Automation for transport and logistics: a stock and delivery-note portal
If your clients call to ask how much stock they have left or where their delivery note is, there's a way for them to see it themselves from their phone, read from the same Excel your warehouse already uses.
When only the warehouse can see the stock
The warehouse's Excel keeps good track, but only the person entering it can see it.
A client who wants to know how much stock they have left, what's come in, or where their delivery note is has to call and wait for someone to look it up for them. And a delivery note that gets lost between paper and email means starting the search from scratch.
Switching to a new ERP to solve this means changing your entire software for one specific problem: it almost never pays off when what's needed is simply giving access to what's already in the Excel.
What you gain with your own portal
Every call a client no longer needs to make is time that stays in your warehouse.
A client who checks their own stock, whenever suits them, doesn't depend on someone from your team being free to help. And behind the scenes, nobody enters anything twice: the warehouse carries on with the same Excel as always.
How it's set up, without touching your software
The same system already working with a real logistics company, explained step by step.
Upload the warehouse's Excel
The portal reads it again every 10 minutes, so every client always sees the latest upload, never half-finished data.
It sorts out each client's data
Every client has their own worksheet and their own way of recording things. The portal understands each format: dates, delivery notes, recipients and quantities.
Each client logs in and sees only their own
With their own login, from their phone: their stock, their deliveries in, their deliveries out, and delivery-note tracking if the Excel records it.
If they need something, they leave it in writing
No calls needed. Someone from your team handles it, and the client can see the status of their request.
Only what the Excel confirms gets shown
Whatever a worksheet doesn't make clear doesn't get guessed at.
If a client doesn't record the delivery-note number, the portal says so on screen instead of making up tracking that doesn't exist. And only what the Excel itself flags counts as an incident, so a client never gets an alert about their goods when there isn't one.
Fold, for what the portal doesn't show yet
Fold, the AI assistant for businesses, answers using your own files, not examples.
Besides the portal, your team can ask Fold directly: "how much stock does this client have left?", "which rate applies to this route?" If the data isn't clear, it says so. Start for free (2 questions a day, up to 10 a week); see what it can do today and its plans on its page.
This template is already built into Fold, wherever you use it from. If your transport company needs something not covered here, it can be requested as a custom automation.
Questions from transport and logistics
Can I give my clients access without buying an ERP?
Yes. The portal reads the Excel your warehouse already uses and builds access on top of it, without you having to switch software or migrate anything.
What happens if a client doesn't record the delivery-note number?
The portal explains it on screen and says what's enough to record to get item-by-item tracking. It never makes up a figure the Excel doesn't provide.
What if I upload an incomplete Excel by mistake?
The portal keeps showing the last good Excel until you upload a correct one: your clients never see half-finished data.
How many of those calls do you get?
Start with Fold's free plan and try it with your own files. If what you need is a large custom automation, we'll go through it in a 30-minute call, at no cost.