BUSINESS SOLUTION

Logistics & Fleet Management From Customer Booking To Final Settlement, Inside TallyPrime

Manage transportation operations from one connected platform. Track customer bookings, vehicle allocation, freight movement, settlements, billing, expenses, and profitability while continuing to work inside your existing TallyPrime environment.

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check_circle Indent to settlement
check_circle Own & Hired Fleet Control
check_circle 100% Native Tally Solution
ONE SHIPMENT. ONE CONNECTED PROCESS.

Follow Every Trip From Start To Finish

A consignment moves through the same steps every time. Each one is a voucher in Tally, so the trip and the accounts finish together.

assignment
Stage 01

Customer Indent

Customer places transportation request with pickup & delivery terms.

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Stage 02

Vehicle Allocation

Assign your own fleet or hired market vehicle based on tonnage.

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Stage 03

Lorry Receipt

Generate LR and capture complete shipment & consignee details.

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Stage 04

Challan

Record trip expenses and automate driver or supplier advances.

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Stage 05

Delivery Confirmation

Record arrival, shortages, damages, and supporting documents.

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Stage 06

Settlement

Calculate actual expenses and final balances automatically.

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Stage 07

Customer Invoice

Generate invoices directly from completed transportation jobs.

DESIGNED FOR DAILY OPERATIONS

Everything Your Logistics Team Needs

Fleet, money and reporting. The three things a transport office spends its day on.

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local_shipping

Fleet Management

Complete control over owned vehicles, hired trucks, driver allocations, and transport routes.

  • check_circle Manage owned & market hired vehicles
  • check_circle Truck categories by tonnage — 9 MT, 12 MT, 16 MT
  • check_circle Define standard & custom transport routes
  • check_circle Multi-branch operational management
  • check_circle Challan rate master for route-wise standard expenses
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Financial Control

Unified financial tracking covering driver advances, trip expenses, settlements, and freight billing.

  • check_circle Contract freight charge automation
  • check_circle Diesel slips & toll expense tracking
  • check_circle Driver trip advances & fuel allowances
  • check_circle Automated trip expense settlements
  • check_circle Market vehicle supplier payout processing
  • check_circle Direct customer billing & ledger sync
monitoring

Operational Visibility

Pending deliveries, unsettled trips and per-vehicle margins, without asking the branch for a statement.

  • check_circle Indent-wise LR and pending challan reports
  • check_circle Pending delivery & POD tracking
  • check_circle Unsettled trip challan alerts
  • check_circle Invoice backlog & billing status
  • check_circle Vehicle-wise & route-wise profitability
  • check_circle Real-time multi-branch MIS analytics
AUTOMATION

Reduce Manual Work Throughout Every Journey

See how automating repetitive transportation steps eliminates operational friction.

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Without Automation ✕
  • close Manual expense calculations
  • close Separate payment entries
  • close Repeated data entry
  • close Manual contract pricing
  • close Settlement calculations
  • close Duplicate LR mistakes
With IT Catalyst ✓
  • check_circle Automatic contract rate selection
  • check_circle Automatic expense calculation
  • check_circle Automatic driver payments
  • check_circle Automatic supplier advances
  • check_circle Automatic settlement calculations
  • check_circle Duplicate LR validation
WHEN TRIPS DON'T GO TO PLAN

Transhipment & Market Load

Two scenarios that normally fall outside the system are handled inside the same workflow, with the audit trail intact.

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Transhipment Management

When goods have to be shifted from one vehicle to another because of a breakdown, a replacement vehicle or a route change, the module keeps the trip whole.

  • check_circleTranshipment entry against the original trip
  • check_circleInternal acknowledgement at the point of transfer
  • check_circleNew challan and settlement for the replacement vehicle
  • check_circleComplete audit trail across both legs
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Market Load Management

When your own vehicle is supplied to a third-party transporter, the whole cycle runs through the same set of documents.

  • check_circleMarket load indent with supplier, route and vehicle allocation
  • check_circleFixed expense calculation and challan generation
  • check_circleAutomatic driver advance payment and advance management
  • check_circleSettlement, customer billing and final payment
BUSINESS INSIGHTS

Know Exactly Where Every Rupee Goes

Real-time executive dashboard widgets providing instant operational visibility across your transport business.

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Truck-wise Profitability

Compare freight income against diesel, toll, driver and other operational costs to arrive at net profit or loss per vehicle.

Per Vehicle Profit / Loss
Lifecycle View alt_route

Own Truck MIS

Follow the full lifecycle from indent, LR and challan through expenses, settlement and sales billing.

Lifecycle Indent to Invoice
Delivery Status pending_actions

Pending Deliveries

Pending and cleared acknowledgement reports showing which deliveries are still awaiting confirmation.

Active Trips Pending / Cleared
Financial Audit account_balance_wallet

Pending Settlements

Monitor unsettled driver trip advances, fuel slips, and market vehicle balances.

Unsettled Trips Pending / Cleared
Billing Status receipt_long

Sales Pending

Identify completed deliveries awaiting final customer invoice generation.

Ready for Invoice Unbilled Report
Cost Control pie_chart

Expense Analysis

Vehicle-wise expense tracking for diesel, tolls, driver expenses, food, repairs and other route costs.

Tracking Vehicle-wise
Market Load hub

Market Load Reports

Market load indent reports covering vehicles supplied to third-party transporters, advances and final settlement.

Market Load Indent to Settlement
Management Reporting assessment

MIS Reports

Sales invoice register, driver payable and receivable, and settlement status across the fleet.

Audit Trail Every Trip
BUILT FOR

Businesses That Move Goods Every Day

Tailored for logistics leaders seeking seamless trip execution, financial accuracy, and complete fleet control.

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Transport Companies

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Fleet Owners

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Logistics Service Providers

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Manufacturing Companies

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Distribution Businesses

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Warehouse Operators

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FMCG Logistics

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Steel & Cement Transporters

WHY IT CATALYST

We Have Configured This for Transporters Before

Every logistics business operates differently. IT Catalyst studies your transportation process before configuring a solution around your routes, fleet, contracts, settlements, billing, and reporting requirements.

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Business Process Study

We understand how your transportation business operates.

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Workflow Configuration

The solution is configured around your existing processes.

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Implementation & Training

Your team is trained to confidently adopt the new workflow.

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Long-Term Support

We continue improving your solution as your business grows.

FREQUENTLY ASKED QUESTIONS

Frequently Asked Questions

Get clear answers about integrating our Logistics & Fleet Management solution inside TallyPrime.

Yes. Own vehicles carry driver advances and trip expenses. Hired vehicles carry a supplier freight liability instead. Both run through the same trip workflow.
Yes. Customer-specific contracts are defined by from and to locations, truck type, freight charges, and loading and unloading charges. The system applies the predefined contract rates automatically while processing transportation.
Yes. The challan rate master holds standard vehicle-wise route expenses — diesel, toll, driver expenses and other fixed costs — and these are picked up automatically during challan generation. The driver payment voucher is created automatically once the challan is saved.
Yes. The Truck-wise Profitability report compares freight income against diesel cost, toll expenses, driver expenses and other operational costs to show net profit or loss for every vehicle.
Yes. The solution supports multi-branch logistics operations, enabling booking branches, transshipment hubs, and head office finance to operate synchronously.
Yes. We move your fleet details, route masters, driver ledgers, customer contract rates and opening balances into TallyPrime.

Want to see it run against one of your routes?

Give us a route, a contract rate and a typical trip's expenses. We will run it through the module and show you the challan, the settlement and the profitability for that trip.

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