Logistics Strategy and Order Filling


Pipefy’s Logistics Strategy and Order Filling template was specially designed to help logistics departments and companies manage their orders and overall logistics strategy using an intuitive kanban view.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Name
  2. Email
  3. Address
  4. Phone
  5. Requesting area
  6. Order
  7. Quantity
  8. When
  9. Description
  10. City
  11. Country

All orders come here. An automatic email is sent to every customer, informing that the order was received.

  1. Here you shall analyze the requests and get in touch with the user in case you have doubts.
  2. Approve request
  3. Select an Assignee for this task
  4. and move card to strategy phase
  5. Reject request
  6. Reasons to deny the order
    • We can’t deliver until the requested date
    • We can’t deliver the requested item
  7. and move the card to the archived phase


  1. Location Strategy
  2. Warehouse
    • You should add the employees from the warehouse to this pipe to do this. Another option is the create a database with the warehouse information and then send email templates to then. Or even create a pipe for each warehouse and create connected cards using the connection field.
  3. Assignment for stocking points to sourcing points
  4. Supply Cost
  5. Here you can also add a connection field to a database of suppliers to outsource your request
  6. Transport Strategy
  7. Mode of Transportation
    • Air
    • Rail
    • Road
    • Maritime
    • Pipeline
    • Intermodal
  8. Transportation Cost
  9. Total Cost
    • Goods Costs plus Transportation Costs, so we can send an email to the customer requesting an approval.
  10. Move the card to the next phase to request an approval from the customer

Customer Approval

  1. Wait for Customer approval checking the Email icon above. Upon his answer, move the card accordingly
  2. Customers considerations


  1. Check the order and update the stock with the information.
  2. Check your job
    • Read clients order
    • Get itens from stock
    • Update information in the database
    • Pack
    • Send to shipping according to strategy phase
  3. Estimated delivery date


  1. If the customer doesn’t reach out until the due date, you may move the card to the done phase.



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