From pick to dealer handoff

Keep planned route, dispatch and actual delivery outcomes distinct.

Step by step

Pick order Warehouse Operator

Record actual picked quantities against approved demand.
- Record actual picked quantities against approved demand.
- Updates Pick tasks, Reservations
Release route Warehouse Manager

Review operator, warehouse, transport and stop evidence.
- Review operator, warehouse, transport and stop evidence.
- Updates Delivery routes, Route stops
ApprovalA person approves before the work moves on.
Dispatch delivery Warehouse Operator

Dispatch only the verified ready quantity.
- Dispatch only the verified ready quantity.
- Updates Deliveries, Delivery lines
Record outcome Warehouse Operator

Record accepted, refused and failed quantities for the actual visit.
- Record accepted, refused and failed quantities for the actual visit.
- Updates Delivery attempts, Delivery results
Review return Warehouse Manager

Authorize bounded return scope and decide the physical disposition.
- Authorize bounded return scope and decide the physical disposition.
- Updates Returns, Return lines, Return dispositions
ApprovalA person approves before the work moves on.

And how to keep it from happening.

A pick exceeds the reservation. Correct the pick before dispatching any stock.
A route has no assigned operator or stop evidence. Warehouse Manager withholds release.
A dispatched line is treated as delivered before a visit result exists. Keep the handoff outcome open.
A return request exceeds the original delivered net quantity. Review the source shipment before authorization.

Warehouse Operator: , Warehouse Manager.
: Each acts within assigned entity and warehouse scope; an independent decision is recorded against the current source revision.

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