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  1. Home Inspection Software
  2. Features
  3. Fulfillment & delivery
Feature · Fulfillment & delivery

Fulfillment & delivery

Pick accepted order scope, dispatch once and record each delivery outcome.

OverviewMy Pick Tasks
Home Inspection Software · Fulfillment & delivery

My Pick Tasks

Pick tasks

New
Pick numberOrder lineStatusPlanned startPlanned endPicked quantity
PT-92211SOL-5990Assigned13 Oct20 Oct420
PT-65754SOL-6045In progress11 Oct20 Oct430
PT-55085SOL-7177Picked15 Oct17 Oct800
PT-99931SOL-7035Partially picked15 Oct19 Oct560
PT-88916SOL-6446Exception21 Oct23 Oct150
6 of 6 records
SOL-5990Pick tasks · PT-92211
Assigned
Planned start13 Oct
Planned end20 Oct
Picked quantity420
Example screen with sample data

What you can do

Separate plan, dispatch and delivery

Pick tasks point to an accepted order line and its reservation. Warehouse Operator records actual picked quantity rather than treating assignment as completion. Shipment lines consume only eligible accepted quantities. A shipment can leave the warehouse in parts; its title rule determines whether ownership passes at dispatch or at accepted delivery. Warehouse Manager coordinates manual route sequence, source warehouse, assigned operator and load evidence. An independent route release records the decision before execution. Route stops and delivery attempts retain actual visit facts, while delivery results record accepted, refused, failed and damaged quantities per line.

How the work is organized

  • Pick. Warehouse Operator records actual picked quantity against the accepted order allocation.
  • Dispatch. Shipment lines consume ready scope once, under the applicable title rule.
  • Visit. Route stops and attempts keep accepted, refused, failed and damaged outcomes separate.

What to agree during setup

Agree which accepted order lines are eligible for a pick and who can release the stock. Warehouse Manager should assign an operator, source warehouse, transport reference and ordered stops before route release. Warehouse Operator needs a way to record actual pick and dispatch separately from a planned route. Decide which title rule applies to the entity before invoicing any dispatched quantity.

Rehearse a split shipment and a failed stop. The team should retain the original order allocation, the quantity already dispatched and the balance available for another permitted attempt. A visit alone does not make the full line delivered; record each line outcome. Agree where outside delivery acknowledgment will enter and how it is matched to the attempt. Check that a repeated dispatch cannot consume the same ready quantity twice.

Check the handoff on an actual case

Take a route with two stops. Release it with an assigned operator and transport reference, then dispatch a shipment with a bounded ready quantity. At the first stop, accept part of one line and refuse the balance; at the second, record a failed visit. The first result must not mark the whole order delivered. Keep the failed quantity available for a later permitted attempt without dispatching the same goods again. Compare original promise, planned stop window, actual visit and title transfer separately.

What your team sees

  • My Pick Tasks — Shows the Warehouse Operator assigned picks and their planned window.
  • Delivery Schedule — Shows released routes, assigned operators and planned stops.

Follow the work through

See the related process and the data model to trace the handoff into the next record.

What it keeps track of

Data model
Pick tasks
Actual picked quantities remain exclusively tied to the order and do not post COGS.
Shipments
Actual dispatch and title/delivery state separated for partial deliveries.
Shipment lines
Actual dispatch quantities and current title-transferred/delivered portions.
Delivery routes
Manual route/stop sequence and assigned execution; no optimization or live tracking.
Route stops
Explicit stable sequence and exact order/shipment ownership.
Delivery attempts
Actual visit/handoff facts, separate from line outcomes and legal title.
Delivery results
Each attempt allocates line outcomes once; one visit may partially deliver many lines.
Sales allocations
Atomic claim of accepted line quantity and net/tax value across staged fulfillment/billing.
Inventory reservations
Exclusive bounded demand claims through picking and owned transit.

Who uses it

Permissions
Warehouse Manager
Coordinates and approves release; Warehouse Operator records pick, dispatch and visits.

Set up Home Inspection Software your way.

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

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