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  1. Chemicals ERP
  2. Features
  3. Fulfillment and routes
Feature · Fulfillment and routes

Fulfillment and routes

Pick eligible orders, release planned routes and record real delivery results.

OverviewMy Pick Tasks
Chemicals ERP · Fulfillment and routes

My Pick Tasks

Pick tasks

New
Pick numberStatusPlanned startPlanned endPicked quantityAssigned to
PT-30620Assigned21 Oct29 Oct330
PT-94170In progress12 Oct17 Oct350
PT-42359Picked21 Oct26 Oct650
PT-55312Partially picked15 Oct20 Oct250
PT-29689Exception16 Oct21 Oct800
6 of 6 records
PT-30620Pick tasks · PT-30620
Assigned
Planned start21 Oct
Planned end29 Oct
Picked quantity330
Example screen with sample data

What you can do

Run the work

An approved dealer order gives the warehouse a bounded quantity to fulfill. Reservations identify eligible stock and assigned pick tasks record actual picks. A picked quantity is still stock in custody; it is neither a delivery nor an invoice. Delivery lines keep dispatch, title transfer and accepted delivery quantities separate, so a partial visit can leave a real outstanding commitment.

Warehouse Manager plans the route with its coordinator, operator, source warehouse, transport reference and ordered stops. Release requires the assigned operator and nonzero stops. A route is a manual sequence, while delivery attempts record actual arrival and handoff evidence. The attempt can be verified, require review or be corrected without making every line on the visit successful.

How the work is organized

  • Pick. Check reservation, location and actual quantity before staging.
  • Route. Confirm stop order, operator and transport evidence before release.
  • Result. Record accepted, refused, failed and damaged portions on each line.

What to agree during setup

Decide whether title passes on dispatch or delivery for each accepted order. That rule affects stock value and what can be billed, especially if the carrier has the goods but the dealer has not accepted them. Agree who reviews failed stops and who may correct an attempt. Rehearse a second attempt against the same delivery line so it cannot count the first accepted quantity twice.

Check the handoff on an actual case

Take an order with two lines on one released route. Pick both, dispatch, then record one fully delivered line and one partially refused line. Confirm the route stop shows the visit outcome without collapsing line-specific quantities. Check the remaining order, owned transit under delivery title, and billing eligibility. Reschedule the unresolved portion without rewriting the original dealer promise.

For delivery title, dispatched goods can remain owned while in transit. For dispatch title, the physical handoff is the title event. Review the selected rule before invoicing or explaining available stock to sales. If a stop is refused, record the refused line quantity and reason through the actual result path; another stop on the same route can still finish successfully. The route status alone is too broad to settle every line.

What your team sees

  • Delivery Schedule — Show released routes and their planned windows.
  • My Pick Tasks — Direct the operator to assigned physical work.
  • Route Release Queue — Review plans before drivers begin.

Follow the work through

Follow the operating process and use the data model when mapping source records.

What it keeps track of

Data model
Reservations
Exclusive bounded demand claims through picking and owned transit.
Pick tasks
Actual picked quantities remain exclusively tied to the order and do not post COGS.
Deliveries
Actual dispatch and title/delivery state separated for partial deliveries.
Delivery lines
Actual dispatch quantities and current title-transferred/delivered portions.
Delivery routes
Manual route/stop sequence and assigned execution; no optimization or live tracking.
Route stops
Explicit stable sequence and exact order/shipment ownership.
Delivery attempts
Actual visit/handoff facts, separate from line outcomes and legal title.
Delivery results
Each attempt allocates line outcomes once; one visit may partially deliver many lines.
Sales orders
Dealer-accepted scope plus mandatory independent commercial approval.
Sales order lines
Bounded accepted quantity/value and retained original promise.
Stock events
One immutable group of stock movements and the associated journal effect.

Who uses it

Permissions
Warehouse Manager
Controls route release.
Warehouse Operator
Picks and records delivery facts.
Sales Representative
Follows the dealer commitment; Accountant follows eligible billing.

Set up Chemicals ERP your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started