Plan and deliver
Release a practical route, record actual delivery results and reconcile the remaining goods.
6 stages · 1 approval
Roles and responsibilities
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Step 1Plan
Route NumberWarehousePlanned StartPlanned End
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Step 2Pick
Pick NumberOrder LinePlanned StartPlanned End
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Step 3Release route
Route NumberWarehousePlanned StartPlanned End
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Step 6Reconcile route
RouteSequenceShipmentPlanned End
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Plan
Warehouse Manager prepares the manual route sequence, assigned operator, transport reference and stop windows. Link approved planned shipments to accepted destinations and remaining quantities. Preserve the original order promise separately from the route plan. An external carrier or internal vehicle reference is coordination evidence, without an implied booking, optimizer or tracking service.
Pick
Warehouse Operator performs assigned tasks against exact hard reservations and eligible lot quantities. Physical picked stock remains owned by its order. Partial picks leave shortages visible. Complete picking, packing and quantity verification before a shipment becomes ready. Picking changes custody and does not recognize cost of sales or prove the goods left the warehouse.
Approval required
Release route
An independent Warehouse Manager reviews the exact route revision, feasible load and ready shipment scope, excluding its preparer and material editors. A remaining shipment cannot belong to two active released stops. Material address, sequence or assigned-scope changes require reviewed replanning before execution; a released status alone cannot replace the decision.
Dispatch
Warehouse Operator records actual vehicle departure or carrier handover with line quantities and evidence. Dispatch-title orders consume stock and recognize cost once. Delivery-title orders move the same quantity and value into owned transit, retaining the order claim without COGS. Printed documents, labels or uncertain acknowledgments cannot prove the physical departure.
Record results
Warehouse Operator records the actual visit and recipient evidence, then allocates disjoint accepted, refused, failed and damaged quantities to shipment lines. Only accepted quantity counts as delivered. For delivery-title orders, that accepted portion transfers title and cost; for dispatch-title orders, the result creates no second issue. Failed visits cannot consume already accepted scope again.
Reconcile route
Warehouse Manager coordinates unresolved results, evidenced returns, retained transit and required loss decisions before closure. A reviewed successor stop carries only the eligible remaining scope while preserving the first attempt. Refusal before delivery-title transfer returns existing owned custody without a sale-cost reversal. Required financial loss or correction decisions remain with Finance Manager.
Approvals and exception handling
1 approval required in this process
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Release route
Warehouse Manager signs · dispatch waits
DeliveryRoutes, RouteStops, ApprovalDecisions - Every stop belongs to its route revisionExact shipment; results must name lines belonging to that shipment.
- Original dispatch remains history after a refusalReturn or reschedule. A failed stop does not automatically cancel an order or create a credit.
- A customer-accepted unit is deliveredTitle-issued at most once, although unsuccessful attempts can recur for still-undelivered goods.
- Existing reservationsTransit value cannot disappear when a route is closed. Any loss needs its separate approved stock and financial effect.
- Delivery evidence and billing authority remain separateInvoice approval uses only eligible unbilled title-transferred scope.
- Repeated messages reuse the same economic identity; unclear external execution stays open for reconciliation.
When the process needs attention
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shortage
Pick
Partial picks leave shortages visible.
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reject
Record results
Warehouse Operator records the actual visit and recipient evidence, then allocates disjoint accepted, refused, failed and damaged quantities to shipment lines.
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variance
Reconcile route
Refusal before delivery-title transfer returns existing owned custody without a sale-cost reversal.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Plan | DeliveryRoutesRouteStopsShipmentsSalesOrderLines | Prepare the exact manual route and remaining shipment scope |
| 2 Pick | PickTasksInventoryReservationsInventoryPositionsStockEvents | Transfer actual picked quantities into order-owned custody |
| 3 Release route | DeliveryRoutesRouteStopsApprovalDecisions | Independently authorize the current feasible route |
| 4 Dispatch | ShipmentsShipmentLinesSalesAllocationsStockEvents | Record actual departure and its title-dependent stock effect |
| 5 Record results | DeliveryAttemptsDeliveryResultsShipmentLinesStockEvents | Record disjoint actual outcomes and eligible title transfer |
| 6 Reconcile route | RouteStopsReturnsReturnLinesReturnDispositions | Resolve remaining goods and preserve successor work |
Process reports
All reportsExceptions and Approval History
Current source-revision decisions, expired/invalidated approvals, stock/count/delivery/finance exceptions and correction chains; counts use unique economic case identities and actual timestamps, not duplicate retries.
On-Time Delivery
Completed eligible order-line quantities delivered by OriginalPromiseAt versus all quantities whose original cutoff falls in the reported cohort; show open/late/failed/refused/cancelled portions separately and count each delivered base unit once using verified DeliveryResults, not last revised route windows.
Inventory and Valuation
As-of owned quantity/value by entity, product, warehouse, location and lot from net posted StockMovements and remaining StockLayers; show held, picked, production and away transit separately and reconcile once to Inventory/WIP controls.
Run by an agent
Agent support
The assistant cannot supply a required independent human approval or replace actual receiving, dispatch, delivery, production acceptance or bank evidence. It cannot turn an acknowledgment into settlement, a credit into warehouse stock, or a planned route into a completed delivery. Materially changed content must follow the appropriate renewed review.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› plan and deliver · plan on DeliveryRoutes, RouteStops, Shipments, SalesOrderLines
✓ Warehouse Manager prepares the manual route sequence, assigned operator, transport reference and stop windows.
› plan and deliver · pick on PickTasks, InventoryReservations, InventoryPositions, StockEvents
✓ Warehouse Operator performs assigned tasks against exact hard reservations and eligible lot quantities.
› plan and deliver · release route on DeliveryRoutes, RouteStops, ApprovalDecisions
⏸ approval · waiting for the warehouse manager
# 3 more stages after approval: dispatch, record results, reconcile route
Other processes
5 moreOrder to cash
Carry the dealer's accepted terms through fulfilment, reviewed invoicing and cash application.
5 stages · 2 approvals
Procure to pay
Approve supply commitments, accept actual deliveries and pay reconciled supplier obligations.
9 stages · 4 approvals
Assemble and kit
Release defined assembly work, accept actual output and reconcile its standard value with WIP cost.
7 stages · 3 approvals
Count and adjust
Count a controlled stock population and review the exact quantity and value before correction.
7 stages · 2 approvals
Period close
Reconcile each entity's operational balances, review currency adjustments and close the books.
7 stages · 2 approvals