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Printing & Packaging ERP

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  1. Printing & Packaging ERP
  2. Process
  3. Stock to fulfillment
Process · Stock to fulfillment

Stock to fulfillment

Protect available stock and owned transit while fulfilling accepted demand.

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Step by step

  1. Reserve stock Warehouse Manager

    Warehouse Manager claims available stock for the order line. Keep the current source and revision with the resulting record.

    • Warehouse Manager claims available stock for the order line.
    • Updates Inventory, Reservations

  2. Review transfer Warehouse Manager

    Warehouse Manager approves movement between warehouses in the same entity. Keep the current source and revision with the resulting record.

    • Warehouse Manager approves movement between warehouses in the same entity.
    • Updates Stock transfers, Stock transfer lines, Approval decisions
    ApprovalA person approves before the work moves on.

  3. Record transit Warehouse Operator

    Warehouse Operator records actual dispatch while ownership remains visible. Keep the current source and revision with the resulting record.

    • Warehouse Operator records actual dispatch while ownership remains visible.
    • Updates Stock events, Stock movements

  4. Receive remainder Warehouse Operator

    Warehouse Operator receives the actual quantity; unresolved transit stays open. Keep the current source and revision with the resulting record.

    • Warehouse Operator receives the actual quantity; unresolved transit stays open.
    • Updates Stock transfers, Stock transfer lines

  5. Pick order Warehouse Operator

    Assigned operator picks only the reserved quantity for the shipment. Keep the current source and revision with the resulting record.

    • Assigned operator picks only the reserved quantity for the shipment.
    • Updates Pick tasks, Delivery lines

Where it usually breaks

And how to keep it from happening.

  • A planned quantity is mistaken for actual accepted or delivered quantity.
  • A revised document is released against an earlier decision.
  • An external acknowledgment is inferred from a prepared instruction.
  • A partial transaction consumes the whole original scope.

Who does what

Roles and permissions
Warehouse Manager
, Warehouse Operator.

Set up Printing & Packaging ERP your way.

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

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How to get started