Delivery and returns

A pick task identifies the order line, assigned operator and planned interval. Actual picked quantity stays tied to that source. The delivery records the shipment and title rule, while the route records ordered stops, assigned execution and its planned window. The warehouse manager reviews the route before it is released.

A visit records an attempt and its evidence. Delivery results split a line’s accepted, refused, failed and damaged quantities. A partial result leaves a remainder to resolve; another attempt cannot duplicate units already accepted. A customer or supplier return retains its original commercial and stock source, then moves through authorization and physical disposition.

• Identity. Keep the source record, entity and accountable person attached to each step.
• Decision. Record the reviewer and the exact scope they accepted before the next action.
• Evidence. Preserve actual quantity, date and correction history when execution differs from the plan.

For a ceramics delivery, agree on the destination and evidence required at handoff. Decide whether title passes at dispatch or accepted delivery for the applicable order. Give the operator an assigned route and stable stop sequence. Agree how refused or damaged pieces are measured against the original line.

The team should choose one real pilot case and agree on its owner, decision point and exception route. Prepare the source identifiers and opening balances before importing old records. Review access with the person who will perform the work, and make the exception visible to the person who can resolve it.

Rehearse a delivery where the customer accepts part of a shipment and refuses the rest. Compare the order line, pick, dispatch and visit outcomes. Authorize a return only within the original remaining scope. Record the actual stock disposition separately from a credit or refund, and confirm the route remains open until its unresolved stop is addressed.

Check the final state against the original promise and the accepted source. The reviewer should be able to explain why a partial action left a remainder, which evidence changed it and who approved the next step. Repeat the case after a correction to make sure the original record remains traceable.

• Delivery schedule — Released routes and the operator responsible for the planned window.
• Returns awaiting authorization — Physical return requests waiting for an eligible decision.

See the operating process and the data model to prepare the case, assign the decision and reconcile its records.