Delivery and returns

Warehouse Manager plans a route with a source warehouse, assigned operator, coordinator and ordered stops. Each stop has a planned window and a specific delivery. Route release requires transport and load evidence, an operator and a real stop count. A planned route is a work plan; the delivery record captures the actual dispatch and later customer outcome.

Pick tasks tie a picked quantity to an accepted order line and reservation. Dispatch cannot exceed verified ready scope. Delivery lines record dispatched, title-transferred and delivered quantities separately. The title rule determines whether transfer occurs at dispatch or customer delivery, which matters for stock ownership and invoice eligibility.

• Plan. The route and stops set sequence, operator, warehouse and expected windows.
• Execute. Pick tasks and deliveries capture prepared and dispatched quantities.
• Resolve. Attempts, results and returns record what the customer actually accepted or refused.

One vehicle visit may partially deliver several lines. Delivery attempt evidence records the visit, while each delivery result allocates accepted, refused, failed or damaged quantity to its line. A second attempt should consume only the remaining eligible scope. If a dealer refuses a carton, the resulting stock and credit treatment require separate review.

Choose title transfer rules for the selling terms and train the team to retain actual handoff evidence. Agree who can release routes, record attempts and correct an outcome. For external carriers, identify the carrier reference and the verified event that supports delivery. Decide how failed stops are rescheduled without erasing the earlier attempt.

Returns need an original delivery or receipt scope, direction, reason and expiry of authorization. Warehouse Manager reviews physical disposition: restock, hold, rework, scrap, supplier return or return to dealer. A physical return does not by itself authorize a customer credit or refund. Finance Manager handles the separate financial decision.

Place two deliveries on a route. Release it after assigning the operator and recording transport evidence. Pick and dispatch part of a dealer order. At the first stop, record one accepted line and one refused carton. Verify that the order’s remaining quantity, delivery result and stock custody each reflect the actual event. Authorize a customer return within the original delivered scope, put the returned lot on hold and prepare the related credit separately. Repeat the same external event and verify no extra economic effect appears.

• Routes awaiting release — Plans needing Warehouse Manager review and assigned execution.
• Delivery exception board — Partial or exception deliveries requiring another decision.
• Returns awaiting authorization — Physical return requests and their original party.

Read dealer commitment to dispatch and return to resolution. See integrations for external event evidence.