Stock to delivery

Follow stock to delivery through decisions and exceptions.

Step by step

Approve sales order Sales Manager

Sales Manager checks the account, entity and ordered lines before releasing the submitted order to warehouse work. An approved order is still a customer commitment, not a shipment.
- Customer quantity released to warehouse
- Updates Sales orders, Sales order lines
ApprovalA person approves before the work moves on.
Reserve stock Warehouse Manager

Warehouse Manager checks available quantity for the product and warehouse before claiming it against the order line. A reservation remains separate from a posted movement.
- Available quantity claimed
- Updates Inventory reservations, Inventory positions
Pick and ship Warehouse Manager

Warehouse Manager follows assigned picks, resolves short tasks and records only packed quantities on fulfillment lines. Carrier and tracking details stay on the fulfillment.
- Actual picked and shipped quantity recorded
- Updates Pick tasks, Fulfillments, Fulfillment lines
Confirm delivery Warehouse Manager

Warehouse Manager checks carrier or receiving evidence before recording delivery. Sales Manager can then see any remaining quantity on a partially fulfilled order.
- Delivered or partial order state followed
- Updates Fulfillments, Sales orders

And how to keep it from happening.

Two orders claim more than the available stock at one warehouse.
A short pick is treated as a completed shipment.
Fulfillment is marked delivered from tracking data without delivery confirmation.

Sales Manager: , Warehouse Manager.
: Each actor reviews their own stage and passes the linked record to the next owner.

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