connected Gmail, selected documents, approved operational data and Workspace tasks.

Setup and requirements
We work with your existing systems. Carrier tracking, updates to a transport management system and automatic customer messages require additional connections.

Results to track

Make the improvement visible.

01 / Track over time

Time to assign an exception

02 / Track over time

Open exceptions by age

03 / Track over time

Repeated requests for context

Choose the indicators that matter to your team, record where you start and compare progress over time.

Real application screen with demonstration data
App preview · sample data

What would you like to make easier?

Tell us what takes too much time today. We’ll show you the relevant tools and agree on a useful first step.

Book a demo