Product Story • LR → Ledger in one flow
Show your clients how every transport document lives in one place
Walk prospects through LR creation, instant printing, controlled guest access, masters, ledgers, bills, and statements — visually, step by step. This page doubles as your sales deck.
Operations Flow
LR → Trip → Bill → Statement
Role-Based Access
Grant LR-only portals to brokers or customers
Proof of Control
Masters, ledgers & reports kept in sync automatically
How prospects understand the flow
6 mini steps-
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1. Generate LR instantly
Preset consignor/consignee masters auto-fill lanes, truck & driver info for zero retyping.
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2. Print & WhatsApp in one tap
Print-ready LR with QR and share link ensure partners get paperwork immediately.
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3. Guest LR studio
Give a driver/broker scoped access (OTP + expiry) to create LR without touching billing data.
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4. Masters feed every form
Fleet, rate, expense, account masters power validation while keeping edits auditable.
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5. Bill & Statement generation
Group LR into bills or transporter statements, auto-calc GST/TDS, attach receipts.
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6. Reports & ledgers
Out-of-box financial + operational reports with drill-down to voucher/entry level.
Storyboard the experience
Use these talking points with screenshots in demos. Each block mirrors what the actual screens already deliver today.
Step 1
Capture LR & supporting documents
Pick consignor/consignee, auto-fill GST, lane, truck, driver, freight. Attach POD or e-way bill inside the same form.
- ✓Dynamic validation from masters
- ✓Charge templates for repeat lanes
- ✓Document vault linked to each LR
Step 2
Print & share in 30 seconds
Multiple LR print styles (classic, designer, WhatsApp mini view) plus branded emails without exporting PDFs manually.
- ✓Batch print straight from search list
- ✓WhatsApp + SMS intents auto-fill message copy
- ✓Modern LR preview for phones
Step 3
Delegate LR creation safely
Create a “Special LR Access” link for drivers or branch agents. They only see LR fields, nothing about billing or ledgers.
- ✓OTP + expiry guard rails
- ✓Automatic tenant + user audit log
- ✓Instant notification to back office when LR submitted
Step 4
Masters & workflows stay in sync
Accounts, trucks, lanes, taxes, expense heads, driver advances — all centralised. Editing a master updates every downstream form.
- ✓One source for rate contracts
- ✓Driver advance policies push to trips
- ✓Every change logged for audit
Step 5
Billing & receipts with ledgers ready
Select LR → Generate bill → Net, GST, TDS auto-populate. Receipts allocate with outstanding tracker and WhatsApp reminders.
- ✓Lock & finalize for audit
- ✓Outstanding ageing panel
- ✓WhatsApp share with payment CTA
Step 6
Statements, reports & compliance
Transporter statements, brokerage settlement, GST/TDS ledgers, cash/bank boards, overdue dashboards — ready to screen-share.
- ✓Top routes & load analysis
- ✓GST/TDS receivable vs payable widgets
- ✓Excel/PDF exports without extra setup
Ready when you are
Invite stakeholders to this guided page or run it as your webinar deck.
No extra slides, no PDF stitching — the product already tells the story. Use it for demos, onboarding, or investor walk-throughs.