Sales & fulfillment
Promise suitable stock and follow each customer order through handover.
Approval conditions
Sales Manager independently approves exceptions and every exact SalesOrders revision (Status: Draft → Submitted → Approved) after acceptance, excluding the creator/material contributors, with additional Finance Manager credit exception where required.
Submitted
- SO-19704 ACC-140
- SO-58801 ACC-110
- SO-49499 ACC-130
- SO-26804 ACC-120
- SO-15180 ACC-140
SO-19704
- Account
- ACC-140
- ShipmentMode
- Carrier
- NetTotal
- 910
- CreditReview
- CR-31341
- Snapshot
- DR-10894
Approval waits for the sales manager.
Prepare the offer around the customer
Sales Coordinator records the actual account and contact, product, selling unit, price and terms. Reviewed product conversions connect commercial packs to the stock base unit. Applicable customer specifications, label requirements and minimum remaining life stay with the offer.
Prices, discounts and tax assumptions retain their accepted basis. Unknown cost or unavailable margin remains explicit for review, while a reviewed zero cost is a valid input. A discount allocated across accepted lines cannot be subtracted again during partial delivery or billing.
StatusDraftSentAcceptednext 7 days
Approve the complete order
Sales Manager independently approves every accepted order revision, excluding the preparer and material editors. Actual customer agreement is retained separately from the internal approval. Finance Manager provides any additional required credit exception within the approved authority.
Credit review considers open receivables and approved unbilled commitments with eligible offsets, avoiding overlap when shipped scope becomes invoiced. Money received in advance remains its own unapplied financial balance; it cannot replace order or invoice approval.
A material change to the remaining order requires a new review. Completed quantities and accepted values retain their history while unexecuted commitments are reconsidered.
StatusPlannedPickingReadyException
Choose stock that suits the delivery
Lot selection considers actual same-company stock, current reservations, required quality release and dates. Suitable earliest-expiring stock can be proposed after those checks; the warehouse still follows the approved exact population and quantity.
Customer remaining-life requirements use the agreed delivery date. Moving that date changes the evaluation and can require another lot. Expiry, opening deadlines and holds are rechecked at the actual operational stages, even if the stock was eligible when the order was first allocated.
| Order detail | What fulfillment needs |
|---|---|
| Accepted product and quantity | The exact remaining commercial commitment |
| Selling-unit conversion | The corresponding stock base quantity |
| Customer specification | The approved product and labeling requirement |
| Agreed delivery date | The basis for the remaining-life check |
| Approved lot population | The current physical stock claim |
YouStatusAssignedInProgressPartiallyPickedException
| Pick Number | Order Line | Reservation | Status | Planned Start |
|---|---|---|---|---|
| PT-65192 | SOL-5357 | IR-34288 | Assigned | 10 Sep |
| PT-50025 | SOL-2742 | IR-46426 | InProgress | 14 Sep |
| PT-29777 | SOL-2563 | IR-30881 | PartiallyPicked | 16 Sep |
| PT-16854 | SOL-6715 | IR-21109 | Exception | 08 Sep |
| PT-67298 | SOL-4555 | IR-72012 | Assigned | 17 Sep |
| PT-48956 | SOL-6503 | IR-37412 | InProgress | 17 Sep |
Pick, pack and release the shipment
Warehouse Operator performs assigned picks and packing against the current approved order and eligible stock claims. These activities change custody while preserving the order’s ownership of the quantity.
Warehouse Manager independently releases the ready shipment after the required quantity, customer, credit, quality and date checks. Changed unexecuted content invalidates stale release instructions. A newly raised hold remains effective even when the product is already picked.
Actual carrier dispatch or customer handover establishes the selected title-transfer event. It owns stock issue and cost of goods sold once; a label, shipment plan or later delivery acknowledgment cannot create that effect by itself.
Follow partial and interrupted fulfillment
Each partial handover consumes only its exact remaining order allocation. Confirmed delivery history remains visible when there is a later return, loss or dispute. Those later events do not reopen the original shipment for another delivery of the same goods.
An uncertain outcome is reconciled against actual evidence before releasing its quantity for another attempt or another customer. Another attempt uses only remaining scope confirmed as undelivered and eligible after reconciliation, excluding accepted, returned or lost history.
The allocation and dispatch workflow expands these physical steps. It also shows why planned delivery, warehouse release and actual handover have different responsibilities.
Connect billing and returns to what happened
Accountant prepares invoices against eligible title-transferred scope. Independent Finance Manager approval binds each invoice or credit to its current revision. Local invoice posting establishes receivables, revenue and applicable tax without repeating stock or cost of goods sold.
Sales Coordinator can prepare a return request tied to actual shipment history. Warehouse Manager reviews physical authorization, quality decisions govern reuse, and Finance Manager separately approves credit or refund. A replacement is a separately accepted order with its own remaining obligation.
Order and Supply Position helps teams follow accepted demand, supply and remaining handovers. The order-to-cash process follows the same customer commitment through actual cash application.
Modules
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Products & recipes
Give each batch a clear recipe, approved label and consistent units.
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Purchasing & suppliers
Follow ingredients and packaging from approved purchase to accepted delivery.
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Inventory & shelf life
Find usable stock and protect each lot through storage, movement and return.
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Batch production & packing
Follow actual inputs, processing and packed output through each batch.
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Quality & traceability
Review each population and follow affected goods through the business.
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Sales & fulfillment
Promise suitable stock and follow each customer order through handover.
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Finance
Connect buying, production and customer delivery to each company’s books.
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Reporting
Understand availability, batch performance and open obligations together.
Reports
All reportsOrder and Supply Position
Compare remaining SalesOrderLines with reviewed purchasing, ReceiptAcceptances, SalesAllocations and actual ShipmentLines at compatible company/product/unit cutoffs; preserve accepted, reserved, performed, cancelled and returned history as distinct populations, show quality/date eligibility in the selected delivery scenario and do not treat held receipts, expected production or a financial credit as immediately available supply.
Roles and permissions
Prepares customer offers, accepted order details and approved trace-contact work.
Independently controls commercial terms, orders and external customer contact.
Records actual independent receipt, storage, population segregation, movement and handover.
Controls warehouse movements, count decisions, return scope and ready-shipment release.
Independently controls monetary authority, costing, journals and period close.
Related processes
Order to cash
Carry the customer promise from a reviewed offer to actual payment.
5 stages · 2 approvals
Allocate and dispatch
Choose suitable lots and carry their claims through actual customer handover.
7 stages · 1 approval
Trace and withdraw
Find affected goods and coordinate a reviewed response with clear follow-through.
8 stages · 3 approvals