Ship and deliver finished kits

Step by step

1. Accept demand Sales Manager

   Sales Manager approves the dealer order and its bounded line quantities.

   • Set approved dealer scope
   • Updates Sales orders, Sales order lines, Review decisions
   ApprovalA person approves before the work moves on.

2. Claim stock Warehouse Manager

   Warehouse Manager reserves eligible completed kit positions against the order line.

   • Hold finished quantity for the order
   • Updates Inventory positions, Stock reservations

3. Pick kits Warehouse Operator

   Warehouse Operator records the picked quantity for the shipment.

   • Connect physical picked units to a shipment
   • Updates Pick tasks, Shipments, Shipment lines

4. Approve route Warehouse Manager

   Warehouse Manager releases an own-delivery route with operator, stops and transport evidence when used.

   • Set assigned stops and release route
   • Updates Delivery routes, Route stops, Review decisions
   ApprovalA person approves before the work moves on.

5. Dispatch shipment Warehouse Manager

   Warehouse Manager checks ready scope and evidence before recording the actual dispatch.

   • Record physical handoff and title rule effect
   • Updates Shipments, Shipment lines, Stock events
   ApprovalA person approves before the work moves on.

6. Record outcome Warehouse Operator

   Warehouse Operator captures the visit and accepted, refused, failed or damaged quantity by shipment line.

   • Allocate actual delivery result once
   • Updates Delivery attempts, Delivery results, Shipment lines

Sales Manager

Approves accepted demand.

Warehouse Manager

Controls the claim, route and dispatch.

Warehouse Operator

Picks and records actual visits.

Sales Representative

Follows the dealer commitment.