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ERP.AI Distribution & Supply Chain

Distribution & Supply Chain

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Modules

PurchasingCoordinate supply requests, supplier deliveries and the bills that follow. Inventory & warehousesTrack owned stock, protect order reservations and reconcile warehouse quantities with their carrying value. Delivery planningOrganize delivery stops, follow partial results and keep every dispatched quantity accounted for. Sales & dealer ordersKeep dealer terms, accepted orders and the stock promised to customers in agreement.
Production & kittingAssemble, kit or repack goods with clear material requirements, work instructions and output costs. FinanceConnect dealer receivables, supplier payables and stock costs to each entity's books. ReportingUnderstand delivery, stock and financial results from the same accepted quantities and posted evidence.

Distribution & Supply Chain

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Processes

Order to cashCarry the dealer's accepted terms through fulfilment, reviewed invoicing and cash application. Procure to payApprove supply commitments, accept actual deliveries and pay reconciled supplier obligations. Plan and deliverRelease a practical route, record actual delivery results and reconcile the remaining goods.
Assemble and kitRelease defined assembly work, accept actual output and reconcile its standard value with WIP cost. Count and adjustCount a controlled stock population and review the exact quantity and value before correction. Period closeReconcile each entity's operational balances, review currency adjustments and close the books.

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Industries

Industrial and maintenance suppliesConnect dealer commitments with available stock, deliveries and finance. Building materialsCoordinate purchased materials, warehouse quantities and customer deliveries.
Consumer goods distributionKeep dealer orders, warehouse lots and delivery follow-up in step. Value-added distributionConnect assembly and kitting work with stock, orders and actual cost.

Distribution & Supply Chain

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Reference

Roles and permissionsGive commercial, warehouse and finance teams clear responsibilities. ReportsFollow supplier receipts, stock and deliveries alongside the financial results. Data modelExplore the records linking purchasing, stock, delivery and finance.
IntegrationsConnect external inputs and provider outcomes without losing their source history. ImplementationPlan a connected rollout around your entities, goods and financial controls. AI assistants and APIHelp teams prepare work and investigate exceptions within their authority.

Distribution & Supply Chain

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All systems
Modules
PurchasingCoordinate supply requests, supplier deliveries and the bills that follow.Inventory & warehousesTrack owned stock, protect order reservations and reconcile warehouse quantities with their carrying value.Delivery planningOrganize delivery stops, follow partial results and keep every dispatched quantity accounted for.Sales & dealer ordersKeep dealer terms, accepted orders and the stock promised to customers in agreement.Production & kittingAssemble, kit or repack goods with clear material requirements, work instructions and output costs.FinanceConnect dealer receivables, supplier payables and stock costs to each entity's books.ReportingUnderstand delivery, stock and financial results from the same accepted quantities and posted evidence.
Processes
Order to cashCarry the dealer's accepted terms through fulfilment, reviewed invoicing and cash application.Procure to payApprove supply commitments, accept actual deliveries and pay reconciled supplier obligations.Plan and deliverRelease a practical route, record actual delivery results and reconcile the remaining goods.Assemble and kitRelease defined assembly work, accept actual output and reconcile its standard value with WIP cost.Count and adjustCount a controlled stock population and review the exact quantity and value before correction.Period closeReconcile each entity's operational balances, review currency adjustments and close the books.
Industries
Industrial and maintenance suppliesConnect dealer commitments with available stock, deliveries and finance.Building materialsCoordinate purchased materials, warehouse quantities and customer deliveries.Consumer goods distributionKeep dealer orders, warehouse lots and delivery follow-up in step.Value-added distributionConnect assembly and kitting work with stock, orders and actual cost.
Reference
Roles and permissionsGive commercial, warehouse and finance teams clear responsibilities.ReportsFollow supplier receipts, stock and deliveries alongside the financial results.Data modelExplore the records linking purchasing, stock, delivery and finance.IntegrationsConnect external inputs and provider outcomes without losing their source history.ImplementationPlan a connected rollout around your entities, goods and financial controls.AI assistants and APIHelp teams prepare work and investigate exceptions within their authority.
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Distribution & Supply Chain Modules
Delivery planning3 of 7
  • Purchasing1 of 7
  • Inventory & warehouses2 of 7
  • Delivery planning3 of 7
  • Sales & dealer orders4 of 7
  • Production & kitting5 of 7
  • Finance6 of 7
  • Reporting7 of 7

Delivery planning

Organize delivery stops, follow partial results and keep every dispatched quantity accounted for.

Delivery ScheduleDeliveryRoutes
PurchasingInventory & warehousesDelivery planningSales & dealer ordersProduction & kittingFinanceReporting
StatusReleasedInProgressException
11 Sep04 Oct WRH-120 DR-91743, 29 Sep to 04 Oct, Released WRH-110 DR-59212, 11 Sep to 18 Sep, Exception DR-65704, 12 Sep to 21 Sep, InProgress DR-11524, 17 Sep to 25 Sep, InProgress DR-72775, 20 Sep to 23 Sep, Released DR-31340, 20 Sep to 23 Sep, Exception DR-91743DR-65704DR-59212DR-72775DR-11524DR-31340 today · 17 Sep
  • WRH-120: DR-91743, 29 Sep to 04 Oct, Released
  • WRH-110: DR-65704, 12 Sep to 21 Sep, InProgress
  • WRH-110: DR-59212, 11 Sep to 18 Sep, Exception
  • WRH-110: DR-72775, 20 Sep to 23 Sep, Released
  • WRH-110: DR-11524, 17 Sep to 25 Sep, InProgress
  • WRH-110: DR-31340, 20 Sep to 23 Sep, Exception
Records in this module
  • PickTasks
  • Shipments
  • ShipmentLines
  • DeliveryRoutes
  • RouteStops
  • DeliveryAttempts
  • DeliveryResults
  • InventoryReservations
  • InventoryPositions
  • SalesOrderLines
  • IntegrationEvents
  • IntegrationDeliveries
  • Users

Plan against accepted orders

Build delivery work from the current approved order quantities, destination and promise. A route plan cannot create more demand than the order authorizes or clear a commercial hold. Changes to the accepted address or material delivery terms return through the appropriate order review.

The plan is a manual coordination tool. It keeps route and stop work connected to real source records without claiming automatic optimization, live vehicle tracking or a separate driver application.

  • Retain the dealer and delivery contact for each destination.
  • Link the planned work to exact order and shipment lines.
  • Keep the original promise separate from later rescheduling.
  • Identify the remaining quantity after every actual partial result.
My Pick TasksPickTasks
Youdue today
  1. PT-37188SOL-219910 Sep → 13 SepAssigned
  2. PT-34233SOL-849509 Sep → 17 SepInProgress
  3. PT-65791SOL-355505 Sep → 12 SepPicked
  4. PT-83425SOL-558113 Sep → 21 SepPartiallyPicked
  5. PT-44627SOL-682307 Sep → 12 SepException
Delivery planning →

Release the work with the warehouse ready

Warehouse Manager owns route and stock release under the approved operating rules. Independent route release follows completed picking, packing and quantity verification, before actual dispatch. A route may be planned earlier, but only ready shipments can be released.

Warehouse Operator performs the assigned picking and shipment work. Physical confirmation follows the actual stock identity and quantity, including the lot where required. The stock claim belongs to the order being fulfilled and cannot make the same units available to another order.

Picking changes where the goods are held for the order. It does not itself prove dispatch, delivery or an inventory cost-of-sales event. Short quantities remain unresolved work rather than being filled by a successful status on the rest of the shipment.

Warehouse AvailabilityInventoryPositions
on hand
EntityProductWarehouseLocationLot Number
ENT-3978PRD-9384WRH-130LCT-130L26-7363
ENT-5285PRD-1897WRH-110LCT-110L26-9539
ENT-6741PRD-7299WRH-140LCT-110L26-3441
ENT-8224PRD-2658WRH-110LCT-120L26-7897
ENT-8377PRD-9722WRH-120LCT-110L26-7905
ENT-4563PRD-2263WRH-120LCT-130L26-6015

Keep dispatch separate from the plan

Actual dispatch records the physical goods that left, their source and their shipment-line quantities. A route assignment, printed document or outgoing message cannot substitute for that evidence.

Point in the work What it establishes
Planned stop Intended delivery scope and destination
Released route Authority to perform the accepted operational plan
Actual dispatch The evidenced quantity that physically left
Recorded delivery result The actual accepted or unresolved quantity at the stop

The same physical dispatch is recorded once, even if a source message is repeated. A later delivery update adds its own evidence without pretending that the goods departed again.

Delivery ExceptionsRouteStops
StatusPartialFailedRefusedRescheduled
Partial
RS-55888DR-7154330 sequence
RS-35691DR-7411930 sequence
Failed
RS-71107DR-3442560 sequence
RS-85145DR-2399960 sequence
Refused
RS-43444DR-4327180 sequence
Rescheduled
RS-97227DR-9712530 sequence
Delivery planning →

Respect the order's title terms

The accepted order freezes whether title transfers on dispatch or delivery. That choice governs the stock and accounting effects throughout the route; operational convenience cannot change it after the event.

Under dispatch terms, evidenced handover issues the relevant stock and its cost once. Later proof of delivery supplies the customer’s delivery outcome and does not issue inventory a second time.

Under delivery terms, physical dispatch moves the carried value into owned transit. Actual accepted delivery then transfers title and recognizes cost only for that portion. The remaining goods continue to require an evidenced outcome, preserving their quantity and carrying value.

This distinction also controls billing eligibility. An approved route or a planned stop is never sufficient invoice evidence. The billable portion must have reached its required title event and remain unbilled.

Preserve partial and failed delivery results

Warehouse Operator records the actual delivery evidence within assigned scope. A partial acceptance must identify its quantity separately from the undelivered or refused remainder. The delivered history stays intact when later work is replanned.

A failed stop cannot automatically restore warehouse stock, cancel the accepted order or create a financial credit. Returned goods need their own physical and disposition evidence. Commercial cancellation or correction follows the original order and invoice lineage through its authorized path.

Delivery attempts and results keep the distinction between an intended visit and its outcome. Repeated or corrected evidence must reconcile the same source quantities instead of creating another successful delivery for the same goods.

Keep the remaining work visible

Warehouse Manager follows unresolved route and shipment work across the operating day. Rescheduling preserves the earlier attempt and original promise. Completed portions remain complete; only eligible outstanding scope moves to the next plan.

Connected messages retain their source identity and actual response. Unknown external execution needs reconciliation before another effect is assumed. An acknowledgment may establish message delivery, but it does not establish customer acceptance or physical return.

The delivery history supports useful service reporting once its actual population and cutoff are defined. Planned, dispatched, accepted, refused and unresolved quantities remain distinguishable rather than being collapsed into one apparently complete route.

Modules

  • Purchase Approval QueueSubmitted
    Purchase Order NumberSupplierOrder DateCurrent Total

    Purchasing

    Coordinate supply requests, supplier deliveries and the bills that follow.

  • Count Review QueuePendingReview
    Count NumberWarehousePlanned StartPlanned End

    Inventory & warehouses

    Track owned stock, protect order reservations and reconcile warehouse quantities with their carrying value.

  • Delivery ScheduleReleased
    Route NumberWarehousePlanned StartPlanned End

    Delivery planning

    Organize delivery stops, follow partial results and keep every dispatched quantity accounted for.

  • My Quotes Due
    Quote NumberDealerValid UntilNet Total

    Sales & dealer orders

    Keep dealer terms, accepted orders and the stock promised to customers in agreement.

  • Production ScheduleReleased
    Work Order NumberOutput ProductPlanned QuantityPlanned Start

    Production & kitting

    Assemble, kit or repack goods with clear material requirements, work instructions and output costs.

  • Invoices Awaiting ApprovalPendingApproval
    Invoice NumberDealerInvoice DateNet Amount

    Finance

    Connect dealer receivables, supplier payables and stock costs to each entity's books.

  • Period Close WorkOpen
    Task NumberPeriodKindCutoff At
    AR

    Reporting

    Understand delivery, stock and financial results from the same accepted quantities and posted evidence.

Reports

All reports

On-Time Delivery

Completed eligible order-line quantities delivered by OriginalPromiseAt versus all quantities whose original cutoff falls in the reported cohort; show open/late/failed/refused/cancelled portions separately and count each delivered base unit once using verified DeliveryResults, not last revised route windows.

Delivery ScheduleDeliveryRoutes
StatusReleasedInProgressException
11 Sep04 Oct WRH-120 DR-91743, 29 Sep to 04 Oct, Released WRH-110 DR-59212, 11 Sep to 18 Sep, Exception DR-65704, 12 Sep to 21 Sep, InProgress DR-11524, 17 Sep to 25 Sep, InProgress DR-72775, 20 Sep to 23 Sep, Released DR-31340, 20 Sep to 23 Sep, Exception DR-91743DR-65704DR-59212DR-72775DR-11524DR-31340 today · 17 Sep
  • WRH-120: DR-91743, 29 Sep to 04 Oct, Released
  • WRH-110: DR-65704, 12 Sep to 21 Sep, InProgress
  • WRH-110: DR-59212, 11 Sep to 18 Sep, Exception
  • WRH-110: DR-72775, 20 Sep to 23 Sep, Released
  • WRH-110: DR-11524, 17 Sep to 25 Sep, InProgress
  • WRH-110: DR-31340, 20 Sep to 23 Sep, Exception

Exceptions and Approval History

Current source-revision decisions, expired/invalidated approvals, stock/count/delivery/finance exceptions and correction chains; counts use unique economic case identities and actual timestamps, not duplicate retries.

Delivery ExceptionsRouteStops
StatusPartialFailedRefusedRescheduled
Partial
RS-55888DR-7154330 sequence
RS-35691DR-7411930 sequence
Failed
RS-71107DR-3442560 sequence
RS-85145DR-2399960 sequence
Refused
RS-43444DR-4327180 sequence
Rescheduled
RS-97227DR-9712530 sequence

Roles and permissions

Sales Representative

Prepares dealer offers and orders and follows accepted delivery commitments.

Permissions and records
  • Manage Quotes, QuoteLines, draft SalesOrders, SalesOrderLines and scoped DealerContacts
  • View authorized Dealers, current availability and delivery status
  • Submit commercial revisions and return requests
  • View own order and collection summaries
  • SalesOrderLines
My Quotes DueQuotes
Younext 7 days
  1. QTS-87194DLR-214515 SepDraft
  2. QTS-85789DLR-653121 SepSubmitted
  3. QTS-58356DLR-541416 SepApproved
  4. QTS-69803DLR-983414 SepSent
  5. QTS-75603DLR-987517 SepAccepted
Warehouse Operator

Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.

Permissions and records
  • Manage assigned draft GoodsReceipts and GoodsReceiptLines
  • Confirm actual receipts independently of buyer and commercial approver after eligibility/cost review
  • Execute guarded approved stock picks, transfers, dispatch and delivery evidence
  • Record PickTasks, ProductionEntries, DeliveryAttempts, DeliveryResults and blind CountLines
  • PickTasks
  • DeliveryAttempts
  • DeliveryResults
Delivery ScheduleDeliveryRoutes
StatusReleasedInProgressException
11 Sep04 Oct WRH-120 DR-91743, 29 Sep to 04 Oct, Released WRH-110 DR-59212, 11 Sep to 18 Sep, Exception DR-65704, 12 Sep to 21 Sep, InProgress DR-11524, 17 Sep to 25 Sep, InProgress DR-72775, 20 Sep to 23 Sep, Released DR-31340, 20 Sep to 23 Sep, Exception DR-91743DR-65704DR-59212DR-72775DR-11524DR-31340 today · 17 Sep
  • WRH-120: DR-91743, 29 Sep to 04 Oct, Released
  • WRH-110: DR-65704, 12 Sep to 21 Sep, InProgress
  • WRH-110: DR-59212, 11 Sep to 18 Sep, Exception
  • WRH-110: DR-72775, 20 Sep to 23 Sep, Released
  • WRH-110: DR-11524, 17 Sep to 25 Sep, InProgress
  • WRH-110: DR-31340, 20 Sep to 23 Sep, Exception
Warehouse Manager

Controls stock execution, delivery plans and distribution production.

Permissions and records
  • Manage Warehouses, Locations, operational demand, StockTransfers, InventoryCounts and DeliveryRoutes
  • Approve independent operational StockRelease, TransferApproval, CountAdjustment, ReturnAuthorization, ReturnDisposition, RouteRelease and ProductionRelease decisions
  • Confirm independent actual ProductionEntries and ProductionCompletions
  • Approve technical BOMs and ProductionRoutings activation without changing finance cost/rate policy
  • DeliveryRoutes
Delivery ScheduleDeliveryRoutes
StatusReleasedInProgressException
11 Sep04 Oct WRH-120 DR-91743, 29 Sep to 04 Oct, Released WRH-110 DR-59212, 11 Sep to 18 Sep, Exception DR-65704, 12 Sep to 21 Sep, InProgress DR-11524, 17 Sep to 25 Sep, InProgress DR-72775, 20 Sep to 23 Sep, Released DR-31340, 20 Sep to 23 Sep, Exception DR-91743DR-65704DR-59212DR-72775DR-11524DR-31340 today · 17 Sep
  • WRH-120: DR-91743, 29 Sep to 04 Oct, Released
  • WRH-110: DR-65704, 12 Sep to 21 Sep, InProgress
  • WRH-110: DR-59212, 11 Sep to 18 Sep, Exception
  • WRH-110: DR-72775, 20 Sep to 23 Sep, Released
  • WRH-110: DR-11524, 17 Sep to 25 Sep, InProgress
  • WRH-110: DR-31340, 20 Sep to 23 Sep, Exception

Related processes

My Quotes Due
Quote NumberDealerValid UntilNet Total

Order to cash

Carry the dealer's accepted terms through fulfilment, reviewed invoicing and cash application.

5 stages · 2 approvals

Purchase Approval QueueSubmitted
Purchase Order NumberSupplierOrder DateCurrent Total

Procure to pay

Approve supply commitments, accept actual deliveries and pay reconciled supplier obligations.

9 stages · 4 approvals

Delivery ScheduleReleased
Route NumberWarehousePlanned StartPlanned End

Plan and deliver

Release a practical route, record actual delivery results and reconcile the remaining goods.

6 stages · 1 approval

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