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RPA Use Cases

BE UNSTOPPABLE WITH 50+ RPA USE CASES FOR LOGISTICS

Reduce operational costs in extensive manual processes by automating them with RPA to increase vendor and supplier satisfaction rate and increase productivity

Robotic Process Automation (RPA) in logistics & supply chain Use Case Examples
Supplier Fuel Bills Upload in Logistic Industry using RPA Automation Use Case

Supplier Fuel Bills Upload

Auto-upload the fueling data provided by the customer in the client accounting system to avail early discounts. Receive customer emails in the mailbox, format and apply business rules as per pre-defined business logic. Auto-upload the formatted file in the mainframe system and intimate the user about the status.

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Fuel Statement OCR in Logistic Industry using RPA Automation Use Case

Fuel Statement OCR

Auto-receive the customer fuel information in PDF format on email, extract all the fuel related information, and create a standard Excel sheet. Uses Intelligent Data Capture and fuzzy logic to extract data without making any templates.

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Billing Process in Logistic Industry using RPA Automation Use Case

Billing Process

Assist in end-to-end processing of billing related tasks and sub-processes. Eliminate error and reduce turnaround time by almost 25%.

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PO linking to Invoice in Logistic Industry using RPA Automation Use Case

PO linking to Invoice

Receive PO data available in the accounting system with that of invoices and inform the right stakeholders in case of any open PO/debit memos, void POs and exceptions. Auto-collect the data for the received and processed POs. In the accounting system auto-search based on invoice and PO, confirm the availability in the open PO and debit memo queues. Check for the correct vendor and for any amount variance allowed, create a log for the exceptions, and email it to the stakeholders.

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Billing For Leased Vehicles using RPA Automation in Logistic Industry Use Case

Billing For Leased Vehicles

Auto-validate and releases payment for the leased vehicles as per the contractual agreement after confirming the capped amount allowed and estimated credit score.

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Transaction Posting using RPA in Logistic Industry Use Case Example

Transaction Posting

Download, auto-process, and auto-validate the journal vouchers for the format and data accuracy. Auto-email to respective approvers and on approval, upload the journal voucher into the specific general ledger accounts in the business system. Inform the submitter about the journal voucher status, and store it in a pre-defined format.

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Vehicle Repair Billing using RPA Automation in Logistic Industry Use Case

Vehicle Repair Billing

Auto-check and confirm if the Repair Bills provided by the customers are for valid reasons and all the required details are available. Auto-release the bill for payment if all the details are found right.

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Robotic Process Automation (RPA) Use case for Accident Repair Bills in logistics industry

Accident Repair Bills

Retrieve the accident related report from the client system, auto-validate the expense, revenue account, amount and the description. Auto-eliminate some items based on stringent business rules. Auto-check details of the vehicle, repair history, and approvals. If okay then generate the Bill with all the required details, deduct taxes and send it to the customer directly via email.

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Robotic Process Automation (RPA) Use case for Fuel consumption tracking in logistics industry

Fuel consumption tracking

Create a daily, weekly, and monthly inventory report for fuel consumption, available at the shop, and purchased. Auto-navigate to the business system and customer website to get the fuel details. Calculate figures and generate reports for the Fuel Team to take right decision. Auto-create vouchered and un-vouchered reports for every location based on the daily and weekly reconciliation in the month end processing.

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Invoice Reporting in logistics industry using Robotic Process Automation (RPA) Use case

Invoice Reporting

Automate and streamline invoice reporting. This includes navigating to different web portals to obtain the invoicing figures, merging it into a separate spreadsheet, which is sent to AP management.

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Notice of Assignment - Robotic Process Automation (RPA) Use case for Logistic Industry

Notice of Assignment

Update the Notice of Assignment sent by the customer in PDF/XLS format stating who will be responsible for delivering the consignment and who will do the payment in the business system.

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Assets Capitalization - Robotic Process Automation (RPA) Use case for Logistic Industry

Assets Capitalization

Automate many tasks such as Assets creation in SAP, Posting of Assets in SAP, Approval in DMS, and Reporting. Auto-generate reports including Shift Factor Update, Depreciation, Comparison, Fixed Assets Report Preparation, and Capital WIP Report, which involve tracking data across multiple touch points.

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Vehicle Administration in logistics & supply chain using Robotic Process Automation (RPA) Use Case

Vehicle Administration

Receive vehicle health reports through excel files, email or in a shared folder, save in a common local folder, reconcile the data depending on pre-defined business rules to generate one output file. Email or place it in a shared folder that is accessed by stakeholders.

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Entry of New Vehicles in logistics & supply chain using Robotic Process Automation (RPA) Use Case

Entry of New Vehicles

Download the Excel attachment from issue tracking application, login to core business application and apply business rules to perform pre-defined operations, archive the Excel file, email a common Excel file from the core business application.

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Online Query for Vehicle in logistics & supply chain using Robotic Process Automation (RPA) Use Case

Online Query for Vehicle

Receive Excel files from customers, save the file in a shared folder, login to third party website, find the relevant details and scrape the data into a common Excel template.

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Driver Pay in logistics & supply chain using Robotic Process Automation (RPA) Use Case

Driver Pay

Auto-retrieve the information prepared by the driver for the route, distance travelled, pick up location and destination, Bill of Landing (BoL) number, and vehicle number. Navigate to the accounting system and validate the data that is submitted. Send the driver accounts details along with the pay data to the accounting team for payment. Navigate through an additional approval layer for high value transactions.

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Robotic Process Automation (RPA) Use case for Vehicle Repair Processing in Logistic Industry

Vehicle Repair Processing

Identify the repair record in business application, add relevant details, send email to stakeholders, login to issue tracking application, and update comments and status.

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Upload Vehicle Enquiries in logistics & supply chain industry using RPA automation Use case

Upload Vehicle Enquiries

Download the vehicle enquiries in an Excel format from the issues tracking application that receives customer queries. Auto-upload the Excel file in the response system through an importer tool.

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Process Tracking in logistics & supply chain industry using RPA automation Use case

Process Tracking

Automate the tracking and auditing. Scale up operations without increasing costs. Logistics companies act as mediators between haulage operators and business clients, so tracking and auditing deliveries are two of the most important processes as manufacturing business grows.

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Quotation & Invoicing in logistics & supply chain industry using RPA automation Use case

Quotation & Invoicing

Automate the invoicing process in an end-to-end manner. The automated invoicing is important from the customer care perspective as the business and hence the orders and the invoices continue to grow.

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Create Vehicle Orders in logistics & supply chain using Robotic Process Automation (RPA) Use Case

Create Vehicle Orders

Log in to issue tracking application, download the Excel attachment and extract relevant fields, log in to business application, and do necessary updates as per the business rules.

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Sales & Collectibles Report in logistics & supply chain using Robotic Process Automation (RPA) Use Case

Sales & Collectibles Report

Auto-prepare base reports (Monthly activity), Accounting of Payments in SAP (Daily Activity), Clearance Process (Daily Activity), and Auto-reporting Data Extract (Daily Activity).

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Payroll Process in logistics & supply chain using Robotic Process Automation (RPA) Use Case

Payroll Process

Create a template for salary processing, upload salary file in the HR system, auto-process salary in the HR system, generate payslips and send notifications via the HR system, auto-generate journal voucher file and upload to accounting system, generate a bank file and send to the bank.

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Exception Handling in logistics & supply chain using Robotic Process Automation (RPA) Use Case

Exception Handling

Auto-verify unresolved scenarios / exceptions and take appropriate actions based on the business rules. Navigate through the system and confirm if the vehicle belongs to the same domicile locations. Apply complex rules for matching the right customer account with the required details and process bills.

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Vehicle Change Notice in logistics & supply chain using Robotic Process Automation (RPA) Use Case

Vehicle Change Notice

Auto-update Vehicle Movement in the system for different customers for different usage based on mileage, refer, and standby conditions so that the respective customer is billed from the effective date. Auto-navigate through different paths to retrieve the vehicle details, make calculations, and process the notice, and send it to the right stakeholders to make the decision.

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Gross Vehicle Weight in logistics & supply chain using Robotic Process Automation (RPA) Use Case

Gross Vehicle Weight

Enter the Gross Vehicle Weight in the Customer Mainframe system and calculate the renewed weight so that proper freight can be accounted by the system.

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Payment Session in logistics & supply chain using Robotic Process Automation (RPA) Use Case

Payment Session

Track the payment status related to the usage of the leased vehicle in the business system.

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License Forms in logistics & supply chain industry using Robotic Process Automation (RPA) Use Case

License Forms

Each state requires Vehicle Registration form for each new vehicle that is purchased. Auto-receive data from different sources such as Excel sheet, business systems and websites, and fill in the required details in the form for each vehicle state-wise, and upload the data in the common shared site.

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Robotic Process Automation (RPA) Use case for Matching the Tickets in logistics & supply chain industry

Matching the Tickets

Sometimes there is a mistake in generating the Tickets such as entering wrong customer number, vehicle number, fueling date, and location. Use a combination of multiple complicated business logic to find the right match of the tickets and correct the data post verifying the information into the client accounting system. Auto-execute the tasks for the matched tickets as per the business logic.

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Robotic Process Automation (RPA) Use case for Duplicate Checking in logistics & supply chain industry

Duplicate Checking

Retrieve Duplicate Ticket report by navigating to different screens, validate the ticket details with the accounting system to confirm that the ticket is not duplicated. If okay then auto-release that ticket for further processing else create an exception. Auto-check for the expense report for the previous duplicate ticket. If that ticket is not processed in the system then generate a new ticket. Send a detailed report to the stakeholders.

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RPA Use Case for New Customer Setup in Logistics industry

New Customer Setup

Retrieve the pre-approved customer details in the client web-based system. Update the customer details in the business system and retrieve the customer code, which is populated back into the client website. Post entry is done, create a customized PowerPoint presentation that is sent to the on-boarding customer.

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Non Voucher Process in logistics & supply chain industry using RPA Automation Use case

Non Voucher

Match the invoices with the Shop PO. Navigate to the business systems and collect all key information. Auto-match the details and inform the shops to clear the exceptions for Amounts, PO items that are creating the hindrance in matching. If the shop does not respond within the stipulated time then complete that transaction by using 849 process.

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Payment Service in logistics & supply chain industry using RPA Use case

Payment Service

Navigate to different customer websites to get the payment status for different invoices raised over a period of time. Based on the status, create a report and send it to the collectors to do the needful. Upload the invoice and the supporting documents such as Bill of Lading (BOL) on the customer portal for which payment status is required after a pre-defined time.

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RPA Use Case for Rating Process in logistics & supply chain industry

Rating Process

Key in weight, amount and codes in the client accounting system depending on the inputs that are received from the third party freight consignment operators.

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Audit Corrections in logistics & supply chain industry using RPA use case

Audit Corrections

Auto-correct the weight and amount in the client accounting system depending on the inputs that are received from the auditors and the third party consignment operators.

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Lumper Updation in logistics & supply chain industry using RPA use case

Lumper Updation

Auto-update the Lumper Express code available in the Express Website in to the Client Accounting System for a particular transaction and vehicle. Retrieve the input on emails in Excel format, perform data massaging, and go to the website for getting the code, and update in the input Excel sheet as well as client accounting system.

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Call Centre Process Using RPA in logistics & supply chain industry Use Case

Call Centre

Navigate to multiple system screens to retrieve the customer freight details which help the operator in reducing the search time to get the details such as Customer Name, Delivery Status, Terminal Details, Time of Delivery expected. Auto-generate a ticket for each case which can be tracked by the Client Management Team.

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Miscellaneous Accounts in logistics industry - RPA Use Case

Miscellaneous Accounts

Book invoice amount in miscellaneous accounts for one time customers. It includes reading Excel report, Searchable PDFs, and Text Invoices for getting data from finance related system and transaction in business system. Post approval, auto-execute a cash transfer to the required accounts.

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Credit Card Charges in Logistics industry using RPA - Use Case

Credit Card Charges

Auto-apply additional service fee of 2.6% tax by credit card and charge to the customer.

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Overnight Reports in Logistics industry - RPA Use Case

Overnight Reports

Receive and read the PDF reports through email. Auto-validate the date in the PDF file and update the same in the cash application.

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National Account Reports in logistics industry - RPA Use Case

National Account Reports

Auto-create a detailed score card and aging report and send it to the regional and state authorities for all the regions in the required specific format.

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Credit Card Billing Process in Logistic Industry using RPA - Use Case

Credit Card Billing

Cash Rental Customers currently use a Credit Card to cover and guarantee payment of rental expenses. Bill the Credit Card token on some miscellaneous charges that impact after the rental agreement is closed. Automate the Credit Card Billing process and capture all relevant charges for the customer not originally charged on the agreement closing to include, tolls, citations, physical damage, and internal fund transfer.

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Appointment Scheduling - RPA Use Case in Logistic Industry

Appointment Scheduling

Automate the appointment scheduling in an end-to-end manner. This includes calling client what slots are available for goods to be picked up or delivered, cross checking with own systems to obtain PO information, truck locations, driver availability and so on for fulfilling a particular order. On confirmation the answer is registered in the system of record.

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Operations Monitoring - RPA Use Case in Logistic Industry

Operations Monitoring

Track the container availability and the driver bandwidth in real-time so as to optimize the logistics operations. Forego the manual tracking of the logistics variables that is costly and monotonous.

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Scheduling and Tracking - Robotic Process Automation (RPA) in Logistic Industry Use Case

Scheduling and Tracking

Receive scheduling appointments 24x7. Auto-calculate the number of miles from the pickup point to destination, which drivers and vehicles are available at a specific time, and whether the customer is available at the time when the company can deliver.

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Delivery Information Updation in Logistic using Robotic Process Automation (RPA) Use Case

Delivery Information Updation

Provide delivery information and updates to clients via dedicated web portals. Auto-update the portal information with delivery information even outside of office hours to provide clients with up-to-date information.

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RPA Use Case for Inventory & Order Tracking Process in Logistic Industry

Inventory & Order Tracking

Get a clear view of shipments and inventory moving through multiple touch points and carriers on 24x7 basis. Maintain real-time status on own website and keep partners and customers happy even with thousands of shipments coming in and going out on a daily basis.

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Proof of Delivery Process using RPA in Logistic Industry Use Case

Proof of Delivery

Take the signature of order recipients for their delivery on a specialized personal digital assistant. This signature is instantly logged to provide proof of collection, thus eliminating the paperwork that was earlier relied on.

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Customer Service in Logistic using Robotic Process Automation (RPA) Use Case

Customer Service

Synchronize data across the systems of hundreds of B2B trading partners through robotics to alleviate repetitive data updations. Read emails from B2B partners and auto-update the details in internal scheduling mechanisms. Auto-update the pick-up date and time in the partners’ systems as per SLAs.

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Finance, Accounting & Tax Process in Logistic Industry - RPA Automation Use Case

Finance, Accounting & Tax

Automate finance, accounting, and taxation related tasks. Replace slow, time-consuming tasks with automation and enable employees to put in more face-time with customers.

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Confirmed Booking Process in Logistic Industry using RPA Automation Use Case

Confirmed Booking

Receive and confirm export booking from the manufacturers in the buyer’s portal as ‘Confirmed Booking’.

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RPA Automation Use Case for Cargo Received Process in Logistic Industry

Cargo Received

Receive cargo and update ‘Confirmed Booking’ to ‘Received Cargo’ as per actual quantity.

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RPA Use Case for Cargo Shipped in Logistic Industry

Cargo Shipped

Plan shipment as per the carrier schedule, dispatch cargo and update ‘Received Cargo’ to ‘Shipped Cargo’ with all the additional details.

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Delivery Scheduling Process in Logistic Industry using RPA Use Case

Delivery Scheduling

Implement efficient just-in-time parts delivery to ensure reduced inventory costs. Carefully plan and execute delivery to ensure that the right parts are delivered at the right time to the right location involving a large group of people across 3PL providers, OEMs, and suppliers even in face of pandemics.

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Shipment Management Using RPA Automation in Logistic Industry Use Case

Shipment Management

Improve distribution across multiple geographies by 10 times. Churn high-volume orders from distributors across the globe via fax, online forms, and Excel spreadsheets. Scan and extract key information, enter the details into the ERP system, and send a confirmation email upon shipment.

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RPA in logistics Use Case
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Top 10 highly complex RPA use cases in Logistics

A list of 50+ processes that can be automated with RPA

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