Client ERP Portal Overview

Enterprise Client Portal for
Logistics & Express Dispatches

Manage your business courier operations with real-time package tracking, automated GST tax invoicing, running ledger statements, and digital dispatch logs in one secure portal.

Portal Capabilities

Everything Your Business Needs in One Dashboard

Designed specifically for corporate clients, manufacturers, offices, and e-commerce sellers requiring complete logistics control.

Live Carrier Tracking

Direct real-time tracking across major carrier networks (DTDC, Delhivery, Shree Anjani, Shree Maruti) synced directly to your shipments table.

Automated GST Invoicing

Download itemized B2B tax invoices with CGST/SGST/IGST breakdowns, designed for seamless corporate accounting and input tax credit.

Running Ledger Balance

Transparent monthly ledger account displaying opening balances, payments credited, daily dispatch costs, and current net balance.

Package History & Logs

Review complete historical records of past packages, weight breakdowns, destination addresses, and freight charges.

Excel Data Exports

Export package history, monthly dispatch summaries, and billing logs into formatted Excel sheets with a single click.

Secure Portal Access

Encrypted account authentication protecting your business shipment records, recipient contacts, and financial transactions.

Client Interface

1. Real-Time Client Dashboard

Upon logging in, corporate clients are presented with a clean visual overview of their shipping activity. Key metrics provide instant operational clarity:

Total Shipments Summary: Track total monthly dispatches at a glance.
Running Account Balance: Monitor outstanding ledger balance in real time.
Status Breakdown: Visual charts highlighting parcels In-Transit vs. Delivered.
Recent Package Feed: Instant access to active waybill status and carrier updates.

Approach Four Client Logistics ERP Dashboard Screenshot

Package Management

2. Package Dispatch & Live Tracking

The Packages view gives your team full searchability and tracking power over all outgoing commercial shipments and urgent documents:

Multi-Carrier Status: Integrates tracking data from DTDC, Delhivery, Shree Anjani, and Maruti.
Filter & Search: Search by Waybill/CN Number, recipient name, city, or date range.
Live Dispatch Status: Real-time carrier updates across all outgoing shipments.
Weight & Rate Records: Transparent item weight and freight charge breakdown.

Approach Four ERP Client Packages View Screenshot

Billing & Accounting

3. GST Invoices & Ledger Accounting

Eliminate invoice ambiguity with automated GST billing and itemized client ledgers designed for corporate financial compliance:

B2B Tax Invoices: Download official GST-compliant PDF bills (CGST/SGST/IGST).
Monthly Statements: Consolidated statements detailing daily shipments and total billing.
Ledger Balance Tracker: Clear tracking of credit limits, paid amounts, and open invoices.
Export to Excel: Easily export billing logs for import into Tally or ERP software.

Approach Four ERP Client Invoices & Ledger View Screenshot

Enterprise Client Portal for Logistics & Express Dispatches