Delivery

Connect picked orders to shipment evidence, route stops and actual dealer handoffs. A pick task links the assigned operator, order line and reservation. The shipment retains site, order, mode and title rule. A route holds a manually ordered stop sequence, planned windows and assigned operator. Delivery attempts retain actual visit facts; results allocate each line outcome.

A pick task and reservation identify the approved order quantity available to ship. A shipment records actual dispatch. The route holds planned stops and an assigned operator; attempts and line results record what the operator found at each address. A planned stop does not prove delivery, and a partial acceptance leaves a remainder for follow-up.

• Pick eligible stock. Warehouse Operator works from the assigned task and records the quantity actually picked.
• Release the route. Warehouse Manager reviews the assigned operator, source site, stops and load evidence before dispatch.
• Record each visit. Warehouse Operator enters the attempt and accepted, refused or damaged line quantities.

The same product may appear in a dealer commitment, supplier receipt, warehouse position and invoice. Those records answer different questions. Use the source and event dates to explain whether a quantity is promised, owned, available, delivered or billed. Keep the person who prepared work separate from its required reviewer.

Agree when title changes and what counts as dispatch or delivery evidence. Confirm who coordinates routes and who resolves failed visits. Retain the original promise beside planned route times. Choose the title rule for each order and decide which evidence confirms dispatch or delivery. Set a route coordinator, an assigned operator and an exception owner. Agree how a refused portion becomes a successor stop or return.

Rehearse a stop that accepts only part of a shipment. Sales should see the undelivered remainder; finance should use only eligible title-transferred quantity. Keep the planned window separate from the actual visit time.

A route visits two dealers. The first accepts its shipment. At the second, part is accepted and part refused. Warehouse Operator records a visit and separate line outcomes. Sales sees accepted quantity; Warehouse Manager reviews the refusal; finance bills only eligible title-transferred scope.

At the second dealer, the operator records a visit and a refused portion. Warehouse Manager reviews the result and schedules the remaining scope or opens a return. The first dealer’s accepted lines stay complete. Accountant checks the order title rule before preparing the invoice.

• Delivery Schedule — Released routes with assigned operators and planned windows.
• My Pick Tasks — Pick work assigned to the signed-in operator.
• Route Release Queue — Route plans awaiting Warehouse Manager review.

See the related process and implementation planning.