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  1. Jewelry ERP
  2. Features
  3. Fulfillment and delivery
Feature · Fulfillment and delivery

Fulfillment and delivery

Pick eligible orders, release delivery routes and record actual handoffs.

OverviewMy pick tasks
Jewelry ERP · Fulfillment and delivery

My pick tasks

Pick tasks

New
Pick numberOrder linePlanned startPlanned endStatus
PT-70300SOL-416815 Oct17 OctAssigned
PT-48252SOL-881012 Oct17 OctIn progress
PT-97971SOL-658107 Oct09 OctPicked
PT-29003SOL-479210 Oct15 OctPartially picked
PT-76028SOL-227827 Oct01 NovException
6 of 6 records
SOL-4168Pick tasks · PT-70300
Assigned
Planned start15 Oct
Planned end17 Oct
Example screen with sample data

What you can do

Move only accepted scope

A dealer order supplies the quantity and commercial promise. Assigned pick tasks set physical work against reservations for that accepted scope. Warehouse Operator records the quantity actually picked; Warehouse Manager coordinates the shipment and the route. A ready shipment is still a plan until actual dispatch evidence records its handoff.

A delivery route holds a manual stop sequence, operator, coordinator and planned window. Each stop retains an address snapshot and the related shipment. This is useful when a distributor sends several dealer deliveries on a run: each stop has its own outcome without converting the whole route into one delivered order.

How the work is organized

  • Pick. Assigned tasks use eligible stock and retain the order line and reservation.
  • Dispatch. Shipment lines preserve dispatched quantity and the title rule on the order.
  • Delivery. An attempt records the visit; results allocate accepted, refused, failed or damaged quantities.

The order’s title rule determines whether ownership transfers at dispatch or accepted delivery. Goods may leave the warehouse yet remain owned in transit. A delivery attempt can be recorded even when the buyer refuses part of a shipment. These facts stay separate from invoicing and return authorization.

What to agree during setup

Set the rule for title transfer with the commercial team before the first shipment. Agree who verifies ready scope, who authorizes route release and what transport evidence must accompany dispatch. Define the operator’s entity and warehouse scope. Choose how an external carrier sends proof of handoff and how uncertain messages are reconciled against the actual source.

A route release checks its operator, coordinator, source warehouse, transport reference and stops. The decision belongs to an authorized Warehouse Manager. A shipment dispatch uses positive quantity bounded by ready, verified scope. Planning more stops or changing a route window cannot create another eligible order quantity.

Check the handoff on an actual case

Take an order for several product units, pick only the available portion and dispatch it on a route with two dealer stops. At the first stop, record accepted quantity. At the second, record a refusal and a failed portion. Verify that each result relates to its shipment line and that the outstanding order still shows the unfulfilled amount. Confirm that an invoice uses only title-transferred quantity under the chosen rule.

If the driver repeats the same arrival message, inspect the economic event and confirm that it does not count another delivery. Keep the refused stock and return disposition visible until a separate action resolves them. The delivery schedule should show the unresolved route or stop rather than silently closing it.

What your team sees

  • Delivery schedule — Released routes, assigned operators, time windows and exceptions.
  • My pick tasks — Work assigned to the current warehouse operator.
  • Dealer order board — Accepted demand and partial shipment progress for sales.

Follow the work through

What it keeps track of

Data model
Pick tasks
Actual picked quantities remain exclusively tied to the order and do not post COGS.
Reservations
Exclusive bounded demand claims through picking and owned transit.
Deliveries
Actual dispatch and title/delivery state separated for partial deliveries.
Shipment lines
Actual dispatch quantities and current title-transferred/delivered portions.
Delivery routes
Manual route/stop sequence and assigned execution; no optimization or live tracking.
Route stops
Explicit stable sequence and exact order/shipment ownership.
Delivery attempts
Actual visit/handoff facts, separate from line outcomes and legal title.
Delivery results
Each attempt allocates line outcomes once; one visit may partially deliver many lines.
Sales orders
Dealer-accepted scope plus mandatory independent commercial approval.
Sales order lines
Bounded accepted quantity/value and retained original promise.
Integration events
Authenticated inbound/manual evidence with idempotent economic effects.

Who uses it

Permissions
Warehouse Manager
Reviews route and dispatch release.
Warehouse Operator
Picks and records actual delivery facts.
Sales Representative
Follows dealer commitments.
Accountant
Prepares billing from eligible title evidence.

Set up Jewelry ERP your way.

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

How to get started