How does Planfix help manage lab reagent orders and cold chain shipments?

Planfix turns every order, shipment, and claim into a task that carries all context, documents, and deadlines. Orders arrive from email as structured tasks, then move through Planner boards, calendars, and checklists during packing and dispatch. Data tags store temperatures, transit times, and costs so you can reconstruct any cold chain journey. Teams across sales, logistics, and quality work in the same system, which reduces blind spots and shortens investigations.

Can Planfix adapt to our specific cold chain and claim processes?

Yes. Planfix is a configurable platform that adapts to your cold chain rather than forcing a generic ticket template. You can add custom fields for temperature ranges, carriers, packaging types, and reimbursement rules, then build status sets and processes that mirror your SOPs. Objects and Directories let you model shipments, lots, and labs as first class records so you can evolve workflows as your product portfolio and routes change. Easily.

Where does Planfix AI add value for reagent distributors?

Planfix AI helps where manual data entry and follow up are slow or inconsistent. Dataminer reads free form emails and writes key values into task fields so intake is complete without retyping. Summarizer can keep a live overview of investigation tasks with agreements and next steps. You can also run scripts with an AI action to classify issues or suggest responses, while keeping final decisions under human control. For example.

How can we implement Planfix without disrupting day to day operations?

You can start small by mapping how you already work with email and spreadsheets. Import contact and product data into Directories, define simple order and claim templates, and route new emails into tasks. From there, add Planner boards, data tags, and reports that match your existing responsibilities. Our documentation and support team can guide you through configuration so you avoid long projects and keep operations running during rollout. Step by step.

Lab Reagent Distribution Workflow Software

Turn Sensitive Reagent Logistics into One Controlled Flow

Centralize orders, shipments, and claims in one system instead of scattered inboxes. Planfix turns each actionable into a task and shows the whole flow on Planner boards, so your team sees risks, deadlines, and responsibilities before something spoils.

Boards in Planfix

Centralized Intake

Turn shared inboxes into structured orders with email to ticket and channel to task in one place.

Live Planner Board

Watch orders, shipments, and claims move across conditional lists by SLA, route, or risk without manual sorting.

Audit-ready History

Store every decision, file, and comment per lot and shipment, so you can reconstruct events in minutes.

Start with Clean, Complete Orders in One System

Planfix AI Dataminer reads free-form order emails and fills structured fields such as product, quantity, delivery window, and temperature requirements. Directories keep products, pricing, and labs consistent, so your team stops retyping and chasing missing details.

Email rules in Planfix

Planfix AI Dataminer

Extract SKU, quantity, and special handling from unstructured emails automatically into task fields ready for logistics.

Product and Lab Directories

Use Directories as a single source of truth for reagents, storage rules, and lab accounts.

Order Templates

Launch structured tasks from templates for common order types so teams follow the same data requirements.

Order Intake

Cold Chain Execution

Claims and Investigations

Continuous Improvement

Order Intake

Capture every email order as a task with structured fields and customer context instead of a messy thread.

Validate completeness with required fields, templates, and Directories before confirming orders back to the lab.

Route new orders by customer segment, geography, or product risk using conditional Planner lists.

Tasks from email

Cold Chain Execution

Add packing checklists, photos, and handling notes directly to shipment tasks for every consignment.

Track temperatures, time windows, and carrier handoffs as data tags to build a complete cold chain log.

Use calendars and schedules to align pickups with warehouse capacity and staff availability.

Checklists in Planfix

Claims and Investigations

Turn every complaint into a claim task linked to the original order, shipment, and reagent lot.

Capture lab feedback, carrier responses, and internal approvals in one thread instead of scattered mailboxes.

Attach photos, documents, and temperature exports so investigations are driven by facts, not memory.

Project documents

Continuous Improvement

Analyze claims by route, carrier, lab, and product using flexible reports and dashboards.

See true financial impact using cost and write off data tags rolled into Project Totals.

Launch corrective action projects from insights and track completion with tasks and milestones.

Project reports

Fewer Errors

Capture complete, validated orders at intake so teams spend less time fixing mistakes and apologizing to labs.

Colder Deliveries

Use structured tasks, packing checklists, and photos to prove you followed cold chain rules on every shipment.

Better Claim Outcomes

Link orders, shipments, and data tags so dispute discussions rely on shared facts instead of conflicting recollections.

Capture and Validate Orders

Turn emails into structured tasks with AI Dataminer and Directories so intake is fast, complete, and auditable.

Control Cold Chain Execution

Drive packing, pickup, and delivery tasks from Planner boards, checklists, and schedules aligned to SLAs and risk.

Handle Claims with Transparency

Share claim progress with labs through Client Dashboard while keeping internal comments and analysis fully under control.

Improve with Real Data

Use data tags, reports, and Project Totals to understand true claim costs and prioritize corrective projects.

Calm About New Contracts

Rely on a controlled process from order to claim instead of hoping people remember every cold chain detail.

Confident in Claim Talks

Use consolidated facts, documents, and temperature records in Planfix to negotiate fair resolutions with labs and carriers.

One System Instead of Many

Run distribution from Planfix as your operating system instead of juggling spreadsheets, shared inboxes, and portal screenshots.

Adopting Planfix Without Slowing Down Operations

Start from your current email and spreadsheets and map simple order and claim templates first, so value appears quickly. Planfix gives you custom fields, status sets, and objects that match cold chain specifics without code or heavy projects.

Workspaces in Planfix