Prepare and review the warehouse record before confirming the driver took custody.
Warehouse Coordinator selects the load and organization, names the warehouse and driver, and records the pallet count from loading evidence. Keep the handoff in Draft while the loading team checks any difference.
Warehouse Coordinator submits the prepared revision. Confirm that the driver named at the loading point agrees with the driver assigned to the load. Preserve the evidence supporting the submitted pallet count.
Transport Supervisor checks the current handoff and approves or rejects it. Retain the decision time and the reason in the load's review context. A changed count or driver requires another review of the current scope before completion.
Warehouse Coordinator records the actual handover time after the driver accepts the load. Complete the approved handoff at that point. Approval and physical transfer remain distinct events even when they happen close together.
Dispatcher compares the completed handoff with the resource assignment and pickup evidence. Investigate an unexplained difference before carrying it into delivery reporting. Keep the handoff attached to its original load throughout correction.
And how to keep it from happening.
Start free, then use Proto to change fields, steps and approvals before your team goes live.