For logistics and transport companies
Keep the order, the delivery and the paperwork on one thread
Take orders from B2B customers, track courier deliveries and keep documents next to the order, from quote to invoice.
Where it gets stuck today
- The order arrives by email, the waybill sits in the courier's portal, the delivery note in another folder.
- e-Transport declarations are filled in separately, from scratch.
- Finance invoices only after collecting the paperwork from the warehouse.
What changes with SalesOS
Orders land in one place
From the B2B portal, from imports or entered by the team, all with the same checks.
Waybills from the order
Book Sameday, Fan Courier or Cargus waybills from the order and follow the delivery status.
Paperwork sits next to the order
PDF delivery notes, e-Transport declarations and the invoice on the same record.
The invoice leaves with the goods
The invoice is issued from the order and filed with e-Factura, without waiting for the paperwork.
An example, step by step
A repeat customer orders from the B2B portal. The team reserves stock, books the waybill and attaches the delivery note. Finance issues the invoice from the same order.
- Customer request
- Quote & terms
- Order & stock
- Courier delivery
- Documents & invoice
An illustrative scenario, with no customer data or results.
The processes involved
Common questions
Is SalesOS a TMS?
No. SalesOS connects the order, courier dispatch, paperwork and invoicing. Route and fleet planning stay in dedicated systems.
Which couriers are integrated?
Sameday, Fan Courier and Cargus, with waybill booking and status tracking.
Can you file e-Transport declarations?
Yes, through the RO/EU compliance pack, once you connect your ANAF account.
Can customers see delivery status?
Yes. In the B2B portal, buyers see order status, partial deliveries and documents.
See SalesOS on your own process in 30 minutes
We'll bring an example from your field and show what the first four weeks would look like.
- You pick the time right after the form
- You talk to someone who has rolled SalesOS out
- You leave with a plan, even if we don't continue