WEBLET and Tafnit ERP Integration
Organizations in Israel use Tafnit ERP to manage financial processes, customers, transactions, orders, procurement, inventory, service, logistics, and assets. Tafnit has significant specialization in the leasing, car rental, and fleet management industries. In companies operating in these fields, the system may centralize information about vehicles, customers, contracts, branches, maintenance, insurance, expenses, deliveries, and returns. When the data is managed in Tafnit but the actual work takes place outside the office, a direct connection is required between the organizational system and the drivers, delivery representatives, lot employees, service staff, technicians, and operations personnel.
WEBLET connects Tafnit ERP to the activity that actually takes place. Delivery, pickup, replacement, transport, service, or visit tasks can be transferred to field employees together with the vehicle, customer, contract, address, date, and required documents.
During the activity, statuses, hours, mileage, fuel level, vehicle condition, damage, accessories, photos, signatures, and forms can be documented. Once the task is completed, the data defined as part of the process is returned to Tafnit. Tafnit continues to serve as the central ERP system for managing the transaction, contract, vehicle, and business process. WEBLET manages the planning, scheduling, optimization, execution, and documentation layer for mobile activity. The connection is based on WEBLET's unique interface engine, based on the company's patent and developed to connect ERP, CRM, and other organizational systems to field activity.
The integration creates continuity between the data managed in Tafnit and the actions carried out at the customer, at the branch, at the lot, at the garage, at the service site, or on the road.
Instead of transferring tasks by phone, messages, spreadsheets, or printed documents, the required information can be transferred to WEBLET and execution managed digitally. In a leasing company, for example, a vehicle delivery task can be transferred with the customer's details, vehicle number, model, branch, delivery date, and the documents that need to be signed. In a return task, the employee can be shown the relevant contract and vehicle details, and allowed to document mileage, fuel level, damage, accessories, photos, and the customer's signature. In a transport task, the pickup location, delivery destination, vehicle details, urgency level, and special instructions can be transferred to the driver. In a service task, information about the fault, the required treatment, the garage, the driver, the customer, and the replacement vehicle can be transferred.
- Transferring vehicle delivery tasks from Tafnit to WEBLET.
- Managing vehicle returns at the end of a rental or leasing period.
- Planning vehicle replacement for the customer.
- Managing delivery of a replacement vehicle.
- Assigning drivers to transport tasks.
- Planning the order of pickups and deliveries.
- Managing vehicle movement between branches, lots, garages, and customers.
- Displaying vehicle and customer details in the app.
- Displaying relevant contract details to the employee.
- Documenting mileage at delivery or return.
- Recording fuel level.
- Checking accessories and equipment in the vehicle.
- Documenting existing or new damage.
- Photographing the vehicle from all angles.
- Photographing documents related to an event or claim.
- Collecting the customer's signature.
- Filling out delivery and return forms.
- Updating task status during activity.
- Reporting non-completion and the reason for the exception.
- Opening a request for further treatment.
- Transferring service and maintenance tasks.
- Managing visits by service vehicles.
- Returning execution results to Tafnit.
- Reducing duplicate data entry.
- Improving information availability for office teams.
- Creating organized documentation for every action performed on the vehicle.
In distribution and service fields, orders, shipments, service calls, tasks, addresses, items, and execution instructions can also be transferred. WEBLET centralizes daily activity, plans the work order, and passes each employee the data relevant to their role.
The WEBLET Interface Engine
WEBLET's unique interface engine, based on the company's patent, is designed to create a flexible connection between ERP, CRM, and organizational platforms and field execution processes.
In Tafnit ERP, the structure and modules may be built differently in each organization. A leasing company may centralize vehicles, contracts, and deliveries, while another organization manages orders, inventory, service, or field sales. Therefore, the connection is adapted in each project to the entities, fields, documents, permissions, and sync rules of the specific environment.
Using the interface engine, it is possible to define:
- From which records and entities in Tafnit information will be received.
- Which delivery, return, transport, or service tasks will take part in the process.
- Which fields will be transferred to WEBLET.
- What information will be displayed to each type of user.
- Which execution data will be returned to Tafnit.
- Which record each update will be associated with.
- What the transfer direction will be for each type of data.
- Which events will trigger the sync.
- How often the updates will be performed.
- How changes, cancellations, and duplicate records will be handled.
- Which validation checks will be performed before receiving information.
- How faults and exceptions in the interface will be managed.
- Which permissions and identification methods will be required.
- What the system of record is for vehicles, contracts, customers, orders, and additional data.
The integration can be carried out through API, Web Services, files, databases, and additional communication mechanisms, according to the existing infrastructure. The analysis ensures that the connection fits the business process and does not transfer unnecessary or conflicting data.
A unique advantage interface engine and AI-based optimization
WEBLET has a unique advantage: combining an advanced interface engine with AI-based optimization capabilities for managing field activity.
After information moves from Tafnit ERP to WEBLET, it is used not only for display to employees, but also for planning, scheduling, and controlling activity. This way the organization benefits from advanced field-management capabilities, while continuing to use Tafnit and the information and processes already managed in it.
In leasing and rental companies, these capabilities can be used to plan deliveries, returns, replacements, vehicle transport, service tasks, branch visits, and driver activity. The system can take into account the vehicle's location, the employee's location, the customer's location, the task date, working hours, driver availability, vehicle type, branch, priorities, and additional operational constraints.
This way, a task list originating in Tafnit can be turned into an organized and practical work plan for field teams. Connecting Tafnit also enables AI-based fleet logistics and distribution optimization.
The connection between Tafnit ERP and WEBLET is suitable for organizations where the business process is managed in Tafnit but a significant part of the execution takes place outside the office.
The integration is especially relevant for
- Operating leasing companies.
- Financial leasing companies.
- Car rental companies.
- Fleet management companies.
- Vehicle importers.
- Trade-in companies.
- Companies managing vehicle deliveries to customers.
- Organizations that carry out vehicle returns.
- Companies operating transport services.
- Companies managing vehicle replacement for the customer.
- Companies providing replacement vehicles.
- Organizations operating transport drivers.
- Companies managing vehicle lots.
- Companies operating multiple branches.
- Companies managing periodic maintenance.
- Companies handling accidents and damage.
- Companies operating service vehicles.
- Organizations managing safety officers and fleet activity.
- Service centers and garages.
- Importers and distributors.
- Distribution and logistics companies.
- Service and maintenance organizations.
- Installation companies.
- Field sales operations.
- Companies managing mobile employees.
- Organizations that need signatures, photos, and forms from the field.
- Companies that want to connect the transaction managed in Tafnit to what was actually carried out.
Suitability is determined by the scope of activity, the number of mobile employees, the number of vehicles, the daily task volume, the geographic spread, and the information required at each stage.
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The integration connects the business record in Tafnit to the task actually carried out, makes it possible to extract the required information to the execution layer, manage daily activity through WEBLET, and then update the organizational records with the results received from the field.
This is how a vehicle delivery process can work
- A leasing or rental transaction is managed in Tafnit.
- The vehicle, customer, contract, branch, and delivery date are set.
- The task details are transferred to WEBLET.
- WEBLET integrates the delivery into the daily work plan.
- The task is assigned to the appropriate representative or driver.
- The employee receives in the app the customer, vehicle, address, date, and form details.
- At the time of delivery, they check the vehicle and document mileage, fuel, exterior condition, interior condition, and accessories.
- The employee photographs the vehicle and has the customer sign.
- Once the action is completed, the status and collected information return to Tafnit.
This is how a vehicle return process can work
- The vehicle return date is received from Tafnit.
- A return task is created at the branch, or a pickup task.
- The task is assigned to the appropriate employee.
- The employee performs an inspection according to a defined form.
- Mileage, fuel level, accessories, damage, and documents are recorded.
- The vehicle and dashboard are photographed.
- The customer and employee sign the form.
- The information returns to Tafnit for further handling of the contract, damage, charges, and preparing the vehicle for its next use.
This is how a transport process can work
- Vehicle details, current branch, and destination are received from Tafnit.
- WEBLET centralizes all transport tasks.
- The system plans the task order and assigns them to drivers.
- The driver receives the pickup point, destination, and execution instructions.
- Upon receiving the vehicle, they document its condition.
- At the end of the trip, they confirm delivery of the vehicle at the destination.
- The new location and status return to Tafnit.
Updates can be performed close to the action or at a predefined frequency according to the process. This way, operations staff get an up-to-date picture of the vehicles, tasks, and employees, without waiting for phone reports and without re-entering the data.
The scope of the integration is determined according to the active modules in Tafnit, the data structure, the existing fields, permissions, and the organization's processes. The integration does not require transferring all the information; it is possible to select the necessary data and define the appropriate sync direction.
In leasing, rental, and fleet management companies, information such as the following can be transferred from Tafnit to WEBLET:
- Vehicle number.
- License plate number.
- Chassis number.
- Vehicle code in the system.
- Manufacturer.
- Model.
- Sub-model.
- Year of manufacture.
- Color.
- Drive type.
- Fuel type.
- Vehicle group.
- Ownership type.
- Company-owned vehicle.
- Operating lease vehicle.
- Financial lease vehicle.
- Vehicle status.
- Associated branch.
- Current lot.
- Vehicle location.
- Associated customer.
- Associated driver.
- Contact person.
- Contract number.
- Contract type.
- Contract start date.
- Contract end date.
- Planned delivery date.
- Planned return date.
- Delivery address.
- Pickup address.
- Time window.
- Current mileage.
- Mileage quota.
- Known fuel level.
- Maintenance schedule.
- Upcoming maintenance date.
- Type of maintenance required.
- Vehicle inspection (test) and renewal date.
- Insurance and insurance period.
- Installations performed on the vehicle.
- Accessories in the vehicle.
- Fuel card.
- Toll road payment method.
- Previous accidents.
- Known damage.
- Vehicle-related expenses.
- Traffic violations.
- Vehicle documents.
- Contract documents.
- Delivery form.
- Return form.
- Documents requiring the customer's signature.
- Special instructions for the task.
- Replacement vehicle details.
- Replacement vehicle location.
- Transport task.
- Origin point.
- Destination point.
- Urgency level.
- Required employee type.
- Reason for the delivery or pickup.
- Garage treatment information.
- Service vehicle information.
- Documents related to a claim.
- Vehicle photography and inspection tasks.
- Additional data defined in the process.
- Customers.
- Addresses.
- Orders.
- Shipments.
- Order lines.
- Products and items.
- Quantities.
- Warehouses.
- Service calls.
- Equipment at customers.
- Technicians.
- Installers.
- Time windows.
- Service commitments.
- Documents and work instructions.
- Signatures and delivery approvals.
From WEBLET, information such as the following can be returned to Tafnit:
There is no need to transfer all the information existing in Tafnit to every employee. It is possible to define which fields will be displayed according to the task type and the user's role. A transport driver can receive the vehicle details, pickup point, destination, and required approvals. A delivery representative can also receive the customer, contract, accessories, and forms for signature. A returns employee can receive a full checklist for documenting the vehicle's condition. A technician can receive fault details, maintenance history, and required equipment. This way, the work environment stays focused and adapted to the action the employee needs to perform.
- Task status.
- Execution start time.
- Arrival time at the customer.
- Completion time.
- Employee location during execution.
- Vehicle location after the task.
- Actual mileage.
- Fuel level.
- Vehicle exterior condition.
- Vehicle interior condition.
- Damage found during the inspection.
- Type of damage.
- Location of the damage on the vehicle.
- Verbal description of the damage.
- Vehicle photos.
- Damage photos.
- Dashboard photos.
- Odometer photo.
- Fuel gauge photo.
- Document photos.
- Accessories delivered.
- Accessories returned.
- Missing equipment.
- Keys delivered or received.
- Vehicle registration delivered or returned.
- Customer signature.
- Employee signature.
- Completed delivery form.
- Completed return form.
- Vehicle receipt confirmation.
- Vehicle return confirmation.
- Reason for customer refusal.
- Reason for non-completion.
- Driver's note.
- Request for further treatment.
- Need for damage repair.
- Need for cleaning or vehicle preparation.
- Request for a replacement vehicle.
- Replacement vehicle delivery status.
- Original vehicle pickup status.
- Accident report.
- Claim document photos.
- Exceptional event report.
- Time spent at the customer.
- Travel distance.
- Additional information collected in the digital form.
In distribution and service processes, the following can also be transferred:
Leasing, rental, and fleet management
The transaction, customer, contract, and vehicle details are managed in Tafnit. Once the delivery is approved, a task is transferred to WEBLET. The system schedules a delivery representative or driver according to the date and location. The employee receives all the required data in the app. At the time of delivery, the vehicle's condition, mileage, fuel, accessories, and documents are recorded. The customer signs the delivery form. The photos, signature, and status are returned to Tafnit. This way, full documentation of the vehicle's condition is obtained at the moment it is handed over to the customer.
The contract end date or return date is received from Tafnit. A return task is created at the branch, or a pickup task from the customer's home. The employee performs a structured inspection of the vehicle. Mileage, fuel, accessories, damage, and missing documents are recorded. The vehicle and any faults found are photographed. The customer signs the return form. The information returns to Tafnit for closing the contract, checking charges, and further handling of the vehicle.
Tafnit manages the existing vehicle, the replacement vehicle, the customer, and the contract. WEBLET receives a task that includes delivering one vehicle and picking up another. The driver receives the order of actions and the details of both vehicles. At delivery, the condition of the replacement vehicle is documented. At pickup, the condition of the returned vehicle is documented. The customer signs the relevant documents. Both parts of the action return to Tafnit with the photos, mileage, fuel level, and statuses.
The need to move a vehicle between sites is created in Tafnit. The vehicle details, origin location, and destination are transferred to WEBLET. The system integrates the task into the drivers' work plan. The driver picks up the vehicle and documents its condition. After arrival, they confirm delivery at the destination site. Tafnit is updated with the new location and the completion of the transport. This way, movement between branches, storage lots, garages, preparation centers, and customers can be managed.
A task to provide the customer with a replacement vehicle is opened in Tafnit. The task includes the customer's details, the vehicle's location, the delivery date, and the original vehicle's details. WEBLET assigns the action to the appropriate driver. The replacement vehicle is delivered and documented at the customer. If needed, the original vehicle is picked up as part of the same task. The system returns the delivery and pickup results to Tafnit.
Vehicle details and the planned maintenance or fault are managed in Tafnit. The task is transferred to WEBLET with the garage, branch, or customer details. The employee receives the treatment instructions and required documents. During the activity, statuses, photos, hours, and notes are collected. Upon completion, the vehicle's return to the branch or customer is documented. The data returns to Tafnit and updates the continuation of the process.
An accident or damage event is opened in Tafnit. A task is sent to the appropriate employee. The employee arrives at the vehicle and photographs the damage, documents, and surroundings. A digital form can be filled out and event details collected. The files and documentation return to Tafnit and are attached for further claim handling.
A list of vehicles expected to be at the lot is received from Tafnit. The lot employee performs a count using WEBLET. Each vehicle is identified and checked against the list. Location, condition, and a photo can be documented. Gaps between the list and the actual situation are reported to the office. The results return to Tafnit for updating and control.
More than 10 field agents?
Leave us a WhatsApp message and we'll get back to you with an initial fit check.
Tafnit ERP also beyond leasing
Tafnit ERP is not limited to the leasing and rental world. It also serves as a core system for organizations managing distribution, logistics, field service, technicians, installations, mobile sales, orders, and inventory. In each of these fields, the same familiar gap recurs: business information is centralized in the organizational system, while execution itself takes place at the customer, at the service site, in the warehouse, on the road, or at the delivery point.
WEBLET extends the same connection principle to these processes as well. Shipping orders, service calls, installation tasks, sales visits, and inventory activities can move from Tafnit to the planning and execution layer, be carried out in the app, and return statuses, signatures, photos, quantities, and work results to Tafnit. This way, the organization gains a unified field environment for all types of mobile activity alongside Tafnit as the business source of truth.
Orders, addresses, items, quantities, and delivery dates are managed in Tafnit. The information is transferred to WEBLET for planning distribution lines and routes. Tasks are assigned to drivers according to area, capacity, and time windows. Each driver receives the order of stops and delivery details. At the delivery point, status, quantities, signature, photos, and a POD document are collected. The results return to Tafnit and are associated with the order or shipment.
A service call or maintenance task is opened in Tafnit. The customer's details, address, equipment, and fault are transferred to WEBLET. The task is assigned to a technician according to area, availability, and skill. The technician documents the actions, hours, parts, photos, and signature. The service report returns to Tafnit for further handling.
An installation order, project, or field task is created in Tafnit. WEBLET receives the address, contacts, equipment, documents, and schedule, and assigns the work to an installer or team. The employees document progress, materials, exceptions, photos, and forms. Upon completion, the customer's approval and signature are collected, and the results are returned to Tafnit for further billing or service.
Customers, products, price lists, and visit tasks move from Tafnit to WEBLET. The system plans the order of visits. The salesperson receives the relevant information in the app. During the meeting, an order can be taken and the visit results documented. The information returns to Tafnit for further business handling.
Tafnit centralizes extensive information about vehicles, customers, contracts, transactions, and business processes. However, delivery, return, transport, and inspection take place in the physical world and are carried out by employees who are outside the office.
When these tasks are managed by phone, messages, or separate forms, a gap can form between the information in Tafnit and the actual condition of the vehicle and activity. The gap can cause delays in transferring tasks, difficulty scheduling drivers, missing information about the vehicle's condition, photos not associated with the transaction, missing forms, and late updates of returns or deliveries.
WEBLET connects the data in Tafnit to the employee performing the work and returns the result directly to the organizational process. The organization can benefit from AI-based optimization for planning deliveries, returns, transport, distribution, routes, technicians, and field tasks, while continuing to use Tafnit ERP and the core system it already uses.
The connection enables:
- Using the data already managed in Tafnit.
- Transferring tasks to employees in an organized way.
- Planning the order of deliveries and pickups.
- Scheduling drivers according to location and availability.
- Combining several tasks into one work route.
- Reducing unnecessary trips.
- Getting an up-to-date picture during the workday.
- Knowing where each vehicle is after a task is completed.
- Documenting the vehicle's condition at the point of delivery or return.
- Associating photos and damage with the vehicle and the contract.
- Collecting digital signatures and forms.
- Returning mileage and fuel level to Tafnit.
- Identifying missing accessories.
- Documenting non-completion and exceptions.
- Improving control over transport tasks.
- Managing replacement vehicle delivery and pickup of the original vehicle.
- Reducing double data entry.
- Reducing information errors.
- Improving coordination between branches, lots, garages, and drivers.
- Creating a complete history of the activity carried out in the field.
- Expanding the process according to the company's needs.
The goal is to create complete continuity between the contract and vehicle managed in Tafnit and the physical action carried out at the customer or the company site.
Business advantage for the organization
Tafnit ERP manages the organization's business information and processes, especially in the leasing, rental, and fleet management worlds. WEBLET connects to this information and provides a dedicated layer for planning, optimization, execution, and control of field activity.
Using the unique interface engine, based on the company's patent, the data flow can be adapted to the system structure and operational needs of each organization, whether it involves vehicle deliveries, transport between branches, distribution, technicians, or field sales.
The integration makes it possible to transfer employees the information they need, use AI-based optimization capabilities, document execution, and return statuses, signatures, photos, documents, and results to Tafnit.
This way, the organization improves the management of deliveries, returns, transport, distribution, routes, and mobile work.
Frequently asked questions about integration with Tafnit ERP
Connecting field activity to Tafnit ERP
Tafnit ERP centralizes vehicle, customer, contract, and business process data. WEBLET connects this data to the activity carried out by drivers, delivery representatives, lot employees, service staff, and technicians.
Using the integration, delivery, return, replacement, transport, and service tasks can be transferred to the right employees, the work order can be planned, and activity can be documented during execution.
WEBLET's AI-based optimization capabilities help plan routes and tasks according to locations, dates, employee availability, and operational constraints.
During the activity, mileage, fuel level, photos, damage, accessories, signatures, documents, and forms can be collected. The relevant data returns to Tafnit and completes the existing information about the vehicle, contract, and customer.
This way, the organization continues to work with Tafnit as its central ERP system, while gaining broader control over deliveries, returns, transport, service, and field activity.
WEBLET solutions that work with this integration
- Drivers and leasing
- Transportation Management System (TMS)
- Proof of Delivery (POD)
- Route optimization
- Technician management
- Installer management
- Pre-Sale and field orders
- Smart Appointment
- ERP, CRM, and organizational systems integration
For more information on connecting WEBLET to organizational systems, see also the main article on the site.