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Feature · Fulfillment

Fulfillment

A completed kit becomes useful to the customer when it is reserved against an accepted order and delivered under the agreed title rule. The dealer order and its lines retain quantity, value and promise. Finished stock has an item, location, custody state and available quantity. A reservation claims a bounded portion of that stock so picking and dispatch do not count it twice.

OverviewShipments ready for dispatch
Kitting & Assembly · Fulfillment

Shipments ready for dispatch

Shipments

New
Shipment numberStatusOrderStorage locationTitle ruleMode
SHP-92083ReadySO-64765SL-110DispatchOwn delivery
SHP-39740ReadySO-45954SL-110DeliveryExternal carrier
SHP-82851ReadySO-87772SL-110DispatchOwn delivery
SHP-56060ReadySO-88918SL-120DeliveryExternal carrier
SHP-23040ReadySO-92548SL-130DispatchOwn delivery
6 of 6 records
SO-64765Shipments · SHP-92083
Ready
Storage locationSL-110
Title ruleDispatch
ModeOwn delivery
Example screen with sample data

What you can do

Move from stock to shipment

Warehouse Operator follows pick tasks and the reservation’s quantity. A shipment line names the order line, reservation and dispatched quantity. The shipment moves from planning through picking and ready state. Warehouse Manager checks the ready scope and evidence before dispatch. Actual dispatch records its time and creates the stock event. The title rule determines whether legal title passes at dispatch or delivery.

When the organization delivers using its own route, the route has an assigned operator, coordinator, source warehouse and planned time span. Stops have an explicit sequence and link to a shipment. A release decision checks the route evidence before the operator begins. Delivery attempts and results record what was actually accepted, refused, failed or damaged. One visit can resolve only part of a shipment line; the remaining quantity stays visible for follow-up.

How the work is organized

  • Order demand. Accepted sales order lines hold quantity, remaining promise and fulfillment state.
  • Stock claim. Reservations and pick tasks connect eligible finished stock to that demand.
  • Handoff. Shipment lines, routes, attempts and results retain dispatch and delivery separately.

What to agree during setup

Agree which dealer orders need own delivery and which use an external carrier reference. Configure the rule for when title passes and make sure the team can capture the evidence required at that moment. Set warehouse picking and dispatch locations. For own delivery, decide who coordinates stops and who records the visit. Carrier service and tracking are connections to establish as needed; the recorded reference alone is not a carrier integration.

Sales Manager should review a split delivery case before rollout. A dealer may receive some kits today and the rest later. The team should keep the original order quantity, exact shipment line quantities and actual delivered quantities distinct. A refusal or damage result calls for return or correction handling against the original shipment, rather than erasing the first attempt.

Check the handoff on an actual case

Use an approved order for a finished kit whose build has posted available output. Reserve only a portion, pick it and prepare a shipment. Compare its quantity with both the reservation and order line. Dispatch it with evidence. If title passes on delivery, verify the line’s title-transferred quantity waits for the delivery outcome. Record a partial acceptance and a refused portion at one stop. The order and shipment should then show the unresolved quantity, while the original dispatch remains traceable.

What your team sees

  • Shipments ready for dispatch — Prepared handoffs waiting for the warehouse release check.
  • Dealer orders in progress — Accepted dealer commitments still being fulfilled.
  • Available stock positions — Check the finished item’s position before the next claim.

Follow the work through

Continue with ship and deliver and integrations.

What it keeps track of

Data model
Sales orders
Dealer-accepted scope plus mandatory independent commercial approval.
Sales order lines
Bounded accepted quantity/value and retained original promise.
Inventory positions
Current owned stock by complete identity and custody state; provenance is not a second balance.
Stock reservations
Exclusive bounded demand claims through picking and owned transit.
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.
Stock events
One immutable group of stock movements and the associated journal effect.

Who uses it

Permissions
Warehouse Operator
Picks and records physical handoffs.
Warehouse Manager
Reviews shipment and route release.
Sales Representative
Follows the dealer commitment.
Sales Manager
Resolves commercial exceptions.

Set up Kitting & Assembly your way.

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

How to get started