Real workflows and automations that businesses build with Cargo Pilot across logistics, retail, and eCommerce.
By aggregating quotations from multiple logistics vendors, businesses can compare rates in real-time and select the most cost-effective option for each shipment. Combined with workflow rules, you can automate carrier selection based on cost thresholds, delivery speed requirements, or geographic zones.
For example, you might want to use a specific company within your city for same-day delivery and another logistics provider for longer-distance shipments. Or perhaps splitting carriers between national and international deliveries to save cost or provide a better customer experience depending on geography.
Forward pallets, packages, or containers to other logistics partners with shipment tracking across handoffs and cost comparison across forwarding options.
Set reorder points and safety stock thresholds per product per location. When stock falls below the reorder point, Cargo Pilot can automatically generate purchase orders to the preferred supplier. Orders are grouped by supplier for volume consolidation. Track the full lifecycle from draft through approval, sending, and receipt with goods received notes that automatically update inventory.
For retail businesses with multiple locations, maintain real-time visibility of stock levels across all stores with per-location inventory records tracking on-hand, reserved, and in-transit quantities. Automate stock transfers between locations based on demand patterns and trigger alerts when stock falls below safety thresholds.
Track delivery performance, quality metrics, and compliance status across your supplier base. Build workflows to alert procurement teams when supplier performance drops below acceptable thresholds.
Define bills of materials with component quantities, scrap factors, and production costs (labour, overhead). Cargo Pilot calculates the assembled cost by resolving component purchase prices from price history at any given date, making it easy to track how production costs change over time and sync with accounting software.
A franchise branch needs to restock from the central distribution centre. The branch manager creates an internal order specifying what products and quantities are needed. Based on the configured fulfillment strategy, Cargo Pilot automatically checks stock availability at the DC and creates stock transfers for available items and purchase orders for shortfalls. The branch manager can track the progress of their request as downstream transactions are fulfilled.
A retail chain needs different prices in different regions due to local market conditions and logistics costs. Create location-scoped or region-scoped price lists that override default product prices. When an order is placed, Cargo Pilot resolves the effective price through the hierarchy: location price list, then regional, then customer group, then default.
Maintain a single product catalogue, supplier list, and pricing strategy across all locations. Configure master/sub-business hierarchy so all sub-businesses inherit the master catalogue. Use product visibility controls to restrict certain items per location while sub-businesses manage their own inventory independently.
Generate custom reports on customers or order data via workflows or API integrations and save them to the Cargo Pilot dashboard for reference. Schedule reports to run automatically and distribute to stakeholders.
Receive a Telegram or Slack notification every time a return is requested. Build a workflow to handle it automatically — from auto-approving returns under a certain value to generating return labels and notifying your warehouse.
Manage HS Codes for products and build workflows to ensure proper documentation for international shipments. Automate tariff calculations and generate required customs documentation.
Moving from WooCommerce to Shopify? Cargo Pilot can sync customer and product data across platforms, potentially saving hundreds of hours and preventing vendor lock-in.
Switching from QuickBooks to Xero? Cargo Pilot consultants have experience with these migrations and can assist with customer data, product data, and in some cases even sync invoices and ledgers.
Our consulting team can help build custom workflows for your specific requirements.