APPOINTMENT AUTOMATION

The date is on the order.
Use it.

Customers already tell you when they will receive the goods. Appointment Automation subtracts transit days from that date and creates the ERP delivery your dispatch team works from.

Request a demo See the workflow

DELIVERY TIMING, CONNECTED

A delivery date without transit time is a miss.

If the customer expects goods on the 24th and transit takes three days, dispatch has to move earlier. Appointment Automation puts both numbers into the step that creates the ERP delivery.

Start with the appointment

Use the appointment date captured on the order as the destination timing reference.

Bring transit into the picture

Account for the transit days recorded against the order when planning delivery creation.

Connect the ERP delivery

Turn the order’s timing information into the next operational step in your ERP.

HOW IT WORKS

Order details in. Delivery action out.

Appointment Automation is available today. Here is how it fits into the order-to-delivery workflow.

02 / DELIVERY OPERATIONS

Turn order timing into delivery action.

Appointment Automation

01
Date on the order
Read the appointment
Start with the date the goods are expected.
02
Transit days on the order
Account for transit
Use the travel time needed to reach the destination.
03
Date + transit days
Plan delivery timing
Bring both inputs together for delivery creation.
04
Delivery record
Create the ERP delivery
Give the dispatch team the record for the next step.

ILLUSTRATIVE TIMING

24 SepAppointment date

3 daysTransit time

21 SepPlanning reference

Conceptual workflow. Actual delivery creation follows your order data and configured rules; the dates above illustrate the timing inputs.

BUILT FOR OPERATIONS

Less date chasing.
More delivery clarity.

Keep appointment information connected to the order it belongs to. Help order desks and delivery teams work from the same timing inputs.

Discuss your ERP connection

For order desks

Connect the appointment information on an order to delivery creation.

For logistics teams

Make transit time part of the planning conversation.

For operations leaders

Bring a repeatable process to the handoff between order and delivery.

APPOINTMENT AUTOMATION FAQ

The details behind the delivery.

What information does the product use?

It uses the appointment date and the transit days mentioned on the order to drive delivery creation in the ERP.

Is this a meeting-booking tool?

No. Appointment Automation is for the delivery of goods. Its purpose is to connect delivery appointments and transit time with ERP delivery creation.

Can we see it with our own delivery process?

Yes. Request a demo and bring a representative order, its appointment date, transit-day requirements and information about your ERP. We can walk through how the process fits your operation.

A WALKTHROUGH WITH YOUR PROCESS

Bring a real purchase order.

We will show capture, product matching, approval, and how the appointment date becomes an ERP delivery.

Request a demo

The date is on the order.Use it.