Allocate and dispatch

Step by step

1. Review the promise Sales Coordinator

   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.

   • Current customer and delivery requirements
   • Updates Sales orders, Sales order lines, Accounts, Sales allocations

2. Allocate suitable lots Warehouse Manager

   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.

   • Exact eligible stock allocated once
   • Updates Inventory positions, Lot portions, Inventory reservations, Shelf life policies

3. Pick and pack Warehouse Operator

   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.

   • Actual prepared customer quantities
   • Updates Pick tasks, Inventory reservations, Stock movements, Shipments, Shipment lines

4. Release shipment Warehouse Manager

   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.

   • Current authorization for the ready handover
   • Updates Shipments, Shipment lines, Quality holds, Approval decisions
   ApprovalA person approves before the work moves on.

5. Hand over Warehouse Operator

   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.

   • Actual title transfer and inventory issue
   • Updates Shipments, Shipment lines, Stock events, Stock layers, Sales allocations

6. Record delivery outcome Warehouse Operator

   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.

   • Actual delivery history and remaining attempt scope
   • Updates Delivery confirmations, Shipment lines, Integration events

7. Resolve the remainder Warehouse Manager

   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.

   • Remaining delivery and physical obligations explained
   • Updates Sales allocations, Inventory reservations, Returns, Return lines, Quality dispositions

Sales Coordinator

Prepares customer requirements.

Warehouse Manager

Allocates stock and independently releases ready shipments.

Warehouse Operator

Records picking, packing and actual handover or delivery evidence.

Quality Manager

Controls quality eligibility.

Accountant

Prepares eligible billing.

Finance Manager

Independently approves invoices, credits and financial exceptions. Inventory & shelf life explains dates, partial populations, holds and current carrying.