Custom ERP Development for a Logistics Company

Introduction

Transportes Rivelo is a freight transportation company in Mexico. Their operation is concentrated in the Puebla-Nuevo Laredo corridor, where they manage import/export routes with the United States. To optimize daily operations, Rivelo needed a unified system to centralize shipment management, fleet control, quoting workflows, and GPS tracking.

In 2025, we started collaborating with Rivelo to build Potenza, a custom ERP platform that would allow both operations and commercial teams to manage complex logistics processes in one place. This case study walks through key screens in Potenza and shows how each module supports and records operations.

Viaje: The Core Operational Unit

Viajes (shipments) are the main entity in the ERP. A viaje orchestrates the rest of the platform entities: drivers, trucks, trailers, locations, and more. These elements combine to represent each shipment, assign resources, track progress, and document daily execution.

The Viajes view is the home screen of the application. From here, operations teams monitor the status of recent viajes and manage core viaje composition data such as client, origin, destination, assigned driver, truck, and trailer.

Main screen of Potenza's trip module.
Primary view of the trip module. Daily operations and shipment progress are coordinated here.

From this view, users can execute quick actions through contextual menus, such as advancing viaje status, adding observations, or editing viaje composition. This reduces navigation friction and keeps focus on execution.

Step progress selector inside viaje list.
Adding viaje observations.
Trailer assignment via combobox.
Adding participants to viaje composition.
Quick viaje actions: status progression, observations, trailer assignment, and participant management.

The Viajes page also supports batch import. The company uses external spreadsheets as an additional process during viaje registration. With this feature, the team can copy and paste from Excel or import CSV files to create multiple viajes quickly. The system guides users through column mapping, validation, and final confirmation to ensure clean integration.

Batch data import, step 2.
The system detects and maps viaje elements automatically. Users review and confirm data before completing import.
Batch data import, step 3.
If an element does not exist yet (in this case, a trailer), users can create it directly in the import flow with one click.

Creating a Viaje

Viajes can be created in three ways: directly from the viajes view, through batch import, or through the dedicated form shown below. This form captures the full set of required fields and illustrates how the app aggregates data from different entities (clients, drivers, trucks, trailers, locations) into a single operational unit.

Viaje form editing, state 1.
The form captures core data like client, origin and destination locations (plus optional intermediate stops), template type (import/export viaje), and related metadata.
Viaje form editing, state 2.
The form also captures third-party references (folio, purchase order, etc.), assigns resources (driver, truck, trailer), and includes operational details like loading date, rate, and currency.

Data captured here is reflected both in the viaje list and viaje detail views, where teams continue updating execution status as shipments progress.

Viaje Detail View and Logbook

Once a viaje is created, teams can navigate to its detail view to monitor progress, register events, attach files, and validate data. This view centralizes all relevant viaje information, including administrative context, current truck location, and event logs with GPS updates.

Viaje detail view in dark mode.
The app includes dark mode (shown here). The viaje detail screen centralizes key information, including truck location and event logbook.
Logbook with attachments and GPS updates.
The 'bitácora' (viaje logbook) allows users to register operational comments, file attachments (instruction sheet, photos, proof-of-delivery docs), and create periodic automatic GPS comments to build route history.

Workflow Templates

Not all viajes are identical, but they are structurally similar. The system allows template (step sequence) creation to organize the events each viaje type should follow. Viajes remain flexible, while still running standardized flows that support supervision and operational control. Templates can also include execution criteria per step, such as releasing an asset (truck or trailer) for reassignment.

Operational template editor in Potenza.
Template editor: each workflow defines step order and execution criteria. Templates are assigned when viajes are created, and each step can receive updates, comments, and files during execution.

Real-Time GPS Tracking

All fleet vehicles are equipped with GPS tracking devices for real-time monitoring. Location data appears both in viaje detail and truck detail views, providing operational context around assets. When a truck is assigned to an active viaje, location updates can be enabled to automatically generate logbook entries, creating a historical record of the route.

Truck detail with GPS telemetry.
Truck detail screen with telemetry and GPS data.

Fleet Management: Trucks and Trailers

Keeping an updated inventory of available assets is essential for viaje assignment. The system includes catalogs for trucks, trailers, drivers, clients, locations, organizations, and contacts. All of these enrich viaje records and support integrated logistics management.

Truck list in fleet module.
Truck catalog showing registered assets and assigned drivers. Other catalogs follow a similar structure.
Table of empty trailers by location.
Inventory of empty trailers by location to plan assignments.

Quoting

Viajes usually start with a commercial proposal created in the quoting module. Here, commercial teams input cost-relevant data including client information, origin, destination, load type, dimensions, weight, and other conditions. The system generates a quote that can be reviewed internally before being sent to the client.

Quote form in Potenza.
Structured form to capture commercial quote data.
Preview of a newly generated quote.
The form generates a PDF document from the registered data, ready to send to the client for approval.

User Management

The application includes robust authentication and database security policies that ensure users can only access information relevant to their role. In the admin section, users with appropriate permissions can create and manage user accounts.

System users and roles list.
User administration and role-based access control.

Responsive Design

The application is fully responsive, allowing teams to access all modules from mobile devices.

Viaje list in mobile view (light theme).
Viaje list in mobile view.
Viaje detail with GPS in mobile view.
Driver list in mobile view.
Viaje logbook in mobile view.
Client detail in mobile view.
Organization detail in mobile view (dark mode).
Mobile system experience: quick operator lookup and viaje detail with GPS follow-up.

Conclusion

Thank you for reading this walkthrough of Potenza, the ERP software we developed for Transportes Rivelo. We hope this case study illustrates the custom software capabilities we can contribute to your own projects. If you are considering a tailored operational platform for your business, feel free to contact us and discuss how we can help scale your operation.

Visit Transportes Rivelo's Website