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Getting Started

DMS (Distribution Management System) is LogixFlow's last-mile delivery module. It covers the full lifecycle of a delivery job: registering shipments, planning and allocating them to vehicles and drivers, automating routine reactions to shipment events, and defining the allocation policies those automations and planners follow. This article is a map of the module — use it to find the right screen for what you're trying to do.

Getting to DMS

  1. In the left sidebar, click DMS. A popup opens with the DMS screens.
  2. Click any item to open that screen.

DMS popup menu showing Shipment, Delivery, Automation, Rule Engine, Dashboard, and Reports

Screen What it's for
Shipment Register deliveries in the system, one at a time or in bulk from an Excel file. This is where every DMS delivery job starts.
Delivery Plan the shipment pool on a map, select shipments, and assign them to vehicles and drivers — manually or with an allocation rule applied.
Automation Set up rules that react automatically to shipment events, such as sending an email when a status changes.
Rule Engine Define IF/THEN allocation policies — which vehicles and drivers qualify for which shipments — that planners can apply on the Delivery screen.
Dashboard A summary view of delivery activity for your organization.
Reports Reporting and analytics across your DMS shipments and deliveries.

The typical workflow

Most teams move through DMS in this order:

  1. Register shipments. On the Shipment screen, add jobs one at a time through a form, or upload a batch from Excel.
  2. Plan and allocate. On the Delivery screen, select shipments from the pool and assign them to a vehicle and driver, or let the system suggest vehicles based on weight and stop count.
  3. Apply allocation policy (optional). If your organization has consistent rules for which vehicles handle which shipments — by postal code, delivery type, or service level — define them once in Rule Engine, then select that rule when assigning deliveries.
  4. Automate routine reactions (optional). Use Automation to have DMS act on its own when a shipment is created, its status changes, a column value changes, or it's assigned — for example, notifying a customer automatically.
  5. Review. Use Dashboard and Reports to monitor delivery activity across your organization.

Good to know: "Shipment," "Delivery," and "Rule Engine" also exist as separate concepts in other LogixFlow modules — FreightNX, TMS, and Studio each have their own screens with similar names but different purposes. This guide, and the DMS screens it links to, only cover the DMS module (URLs starting with /dms).