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- Oil & Gas ERP
- Process
- Fulfill and deliver
Fulfill and deliver
Warehouse Operator picks only eligible order quantity. Warehouse Manager reviews the route, assigned operator and stop plan before release. Dispatch and visits then create separate evidence: a planned stop, a shipped line and an accepted delivery line answer different questions.
Step by step
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Reserve and pick Warehouse Operator
Warehouse Operator owns this handoff. Pick bounded stock for an approved order. Keep the actual event tied to its source.
- Pick bounded stock for an approved order
- Updates Pick tasks, Inventory reservations
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Release route Warehouse Manager
Warehouse Manager owns this handoff. Approve assigned route and stop plan.
- Approve assigned route and stop plan
- Updates Delivery routes, Route stops, Approval decisions
ApprovalA person approves before the work moves on. -
Dispatch shipment Warehouse Operator
Warehouse Operator owns this handoff. Record actual dispatch and title rule. Keep the actual event tied to its source.
- Record actual dispatch and title rule
- Updates Shipments, Shipment lines, Stock events
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Record attempt Warehouse Operator
Warehouse Operator owns this handoff. Capture visit and accepted or refused portions. Keep the actual event tied to its source.
- Capture visit and accepted or refused portions
- Updates Delivery attempts, Delivery results
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Resolve exception Warehouse Manager
Warehouse Manager owns this handoff. Follow failed or returned scope. Keep the actual event tied to its source.
- Follow failed or returned scope
- Updates Route stops, Returns, Return lines
Who does what
Roles and permissions- Warehouse Operator
- , Warehouse Manager coordinate these decisions and records.
- Each person works within their entity and site scope.
Set up Oil & Gas ERP your way.
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