Fulfillment and returns

A customer order has two lines, but one shipment can satisfy only part of one line. Warehouse Operator picks against the approved reservation and records actual dispatch quantity. Warehouse Manager releases a manual route with assigned operator and stops. The delivery attempt records accepted, refused or damaged quantities separately from the dispatch event.

• Pick and dispatch. Warehouse Operator picks against hard reservations and records actual shipment quantity separately from the route plan.
• Route and visit. Warehouse Manager releases a staffed manual route; each visit records its own accepted, refused, failed or damaged outcome.
• Return scope. A return decision uses the original net unreturned quantity, with physical disposition kept apart from customer credit.

Agree title transfer at dispatch or delivery on the customer commitment. Name the route coordinator and operator, and agree what evidence proves each visit. A route with stops is a plan; the shipment and delivery attempt show actual work. Keep different people responsible for recording the handoff and authorizing a return.

Pick only part of an order line and dispatch that quantity. At the customer stop, record accepted and refused portions against the same delivery line. Keep the refused portion out of billable title scope where delivery is the agreed title rule. Authorize a later return only within the delivered quantity that has not already been returned.

A refused delivery can require another visit or a customer return, but those are different events. Warehouse Operator keeps the first attempt with its actual result and links a later stop where needed. Warehouse Manager compares each line outcome with the dispatched quantity before closing the route. Sales Representative can tell the customer what remains promised without counting refused units as delivered. If goods come back, record their actual quantity and condition before deciding restock, hold or another disposition. Finance then uses the original sale and return scope when considering a credit, rather than assuming the warehouse action itself settled the account.

• Delivery route schedule — Released routes, assigned operators and planned visit windows.
• Delivery exceptions — Shipments whose outcome needs review after dispatch.

Follow dispatch and return to compare planned stops with actual line outcomes. Trace the original order and return line in the data model, then test the authority path in roles.