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- Home Inspection Software
- Process
- Stock to delivery
Stock to delivery
Move owned stock through reservation, pick, dispatch and recorded delivery.
Step by step
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Reserve stock Warehouse Manager
Warehouse Manager acts on inventory reservations, inventory positions. Claim eligible quantity without exceeding availability.
- Claim eligible quantity without exceeding availability.
- Updates Inventory reservations, Inventory positions
-
Pick work Warehouse Operator
Warehouse Operator acts on pick tasks, stock events. Record actual physical pick.
- Record actual physical pick.
- Updates Pick tasks, Stock events
-
Release route Warehouse Manager
Warehouse Manager acts on delivery routes, route stops, approval decisions. Approve assigned route and ordered stops.
- Approve assigned route and ordered stops.
- Updates Delivery routes, Route stops, Approval decisions
ApprovalA person approves before the work moves on. -
Dispatch Warehouse Operator
Warehouse Operator acts on Shipments, shipment lines. Consume ready scope once.
- Consume ready scope once.
- Updates Shipments, Shipment lines
-
Record attempt Warehouse Operator
Warehouse Operator acts on delivery attempts, delivery results. Split accepted, refused, failed and damaged quantities.
- Split accepted, refused, failed and damaged quantities.
- Updates Delivery attempts, Delivery results
-
Resolve exception Warehouse Manager
Warehouse Manager acts on route stops, Returns. Keep failed or refused scope traceable.
- Keep failed or refused scope traceable.
- Updates Route stops, Returns
Who does what
Roles and permissions- Warehouse Manager
- , Warehouse Operator.
- Each approval belongs to an eligible person independent of the preparer.
Set up Home Inspection Software your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.