Delivery planning
Organize delivery stops, follow partial results and keep every dispatched quantity accounted for.
- 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
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.
- PT-37188SOL-219910 Sep → 13 SepAssigned
- PT-34233SOL-849509 Sep → 17 SepInProgress
- PT-65791SOL-355505 Sep → 12 SepPicked
- PT-83425SOL-558113 Sep → 21 SepPartiallyPicked
- PT-44627SOL-682307 Sep → 12 SepException
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.
| Entity | Product | Warehouse | Location | Lot Number |
|---|---|---|---|---|
| ENT-3978 | PRD-9384 | WRH-130 | LCT-130 | L26-7363 |
| ENT-5285 | PRD-1897 | WRH-110 | LCT-110 | L26-9539 |
| ENT-6741 | PRD-7299 | WRH-140 | LCT-110 | L26-3441 |
| ENT-8224 | PRD-2658 | WRH-110 | LCT-120 | L26-7897 |
| ENT-8377 | PRD-9722 | WRH-120 | LCT-110 | L26-7905 |
| ENT-4563 | PRD-2263 | WRH-120 | LCT-130 | L26-6015 |
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.
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
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Purchasing
Coordinate supply requests, supplier deliveries and the bills that follow.
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Inventory & warehouses
Track owned stock, protect order reservations and reconcile warehouse quantities with their carrying value.
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Delivery planning
Organize delivery stops, follow partial results and keep every dispatched quantity accounted for.
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Sales & dealer orders
Keep dealer terms, accepted orders and the stock promised to customers in agreement.
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Production & kitting
Assemble, kit or repack goods with clear material requirements, work instructions and output costs.
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Finance
Connect dealer receivables, supplier payables and stock costs to each entity's books.
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Reporting
Understand delivery, stock and financial results from the same accepted quantities and posted evidence.
Reports
All reportsOn-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.
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.
Roles and permissions
Prepares dealer offers and orders and follows accepted delivery commitments.
Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.
Controls stock execution, delivery plans and distribution production.
Related processes
Order to cash
Carry the dealer's accepted terms through fulfilment, reviewed invoicing and cash application.
5 stages · 2 approvals
Procure to pay
Approve supply commitments, accept actual deliveries and pay reconciled supplier obligations.
9 stages · 4 approvals
Plan and deliver
Release a practical route, record actual delivery results and reconcile the remaining goods.
6 stages · 1 approval