Fulfillment

A dealer order gives the warehouse a bounded quantity and destination. Warehouse Operator picks against an assigned task and stock reservation. The picked quantity remains tied to its order line; picking alone does not establish a sale or a completed delivery. A shipment then records actual dispatch, while its title rule determines whether ownership passes at dispatch or after accepted delivery.

Warehouse Manager prepares a route with its source warehouse, coordinator, assigned operator, transport reference and stops. Route release requires a decision on the current plan. The stop order is manually set by the team. Delivery attempts capture actual arrival and completion times, and results divide shipment-line scope into accepted, refused, failed and damaged quantities.

• Pick. Operators record actual picked quantity against an eligible reservation, including partial picks and exceptions.
• Dispatch. A shipment moves from ready scope into actual dispatched quantity with evidence and a bounded source.
• Visit. The operator records each attempt; line outcomes explain what the customer accepted and what remains unresolved.

Agree who assigns route operators and who reviews release. Set the warehouse and entity scope for a route before adding stops. Decide what transport evidence is required and how the team records a refused or damaged part of an order. The original dealer promise should stay available alongside the route’s planned window; changing a route time does not change that promise.

For external carriers, agree how a carrier result enters the app through verified evidence. For own delivery, train operators to record the attempt and line results even when a visit fails. A route marked complete should be supported by actual stop outcomes, not by a planned sequence alone.

Take an approved order with two lines. The first has full stock, while the second can only be picked in part. The operator records those actual quantities, and the shipment includes only verified ready scope. Warehouse Manager checks the operator, transport evidence and stops before releasing the route. Actual dispatch updates the shipment but does not claim that the dealer accepted every unit.

At the dealer, one line is accepted and the other partly refused. Record one visit and separate line outcomes. The refused quantity remains distinct from accepted delivery and is available for its proper return or correction path. For delivery-title terms, only the accepted delivered portion supports title transfer and later billing. A retry must address the unresolved remainder without counting the first successful delivery twice.

• Delivery Schedule — Released routes with assigned operator and planned window.
• Delivery Exceptions — Routes with unresolved execution issues.
• My Pick Tasks — Picks assigned to the current warehouse operator.

Continue with dealer order to delivery and invoice to cash.