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- Solar Project Management
- Process
- Stock to delivery route
Stock to delivery route
Move owned stock and release a planned route.
Step by step
-
Locate Warehouse Manager
Warehouse Manager checks positions and reservations.
- Warehouse Manager checks positions and reservations.
- Updates Inventory positions, Inventory reservations
-
Transfer Warehouse Manager
Warehouse Manager approves warehouse movement.
- Warehouse Manager approves warehouse movement.
- Updates Stock transfers, Review decisions
ApprovalA person approves before the work moves on. -
Receive Warehouse Operator
Warehouse Operator records exact destination receipt.
- Warehouse Operator records exact destination receipt.
- Updates Stock transfer lines, Inventory positions
-
Plan Warehouse Manager
Warehouse Manager sequences stops and assigns the operator.
- Warehouse Manager sequences stops and assigns the operator.
- Updates Delivery routes, Route stops
-
Release Warehouse Manager
Warehouse Manager approves transport and load evidence.
- Warehouse Manager approves transport and load evidence.
- Updates Delivery routes, Review decisions
ApprovalA person approves before the work moves on. -
Resolve Warehouse Operator
Warehouse Operator records the stop outcome.
- Warehouse Operator records the stop outcome.
- Updates Delivery attempts, Delivery results
Who does what
Roles and permissions- Warehouse Manager
- And Warehouse Operator.
Set up Solar Project Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.