Allocate and dispatch
Choose suitable lots and carry their claims through actual customer handover.
7 stages · 1 approval
Roles and responsibilities
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Step 1Review the promise
Order NumberAccountShipment ModeNet TotalCustomer Handover
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Step 2Allocate suitable lots
Portion NumberLotStatusCurrent Stock QuantityHeld
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Step 3Pick and pack
Shipment NumberOrderModeWarehouseCustomer Handover
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Step 4Release shipment
Shipment NumberOrderModeWarehouseCustomer Handover
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Step 5Hand over
Shipment NumberOrderModeWarehouseCustomer Handover
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Review the promise
Sales Coordinator checks the approved customer order, product, packaging, quantity and agreed delivery date. Customer minimum remaining life and specification follow the accepted version. A changed date or requirement is reviewed before reusing an earlier stock selection.
Allocate suitable lots
Warehouse Manager prepares exact same-entity stock claims using released populations, current dates and remaining availability. Suitable earliest-expiring lots can be proposed within those constraints. Soft-to-hard conversion replaces its earlier claim; a new hold blocks use while preserving the reservation identity.
Pick and pack
Warehouse Operator performs assigned work against the current hard claim. Quantity, product, actual portion, packaging and date checks are repeated as needed. Picking and packing change custody and readiness; they do not establish customer title or cost of goods sold.
Approval required
Release shipment
Warehouse Manager independently approves the ready shipment, excluding its preparer and material editors. Required quality, stock, credit, order and delivery-date checks must still pass. A changed unexecuted packet invalidates stale release; existing picked stock remains identifiable under any new restriction.
Hand over
Warehouse Operator records actual carrier dispatch or customer handover and its evidence. Eligibility is checked at that event. The selected title rule issues only the actual remaining quantity and its carrying value, with cost of goods sold once; plans and labels cannot stand in for handover.
Record delivery outcome
Warehouse Operator records actual accepted delivery or the explicit failed, partial or unresolved outcome. A return, loss or later resolution preserves earlier acceptance history. Only remaining scope confirmed as undelivered and eligible after reconciliation supports another attempt, excluding accepted, returned or lost history.
Resolve the remainder
Warehouse Manager coordinates unperformed quantities, damaged or returned goods and current reservations with the appropriate owners. Finance Manager controls invoice or credit decisions; quality review governs reuse. An uncertain handover cannot free the same stock for another customer before reconciliation.
Approvals and exception handling
1 approval required in this process
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Release shipment
Warehouse Manager signs · hand over waits
Shipments, ShipmentLines, QualityHolds, ApprovalDecisions - Agreed delivery-date changes require the customer remaining-life check to be reconsidered.
- Expiry, open-life deadlinesActive holds remain current through actual handover.
- Partial release and dispatch use exact populationsPreserving aggregate lot history without duplicating stock.
- Invoice and later delivery acknowledgment do not post stock or cost of goods sold again.
When the process needs attention
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hold
Allocate suitable lots
Soft-to-hard conversion replaces its earlier claim; a new hold blocks use while preserving the reservation identity.
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reject
Record delivery outcome
Warehouse Operator records actual accepted delivery or the explicit failed, partial or unresolved outcome.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Review the promise | SalesOrdersSalesOrderLinesAccountsSalesAllocations | Current customer and delivery requirements |
| 2 Allocate suitable lots | InventoryPositionsLotPortionsInventoryReservationsShelfLifePolicies | Exact eligible stock allocated once |
| 3 Pick and pack | PickTasksInventoryReservationsStockMovementsShipmentsShipmentLines | Actual prepared customer quantities |
| 4 Release shipment | ShipmentsShipmentLinesQualityHoldsApprovalDecisions | Current authorization for the ready handover |
| 5 Hand over | ShipmentsShipmentLinesStockEventsStockLayersSalesAllocations | Actual title transfer and inventory issue |
| 6 Record delivery outcome | DeliveryConfirmationsShipmentLinesIntegrationEvents | Actual delivery history and remaining attempt scope |
| 7 Resolve the remainder | SalesAllocationsInventoryReservationsReturnsReturnLinesQualityDispositions | Remaining delivery and physical obligations explained |
Process reports
All reportsLot Availability and Shelf Life
Show InventoryPositions and LotPortions with Lots, InventoryReservations, QualityHolds and the effective ShelfLifePolicies/LotDateEvents: owned quantity, disjoint restricted or claimed scope and currently eligible quantity in each product's base unit, with explicit unknown dates and evaluation time; apply customer remaining-life and expected-delivery requirements only for the identified order scenario and do not add parent portions to their children.
Order 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.
Quality and Release Position
Follow QualityInspections, InspectionResults, NonConformanceReports and QualityDispositions against the applicable controlled specification and exact lot population, showing missing/unknown evidence, independent decisions and unresolved restrictions; retain overlapping hold reasons without counting the same held quantity twice, and distinguish valued physical output from quality eligibility without creating another inventory balance.
Run by an agent
Agent support
An assistant cannot provide required independent human approval, establish food fitness or invent an actual inspection, production event, delivery or payment. It cannot clear unresolved holds through a summary, extend a lot's life without the required evidence or treat an imported result as a release decision.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› allocate and dispatch · review the promise on SalesOrders, SalesOrderLines, Accounts, SalesAllocations
✓ Sales Coordinator checks the approved customer order, product, packaging, quantity and agreed delivery date.
› allocate and dispatch · allocate suitable lots on InventoryPositions, LotPortions, InventoryReservations, ShelfLifePolicies
✓ Warehouse Manager prepares exact same-entity stock claims using released populations, current dates and remaining availability.
› allocate and dispatch · pick and pack on PickTasks, InventoryReservations, StockMovements, Shipments, ShipmentLines
✓ Warehouse Operator performs assigned work against the current hard claim.
› allocate and dispatch · release shipment on Shipments, ShipmentLines, QualityHolds, ApprovalDecisions
⏸ approval · waiting for the warehouse manager
# 3 more stages after approval: hand over, record delivery outcome, resolve the remainder
Other processes
5 moreOrder to cash
Carry the customer promise from a reviewed offer to actual payment.
5 stages · 2 approvals
Procure to pay
Bring ingredients and packaging from reviewed purchase through supplier settlement.
8 stages · 3 approvals
Review and release
Bring evidence and remaining restrictions together before releasing a population.
7 stages · 1 approval
Trace and withdraw
Find affected goods and coordinate a reviewed response with clear follow-through.
8 stages · 3 approvals