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  1. Defense ERP
  2. Features
  3. Delivery planning
Feature · Delivery planning

Delivery planning

Warehouse Manager coordinates manual routes and stop sequence against accepted orders.

OverviewDelivery exceptions
Defense ERP · Delivery planning

Delivery exceptions

Deliveries

New
Shipment numberOrderWarehouseModeStatus
DLV-99881SO-20320WRH-110Own deliveryException
DLV-78337SO-74936WRH-120External carrierException
DLV-68716SO-94127WRH-130Own deliveryException
DLV-55532SO-76736WRH-110External carrierException
DLV-62391SO-87529WRH-140Own deliveryException
6 of 6 records
SO-20320Deliveries · DLV-99881
Own delivery
WarehouseWRH-110
StatusException
Example screen with sample data

What you can do

Delivery planning in the operating day

Warehouse Manager coordinates manual routes and stop sequence against accepted orders. A route is the plan; the delivery records actual dispatch, while attempts and results explain what happened at each destination.

The manager checks the assigned operator, coordinator, warehouse, transport reference and stops before route release. Warehouse Operator picks verified stock and records actual dispatch quantity. The accepted order’s title rule determines whether title moves at dispatch or accepted delivery. Each stop records an actual visit and line outcomes so a partial delivery does not look complete.

How the work is organized

  • Prepare. Confirm picked quantity, route stops, assigned operator and transport reference.
  • Decide. Warehouse Manager approves the route before the operator dispatches verified goods.
  • Record. Record each stop attempt and accepted or refused quantity separately.

What to agree during setup

Agree who confirms the load, how stop evidence is recorded and which role handles refused goods. Rehearse a route with a failed stop and a shipment with partial acceptance. Keep transport acknowledgment, physical dispatch and customer acceptance distinct. The unresolved remainder must have an owner at the end of the day.

Check the handoff on an actual case

A route has two dealer stops. The first accepts all cases; the second accepts only part of its shipment and refuses the remainder. Warehouse Operator records the visit and each line result. Warehouse Manager follows the unresolved quantity and arranges the next action without replaying the original dispatch or losing the first stop’s delivery evidence.

At the handoff, the receiving person checks the source record, approval and remaining quantity. The team keeps the exception with its owner until the actual result is recorded.

Before dispatch, Warehouse Operator compares the picked stock with the shipment lines and the route assignment. A released route shows who may make the trip, while the delivery holds the actual departure quantity. At a stop, record the visit separately from each accepted, refused or failed line result. If the second stop is missed, Warehouse Manager can see the unresolved quantity without changing the first stop. Sales Representative follows the revised promise from that result.

What your team sees

  • Route release queue — Planned routes waiting for the Warehouse Manager decision.
  • Delivery exceptions — Shipments with unresolved delivery outcomes.

Follow the work through

Follow the related process and use implementation to plan a representative operating cycle.

What it keeps track of

Data model
Delivery routes
Manual route/stop sequence and assigned execution; no optimization or live tracking.
Route stops
Explicit stable sequence and exact order/shipment ownership.
Deliveries
Actual dispatch and title/delivery state separated for partial deliveries.
Delivery lines
Actual dispatch quantities and current title-transferred/delivered portions.
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.
Pick tasks
Actual picked quantities remain exclusively tied to the order and do not post COGS.
Reservations
Exclusive bounded demand claims through picking and owned transit.

Who uses it

Permissions
Warehouse Manager
Releases routes and manages exceptions.
Warehouse Operator
Records picking, dispatch and stop evidence.
Sales Representative
Communicates the remaining promise to the dealer.

Set up Defense ERP your way.

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

How to get started